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dboan2019_
dboan2019_
Contributor ⭐️
March 7, 2019

Ability to include Email to Timeline BCC in Email Templates

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

        Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
        lyne_therien
        lyne_therien
        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
        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
          anna_whitehouse
          Contributor ⭐️⭐️⭐️
          July 30, 2019
          +1 It would be great to BCC emails to Timeline from Programs/Outreaches for our Tech Touch clients.

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