Overview
We've heard your feedback! While customer engagement remains a core capability of GUIDEcx, we understand that too many emails can be overwhelming. In GUIDE 2.0, we're taking a more streamlined approach to email notifications, significantly reducing the volume while still leveraging this vital communication channel.
Emails Available in GUIDE 2.0
Project Invite
Project Overview / Consolidated Project Overview
Task Assignment
Task Due Reminder
Task Status Change (This email is exclusively for the Project Manager on the project)
CSAT
Messages Mention Email
Messages Daily Digest
This new, more focused list includes only 8 email types, a significant reduction from the 35 found in our Legacy version.
Custom Email Templates
The new version of our emails will still be able to leverage any Custom Email templates you have built previously.
Please note: We don’t yet have customizable templates for the Message Mention Email or the Daily Digest email, those are only available with the standard GUIDEcx template.
Notification Preferences
Currently, a user’s email notification preferences are not reflected in GUIDE 2.0. We will quickly add this functionality to give users more control, but it won’t be available at launch.
Please note that the Project Invite, Task Assignment, and CSAT email are not impacted by notification preferences in the Legacy version of GUIDEcx. There are, however, options to opt-out of the Project Overview and Task Due Reminder emails. At launch, these preferences will not be applied in GUIDE 2.0.