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Conditional Recommendations and Advice

  • Recommendations can be customized to show information specific to a customer by using Liquid to display field or snippet values.
  • The example below is a recomendation displaying the customer’s specific Customer Success Manager (CSM) and the CTA is to email that specific CSM.

  • Conditional advice is implemented by using dynamic checklists that are populated with advice specific to the customer. The data would come from a dataset that contains the advice you want to show to the customer. Visit the Checklist page to learn more.