CSM Image in Contact list

CSM Image in Contact list

Here are the detailed steps for setting up your dataset and running the query to fetch the necessary information, including images of Customer Success Managers (CSMs) and Account Representatives (ARs).

Step 1: Access the Template

Navigate to the following URL: Google Spreadsheet Template This spreadsheet contains templates for the dataset you will use.

Step 2: Import or Create the Dataset

You can either import the provided template as a Google Sheet or create a new spreadsheet with a similar structure.

Step 3: Upload Images

Ensure you upload the images of the CSMs and Account Representatives into the respective datasets.

Step 4: Create the Dataset

Go to Dataset. Select “Add New Dataset.” Choose “Query Datasets” as the dataset type.

Step 5: Run the Query

Enter the following query to fetch all columns from the contact_dataset and include images for CSMs and Account Representatives:

SELECT
    cd.contactID,
    cd.accountID,
    cd.Account,
    cd.first_name,
    cd.email,
    cd.relationship_score,
    cd.Reference,
    cd.Phone,
    cd.journey_stage,
    cd.renewal_authority,
    cd.expansion_authority,
    cd.generate,
    cd.start_date,
    CSM.csm_name,
    CSM.csm_email,
    CSM.csm_phone,
    CSM.csm_image_url AS csm_image_url,
    ae.ar_name,
    ae.ar_email,
    ae.ar_image_url AS ae_image_url
FROM
    dataset_20854 cd  -- Update this based on your dataset ID
JOIN
    dataset_20855 csm ON cd.csm_email = csm.csm_email
JOIN
    dataset_20853 ae ON cd.ar_email = ae.ar_email;

Note: Ensure you replace dataset_20854, dataset_20855, and dataset_20853 with the correct dataset IDs for your specific datasets.

Step 6: Utilize the New Contact List

After executing the query, you will obtain a new contact list that includes the images of the CSMs and Account Representatives you can access this images using field or snippets in Personalized Graphics Slides