Including "Pulse notes" placeholders in Email triggers

edited March 2022 in Automation
We would like to be able to include a placeholder for a client's most recent "Pulse Note".
Reason being, we would like to trigger an email to our Engineering product board any time a CSM marks "Product" and/or "Engineering" as a Success or Risk factor.
In this email we would like to include the notes entered in that Pulse update.
This would allow our Engineering team to aggregate that feedback more actively in relation to our Client sentiment at any point in time.
3
3 votes

open · Last Updated

Howdy, Stranger!

Sign In

To view full details, sign in.

Register

Don't have an account? Click here to get started!