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seth_schroeder
seth_schroeder
Gainsight Employee ⭐️⭐️
Oct 27, 2016 9:09 PM UTC

Playbook Notifications

For some users, it would be easier to receive email notifications whenever a CTA with an applied Playbook is assigned to them, rather than have the user constantly monitor the Cockpit, or to have to Follow their accounts for these CTA notifications.

      4 replies

      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Oct 27, 2016 9:26 PM UTC
      I use the "follow" feature to get those email notifications. Are there any other notifications that are triggered when I follow a specific account?

      Also, is there a report that I can reference to see which customers I have followed?
      And conversely, a report showing all my customers and which of those are followed vs not followed?
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      VP of Customer Success at Forcepoint
      chuen_moschetti_1466d2
      chuen_moschetti_1466d2
      Contributor ⭐️⭐️⭐️⭐️
      Oct 27, 2016 9:41 PM UTC
      We are trying to add team members who are assigned tasks to receive email notification but to no avail. Also, tried to sync this through Salesforce but is coming up empty.
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      dstokowski
      dstokowski
      Gainsight Employee ⭐️⭐️
      Oct 27, 2016 9:57 PM UTC
      Regular notifications are not handling this?  You should get notificaiton when a Task is assigned to you (you probably need to be a Gainsight user though)
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      chuen_moschetti_1466d2
      chuen_moschetti_1466d2
      Contributor ⭐️⭐️⭐️⭐️
      Oct 27, 2016 10:30 PM UTC
      Some of our users have Limited Gainsight access and check off tasks performed but no email notification. All settings have been checked.
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