About this event
Get them in the loop! Send message and data to the right people.
Email notifications can be automatically sent from your customer site to notify both internal and external recipients. Did you know you can create your own? Notify a large group of people at once? Attach them to workflows? These are just some of the topics we'll explore in this session.
We'll cover:
- Manually sending email notifications
- Automating emails by modifying business rules
- Creating Email Profiles from scratch
- Using Workflows to send emails for specific events
- And some use cases!
This session was recorded on September 13, 2023.
Hosted by
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Guest speaker
Lauren Capuano Senior Customer Success Manager @ TraceGainsG
Lauren is a Customer Success Manager at TraceGains and brings us her experience from both SaaS and CPG industries. In this training, Lauren will provide insight and expertise based on her customers' interactions.
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Guest speaker
Mary Grunder Customer Success Manager @ TraceGainsG
Mary, a former customer of TraceGains, is now a Customer Success Manager at TraceGains. Her focus is leading customers of all stages through the implementation of TraceGains products. She uses her previous experience and industry knowledge to help her customers excel using TraceGains.
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Team member
Ty Howell De Winkle Manager of Customer Education @ TraceGainsT
Ty has worked in various customer success roles, both customer facing and in internally driven initiatives. Currently, as the Manager of Customer Education, they lead the team to develop educational content for use with product onboarding, customer support, and feature adoption.
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Team member
Luci Suh Instructional DesignerT
Luci is an experienced instructional designer with 15+ years of expertise. She specializes in crafting learning content for diverse audiences, including customers and colleagues. Currently, she focuses on designing innovative and effective training materials for TraceGains.
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