Currently, the system triggers emails that include the name of the CTA and relationship, it would be really helpful if the admins have the ability to include the company name along with the CTA name.
+6A few use cases for this from one of my GS customers:
- In it’s current state, the CTA email notification provides very little value if any
- With customization options it might serve it’s purpose of enabling activity prioritization.
- Let a CSM know when they have an important CTA awaiting action
- Link directly to the C360 cockpit of the customer
- Allow for better engagement with cross-functional teams who have been tagged for a CTA or Task. “Direct them to the action needed and allow them to take that action and mark it as complete.”
AI on my mind!
+6We have a use case in the same vein, but it’s more in regards to how the email notification enters the inbox as opposed to the email content itself.
The ask: Group email notifications for multiple CTAs that fire for an account within a short period of time.
The why: Our CSMs and consultants are getting assigned many CTAs during any given day (onboarding CTAs, success plan CTAs, etc.). Right now, 1 email notification appears in the inbox for every 1 CTA assigned. If a success plan has, say, 8 objectives, that’s 8 separate emails notifying the user of CTA assignment. Even worse, CSMs who have ~50/60/70+ accounts assigned to them could end up receiving hundreds of CTA assignment notification emails flooding their inbox. This can become quite overwhelming and clutters to-do’s and other emails received.
+6AI on my mind!
+6bradybluhm wrote:
A preference center to improve the INTERNAL CX. Now we’re talking!
Maybe there’s a way to add Slack DMs or Slackbot into the mix?
(ex: Daily summary email for record-keeping, with Slack notifications that trigger and link to each individual CTA for easy access)
"All knowledge is connected to all other knowledge. The fun is in making the connections." – Arthur C. Aufderheide
+13Looks like the Company is now included in these (screenshot below with company name redacted), but the need still stands to be able to further customize. Our team would like to see the Comments from the CTA included as well. To
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