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DATE:
AUTHOR:
The folks at Scrut
Improvement

Enhanced Weekly Digest: Improved CSM Visibility and Grammar Refinements

DATE:
AUTHOR: The folks at Scrut

What is this feature?

This update enhances the weekly email digest by improving visibility for Customer Success Managers (CSMs) and refining grammar for clarity.

What it solves:

  1. Lack of visibility: CSMs are unaware of what communication has been sent to clients, leading to gaps in transparency and accountability.

  2. Proof of communication: CSMs lack a clear communication history record for reference.

  3. Weekly digest grammar issues: The summary alerts in the weekly digest contain grammatical inconsistencies, such as incorrect singular/plural forms.

What it delivers:

  • Improved CSM visibility: CSMs added to a customer account in the admin panel will now receive the weekly digest along with account admins.

  • Dynamic text handling: The weekly digest will now correctly display singular/plural text, ensuring grammatically accurate alerts.

    • Example:

      • “1 Policy to be published” vs. “10 Policies to be published”

      • “1 Vendor to be assessed” vs. “10 Vendors to be assessed”

      • Singular/plural does not apply to evidence (evidence remains unchanged).

  • Better email identification: The subject line of digest emails will now include the customer’s name for quick recognition.

    • Example:

      • [Customer Name] - SOC 2 audit due in 10 days

      • [Customer Name] - Weekly digest: Key compliance tasks

How it works:

CSM communication visibility

  1. A CSM is added to the customer account in the admin panel.

  2. The CSM and account admins will receive the weekly email digest.

  3. The subject line will now contain the customer’s name for easier identification.

Weekly digest with enhanced grammar and clarity

  1. The email digest automatically adjusts alerts for singular/plural text based on the actual count.

  2. Example alerts:

    • 1 Policy to be published → Corrected grammar.

    • 10 Policies to be published → Plural form dynamically applied.

    • 1 Vendor to be assessed vs. 10 Vendors to be assessed

    • Evidence remains unchanged, as its plural form is the same.

  3. Grammar corrections have been applied throughout the email digest.

If you have any questions or issues, please reach out to your assigned Customer Success Manager. They'll be happy to assist you!

To view all the product updates, please click here.

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