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Contributor ⭐️⭐️
June 6, 2016
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co pilot email to internal admin users

  • June 6, 2016
  • 4 replies
  • 70 views
I am trying to create an email template that I can send to myself and other admins in the company to give me a quick rundown of all CTA's that were created today. I am having difficulty structuring the power list so that Gainsight can find myself, has anybody tried doing something like this?
    Best answer by steve_davis
    Mark,

    Would it be easier to create a dashboard with a report on these CTA's and fire that off via email? I attached an article that should walk you through that process. 

    https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...

    4 replies

    steve_davis
    steve_davisAnswer
    Gainsight Employee ⭐️⭐️
    June 7, 2016
    Mark,

    Would it be easier to create a dashboard with a report on these CTA's and fire that off via email? I attached an article that should walk you through that process. 

    https://support.gainsight.com/Product_Documentation/Reports_and_Dashboards/Admin_Configuration/Confi...
    mark
    markAuthor
    Contributor ⭐️⭐️
    June 8, 2016
    I tried doing that but the emailed reports are more like images and it was tough to see what the data points were. after digging into the copilot templates I was able to get our information into a powerlist by creating a contact for each one of my reps in one of our dummy accounts but when scheduling the message I with reports I was forced to filter by customer or account and that would prevent me from sending via copilot.
    steve_davis
    steve_davis
    Gainsight Employee ⭐️⭐️
    June 9, 2016
    Mark,

    Can you submit this as a ticket to our support team?

    Thanks,
    Steve Davis
      mark
      markAuthor
      Contributor ⭐️⭐️
      June 9, 2016
      submitted, thank you
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