To help push the use of reports in CoPilot, would be awesome if we could have a template in Vault. This one is tricker given we'd need a report to start with, could potentially leverage an out of the box report as an example?
Sample**
Hi [i]<FirstName>,
To help drive continued adoption of [i]<Company/Prodcut Name>, you will receive a weekly summary of your team's usage within our system.
[i]<insert sample report - Maybe from CTAs?>
Looking for additional ideas to help build additional value in our platform? Click here [i]<insert link> for best practices on driving adoption in [i]<Company/Product Name>.
Best,
[i]<Customer Success Manager Name>
** I am no copy writer but hopefully gives an idea!
CoPilot: Lifecycle - Usage Data Report
Userlevel 5
+6
Love these! Reports in Rules is definitely something we want to add in Vault. Something to do post initial release of rules and reports.
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