Skip to main content
Solved

CSM on PTO

  • September 7, 2021
  • 7 replies
  • 94 views

Hello GS Community,

 

Currently we have some concerns where GS automated emails are going out to customers while a CSM is on PTO. We still want the communications to go out, but potentially from a different person. For example, if the CSM is taking PTO for a few days, maybe a week, we don’t necessarily want to change the CSM on the account, but rather have the communication come from the manager of that CSM. Is it possible to set something like this up through Journey Orchestrator?

Best answer by gunjanm

We also use a Temp CSM field for extended leave coverage and take advantage of that when it is filled out for scenarios like this. 

View original
Did you find this topic helpful?

7 replies

heather_hansen
Forum|alt.badge.img+13
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 955 replies
  • September 7, 2021

@justynharvey2021 We ran into a similar scenario, and I just created a flag on the User object to be flagged when the user (CSM) was out of the office.  Then, you could create a conditional wait in your journey to look for that flag.  Ours is being used for longer leaves, but you could potentially configure something similar for out of office.  Just might be a pain to manage for shorter terms.


@heather_hansen thank you so much. I will definitely look into this. The first one might be challenging to create for a short program, but I can just use the clone tool for future short programs.


Cornelia
Forum|alt.badge.img+1
  • ProdOps
  • 335 replies
  • September 8, 2021

Hello @heather_hansen, thank you for your post. Will be looping in our Product Manager to look into this and get back to you. 


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • September 23, 2021

Hello @heather_hansen 
Let us know if this workaround shared above is able to solve your use case?
 


Forum|alt.badge.img+3
  • Helper ⭐️
  • 256 replies
  • September 24, 2021

Some kind of toggle that the end user can enable when they go out of office would be really great. Almost like a CSM hub where they can toggle this and maybe add their own personal notes, etc. 


gunjanm
Forum|alt.badge.img+13
  • Expert ⭐️
  • 523 replies
  • Answer
  • September 26, 2021

We also use a Temp CSM field for extended leave coverage and take advantage of that when it is filled out for scenarios like this. 


  • Contributor ⭐️⭐️
  • 6 replies
  • February 26, 2025

We are also looking for an out of office feature so when a user tags another user in a comment they are notified that the user they have mentioned is out of office. 


Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings