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heather_hansen
heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
August 20, 2019
Solved

Journey Orchestrator save to Timeline

  • August 20, 2019
  • 5 replies
  • 365 views
Would be great if you had the option to save the automated JO emails to Timeline so that the CSM could reference as needed. I'm thinking just maybe a checkbox similar to the Log to Salesforce one.

    Best answer by diane_morneau
    I heard Timeline is more useful when reserved to CSM-related activities.

    We added to our R360 view, reports that show the automated mailings so the CSM can check upon need. One report show the overall account receptiveness and the other is reader-specific. For example

    1st report shows for the account

    Email title - # sent to - #u opens - #u clicks - # unsubscribe - etc.

    2nd report shows for the account

    Email address - template name - triggered date - opened date - etc.

    5 replies

    diane_morneau
    diane_morneauAnswer
    Helper ⭐️⭐️⭐️
    August 20, 2019
    I heard Timeline is more useful when reserved to CSM-related activities.

    We added to our R360 view, reports that show the automated mailings so the CSM can check upon need. One report show the overall account receptiveness and the other is reader-specific. For example

    1st report shows for the account

    Email title - # sent to - #u opens - #u clicks - # unsubscribe - etc.

    2nd report shows for the account

    Email address - template name - triggered date - opened date - etc.

      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      August 28, 2019
      I agree with Diane. Adding this information may create noise in Timeline. We will give the information about JO emails in an out of the box way in 360. Would this solve your use-case?

      heather_hansen
      heather_hansenAuthor
      VIP ⭐️⭐️⭐️⭐️⭐️
      August 28, 2019
      @nitisha_rathi we do already have a custom section on the C360 that displays all the automated emails. However, since it doesn't display the content of the email, I get a lot of questions about exactly what that email looks like.

      ashcha
      ashcha
      Contributor ⭐️⭐️⭐️
      October 14, 2019
      This would be helpful for us - we use Journey Orchestrator to send out client reports and would like it if this specific email showed up on the Timeline.

        gunjanm
        gunjanm
        Expert ⭐️
        September 16, 2021

        Resurfacing. We have specific emails that are just easier to send via JO rather than playbooks but we need them to count towards CSM activities (these are a KPI) since they are preparing the participants to begin with. They can only count if they appear on the timeline. I understand that this may not be the case for many, if not most, JOs, but, as @heather_hansen suggested, having an option on each Send Email module in the JO to log to Timeline would be ideal. I’m not sure why this option would not already exist. It is as if the product is choosing how to approach engagement for us, and pigeon-holing our strategy accordingly. Not ideal. 

        Gunjan
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