The most recent content from our members.
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…
I have a colleague who wants to track "Time in Journey" within a segment, but there is no way to currently track this without manually creating a Journey Start date and having a calculated field based on this field. My idea for a workaround is to trigger a task when a customer enters a specific Journey Stage and have a…
Difficulty Level: Crawl Time Investment: 5 minutes This playbook will allow will kick off the workflow for assigning CSMs to newly assigned accounts. From there, you can use the CSM Capacity Manager layout to view current books and decide on assignments. Since there is only one task to this playbook, I've skipped the video…
Is there the ability to create a recurring task? For example, if we want to monitor a customer's health each week and send a reminder each week to check certain aspects of their health - is there a way to create a task that will be recurring?C Currently, we created a Playbook that automatically generates a task each week…
Hi Catalyst Community, Our Customer Success team works in Pods so people can share accounts and they all share the same accounts. For instance, if we wanted to create a Layout where every member of the Pod had access to it - is there a way where they can see who assigned them a task? Let's say one member want to see if…
Hi Catalyst Community, Is there anyway to create tasks with personalized information based off something that has happened in the account? For example, when NPS scores come through from a contact - we want our CSMs to be alerted if the contact is associated to their account. Using a playbook, it seems you can only…
Difficulty Level: Crawl Time Investment: 10 minutes Standardizing the escalation process for when a champion leaves one of your customers will ensure that your team is staying on top of turnover and helping retain your customer during times of transition. The template below will: Serve as the first step in our Catalyst x…
I would love to hear examples of what other users have set up as task categories to hear how they have used these to create better visibility and streamline processes.
In a recent customer survey, our customers marked building and tracking save plays as a top priority over the next quarter. Customer escalation and save plays come in many shapes and sizes, but I wanted to highlight a workflow we use internally at Catalyst to ensure there is visibility on customers marked "at-risk." This…
Think of Task Templates as a way to build a library of repeatable action plans. Any member or admin in Catalyst can create Task Templates to sit in your Templates library, showcase on layouts that may be focused around preparation and ideation, or pull into a playbook to drive automation. Templates seen in: Success Plan &…
Click here to see how to navigate the site, manage notifications, rules of conduct, and more!
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Stay updated with recent product changes, and see what's coming next