The most recent content from our members.
Difficulty Level: Walk Time Investment: 30 minutes Survey feedback is so important to socialize among the organization, as it offers real-time intel on how our customers feel about our partnership. Catalyst can help consolidate the data gathered, and offer insight into areas of opportunity for the entire company. The video…
Difficulty Level: Crawl Time Investment: 5 minutes Your CS team is creating raving fans of your product every day, but that doesn't help you or your marketing and sales teams if you don't have a way to identify them. The instructions below will: Show you how to import this field from Salesforce Create this field locally in…
Difficulty Level: Run Time Investment: 45 minutes We know how important feedback is, and it’s equally important to those sending feedback to feel heard. Follow-up via automation can ensure your customers keep providing feedback. The video below will guide you through: Creating a survey feedback follow-up playbook Branching…
Time Investment: 15 minutes Difficulty Level: Walk It’s one thing to know who your main contacts are, and have this information documented. Level up this information by documenting Stakeholder Roles. Here you can expect to learn more about creating a role list (if you don’t have one already!), and how to assign roles to…
Utilize this email template to link a survey and get valuable feedback on your Implementation process Related support articles: Creating email templates Related Build Resources: PLAYBOOK | EMAILS WITH SURVEYS Approximate build time: 5 minutes Subject Congrats on launching Catalyst 🙌 It’s time to weigh in Body Hi Contact:…
Difficulty Level: Crawl Time Investment: 15 minutes Feedback is so important to every organization's growth and direction. Sending surveys can be incredibly easy and automated in Catalyst. The video below will guide you through: Playbook creation and entry conditions: how to create a playbook and use the right object to…
Having a Customer Story note template is a great way to help bring CS to the center of your organization! Not only will this help spotlight all your team's hard work, but it can also help cross-functional teams like sales and marketing by highlighting wins and referenceable customers. Related support articles: Note…
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 up to date on the Catalyst roadmap and see what's coming next
Stay updated with recent product releases.