1:1 Relationship Recommendations
You can select any of the available 1:1 Relationship Recommmendations by clicking on the “Add a Recommendation” dropdown button.
Here is how you configure each of the 1:1 Relationship Recommendations:
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
{{csm_name}}
and{{calendly_link}}
, to pipe in the Customer Success Manager’s name and Calendly link, respectively. - For more information on Calendly URLs, check out these links:
Chili Piper Meeting
- Edit all the fields to personalize the recommendation.
- Enter a Chili Piper 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
{{chilipiper_link}}
, to pipe in the Chili Piper link. - For more information on Chili Piper URLs, check out this link:
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
{{csm_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
{{csm_name}}
and{{csm_email}}
, to pipe in the Customer Success Manager’s name and email, 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
{{csm_name}}
and{{csm_phone_number}}
, to pipe in the Customer Success Manager’s name and phone number, respectively.