As an enhancement request, I'd like to be able to add an attachment to a playbook email. For example, we have an onboarding playbook where the first step is to send a welcome email. So if there was a way to add an attachment to that welcome email that would be ideal.
Page 1 / 1
Hi Rish,
Agree, we will look into the feasibilities of adding this feature and will keep you updated.
Thanks,
Nitisha
Agree, we will look into the feasibilities of adding this feature and will keep you updated.
Thanks,
Nitisha
We have a use case for this to we would like to see this.
Hi Rish and Lane,
You can add the attachment to the email template and send it via email assist. The email sent from email assist includes attachments too.
Thanks,
Nitisha
You can add the attachment to the email template and send it via email assist. The email sent from email assist includes attachments too.
Thanks,
Nitisha
Hi Nitisha,
I believe our issue is you cannot have email CTAs in Success Plans.
I believe our issue is you cannot have email CTAs in Success Plans.
Hi Lane,
You can create a playbook having email tasks for 'Objective' CTA type. This playbook can be used in success plans and emails can be sent via success plans CTAs.
Thanks,
Nitisha
You can create a playbook having email tasks for 'Objective' CTA type. This playbook can be used in success plans and emails can be sent via success plans CTAs.
Thanks,
Nitisha
Hi Nitisha,
My apologies, I had my requests confused.
My apologies, I had my requests confused.
Hi Lane,
No worries, glad I could help. Thanks!
No worries, glad I could help. Thanks!
Reply
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.