We are looking for a way to give our Partners access to our quarterly success review powerpoint decks. The partner can then use the deck to conduct QSRs and feedback via the Gainsight account widget in timeline. The widget sits in our ‘Partner Portal’. My idea is to use JO to send out decks by leveraging Success Snapshots. Can I ask as a product enhancement there is an integration between the 2 in order to do this?
Product enhancement: JO and Success Snapshot integration
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Hi@anna_james , integrating Success Snapshots with JO is definitely in our long term roadmap plan. We do not have a specific ETA for this yet. I will keep you posted on this.
@All, Please up-vote here if you are interested in this enhancement request.
any update on this?
Open for a discussion on related use-cases. Thank you.
Hi folks,
Resurfacing this idea as it’s come back up in a recent request I received. I don’t believe (but could be mistaken) it’s possible to attach a success snapshot template to an email and send via JO.
Hi@Stuart
We are looking to solve this in short term roadmap.