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:
Have the alert you want to receive enabled in your individual user alert preferences.
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
In most situations, you will not receive an alert for a condition that you trigger yourself.
Default alert settings can be customized for your entire organization, as new users are added.
Individual users can customize alert preferences.
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.