💔 In loving memory. RIP Manual Project Creation 🪦
Does GUIDEcx have an integration with DocuSign? I want to automate sending a DocuSign to a client when a particular task is triggered. Alternatively, is there a feature in GCX I could use instead of DocuSign?
Whether you're at your desk or not, onboarding doesn't stop.With the GUIDEcx Mobile App, you can drive project success from anywhere, at anytime.Stay in the loop with easy collaboration, one-click task updates, and instant alerts.You can download the apps here:On iOS On Android4 Tips to Get the Most Out of Your New AppTip 1: Update your mobile notification settings within the web-appGo to app.guidecx.com and click on the three-dot menu next to your company name in the navigation rail. Select Profile Settings > Notifications. Tip 2: Create saved project and task filters in the web app so they can be accessed via the mobile app Tip 3: Be sure to “Allow Push Notifications” when prompted after login to the mobile app, so you can get time sensitive action items via push notifications.Get notified when a task status is updated to stay informed on project progress, see when a user leaves a new task or project note, and more! Tip 4: Utilize the “Notes Digest” view to see all communication
Brand new to GuideCX. Does anyone else have issues with the Task status buttons rendering properly in the Outlook Desktop application? It’s cutting off the text in the button unless I really zoom out to ~60% in the email. Works completely fine in the browser version, but this seems like a pretty significant flaw in a very common application, and most of our team and customers use Desktop.
I get it. Newly onboarded customers might have a hard time letting go. (I've even heard some people call their handoff calls "Break up calls"). After all, you worked hard to be a product expert, a trusted advisor, their advocate, the list goes on.Here's my standard format for a handoff call:🟢 Introduce the customer to the CSM and vice versa🟢 Give a brief overview of how amazing each member was to work with🟢 Set basic guidelines for when to reach out to support vs. CSM ("Support's job starts when the product stops working")🟢 Turn the time over to the CSMHow do you set clear boundaries to make sure that the customer is empowered in knowing where to go if they have questions post onboarding?
Next week is Valentines Day and as a treat we wanted to put something together to show you we care!Please feel free to screenshot these cards to share with your team, friends, and who knows maybe even your family! Have a Happy GUIDEntines and thank you for being a member of the Onboarding Network.
Drop a picture of you in your Halloween costume below!!!
My business resales a product and the business’s software we resale goes through an onboarding process where the business invites us to projects to work on with them… I want to use Zapier to automate this from our end… and I able to connect zapier if its not technically my guide CX account and I’m just the one being invited to projects?
Hi all. The knowledge base articles around implementing custom emails are pretty clear, but are thin on detail about how to create the template for these custom mails. I know that I need an html editor, but which one is best and how does that process work? Can I create the email and then save the html code to import into the custom email section of GuideCX? Can someone help me with this?
I’m putting together a little packet of valentine day cards that can be shared next month. Drop your best ideas below!
It’s Turkey Time! What is everyone’s favorite dish for Thanksgiving??
Using the GUIDEcx Recipe Builder you can integrate with Salesforce and make that integration as powerful as you want!Here are some of the most common use cases for this integration:When an opportunity (SFDC) is marked as closed-won, a project is created in GUIDEcx. Sync data from GUIDEcx back to SFDC to maintain a single source of truth!What ways have you used it?
Is it possible a URL can be added via a keyboard shortcut? Example:Instead of clicking the link icon to add the link, I can simply press CTRL+K (on a PC) to add a link.
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