Helper ⭐️

Shared Success Plans in TImeline

Forum|Forum|8 years ago
March 13, 2018
8 replies
79 views

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.

lila_meyer

Gainsight Employee ⭐️⭐️⭐️

Lane, where are you sending the Success Plan email from? There is currently an option to sync Email Assist tasks to Timeline.

Lila Krutel, Dir. Global Education Services

lane_hAuthor

Helper ⭐️

Hi Lila,

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

Director of CX and Scale Programs

sai_ram

Expert ⭐️⭐️

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?

lane_hAuthor

Helper ⭐️

Hi Sai,

I'm imagining something similar to Email Assists. You can BCC AND it get's copied to Timeline.

Director of CX and Scale Programs

sai_ram

Expert ⭐️⭐️

Hi Lane, Thanks for sharing! I am forwarding this to our Product team.

john_apple

Expert ⭐️

This would be a handy feature so we could track when and to whom a Success Plan was sent.

faust_belarmino

Helper ⭐️⭐️

I'd like this as well! It would be nice to document when a success plan was shared to the client.

faust_belarmino

Helper ⭐️⭐️

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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