Hey everyone! 👋
I'm the Product Manager behind Group Send, and I wanted to share some significant updates we've shipped that make the feature a lot more powerful and flexible for your team.
For those already using Group Send, you're going to love the new access controls. For those who haven't explored it yet, now's a great time to take a closer look.
Quick Refresher: What Group Send Does
Group Send lives inside the People widget in Gainsight Home. It lets your CSMs send targeted, personalized bulk emails directly from their workspace without needing Journey Orchestrator or an admin-built program.
Here's what's been available:
- Send to up to 2,000 recipients per email with admin-configurable limits on daily/monthly sends, list size, and recipient caps
- Static & Dynamic Lists: Build a fixed list for a one-time send, or create a dynamic list that auto-refreshes based on saved filters so your audience is always current
- Group by Company or Relationship: Send a single shared email thread to all contacts at the same company, cutting down inbox noise for operational comms
- Token-based personalization: Templates support Company, Relationship, and Person tokens so emails feel personal even at scale
- Engagement tracking: View opens, clicks, bounces, and failures per email and per recipient, and send follow-ups directly to non-openers
- Undo Send: A 2-minute recall window after hitting send
- Timeline logging: Every email is automatically logged, keeping your customer record complete
What's New: Admin-Configurable Access Controls
This is the big one. In the Q4 January 2026 release, we shipped flexible, rule-based access controls that fundamentally change who can use Group Send and how.
Previously, Group Send was limited to users mapped to the CSM field. Now, admins can extend email-sending access to any user persona or user group. This includes Account Managers, TAMs, Onboarding Managers, or anyone mapped to a Company or Relationship through your org's user lookup fields.
Here's what you can now configure:
- Rule-based permissions: Control which users can send to which accounts using personas, user groups, and filter-based criteria (e.g., companies under a certain ARR threshold, or accounts in a specific segment).
- Admin-controlled guardrails: Set email limits for list size, daily/monthly sends, and recipient caps, all configurable per your compliance needs.
- Group Send Mode toggle: Users only see the contacts they're authorized to reach based on your access rules. Super admins remain exempt for full visibility.
If you have TAMs, PSMs, or onboarding specialists who currently rely on JO programs or manual outreach for product updates, renewal reminders, or onboarding nudges, this is the unlock you've been waiting for.
How to Set Up the New Access Controls
If you already have the People widget enabled, you're one step away:
- Navigate to Administration > Communication > Email Configuration > Compliance
- Configure personas or user groups under the Group Send Access Control section
- Assign the Group Send permission bundle to the relevant users
If you haven't enabled Group Send yet, start by adding the People widget to your Gainsight Home layout, then follow the steps above.
Resources
| Resource | Who it's for |
| Admins: walkthrough of setup and configuration | |
| End users: how to use Group Send day-to-day | |
| Admins: detailed setup documentation | |
| CSMs / End users: usage documentation | |
| Template designers: formatting and best practices | |
| Everyone: common questions answered | |
| Technical reference: data model and objects |
We want to hear from you
These updates were shaped by community feedback, and we want to keep that going. I'd love to hear:
- How are you using Group Send today? What's working well?
- What roles on your team are you most excited to enable with the new access controls?
- What's still missing? Anything you'd want to see on the roadmap?
Drop a comment below, or reach out to your CSM. We're listening.
Happy sending!
Samarth