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:

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:
- https://help.calendly.com/hc/en-us/articles/226766767
- https://help.calendly.com/hc/en-us/articles/360040257613#information-you-can-send-in-the-redirect-url-0-0

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:
- https://help.chilipiper.com/hc/en-us/articles/360053021614-Pre-filling-Chili-Piper-Form-via-Booking-Link

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.

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.

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.