Engagements
Articles for the Engagements app in the customer detail view
By ClientSuccess1 author6 articles
Domain Based Email TrackingUnderstand domain based email tracking, an opt-in feature that auto-matches emails to Clients by Contact email domains when no exact Contact match exists.
Email Integration FAQsAnswers to common email integration questions in ClientSuccess, covering which emails sync, storage, sync timing, filters, and password changes.
Engagements - Consolidate your emails and meeting notes to increase engagement visibilityLearn how the Engagements module consolidates emails, phone call, and meeting notes, using email integration to track Last Engaged and Last Touch metrics.
Enhanced Engagement App WorkflowsLearn how Engagement App workflow enhancements let CSMs create tasks, contacts, and 1:Many emails inline without leaving the ClientSuccess engagement.
Saving Customer EngagementsLearn how to save customer engagements in ClientSuccess, including call and meeting notes, email tracking, and how Last Touch and Last Engaged differ.
Troubleshooting Missing EmailsTroubleshoot emails missing from the ClientSuccess email integration, including expired authentication tokens, alias addresses, and Gmail sync rules.