ClientSuccess offers real-time and daily digest alerts based on client health and activity to help drive proactivity.


How to configure


Requirements

To receive alerts for your clients, you must:

To receive alerts by email, you must:

  • Have "Send emails about time-sensitive alerts as they occur" enabled.
  • Have "Send daily digest email of client health and activity enabled.

To receive alerts for clients assigned to users you manage, you must:

  • Be set as their manager.
  • Have the role of manager.


Notes


Daily alerts


Assigned CSM

  • A client's pulse hasn't changed in [30] days.
  • A client's SuccessScore drops below [50].
  • A client's SuccessScore is below [50] for [30] consecutive days.
  • A to-do is due in [5] days.
  • A to-do was due yesterday.
  • A client hasn’t engaged with you in the past [14] days.
  • A client hasn't been emailed in the past [14] days.
  • A client hasn't been called in the past [21] days.
  • A client hasn't been met with in person in the past [30] days.
  • A client hasn't done "[Event]" for [15] consecutive days.
  • A client does "[Event]" more than [30] times within [15] days.
  • A client doesn't have a subscription after [3] days.
  • A client subscription is [30] days from renewal.
  • A client subscription lapsed yesterday.
  • A client renewed their subscription.
  • A client terminated their subscription.
  • A client is missing an executive sponsor.
  • A stage is due in [5] days.
  • A stage was due yesterday.
  • An activity is due in [5] days.
  • An activity was due yesterday.
  • A task is due in [5] days.
  • A task was due yesterday.


Manager of Assigned CSM

  • A client's pulse hasn't changed in [30] days.
  • A client's SuccessScore drops below [50].
  • A client's SuccessScore is below [50] for [30] consecutive days.
  • A client hasn’t engaged with you in the past [14] days.
  • A client hasn't been emailed in the past [14] days.
  • A client hasn't been called in the past [21] days.
  • A client hasn't been met with in person in the past [30] days.
  • A client hasn't done "[Event]" for [15] consecutive days.
  • A client does "[Event]" more than [30] times within [15] days.
  • A client doesn't have a subscription after [3] days.
  • A client subscription is [30] days from renewal.
  • A client subscription lapsed yesterday.
  • A client renewed their subscription.
  • A client terminated their subscription.
  • A client is missing an executive sponsor.
  • A stage is due in [5] days.
  • A stage was due yesterday.


Executives and Admins

  • A client's pulse hasn't changed in [30] days.
  • A client's SuccessScore drops below [50].
  • A client's SuccessScore is below [50] for [30] consecutive days.
  • A client is not assigned.
  • A client hasn't done "[Event]" for [15] consecutive days.
  • A client does "[Event]" more than [30] times within [15] days.
  • A client doesn't have a subscription after [3] days.
  • A client subscription is [30] days from renewal.
  • A client subscription lapsed yesterday.
  • A client renewed their subscription.
  • A client terminated their subscription.


Real-time alerts


Assigned CSM

  • A client's SuccessScore drops below [50].
  • A new client is assigned.
  • An existing client is assigned.
  • A client is terminated, deleted, or inactivated.
  • A client's pulse is set to [High risk] or below.
  • A stage is assigned.
  • A stage is re-assigned.
  • A stage is given a due date.
  • A stage's due date is changed.
  • A stage's due date is removed.
  • An activity is assigned.
  • An activity is re-assigned.
  • An activity is given a due date.
  • An activity's due date is changed.
  • An activity's due date is removed.
  • A task is assigned.
  • A task is re-assigned.
  • A task is given a due date.
  • A task's due date is changed.
  • A task's due date is removed.
  • A to-do is assigned.
  • A to-do is re-assigned.
  • A to-do is given a due date.
  • A to-do's due date is changed.
  • A to-do's due date is removed.
  • A to-do is deleted.
  • A to-do is due in [5] days.
  • A to-do was due yesterday.
  • A new Potential Subscription is available.


Manager of Assigned CSM

  • A client's SuccessScore drops below [50].
  • A client's pulse is set to [High risk] or below.


Executives and Admins

  • A client's SuccessScore drops below [50].
  • A client's pulse is set to [High risk] or below.
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