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Group Send Just Got an Upgrade: Here's What's New

  • April 27, 2026
  • 1 reply
  • 21 views

ssamarth
Gainsight Employee ⭐️
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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:

  1. Navigate to Administration > Communication > Email Configuration > Compliance
  2. Configure personas or user groups under the Group Send Access Control section
  3. 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

Admin Demo Video

Admins: walkthrough of setup and configuration

CSM Demo Video

End users: how to use Group Send day-to-day

Group Send Admin Guide

Admins: detailed setup documentation

Group Send User Guide

CSMs / End users: usage documentation

Design Email Templates for Group Send

Template designers: formatting and best practices

Group Send FAQs

Everyone: common questions answered

Group Send Objects

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

 

1 reply

heather_hansen
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • April 27, 2026

@ssamarth Biggest thing is being able to set up admin-defined lists AND admin-control over what fields are available to filter on in the People widget.  So, instead of relying on users to select the correct fields and filters, it would be great to have the ability to set all that up for them at an admin-level.  ​@darkknight called this out here in this post.