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meenal_shukla
meenal_shukla
Gainsight Employee ⭐️⭐️
June 6, 2019

Have you tried the direct email from the CTA yet?

  • June 6, 2019
  • 10 replies
  • 141 views
No, I am not talking about Email Assist. I am talking about the ability to send an email from the CTA without applying any playbook. It is wild!

Blew my mind!



    10 replies

    meenal_shukla
    meenal_shuklaAuthor
    Gainsight Employee ⭐️⭐️
    June 6, 2019
    @piyushmadhukar and team, thank you!

    Outplay. Outwit. Outlast.
    keith_mattes
    keith_mattes
    Helper ⭐️⭐️
    June 6, 2019
    I just tried and it does not seem this is present in our instance yet? Is there admin configuration required to make this active?

    This looks awesome, can't wait to get our CSM's using this!

    Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
    darkknight
    darkknight
    Expert ⭐️
    June 6, 2019
    Yes under Administration, Email Configuration, Compliance. Fair warning though, it gives end users the ability to select ANY email template. We have opted to turn it off until we are able to restrict it to specific templates.

    Jeff Kirkpatrick
      keith_mattes
      keith_mattes
      Helper ⭐️⭐️
      June 6, 2019
      @jeff, thanks for the heads-up and guidance! I had gone to email configuration but did not check the "compliance" tab. It is now setup and under test. Thank you! Was a pleasure to have met you at Pulse!

      Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
        P
        piyushmadhukar
        Helper ⭐️
        June 6, 2019
        Thanks Meenal!

        @aditya_marla FYI 🙂

        laura_webster
        laura_webster
        Contributor ⭐️⭐️⭐️
        June 6, 2019
        Does the email get saved to the timeline?

          meenal_shukla
          meenal_shuklaAuthor
          Gainsight Employee ⭐️⭐️
          June 6, 2019
          @laura_webster : Yes. It does show up on Timeline like an email sent out from Email Assist would.

          Outplay. Outwit. Outlast.
            laura_webster
            laura_webster
            Contributor ⭐️⭐️⭐️
            June 6, 2019
            I haven't used either and all I see in documentation is that you could create if it is part of a playbook but it sounds like it just got better!! I am going to get the admin to look at enabling this for us. So you can just create an email from the CTA if it is configured or do I need to have a playbook?

              keith_mattes
              keith_mattes
              Helper ⭐️⭐️
              June 7, 2019
              Follow-up, Day 1, our CSM's LOVE IT! Thank you @meenal_shukla and your amazing team!!!!!

              Sr. Customer Success Operations Analyst/Gainsight Admin/Data Nerd
                meenal_shukla
                meenal_shuklaAuthor
                Gainsight Employee ⭐️⭐️
                June 11, 2019
                @laura_webster : You would need to create the email in Journey Orchestrator > Email Templates. Once you do that these emails will start appearing as an option. No playbooks are necessary.

                Outplay. Outwit. Outlast.
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