CS Presentation Template Mappings

When you create a CS presentation template, you can embed placeholders in your PPTX file. When a customer success manager exports a summary, each placeholder is replaced with the corresponding AI-generated content. For more information, see Setting up CS Presentation Templates.

Account Summary Presentation Template Mappings

Use the following placeholders to map slide content to specific account summary sections. The table Account Summary Presentation Template Mappings details the placeholder for the title and the content of each section.

Account Summary Presentation Template Mappings

Summary Section	Title Placeholder	Content Placeholder
Account Highlights	{{accountHighlightsTitle}}	{{accountHighlightsContent}}
Key Stakeholders	{{keyStakeholdersTitle}}	{{keyStakeholdersContent}}
Executive Summary	{{executiveSummaryTitle}}	{{executiveSummaryContent}}
KPI Progress	{{kpiProgressTitle}}	{{kpiProgressContent}}
Relational Health	{{relationalHealthTitle}}	{{relationalHealthContent}}
Risks and Blockers	{{risksAndBlockersTitle}}	{{risksAndBlockersContent}}
Strategic Plan	{{strategicNextStepsTitle}}	{{strategicNextStepsContent}}
Strategic Value Achievements	{{strategicValueAchievementsTitle}}	{{strategicValueAchievementsContent}}
Suggested Expansion Opportunities	{{expansionOpportunitiesTitle}}	{{expansionOpportunitiesContent}}
Immediate Actions	{{immediateActionsTitle}}	{{immediateActionsContent}}

Business Review Summary Presentation Template Mappings

Use the following placeholders to map slide content to specific business review summary sections.

Business Review Summary Presentation Template Mappings

Summary Section	Title Placeholder	Content Placeholder
Executive Summary	{{executiveSummaryTitle}}	{{executiveSummaryContent}}
Key Achievements	{{keyAchievementsTitle}}	{{keyAchievementsContent}}
Risks and Blockers	{{risksAndBlockersTitle}}	{{risksAndBlockersContent}}
Expansion Opportunities	{{expansionOpportunitiesTitle}}	{{expansionOpportunitiesContent}}
Strategic Plan	{{strategicNextStepsTitle}}	{{strategicNextStepsContent}}
Immediate Actions	{{immediateActionsTitle}}	{{immediateActionsContent}}

Executive Briefing Presentation Template Mappings

Use the following placeholders to map slide content to specific executive briefing sections. The table Executive Briefing Presentation Template Mappings details the placeholder for the title and the content of each section.

Executive Briefing Presentation Template Mappings

Summary Section	Title Placeholder	Content Placeholder
Executive Overview	{{executiveOverviewTitle}}	{{executiveOverviewContent}}
Key Achievements	{{keyAchievementsTitle}}	{{keyAchievementsContent}}
Risks and Challenges	{{risksAndChallengesTitle}}	{{risksAndChallengesContent}}
Growth Opportunities	{{growthOpportunitiesTitle}}	{{growthOpportunitiesContent}}
Strategic Next Steps	{{strategicNextStepsTitle}}	{{strategicNextStepsContent}}
Immediate Action Required	{{immediateActionRequiredTitle}}	{{immediateActionRequiredContent}}

Note:

Each slide can contain a title placeholder, a content placeholder, both, or neither. Slides without placeholders are included in the exported file unchanged.