I am working on putting together a Gainsight program to send messages to a large group of customers. At my organization, a group of a few hundred of customers are assigned a dedicated CSM. I am hoping to find a way to pull in the email address of the named account rep when applicable and cc them in the email program. Is this possible in GS and if so how would I go about doing this?
Solved
CC'ing Named CSMin Gainsight Program
Best answer by heather_hansen
+14
+7
What
Additionally, would suggest pulling a report to check for possible null CSMs – if there are any, you’ll want to include a case expression in a transform step within your query/DD to make sure you’ve got a backup email address (much easier now that you can map a custom string to an email data type in dynamic JO).
Null email addresses will cause the recipient with that null CC email to drop.
Senior Email Ops @ Recorded Future, 2025 Gainsight CS Ops Product Council Member
+3Traditionally, I’ve always used the null CSMs to send to me as a nice review of what may require updating and created a branch of accounts with CSM versus without.
Just thought I would share!
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