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kate_green
kate_green
Helper ⭐️⭐️
Mar 26, 2019 4:14 PM UTC

Send CSM Digest Email For Open or Upcoming Due CTAs

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
      dan_ahrens
      Expert ⭐️⭐️⭐️
      Mar 26, 2019 10:01 PM UTC
      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.

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      VP of Customer Success at Forcepoint
        faust_belarmino
        faust_belarmino
        Helper ⭐️⭐️
        Mar 26, 2019 10:09 PM UTC
        THIS IS AWESOME!!! Super excited to look into that more when the update is released!!!

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        dan_ahrens
        dan_ahrens
        Expert ⭐️⭐️⭐️
        Mar 26, 2019 10:15 PM UTC
        Agreed Faust! This release is gonna be huge!!



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        VP of Customer Success at Forcepoint
          kate_green
          kate_greenAuthor
          Helper ⭐️⭐️
          Mar 26, 2019 10:31 PM UTC
          Thanks Dan! Did you see I posted this question right before the Release Review? So exciting!

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            parimala_agnihotri
            Helper ⭐️
            Apr 28, 2020 11:32 PM UTC

            @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.

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            dan_ahrens
            dan_ahrens
            Expert ⭐️⭐️⭐️
            Apr 29, 2020 8:30 PM UTC

            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

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            VP of Customer Success at Forcepoint
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