Email Notification for New CTAs
Is it possible to have new CTAs trigger an email notification (real time, daily, weekly)? In our org, our renewals team gets a lower volume of CTAs, so they're not in the habit of logging into the tool everyday. I would like to be able to trigger a notification (or daily digest) for this group of users only.
Already have an account? Login
Login to the community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
It is possible to receive notifications when a new CTA is assigned to you, or when a new CTA is created for any of the Customers you are subscribed to.
These options are available under "My Notification Settings" on Customer 360.
Do you see any implementation challenges, given that this has to be set up by each User on their own?
Once done, each Gainsight User should see "My Notification Settings" on Customer 360. Even though you get access to these settings from the Customer 360 page, these apply to the User and not that specific Account. Subscribing to an Account, however, has to be done one Account at a time (unless you have been auto-subscribed).