Skip to main content
sarah_kiani
sarah_kiani
Contributor ⭐️⭐️⭐️⭐️⭐️
July 16, 2018

Email Task without Playbook

  • July 16, 2018
  • 13 replies
  • 91 views
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an email to a task independently 

      13 replies

      Show previous replies
      matthew_weinreb_adccf1
      matthew_weinreb_adccf1
      Contributor ⭐️⭐️⭐️⭐️
      August 21, 2018
      I think it would be useful to add this as a feature independent of a CTA. My use case would be

      As a user, I want to send an email to a customer account through Gainsight on an ad-hoc basis and and review read/click statistics on it."

      The CSM's enjoy the read and click statistics on content they send to customers and this would also be a timesaver since we already require them to copy any paste emails into timeline.
        jake_ellis
        jake_ellis
        Gainsight Employee ⭐️⭐️
        August 21, 2018
        I think that functionality already exists after digging in a little more. In order to update the email within a playbook, I would just need to create a new email template and assign it to the email task. Would that then update all the associated CTAs with that playbook?
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        August 22, 2018
        @All, this looks like new feature request, so changing this to an idea post.
          Terms & ConditionsAccessibility statement