Vault Update!


Userlevel 4
Hi Community - here's [i]What's New in Vault!  


New Assets Nominated:
 

  • Gainsight Community -- what awesome ideas for playbooks, surveys, email templates, and rules do you have?
New Assets Published: 1 playbook, 1 survey, 4 CoPilot templates published in the last 2 weeks

  • Annual Health Check-In Playbook - Prepare and execute an annual customer 'health' meeting.
  • CSM Satisfaction Survey - Evaluate customer satisfaction with their Customer Success Manager.
  • New Beta Feature Participation CoPilot Template - Invite a subset of customers to participate in New Beta Feature testing.
  • Habits Decline (Green to Yellow) CoPilot Template - Address improvement and offer help when a customer drops in Habits from Green to Yellow.
  • Severe Habits Decline (Yellow to Red) CoPilot Template - Address improvement and offer help when a customer drops severely in Habits from Yellow to Red.
  • Habits Improvement (Yellow to Green) CoPilot Template - Congratulate when a customer improves in Habits from Yellow to Green and discuss methods

May Release: 50 Vault rules!


  • On May 19, we released a set of 50 ready-to-use rules into Vault. To see the full list, go to the Rules tab of this spreadsheet, which contains all currently available assets.

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