Send Preview Email to CSM from Copilot

Forum|Forum|10 years ago
June 10, 2016
2 replies
63 views

Can CoPilot send a preview email to internal audiences, such as the CSM that the email is being on behalf of? For instance, I am setting up a new customer introduction email and would like the CSM to quickly review and confirm they like fun fact I've included about them. Any chance that I can send the template to them?

journey orchestrator

Best answer by karl_rumelhart

Thanks for the post. I want to make sure that I understand your use case. Is the idea you want emails to the customer to be first checked and approved (and potentially modified) by the CSM before going to a customer, or is this more of a one-time thing where the CSM just reviews the email template but not each time the emails go out? In the first situation, this is a roadmap item for us that we call 'semi-automated emails' or 'email from cockpit' since the CSM would get the task in their cockpit to approve or modify the email before it goes out. In the later case, perhaps you could just send a separate outreach using the proposed template.

karl_rumelhartAnswer

Expert ⭐️

Thanks for the post. I want to make sure that I understand your use case. Is the idea you want emails to the customer to be first checked and approved (and potentially modified) by the CSM before going to a customer, or is this more of a one-time thing where the CSM just reviews the email template but not each time the emails go out? In the first situation, this is a roadmap item for us that we call 'semi-automated emails' or 'email from cockpit' since the CSM would get the task in their cockpit to approve or modify the email before it goes out. In the later case, perhaps you could just send a separate outreach using the proposed template.

marissa_barczaAuthor

Contributor ⭐️⭐️

Thanks for your response. That helps.

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