Feature Enhancement Request:
CTA Assignment Alert - When I manually assign, or have built a
playbook with assignments to others and it is initiated, I would like the
assignee to receive a notification that a new CTA has been assigned to them; either
a pop up or email, or both.
CTA Assignment Alert
None
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I have this set up for myself because most of my responsibilities are not in Cockpit, but I still am able to take care of my CTA's in a timely manner.
You can also learn more in the Configuring Email Notifications help article
You can assist your users via some admin tools:
You can assign the customers to users so they are eligible to receive notifications automatically: see here.
That gets you halfway there - the users still have to configure how they want to receive those notifications, but you can run a report to see what users are configured and which are not - use the object "Subscription Preferences" to get this data.
Hope this helps!
"You can assign the customers to users so they are eligible to receive notifications automatically: see here." I followed this link - what exactly does Configuring Auto-Subscription for Email Notifications mean?
If this isn't going to auto-enable "assign" notifications for users, what does configuring the piece above enable?
There are basically two steps for notifications to function properly. First the end user has to configure their global notification settings as Britton showed above by clicking on the bell icon on any Gainsight page.
Second is to select which customers to "follow" to receive notifications when one of the events the user selected in step one happens. This is done by either manually clicking on the follow icon per each customer or via the auto-subscription steps I outlined above.
Hope this helps!