The most recent content from our members.
Difficulty Level: Walk Time Investment: 10 minutes Champion departure is the #1 reason for churn, along with new Exec hires. Each year, 20% of the workforce changes jobs and this number only continues to climb in 2023. Catalyst’s Champion Tracking solution, powered by UserGems, enables teams to protect their #1 revenue…
Is there a way to pull in AM's and CSM's email signatures and calendar links that live on the user object in salesforce? I'm not able to pull in the "user" object, but we have all our reps role names, emails, division (office location), and calendar links that would be ideal to map in for automated emails. We use bookit…
This post was updated Feb '24 Difficulty Level: Walk Time Investment: 10 minutes We’re going to continue with the always-important theme of renewals and show you how to follow up on your initial renewal email automatically with a playbook. The benefit of this feature is that it helps CSMs be proactive with follow-ups…
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…
We'd like to build a playbook that contacts most of our clients, but DOES NOT reach out to a select few named accounts. We want it fully automated so that we don't have to manually approve each email, that's too much work. I checked some of my settings but the "account name" field doesn't seem to show up for me, otherwise…
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…
I am curious how others deal with contact identification when building email steps in playbooks. My ultimate goal would be to build a playbook that provides feature based enablement material to individual contacts who haven't used a particular feature. When building an account-based playbook, I've noticed that any contact…
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, 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…
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Renewals Playbook Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email Templates…
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