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Lbrez
Contributor ⭐️
March 5, 2020
Solved

Mail Merge to Gainsight

  • March 5, 2020
  • 1 reply
  • 301 views

Hi! I'm trying to figure out a way to complete a mail merge to all my clients and somehow get those emails captured in Gainsight, as BCC to timeline won’t work in this scenario. Is there a way to do a group manual add to Gainsight? For example, I send out a mail merge but then add a note to Gainsight that I emailed the email without having to go client by client and upload the copy? Any suggestions on how I can send out a email to all my clients and get it captured in Gainsight easily without BCC to timeline would be appreciated. 

    Best answer by john_apple

    Journey Orchestrator can send email en masse and those will be logged in Gainsight’s data tables. The logged emails will be matched the Company records if you map in an identifier for that Company (e.g. GSID or Account Is)

    1 reply

    john_apple
    john_appleAnswer
    Expert ⭐️
    March 6, 2020

    Journey Orchestrator can send email en masse and those will be logged in Gainsight’s data tables. The logged emails will be matched the Company records if you map in an identifier for that Company (e.g. GSID or Account Is)

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