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darkknight
darkknight
Expert ⭐️
December 29, 2015

Customer360: Add email shortcut to pre-defined JO Power Lists

  • December 29, 2015
  • 5 replies
  • 48 views

We restrict JO access to our Engagement Marketing team for several reasons I won't go into here.



Admittedly, though, there are regularly times though when a CSM may need to send a blanket email to all Contacts on an account, or a particular subset of contacts based on a particular role.



It would be handy to be able to create a few "standard" Power Lists that could be applied to all Customers and attached to the C360 with a shortcut to send an email. 



As an example, we have a role called "Organization Administrator" which is a contact that has full administration capabilities over access to our Customer Portal for their organization.  We can have multiple of these contacts. If a CSM wants to send a quick email to all Org Admins, it would be useful to have a short cut on the C360 to send an email to all contacts with the Org Admin designation.

      5 replies

      sundar
      sundar
      Expert ⭐️
      January 6, 2016
      This is something we have not thought about. Definitely valuable!! Thanks a ton for this input...

      As a first step, we will have email from Cockpit which help partially in these scenarios. Will keep you posted in ETA for these.
        darkknight
        darkknightAuthor
        Expert ⭐️
        July 26, 2016
        Any update on this Sundar?  
        Jeff Kirkpatrick
        sundar
        sundar
        Expert ⭐️
        July 27, 2016
        We are releasing email from Cockpit in August, where CSM would be able to add multiple contacts in Cc and send the mail out. 
        Not ruling out the option to invoke this from C360 and have all contacts from the Customer to be pre-filled. Definitely on the cards.
        darkknight
        darkknightAuthor
        Expert ⭐️
        July 27, 2016
        Ok thanks Sundar.  You may want to also reference https://community.gainsight.com/gainsight/topics/cockpit-send-an-email-to-a-group-powerlist-of-users...  

        This type of functionality is crucial to our ability to scale thoughtfully.
        Jeff Kirkpatrick
        darkknight
        darkknightAuthor
        Expert ⭐️
        December 22, 2016
        This would make a valuable addition to the Log an Email activity on Timeline. 🙂
        Jeff Kirkpatrick
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