Add Client/Prospect name to BA Completion Emails
If you have several active links in Partner Seller Tools as well as 3rd party access to some clients it's possible you get all kinds of "Jane Doe completed the PI Behavioral Assessment" emails and we have almost no idea where they came from.
If the email could include the system name (demo system name or client system name) it wouldn't seem out of bounds for Clients and it would greatly help us out and probably cut down on how many times we jump on to chat to figure out where an assessment is.
Jane Doe (janedoe@gcmail.com) completed a PI Behavioral Assessment for XYZ Company.
We get assessments from our own websites and marketing events, even when sending assessments to prospects via the seller tools link people often use a personal email. In addition sometimes in helping clients with a Job Target we end up as the owner. So there are several situations where we get a completion email and we have no idea where to find the results.
An easy change that would save a lot of time.
Comments: 6
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05 Mar, '25
Alex Tompkins AdminHi Rhonda - Thank you for the suggestion. We don't capture the company information at link level or at the time the prospect takes the BA. Would it be helpful to link to include the link name or link description in the email instead?
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05 Mar, '25
Rhonda HollowayWe don't even know why system it's being taken from? The link name would definitely help.
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06 Mar, '25
Rhonda HollowayAny additional information would be helpful provided it doesn't seem out of place for clients.
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19 Jun, '25
Lindsey IngramThis would be SO helpful. I have some client links that come to me, several business account links thru various platforms (linkedin/website/QR codes from conferences) I spend a lot of time checking various accounts to find out the origin.
Maybe even just a reference at the bottom that states Client Name of the software instance the survey was taken in. -
27 Jan
Teri KinsellaThis has been bugging me for so long and I'm finally getting on here to upvote it! This should be a very easy fix and save us from bugging you to find out which account the BA came from. PLEASE fix this.
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28 Jan
Melanie WoodI wholeheartedly support this! It is not only helpful for prospecting but it can help identify if accounts are abusing or miss using open links (when some team members don't realize accounts are capped at headcount). Thanks!