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lane_h
Helper ⭐️
April 6, 2016

Internal Email Metrics

  • April 6, 2016
  • 5 replies
  • 54 views
We have a couple internal emails setup. One is to notify a CSM they have past due CTAs. I noticed when we send internal emails, we don't get the same level of reporting. 

I'd like to be able to tell if CSMs have opened the email. This will help us determine how CSMs are engaging with the emails and Gainsight. 

Here is a screenshot of what I see for one of our internal emails when I click on "Opened":



We also have an email that does not go to someone who is either a contact in SFDC or the CSM, but another team who does not really have a field in SFDC or GS. Instead, we pull the email address from an MDA subject area. For these, we have zero ability to tell who did what with the email. 

Here is a screenshot of an example. We see things have been sent and opened:



But when you click on opened, you see this:

    5 replies

    evan_luberda
    Helper ⭐️
    April 7, 2016
    While discussing this during Admin Office Hours, we determined this is most likely a feature request. Switching over to an idea.
    sundar
    Expert ⭐️
    April 11, 2016
    Lane, Under Administration, in Data Management for the respective Object can you add the mapping for account name? Account name mapping is absent and that causes this issue. 
    This will not solve all the problem, but will get better. 
    Let me know how it looks after you added the mapping and re-run it.
    lane_h
    lane_hAuthor
    Helper ⭐️
    April 13, 2016
    Hi Sundar, I believe I made the mapping correctly. Will this update retroactively or do I need to wait for the next email to be triggered and sent and will work moving forward?
    Director of CX and Scale Programs
    lane_h
    lane_hAuthor
    Helper ⭐️
    April 18, 2016
    Hi Sundar,

    I don't believe this is working correctly. 

    The Internal email based off of SFDC Account Record still is not pulling the CSM into the analytics. And the other email based off of MDA data still shows no data available in the analytics portion.
    Director of CX and Scale Programs
    sundar
    Expert ⭐️
    April 27, 2016
    Lane,

    Analytics by CSM is not possible right now, but we are working on ways to better this.
    Reg - Email based on MDA data is not working as expected because that mapping you did in Data management is not reflected in the powerlist. So you have to create the same powerlist again and then associate with outreach. Create a new powerlist and try. The account name field should be in yellow label instead of the white that you see now. Sorry about this, system does't recognize the mapping automatically.