Solved
co pilot email to internal admin users
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...
View originalWould 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...
1 person likes this
+2Mark,
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...
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...
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.
+2Mark,
Can you submit this as a ticket to our support team?
Thanks,
Steve Davis
Can you submit this as a ticket to our support team?
Thanks,
Steve Davis
1 person likes this
submitted, thank you
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