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✨NEW RELEASE | Account Goals and Customer Hub Layouts
Focus on critical business outcomes with account goals Document and track your customers' goals with Catalyst to understand the value they are achieving from your platform or service. Goals allow you to track your customer's key business outcomes, whether they inform a long-term strategic plan or provide situational focus…
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Top 5 internal email notifications for account team alignment
Looking for internal email use cases? We outlined the "Top 5" use cases for internal email notifications that your team can implement today! ➡ Use case: Common internal playbook emails Not familiar with email notifications to internal team members? We've recently released this feature to ensure your team is never out of…
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✨NEW RELEASE | Send internal playbook emails
Ensure your team is never out of the loop when it comes to account updates and changes—with email notifications to internal team members! You can now add a user reference field to the "To" line of a playbook email to unlock the power of internal email notifications. Check out more details in the release note, or view…
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🔔 Reminder: Register for June 13 webinar
Following an electrifying first fiscal quarter as a unified force, Totango + Catalyst is pumped to unveil what's next on our journey toward revolutionizing the post-sale revenue cycle. Our mission is clear: to bring Totango's enterprise-grade technology to Catalyst's flexible, intuitive user interface. This upgrade…
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ADMIN CERTIFICATION | TABLE OF CONTENTS
This admin certification path is guaranteed to give you a great foundational understanding of Catalyst! There are 10 videos, ranging between 1-5 minutes in length. Each post includes both supporting links as well as the full transcript of the video for easy reference. You can use this post as a way to navigate through, or…
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✨NEW RELEASE | Introducing playbook "field update" actions
Unlock a deeper level of efficiency by automating field value changes in playbook sequencing. Field update actions allow you to dynamically update a field value, without requiring your teams to manually update data. Use cases may include: Assign a new CSM during account transitions based on intelligent criteria Set a new…
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🎬 WEBINAR | Unveiling the Future of Customer Success with Catalyst + Totango
Discover how Totango and Catalyst are revolutionizing customer success with an innovative customer growth platform to drive recurring revenue success. In this recorded webinar, Chief Product Officer Kevin Chiu guides you through the merger, showcases enhanced capabilities, and unveils the exciting future of customer…
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✨NEW RELEASE | Expanded capabilities for the aggregate module
Catalyst now offers a new version of the aggregates module to simplify your data experience and unveil vital insights for your teams! These new capabilities include: A redesigned build experience: Start with the visual, decide what calculation type, and slice the data as you work! Easily make edits, and preview your…
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🤔 Monday Moments | Grouping subtasks in layout modules
Difficulty Level: Crawl Time: 2 min This week's Monday Moment shows you how to group subtasks in your layout modules. This will help reduce task fatigue and allow you to quickly track progress on a plan! HAVE QUESTIONS? Have a question about this workflow or something mentioned in the video? If you have a question, it’s…
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PRODUCT | December Product Release & Product Vision Webinar
🛣️ Reimagining Customer Success in this Customer Led World at Catalyst We all know SaaS has changed, and the growth-at-all-cost mindset is one of the past. Here at Catalyst, we are looking looking back to look forward, taking learnings from the broken practices and sharing how we believe revenue focused teams should be…
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✨NEW RELEASE | Exclude null values from health scores
You can now optimize health scores with input-level exclusions. When a customer doesn't have data for a particular field that's used for a health input, Catalyst can skip that input in the account's health score calculation. Previously, if a customer input didn't qualify for a Healthy or At Risk threshold due to missing…
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"Escalation Review" Account Layout
Account Layouts can serve a number of different use cases, but one that is often overlooked is purpose built views that allow users to dive into a specific aspect of the customer to focus the conversation at hand. On these record specific layouts, you are likely leaning on Fields modules to pull in the most relevant data…
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How to add an attachment to an email within a play?
We currently have plays set to automate sending usage reports based on the age of the contract. (at 60, 120 days) I have the email copy set to approve and be modified for each email so we can edit as needed based on usage and to attach a PDF of their full usage report. Right now, I can't see a way to attach or drag and…
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Creating a playbook for yearly SBRs on multi-year contracts
We have generally used playbooks to remind CSMs to prep and schedule an SBR with their customers 90 days prior to a renewal date. However, with more and more of our customers moving into multi-year deals, the renewal dates might not be for another 2-3 years. How are playbooks being set up to remind CS to schedule and prep…
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Does anyone have a way to manually add a list of contacts from a spreadsheet into an email play?
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I'm trying to track training sessions over time using fields without losing prior information.
We have clients who book training sessions with us. I know I can capture training info in notes but I want to track the majority of the information using fields so I can sync those fields to other systems to make them easily visible. I can create the fields I need to track these but what I'm trying to figure out is how do…
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✨NEW RELEASE | Add up to ten groups in a health profile
You can now define up to ten groups of health data, per profile. Previously, the limit was five. Group together similar field inputs and prioritize the most important things to your company. Add new groups when the total value of the weights is less than 100%. Then weight all groups by selecting a percentage using the…
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Email Signature Image
Hi Catalyst Community - Do you have any tips/tricks/size recomendations to get an email signature image to properly display? I have tried multiple options and it continues to not display properly in my test emails. Thanks!
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✨NEW RELEASE | Campaign Designer
Design branded emails with Campaign Designer Enhance your playbook emails using drag-and-drop design elements. The Campaign Designer allows you to create transactional emails in a new design mode. Easily add text blocks, calls to action, images, videos, and more. Use sections to group multiple elements together with the…
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Making note fields required
I don't think this is currently an option, but we would like to make certain note fields required. Ideally you wouldn't be able to publish the note until a field (e.g. "Meeting Date") is populated. This would be similar to how you can't publish a note without an account tagged or a title for a task within the note. Is this…