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lane_h
lane_h
Helper ⭐️
Mar 13, 2018 3:59 PM UTC

Shared Success Plans in TImeline

Today as I was sending a client a Success Plan, I realized it would be great to have this email logged in Timeline especially since you do not receive a copy of what you send in the email to the client.

      8 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      Mar 13, 2018 6:28 PM UTC
      Lane, where are you sending the Success Plan email from? There is currently an option to sync Email Assist tasks to Timeline.
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      Lila Krutel, Dir. Global Education Services
      lane_h
      lane_hAuthor
      Helper ⭐️
      Mar 13, 2018 6:48 PM UTC
      Hi Lila,

      I'm sending it from the Share Success Plan option on the C360. After previewing the Success Plan, this is the popup:

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      Director of CX and Scale Programs
        sai_ram
        sai_ram
        Expert ⭐️⭐️
        Mar 15, 2018 9:52 AM UTC
        Hi Lane, Do you want Bcc option(where you can add users)or Do you want it to automatically log it to Timeline or Do you wish to receive an acknowledge with the link?
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        lane_h
        lane_hAuthor
        Helper ⭐️
        Mar 15, 2018 2:29 PM UTC
        Hi Sai,

        I'm imagining something similar to Email Assists. You can BCC AND it get's copied to Timeline.
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        Director of CX and Scale Programs
          sai_ram
          sai_ram
          Expert ⭐️⭐️
          Apr 20, 2018 2:19 AM UTC
          Hi Lane, Thanks for sharing! I am forwarding this to our Product team.
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          john_apple
          john_apple
          Expert ⭐️
          Jun 19, 2018 4:42 PM UTC
          This would be a handy feature so we could track when and to whom a Success Plan was sent.
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            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            Aug 28, 2018 2:31 PM UTC
            I'd like this as well! It would be nice to document when a success plan was shared to the client. 
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            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            Oct 23, 2018 5:54 PM UTC
            I Think a simple email log would work for this:
            CSM Name shared "Success Plan Name" with Client name.

            Then it would show the date and time it was sent and all the other info a timeline log has.
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