Srishty Khullar

#discussions - June 23, 2024 at 11:15 PM

Hi Leslie, the Asana <> Salesforce/CRM you’re using integration can be really helpful to create visibility on the organization level by adding field flows that trigger request for specific advocacy asks/recognize customers as advocates/log their last contribution depending on the way you’re using Asana. Having the request made in SFDC is a good way to build adoption over the form. In my experience Asana form usage adoption across different departments can be a pain point.

#general - May 28, 2024 at 06:03 PM

Hi @Emma Hanevelt, I’d recommend the following steps for increased visibility: 1. Create an “Ambassador” contact field on the SFDC Account Level to display the name and contact profile of the Ambassador 2. Create an “Ambassador Contact” checkbox field on the Contact Level for reporting on contact level 3. Create a dependency that every contact should have a linked account (if this doesn’t already exist) 4. Create an automation to link the two Ambassador fields: Trigger: “Ambassador Contact” field is checked Action: The “Ambassador” field on Account level displays the contact

#jobs - March 01, 2024 at 04:53 PM

Hi @Jeanne Talbot 👋 Happy to chat more about your requirements.

#announcements - January 05, 2024 at 08:26 PM

Something like a neon light sign would be interesting. You could either have it branded or send out the flexible lights which allow people to create their own shapes and designs. It would be great for UGC and you can build on that to create a campaign showcasing the designs created across different platforms.

#announcements - January 05, 2024 at 08:00 PM

What’s the theme for your advocate program @Caitlyn Williams ? Some popular welcome box ideas that you could customise for your brand: • Comfy socks • Stickers • Stanley cup or other metal water bottles

#announcements - January 05, 2024 at 07:55 PM

Sure thing @Maria Colusi. Feel free to reach out and we can set up some time to chat

#announcements - January 05, 2024 at 07:54 PM

Hi @Bria Jones completely understand the thought behind restructuring points. I’ve actioned this for a few our customers at Influitive, and there’s a couple of ways you can manage this depending upon the key goals behind the new points structure. I’d be happy to chat further and offer insights on how to approach or answer any specific questions you may have ✨