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logan_t
logan_t
Contributor ⭐️⭐️⭐️
November 1, 2016

CTA Email Notifications - Configurable!

  • November 1, 2016
  • 3 replies
  • 23 views
When a CSM is subscribed to a customer in their Gainsight instance, a (weekly/daily) notification email is sent to them to keep them up to date with what changes have taken place!

However, this notification email can often become a large wall of text; not exactly reader friendly.

Our customers have requested the ability to configure the notification email to include just a few key points that their CSMs would be able to use. Instead of fields like "CTA Name" "CTA Type" and "CTA Reason" they could have just a few or even tokenized information being sent to them in this email notification.

Thanks for the help! Take care.

      3 replies

      seth
      seth
      Expert ⭐️
      November 1, 2016
      Hear hear! If CSMs could get some sort of daily message of "CTAs or Tasks that are new, overdue, or due today", that would be a great way to keep things top-of-mind, perhaps with a link to "also due coming up this week..." or something, to prevent toooo much content from getting packed into one email.
      AI Transformation @ Gainsight
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      November 7, 2016
      Hi,

      Improving notifications and adding more customisation options in it is in our roadmap. ETA tentatively spring release.

      Thanks,
      Nitisha
        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        September 18, 2017
        Are 'configurable' Email Notifications son the Roadmap?  I have a customer that would like the "CTA due date" included in the current "Daily Digest" they get for when a new CTA is assigned to them.  Thanks!
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