Connect a CSM, onboarding expert, or renewals or account manager

Connect a CSM, onboarding expert, or renewals or account manager

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

• Enter a Calendly URL.
• Customize the Title, Description, and Button Label to personalize the recommendation.
• 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 {% raw %} {{ calendly_link }} and {{ csm_name }} {% endraw %}, to pipe in the Calendly link and Customer Success Manager’s name, 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

Chili Piper Meeting

• Enter a Chili Piper URL.
• Customize the Title, Description, and Button Label to personalize the recommendation.
• 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 {% raw %}{{ chilipiper_link }}{% endraw %}, 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

GoodTime Meet

• Enter a GoodTime URL.
• Customize the Title, Description, and Button Label to personalize the recommendation.
• 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 {% raw %} {{ goodtime_link }} and {{ csm_name }} {% endraw %}, to pipe in the GoodTime link and Customer Success Manager’s name, respectively.

Email

• Enter the email address of the individual to contact.
• Customize the Title, Description, and Button Label to personalize the recommendation.
• 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 {% raw %} {{ csm_email }} and {{ csm_name }}{% endraw %}, to pipe in the Customer Success Manager’s email and name, respectively.

Phone

• Enter the phone number of the individual to contact.
• Customize the Title, Description, and Button Label to personalize the recommendation.
• 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 {% raw %} {{ csm_phone_number }} and {{ csm_name }}{% endraw %}, to pipe in the Customer Success Manager’s phone number and name, respectively.