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meenal_shukla
Gainsight Employee ⭐️⭐️
December 18, 2019

Email Templates in Email Assist Vs Journey Orchestrator

  • December 18, 2019
  • 11 replies
  • 313 views

SFDC edition: Creating a running list of Email Assist email templates vs. JO templates.

  1. Email Assist: You can't specify the sender in the email assist. Email will be triggered with the name of person who triggered it.The use case would be mostly about sending from a generic email address (eg. customersuccess@abc.com) JO: You can.
  2. Email Assist: You can only add tokens that are in fields of CTA/Account/CustomerInfo/User objects in the email assist (you can't add opportunity fields right or any other object field in the email as tokens) JO: You can. 
  3. Email Assist: You can add cc to the email but it can't be a field (csowner, opp owner, account owner); JO: You can

 

However, I found out that there is a workaround for #2 to add associated fields in Email assist : Say you want to add a field from the opportunity object to an Email Assist

  • Step 1: Add a formula filed on the CTA object & using advanced formula you can populate it with any field on the opportunity object (eg Subscription ARR in below screenshot)

11 replies

john_apple
Expert ⭐️
December 18, 2019

Number 1 is a significant shortcoming for our use of Email Assist. 

katie_b
Helper ⭐️
December 18, 2019

We’d love to see the ability send email assists ‘from’ another user as well. Main use case - we have a survey sent ‘from’ the Team Manager, but would like a CSM to be able to trigger it on their behalf.

Katie Baker
lila_meyer
Gainsight Employee ⭐️⭐️⭐️
December 18, 2019

Thanks for sharing your learnings, @meenal_shukla ! 

 

Lila Krutel, Dir. Global Education Services
meenal_shukla
Gainsight Employee ⭐️⭐️
December 18, 2019

@aditya_marla 

Outplay. Outwit. Outlast.
Expert ⭐️
February 6, 2020

@katie_b  @meenal_shukla  @john_apple  for #2 is already planned and in progress. We will be releasing it soon.

amy_perrin
Contributor ⭐️⭐️⭐️
June 23, 2020

Any intent to implement #1 to email assist? 

Expert ⭐️
June 24, 2020

Hello @amy_perrin 

#1 ability to send email from another email address, work in progress, will update you about the availability date.

puna
Helper ⭐️
May 20, 2021

Bumping #1. Has there been any further consideration of adding this feature?

Expert ⭐️
May 27, 2021

Hello everyone,
#1 is planned to be released by end of Q2. We will keep you posted about the release.

anirbandutta
Expert ⭐️
February 10, 2022

@PavanCh , anything we can share?

 

 

It's an opportunity for engagement