Thank you all for subscribing to our "Beta program for Email to Timeline”!

Hi All,

We have created a short video to help with "Load to company person'. Hope this would be helpful. Thanks!

https://vimeo.com/304808984/92f22706ea

Hi,

Can you please check this https://support.gainsight.com/Administration_and_Permissions/General_Administration/Bulk_Load_Account_Contacts_for_C360_and_Success_Plan_Sharing and let us know if this helps you in Load to Company Person? You can also check the video here for Loading to Company Person.

-None of the fields are mandatory for posting to timeline except for "Related To". Based on the email ids , we identify the account or relationship the post belongs to. More details can be found below -

-Regarding removing email signatures, we need to see how we can address that. It is not there in the roadmap.

Thanks

Abhishek S

@Kunal, Thank you for the detailed explanation.

@All, please let us know if you still need any help in configuration.

@ Jasmin did you get this figured out and added? If non my email is todd.massey@delphix.com. Hit me with an email and we can set up a quick chat to work it out! I had a bit of trouble with setting this up myself but I got it working now.

Hi everyone! Finally got Email to Timeline configured but it still doesn't appear to be working. Me and a colleague are contacts pulled in as Person records for a test account. In reply to each other with BCC email address provided, nothing has been logged to that timeline yet.

I am also wondering if Email to Timeline would work when forwarding email chains to the address provided for conversations that have ended but have not been logged yet. Please let me know!

Hi Anastassia, in my experience with testing, it doesn't work when emailing to the domain(s) set as your "Acceptable Domain". I added my personal gmail as a Company Person record and it worked! I'll let the product team comment too though.

On the second question, want to ensure I'm understanding correctly. You want to just forward an email chain with the BCC to Timeline token address, but not send the email to the customer? If that's the case, this wouldn't work because it only attaches to a customer if the email in the TO line is in the company person record.

Let me know if that helps!

I found this helpful when determining expected behavior - why it logs, why it logs as a draft (in global Timeline), and why it fails:

https://support.gainsight.com/Timeline/User_Guides/Log_Customer_Emails_as_Timeline_Activities_(Beta)

If you forward an email to the address it will log as draft since there is no matching email in the Person object. You have to go to global timeline and edit the draft to tie it to the right account and contact

@Kendra - thanks for that tip - it worked!

@John - would I see the draft in the drafts section for that specific customer or is there one big drafts area somewhere? It doesn't seem to be appearing.

@Anastassia

There is a tab just for Timeline that can show you all activity and all drafts.

https://support.gainsight.com/Timeline/User_Guides/Use_Timeline_to_log_Activities#The_Timeline_tab

@John - perfect! Was not aware of such a tab. Might have to add it to our bar. Thanks so much!