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1:1 Relationship Recommendations

You can select any of the available 1:1 Relationship Recommmendations by clicking on the “Select A Recommendation Type” dropdown list. Here is how you configure each of the 1:1 Relationship Recommendation:

Calendly Meeting

  • Edit all the fields to personalize the recommendation.
  • Enter a Calendly url.
  • You can use Liquid to pipe in any values from the customer data into any of the fields. For example, in the screenshot we are using {dsm_name}} and {{calendly_link}}, to pipe in the Customer Success Manager’s name and Calendly link, respectively.

GoodTime Meet

  • Edit all the fields to personalize the recommendation.
  • Enter a GoodTime url.
  • You can use Liquid to pipe in any values from the customer data into any of the fields. For example, in the screenshot we are using {dsm_name}} and {{goodtime_link}}, to pipe in the Customer Success Manager’s name and GoodTime link, respectively.

Send us an Email

  • Edit all the fields to personalize the recommendation.
  • Enter the email address of the individual to contact.
  • You can use Liquid to pipe in any values from the customer data into any of the fields. For example, in the screenshot we are using {dsm_name}} and {{email}}, to pipe in the Customer Success Manager’s name and GoodTime link, respectively.

    Call us

  • Edit all the fields to personalize the recommendation.
  • Enter the phone number of the individual to contact.
  • You can use Liquid to pipe in any values from the customer data into any of the fields. For example, in the screenshot we are using {dsm_name}} and {{phone}}, to pipe in the Customer Success Manager’s name and GoodTime link, respectively.