Skip to main content Link Search Menu Expand Document (external link)

Recommendations and Practical Advice

  • Recommendations are used to suggest a specific Call to Action (CTA) to the customer during different points in the presentation. It appears as a brief pop-up on the bottom right corner fo the screen in which the customer can click on.

To create a recommendation, click on Project at the top menu bar and select Recommendations.

There are 6 types of recommendations:

1 on 1 Relationship Recommendations

1 on 1 Relationship Recommendations are best used if you want to suggest a 1 on 1 interaction with a customer. The different interactions to choose from are:

  • Calendly Meeting
  • GoodTime Meet
  • Email You
  • Call You

1 to Many Recommendations

1 on Many Recommendations are best used if you want to convey some general information to all your customers. You can suggest they:

  • Go to a web page, blog post, or PDF resource
  • Watch a video
  • Deeplink to an application

Many to Many Recommendations

Many:Many Recommendations are best used if you want to encourage a customer to join a general event. The choices are:

  • Invite to join a commmunity
  • Invite to a webinar

Renewals & Revenue Recommendations

Renewals & Revenue Recommendations are best used if you want to promote a new feature or service to your customer or remind them to renew their service or subscription. The choices are:

  • Renewal
  • Upsell, Cross-Sell, Expansion

Forms

Forms Recommendations are best used if you want to collect more information from your customer by having them fill out a form. The form choices are:

  • Typeform form
  • Wufoo form

General

The General Recommendations are the default recommendations that appear in all casts. They are”

  • Learn about Cast.app
  • Replay the cast

Table of contents