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meenal_shukla
Gainsight Employee ⭐️⭐️
January 22, 2019

Need the ability to add Success Plan link in email and email assist

  • January 22, 2019
  • 2 replies
  • 56 views
Right now, the sharing happens via Gainsight but most of the times, Success Plans will be shared across emails. A good use case would be my exec sending an email to the customer exec and wanting to share the mutual success plan in that email/email assist. Please let me know if I am missing something and this is already in place.

    2 replies

    sai_ram
    Expert ⭐️⭐️
    January 28, 2019
    Hi Meenal,

    This use-case is possible with current functionality, I've tested it, please refer below article.

    You can forwared the email you have recevied OR you can also copy the url and send it via email and email assist.

    Precondition: Please donot enalbe the OPT check box as shown below



    sai_kumar
    Helper ⭐️⭐️
    January 28, 2019
    Hello all, the relevant docs are updated based on the above post. Please find the doc links here:

    Share Success Plan

    Configure a Success Plan for sharing

    Thank you Sai for informing us!