Skip to main content
kate_green
Helper ⭐️⭐️
March 26, 2019

Send CSM Digest Email For Open or Upcoming Due CTAs

  • March 26, 2019
  • 6 replies
  • 121 views
What would be the best way to email the CSM an email that contains a digest of all CTAs that are due "within the next N days"?

    6 replies

    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 26, 2019
    With Gainsight's v6.2 release (coming in April) admins can define Journey Orchestrator programs with embedded or attached reports that can be filtered based on the user properties. Previously reports sent with a JO program could only be filtered by account.

    This new enhancement should allow you to create a report that shows all CTAs due within the next N days, and then schedule a JO program to send this email out daily or weekly.

    VP of Customer Success at Forcepoint
    faust_belarmino
    Helper ⭐️⭐️
    March 26, 2019
    THIS IS AWESOME!!! Super excited to look into that more when the update is released!!!

    dan_ahrens
    Expert ⭐️⭐️⭐️
    March 26, 2019
    Agreed Faust! This release is gonna be huge!!



    VP of Customer Success at Forcepoint
    kate_green
    Helper ⭐️⭐️
    March 26, 2019
    Thanks Dan! Did you see I posted this question right before the Release Review? So exciting!

    Helper ⭐️
    April 28, 2020

    @dan_ahrens @kate_green how do you add the digest/list of CTAs due in the email? Report does not seem to support tabular view.

    dan_ahrens
    Expert ⭐️⭐️⭐️
    April 29, 2020

    Hi @aparimala - details on how to embed and attach reports to Journey Orchestrator Programs are found here: https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email/Programs/Programs%3A_Sharing_Reports

    VP of Customer Success at Forcepoint