Introduction
Proactive communication is key to ensuring teams act quickly on critical updates. Automating team notifications in Gainsight helps your team stay aligned, respond to risks, and seize opportunities without manual intervention. By setting up automated notifications for key events, such as health score changes or upcoming renewals, your team can collaborate more effectively. This article will guide you through automating notifications to foster proactive collaboration.
Step 1: Identify Key Events for Notifications
Determine the triggers for notifications to ensure teams act on the most critical updates.
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Health Score Drops: Notify relevant teams when a customer’s health score falls below a defined threshold. Set up and manage these triggers using Scorecards to automate risk alerts effectively.
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Overdue CTAs: Alert team members about overdue tasks using Cockpit to ensure timely follow-ups.
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Upcoming Renewals: Automate notifications for contracts nearing their renewal date, integrating insights from Rules Engine.
Step 2: Set Up Automated Notifications
Automating notifications ensures real-time alerts without manual intervention.
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Create Notification Rules in Rules Engine: Set up rules to trigger email or Slack notifications for specific events, such as health score changes or overdue tasks. Learn how to configure notifications with the Rules Engine.
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Leverage Slack for Team Alerts: Use Gainsight’s Slack Integration to deliver updates directly into team Slack channels for immediate visibility.
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Enable Email Notifications: Automate email alerts for stakeholders who need timely updates but do not use Slack. This ensures all teams are informed.
Step 3: Monitor and Refine Notification Effectiveness
Continuously evaluate and adjust notifications to maximize their impact.
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Track Engagement with Notifications: Use Cockpit Analytics to monitor how teams interact with notifications, identifying areas for improvement.
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Adjust Notification Triggers: Refine rules to focus on the most impactful updates, ensuring that teams aren’t overwhelmed by unnecessary alerts. For example, tweak thresholds for overdue tasks or health score changes.
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Incorporate Team Feedback: Regularly gather input from teams to understand whether notifications are actionable and relevant. Use Surveys to collect structured feedback.
Next Steps for Success
Once notifications are automated, focus on aligning teams around shared insights. Refer to the article Promote Cross-Team Collaboration on Key Accounts to learn how to engage cross-functional teams on high-priority accounts.
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