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leslie_diephuis
leslie_diephuis
Contributor ⭐️⭐️⭐️
November 9, 2016

Support sending Email templates with Reports through Email Assist

  • November 9, 2016
  • 6 replies
  • 46 views
We have a need to send an email with Google Analytics usage data to our customers as a step in a Playbook.  There is no set criteria when this may happen so we would like to use Email Assist instead of a CoPilot Outreach.  

I have created an email template in CoPilot which contains the Reports however when I create the Playbook and search for the email template it's not on the drop down list - if I remove the Reports the Template it shows up.  I found out from support this is by design.  

Can we support email templates with Reports in a future version of Email Assist?  

      6 replies

      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      November 9, 2016
      Hi Leslie, thanks for your feedback. We need to add email templates with surveys and reports for email assist. The plan is to do so in that order. thx
        josh_grigone
        Gainsight Employee ⭐️
        josh_grigone
        Gainsight Employee ⭐️
        January 16, 2017
        +1 here. Do we have any insight as to when this will become available?

        Thanks
        jessica_weiss
        jessica_weiss
        Contributor ⭐️⭐️⭐️
        January 17, 2017
        +500 here, 🙂 This would have tremendous positive business impact for us - what is the ETD for this?
          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          January 18, 2017
          Hi,

          ETA is tentatively spring release.

          Thanks,
          Nitisha
          H
          Gainsight Employee ⭐️
          hitesh_sharma
          Gainsight Employee ⭐️
          July 10, 2017
          Hi All,

          As part of Summer release which will be available in September 1st week, we will have ability to add Surveys and Reports in Email Assist.

          Let me know if any more information is required.

          Regards,
          Hitesh
            sai_ram
            sai_ram
            Expert ⭐️⭐️
            September 6, 2017
            Hi All, Summer Release is out now and this feature is shipped in Summer Release. 
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