Skip to main content
allie_gold
allie_gold
Helper ⭐️
May 11, 2016 5:51 PM UTC

Fire one bundled email to CSMs for overdue CTAs

We are creating a JO outreach that fires to our CSMs each week when CTAs are overdue. However, if a CSM has four overdue CTA's, we don't want to overflow their inbox with 4 emails. We'd like a mechanism to allow us to bundle the overdue CTA information into one email to the CSM where the four CTAs are listed. 

      6 replies

      sundar
      sundar
      Expert ⭐️
      May 24, 2016 4:27 AM UTC

      Thanks Allie for posting the idea.



      The way I would see that going out is having a report that can be sent inline from JO. Right now the feature filters out the report by the each account Id which should be enhanced to support without the filter.

      Translate
        adam_bambrough
        adam_bambrough
        Contributor ⭐️⭐️⭐️⭐️
        May 31, 2016 1:52 PM UTC
        This is a fantastic idea.
        Translate
          allie_gold
          allie_goldAuthor
          Helper ⭐️
          May 31, 2016 8:45 PM UTC

          We also would want to send reports (such as click counts on emails we send through JO) to our csms but not base it off of accounts - so for example, instead of sending one email per account, we'd send one email per csm with the report that contains information about multiple accounts.

          Translate
          sundar
          sundar
          Expert ⭐️
          Sep 27, 2016 11:52 AM UTC
          This is possible right now. You can create a report and send it to internal users without the restriction to filter by Account. 
          Optionally you can filter by user if required to filter accounts that each CSM would handle.
          Translate
          darkknight
          darkknight
          Expert ⭐️
          Sep 27, 2016 1:03 PM UTC
          But this still cannot send a tabular report, only graphical, correct?
          Translate
          Jeff Kirkpatrick
          sundar
          sundar
          Expert ⭐️
          Sep 27, 2016 1:10 PM UTC
          Yes thats right! Tabular reports as CSV attachment s still part of the roadmap
          Translate
          Terms & ConditionsAccessibility statement