I remembering seeing a similar post - but I for some reason cannot locate it.
When sending an Outreach or Program - is there an ability to change the sender to someone else? Other than the user logged in? I send majority of our Outreaches or Programs on behalf of other users - so logging out as me, and in as them, is somewhat annoying. Especially if I forget to test the Outreach or Program before hand - and they get the test email.
Thank you for your feedback!
Solved
Question. How do you send the email on Outreach on behalf of someone else?
+5Best answer by john_apple
Yes - when you are editing the Outreach or email within a Program, you should be able to change the From and Reply-to addresses to any address as well as the From Name - just type in the field rather than selecting from the dropdowns.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query.
+5Yes - when you are editing the Outreach or email within a Program, you should be able to change the From and Reply-to addresses to any address as well as the From Name - just type in the field rather than selecting from the dropdowns.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query.
To make it dynamic - for instance, the full name and email of each CSM - you'd just have to pull that field from your data source as part of the Powerlist or Query.
+5Awesome! Thank you John! The first part is what I'm after. Since the email is going out from another department that isn't really listed/associated with the accounts - I wasn't exactly sure how to make the email from them. Cause logging in and out is rather annoying - and I forget.
Thank you again!!!!
🙂
Thank you again!!!!
🙂
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.