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Ability to include Email to Timeline BCC in Email Templates

  • March 7, 2019
  • 5 replies
  • 176 views

dboan2019_
At the moment, when you send an email template through Gainsight, you are provided a To: field and a CC: field but no BCC field. It would be nice to have a button to insert your Email to Timeline BCC address so that the email you send is captured on the timeline.

5 replies

shane_mccoy
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  • Contributor ⭐️⭐️⭐️⭐️
  • March 7, 2019
+1 to this! This would be nice for tech touch outreaches as well since they are all assigned to the same owner and generally don't have many timeline entries.


keith_mattes
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  • Helper ⭐️⭐️
  • March 7, 2019
+1 from me as well as I think this will be incredibly useful for multiple use cases.


lyne_therien
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  • Helper ⭐️
  • March 21, 2019
Hi Dylan,

We send email through our CTAs/playbook all the time. It must be a setting we have since all these emails are posted to the timeline automatically.

Is this what you are referring to?

Lyne


nitisha_rathi
  • Expert ⭐️⭐️
  • April 17, 2019
If you are referring to posting emails sent via cockpit in Timeline then we have a configuration to turn it on. Please refer this article for more details.


anna_whitehouse
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  • Contributor ⭐️⭐️⭐️
  • July 30, 2019
+1 It would be great to BCC emails to Timeline from Programs/Outreaches for our Tech Touch clients.