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Spaces Link & Last Modified Date at the Company/Relationship level

Related products:CS Other FeaturesCS Success Snapshots
  • June 6, 2025
  • 3 replies
  • 41 views

mobrien14
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As we’re working through some testing of spaces, I noticed there doesn’t seem to be any reporting at the company or relationship level (or even in its own object) for detecting if a space has been set up/in use/when it was last modified. I did see the Spaces user access object, but that appears to be primarily for tracking invitations.

Having some more robust information available for easy reporting & including on an admin or managerial dashboard would enable us to better ensure our representatives are not only setting them up, but also maintaining them on a regular basis. It would also be great if the ‘link’ to the space could be included in a field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.

3 replies

dayn.johnson
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  • June 6, 2025

It would also be great if the ‘link’ to the space could be included in a company-level field, which might allow us to automate emails out to the customers from the CSM and direct the customer there.

💯

Great idea, ​@mobrien14!

We haven’t dug into Spaces yet, but I would expect to be able to tokenize the link to a company’s Space in email templates across the board (JOs, Email Assist, CTAs, and Group Send). Not being able to include links in a scaled approach is a definite limitation. ​@kim_stone, ​@kstim for our scaled program...


benwanless
  • Contributor ⭐️⭐️⭐️⭐️
  • June 6, 2025

Although I haven’t had a chance to use Spaces yet, this also sparked another Idea:

If a customer churns/cancels or makes a special request to have their data deleted. Would you be able to easily manage these Spaces?


mobrien14
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  • June 6, 2025

Although I haven’t had a chance to use Spaces yet, this also sparked another Idea:

If a customer churns/cancels or makes a special request to have their data deleted. Would you be able to easily manage these Spaces?

Great callout & not something I’ve found a way to manage as an admin. Definitely another must need if we don’t have it.