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Embed Salesforce Tokens in Copilot Buttons

  • April 28, 2016
  • 4 replies
  • 36 views

dylan_campbell
Use case: you have a custom URL field on a Salesforce object like an NPS survey link. Instead of pasting the entire hyperlink into the body of a Copilot email, you could set the token [i]as the hyperlink for a CTA button.

4 replies

sundar
  • Expert ⭐️
  • April 29, 2016
Great suggestion. This is part of the roadmap to tokenize the URL.

dylan_campbell
  • Author
  • Contributor ⭐️
  • April 29, 2016
Thanks. What is the best way to stay up to date on the release?

lila_meyer
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  • Gainsight Employee ⭐️⭐️⭐️
  • May 2, 2016
Hi Dylan, you're currently identified in our system as an "Adoption Champion," and as such, you should be receiving our head's up emails that go out a week before each Gainsight release. (You should receive one in about 10 days.) In addition, our VP of Product, Karl Rumelhart, delivers a Roadmap webinar once per quarter, and it's a great way to stay informed about what's planned for future development. It looks like three of your colleagues were invited to that back in January. I'll check with our CS Ops team to be sure you're included in future roadmap webinar invites. 

sai_ram
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  • Expert ⭐️⭐️
  • May 25, 2017
This use-case can be achieved with Email Template 2.0, which is implemented in 5.6 release.