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ganesh
ganesh
Contributor ⭐️⭐️
October 21, 2015

JO emails for CSMs to send

  • October 21, 2015
  • 42 replies
  • 284 views
A few customers have asked for the ability to draft template emails via copilot, but for the final "send" button to reside with the CSM. So - the CSM gets the final say on when the email is sent, but does not have to take the time to draft the email contents. 

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      diane_morneau
      diane_morneau
      Helper ⭐️⭐️⭐️
      June 21, 2018
      Hitesh Sharma - what is this feature called? Is this eMail Assist or something else? I need to look it up. I am looking for the ability for the CSMs to contribute content and reuse each other's. We want the mailings to be logged in Timeline as well.

      Should I enter a separate request or can we continue on this one?
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      June 21, 2018
      Hi Diane, yes, this is Email Assist (more info here). 

      You can also configure Email Assist emails to be automatically logged to Timeline. 
      VP of Customer Success at Forcepoint
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