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Recommendations and Practical Advice

Recommendations and advice are used to tie a Call to Action (CTA) to a narration in a presentation.

Recommendations appear as a brief pop-up on the bottom right corner of the screen when a narration is being spoken during a presentation and also available in the recommendations panel.

Here is an example of a Recommendation in a presentation:

In this example:

  • The “Schedule a Meeting” Recommendation is selected for the current narration.
  • Clicking on the “Schedule a Meeting” button in the bottom right corner will open the Recommendation link.
  • Clicking on the Bell icon in the bottom right corner will open the Recommendations Panel. Here is the Panel:

Recommendation Types

There are 6 recommendation types to choose from.

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
  • Chili Piper 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, & Add-ons

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:

  • Google Forms
  • Survey Monkey form
  • 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

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