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464 Topics

ryan
ryanRegistered User
posted in Archived content

JO Template Folder Structure

The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure would be incredibly helpful here. Looking at the structure of the vault templates, something similar and customizable would be very helpful.  

14
R
Veteran Rookie
4 years ago
kate_green
Team Captain
kate_greenTeam Captain
asked in Archived content

Inline CSS or Inline Styling

I'm having trouble interpreting the documentation on CoPilot Email Coding Guidelines here: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/... At the bottom, the heading says "Why Inline CSS", which makes me think Templates 2.0 supports inline CSS.  However, whenever I paste my my style tags into my template, the rules are deleted.  In the documentation the text in the paragraph states "move all CSS class attributes into inline for individual elements".  Does this mean that the email editor does not support inline CSS, but rather favors inline styling?   This feels like semantics to me but I wanted to make sure I was interpreting the expected behavior correctly. Thanks!

1
R
Veteran Rookie
4 years ago
adam_bambrough
adam_bambroughRegistered User
asked in Archived content

a.bambrough@zignallabs.com

We're hitting issues where when using the WYSWYG editor in co-pilot, the email formatting is breaking when displayed in various email clients. Is there any coming workflow or integration (such as Litmus or emailonacid ) that will let us test in multiple email platforms from in the app? Sending manually and running multiple a dozen+ platforms isn't really feasible 

1
R
Veteran Rookie
4 years ago
kate_green
Team Captain
kate_greenTeam Captain
asked in Archived content

Button Formatting In CoPilot Email Templates

I'm trying to set the font-family, size, and text-decoration for my button in a CoPilot email template.  However, it doesn't appear that the changes I make in the html are being saved or applied.  Is there a way to format the button text in this way? Changes to html: After clicking submit: Re-open the html editor: The reason I want to edit this format is because when the email is received it appears as serif font and doesn't look good: Any help would be greatly appreciated! Thanks, Kate

5
R
Veteran Rookie
4 years ago
allie_gold
allie_goldRegistered User
asked in Archived content

How does your internal CSM team get notified about survey responses?

We want to have the CSM of an account notified when a contact within an account completes a survey (a full survey, not just one answer to a question and not exclusive to NPS items/responses). Is this possible, and if so, would we use CoPilot to send an internal email to the CSM? Moreover, if we do use CoPilot to do this, what would the source object be when deriving the list of contacts from either SFDC or MDA?

7
heather_landgraf
Veteran Rookie
4 years ago
cmultanen
All Star
cmultanenAll Star
posted in Archived content

Increase Email CC Limit on AO and CoPilot Outreaches

Hi there, Are there any plans to increase the email copy limit on AO and CoPilot outreaches? Right now, you are limited to CC'ing up to 3 separate emails aliases or users. We have some situations where we want to send internal emails to client's full account team such as CSM, Seller, Ops manager, etc.  With the current limitation, it is tricky send these emails to all the necessary team members. I know we could use custom email aliases on our end but for it would be nice if this limit was larger so that we can make the emails more targeted by role and user. 

3
sai_ram
Grand Slammer
4 years ago
sundar
Veteran Rookie
sundarVeteran Rookie
published in Archived content

Copilot known issues

In the recent past there has been few issues observed in copilot. Product team has addressed part of them and working actively to address the remainder. Please refer to this sheet  Listing down the issues that is being worked upon with fixes slated for next few weeks: Survey Analytics page not loading because of API call failure. This is only for the surveys that were distributed via Copilot. Fix slated for December 22nd release. Survey Button click is not being tracked. [list=1] Reason : Email service provider does not track the click of the URL is greater than 255 chars. Hotfix : Survey URL has been shortened by 40 chars approx. This addresses the scenarios that we have seen until now. Long-term fix : Approach to shorten the URL further and warn / prevent user from having long survey URL under plan / design phase. Slated for Jan / Feb release Embedded report in the email not visible to recipients on Apple mail and Outlook on Mac. Reas

330
matt_stone
4 years ago
elizabeth_adams_c593ee
Shoshin
elizabeth_adams_c593eeShoshin
asked in Archived content

Text Only CoPIlot Email

In doing some testing through more some preview tools, it looks like a user who views emails in text only isn't getting any content. Is there a way to control 'text only' content in CoPilot? Thanks, Elizabeth Adams

9
R
Veteran Rookie
4 years ago
david_streichl
david_streichlRegistered User
posted in Archived content

Need plain text templates and ability to edit plain text templates in CoPilot

Hello, I haven't found any option in Gainsight to be able to edit copilot e-mail templates plain text version. Also, when checking the source code of test survey e-mails sent from copilot, I haven't found any text/plain part in there. I think it is essential to have also text/plain part of the e-mail template in the source code either it should be at least html version converted to plain text OR the best would be editable plain text version of the HTML template. Also, we, as open source company have many customers that use Linux/Unix based systems and many of them use just plain text e-mail clients or displaying of e-mails - HTML e-mails might be useless for them. Last, but not least... E-mail containing only HTML version without text/plain part might seem to be kind of incomplete potentially raising spam score of whole e-mail I think. Thank you.

2
R
Veteran Rookie
4 years ago
annie
annieRegistered User
posted in Archived content

Copilot: need a different format for email template

Hi there, told the Gainsight CS team so and per suggestion I'm posting it here as well.  We tried out an copilot email once. However, the current email format (a box centered in the middle of the email) is very marketey feel. It is ok for the purpose like webnar invitation, use case sharing etc. What we are also hoping for Copilot to solve is at scale communication when observing the clients dropping their usage under certain threshold. It would be a replacement of copying and pasting dozens of emails in outlook - the tone of the email is rather informal check-in than a mass marketing event. With today's formatting option, we received many replies saying "please take me off the list", coz it looks too much like a system generated information, than a more personal outreach. At minimum, I think we need to have the text aligned to the left, to make it feels like an actual  normal email.  Granted Copilot is still useful without it, but not as much. Thanks.  Regards,

4
R
Veteran Rookie
4 years ago
leanne
leanneRegistered User
asked in Archived content

How do you export a powerlist?

This used to be easy..... When a Powerlist was generated, the email delivered had an attached file of the Powerlist results.  Now, the email says "Results can be downloaded from Rules execution history page."  But I generated the Powerlist from CoPilot, not from a rule, so there's no record on the rules execution history page.   Am I missing something?  How do I download the whole list?  Or do I really have to scroll through all 54 pages, 6 records at a time?

6
lila_meyer
Gainsight Employee: Grand Slammer
4 years ago
chris_beaven
chris_beavenRegistered User
posted in Archived content

Ability to CC/BCC contacts on JO outreach

I've heard a few customers ask about the possibility to CC or BCC internal contacts on a JO outreach. The CC/BCC could be a specific email address, or a dynamic field (e.g. the CSM for the account). This could be used for internal notifications when a campaign takes place.

44
R
4 years ago
lila_meyer
Gainsight Employee: Grand Slammer
lila_meyerGainsight Employee: Grand Slammer
published in Archived content

February Release is Coming Soon!

Feb. 7+: Sandbox org upgrade to 5.5 release Feb. 21 (tentative): Production org upgrade to 5.5.x release This is a major release with many significant enhancements, including: CoPilot Emails: create multiple variations of a single Email template to send to different customers based on criteria you’ve set. Similar functionality is available for Power Lists and Outreaches. Cockpit configuration for Global, Account, and Relationship levels (aka, Distributed Admin): configure CTA types and their components at the Global level, or just for Accounts or Relationships; configure linked objects at each level; plus improved Cockpit list view filter options. Timeline is available in the Relationship 360 for logging calls, meetings, emails, and notes on your customer interactions and history. Also, Admins can create custom Activity types for use with Timeline in the R360 and C360. Rules Engine: close Objective CTAs and Relationships CTAs; new data types and standard objec

10313
casuallove
4 years ago
mei_ling_kuan
mei_ling_kuanRegistered User
posted in Archived content

Copilot outreach the ability to save the default sender details and reply to email address to be use in future outreaches

Hi There, In Mailchimp you have the ability to save the sender details and reply details that can be reused for future emailing. It would be great to have this in Copilot as i have already messed up one outreach because i have incorrectly re-enter the sender email and reply to email. This feature will save so much time and reduce errors. Regards, mei ling

2
T
4 years ago
jackie_toomey
jackie_toomeyRegistered User
posted in Archived content

CoPilot Organization- Adding Folders to Power List/Email Template interfaces

We are looking to organize the CoPilot Power Lists, Email Templates, and Outreaches. Right now, it can become very cluttered with so many different users creating variations. Can this be built into the CoPilot interface? Similar to how reports on Salesforce can be saved into different folders

6
sai_ram
Grand Slammer
4 years ago
steve_davis
Gainsight Employee: MVP
steve_davisGainsight Employee: MVP
posted in Archived content

Folders for Copilot

I had a customer ask me if it was possible to bring a similar foldering structure to Copilot. They have multiple variations of things and it would be helpful to keep them straight. 

1
sai_ram
Grand Slammer
4 years ago
ray_roohparvar
ray_roohparvarRegistered User
posted in Archived content

Categorize Outreaches/Folder System (like with Reports)

I found the folder system/ability to categorize with Reports to be EXTREMELY helpful and a great improvement to the user experience. Having said that, when can we expect a similar feature with Copilot? I currently have ~30 Outreaches and those are steadily growing, so are my Power Lists and Email Templates. It's already becoming tedious to go through these since the naming convention for the different functions are similar.(i.e. numerous outreaches, lists, templates that start w FY_ Q_, etc.).

6
angie_delarosa
4 years ago
kevin_ly
Team Captain
kevin_lyTeam Captain
posted in Archived content

[Feature Request] Notify Point of Contact when OAuth User is Inactive, Removed, or Deleted

Posting on behalf of a customer, but I think this is a good idea as well. Currently when an OAuth is made inactive, Gainsight data query processes cease such as rules engine and copilot power lists. If an organization did not have knowledge of this as soon as that happens, many important data processes do not run and gaps in analytics gets noticed to late in the game. It be nice to send an email to an assigned point of contact, along with some steps to fix the matter.

2
pgeorge
Gainsight Employee: Rookie
5 years ago
christopher_sanderson
Veteran Rookie
christopher_sandersonVeteran Rookie
posted in Archived content

Idea for a CoPilot standard C360 section

I think it would be cool to develop a C360 section similar to Surveys, where it knows what Outreaches you've developed.  When you use the drop down to see that particular Outreach, it gives you specifics on that Outreach (sent, open, bounce, etc). I can certainly build a report on that data, but its not dynamic enough.  Meaning I have to either add a filter for Outreaches, or any other number of too many clicks to get the data situations.

4
angela_domenichelli
MVP
5 years ago
sudhakar_ravuri
Shoshin
sudhakar_ravuriShoshin
asked in Archived content

Notify the account owner by default in an outreach email

Is there any way in copilot to copy in whoever the account owner is? Current scenario, I see the ability to copy in up to 3 email addresses. This is a feature request for a way to achieve notifying the account owner when a welcome email (for example) goes out.

2
keisha_thomas
5 years ago
Julian
Gainsight Employee: ACE
JulianGainsight Employee: ACE
published in Archived content

New to the Community? Everything you need to know

Is this your first visit to our community? Well then welcome to our small world of awesomeness! First things first: What we're here for (and what not)No matter if you're a veteran in what you're doing or a newbie... the inSpired community is the go-to place for everything you need to know to reach your goal. We have many experts here with years of experience in Community Management, Support, Onboarding, Knowledgebase-management... the list just goes on.However we know our limits. Should your goal be to become the best in Photoshop, then you are better off on other communities dedicated to that. We are very happy to receive your question, but whatever you do please follow our Terms of Conditions.] A quick tour through the CommunityNobody likes to get labeled. But when it comes to finding out where to put your question or find the right FAQ, labels can be handy! We have a number of categories for you to browse:Got a question?A general free-for-all subcategory, designed to be your safety

34390
Julian
Gainsight Employee: ACE
5 years ago
mei_ling_kuan
mei_ling_kuanRegistered User
asked in Archived content

copilot include formula in field token

Is there a way to include a formula when resolving a token value in the email template? e.g. if the contact's first name is empty then use the last name or if the last name is just email just use Dear customer? This will be really useful because, our key contact may not have first and last name because we don't capture this in certain part of contact capturing forms. Any plans in the road map to do this?

3
michael
5 years ago
lauren_marsh
lauren_marshRegistered User
asked in Archived content

Add Salesforce fields to email logs for reporting

We just started using copilot and want to run reports on this information.  Is it possible to pull in salesforce account and contact fields, other than the out of the box fields, into a report like this?  Items such as contact Role and Account Industry are examples. Thank you, Lauren

10
blaire_berry
5 years ago
prathap
Shoshin
prathapShoshin
posted in Archived content

Report Scaling in Co-pilot mails

Now we skip the data points on the Y-axis in report that we send through copilot due to size constraint. Users wants to display all the data points in Y-Axis to match the data in the report  Can we Scale the size of the report that we embed in Copilot, so we can display all the data with the datapoints on the Y-Axis.

2
jason_metzler
Veteran Rookie
5 years ago
scott_superko
scott_superkoRegistered User
asked in Archived content

Date format in CTA comments

The support team has confirmed that when you add a date field as a token to the CTA comments via the rules engine, the date format will always be YYYY-DD-MM regardless of how the field is formatted. It would be great if we could designate the date format similar to formatting tokens in CoPilot.

4
kalle_paavola_e41c87
5 years ago

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