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jeffrey_coleman
jeffrey_coleman
Helper ⭐️
Sep 21, 2016 4:00 PM UTC

CTAs Using Email Assist Should Associate to the Contact

The new email assist feature is great. The team has been starting to use it and the general reply has been "Cool! That's easy!"

The frustration is that I can't set it to have the expected contact preset in the CTA. I frequently know who they're supposed to contact for the outreach, but I have to put that contact's name into the comments field an have the user copy and paste that into the "to" line when reviewing the email.

The ability to relate CTAs to other objects already exists. We just need this to be a) enabled in the rules engine and b) accessed by Email tasks.

      8 replies

      heather_hansen
      heather_hansen
      VIP ⭐️⭐️⭐️⭐️⭐️
      Sep 21, 2016 7:14 PM UTC
      We've heard this too. I do like the ability to add additional people as to or cc if they'd like, but definitely being able to default at least one would be great!
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        jeffrey_coleman
        jeffrey_colemanAuthor
        Helper ⭐️
        Sep 21, 2016 8:02 PM UTC
        Totally. I don't want to limit the ability to add to or change the recipient. But I want to give the CSM the easiest path for the 90% of the time that I can identify the contact.
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          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          Sep 22, 2016 6:45 AM UTC
          Hi,

          Thanks for the post. We understand that this capability is important and implementing it is in our short term roadmap. I will keep you updated about the exact ETA.

          Thanks,
          Nitisha
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          darkknight
          darkknight
          Expert ⭐️
          Nov 17, 2016 5:39 PM UTC
          YES.  I just posted this to the community https://community.gainsight.com/gainsight/topics/email-assist-i-am-able-to-select-inactive-contacts

          But Jeffrey's suggestion here would help us prevent some of this I think.  Any update Nitisha?
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          Jeff Kirkpatrick
          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          Nov 21, 2016 10:20 AM UTC
          Hi Jeff,

          This enhancement is a stretch goal for Winter release but will be surely available in Spring release. I will keep you updated about the status.

          Thanks,
          Nitisha
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          zach_davis
          zach_davis
          Helper ⭐️
          Dec 27, 2016 5:19 PM UTC
          +1 to this! If there is a contact on the CTA, we would like to be able to pull or default that contact into the email.
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          brandon_0b4157
          brandon_0b4157
          Contributor ⭐️⭐️
          Jan 23, 2017 7:02 PM UTC
          Do we have any update to this?  Is it actually on the roadmap?
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          nitisha_rathi
          nitisha_rathi
          Expert ⭐️⭐️
          Jan 24, 2017 5:32 AM UTC
          Hi Brandon,

          This will be available in Spring release.

          Thanks,
          Nitisha
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