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

Hi Anastassia,

The global Timeline tab displays all Timeline activity posts for all accounts and relationships, as well as users can view all of their drafts there. You can read more about enabling global Timeline here.

Hi @Lila, user permissions are pretty crucial to us so it actually seems we won't be able to utilize the global Timeline tab. Hoping your product team can make it so that permissions are honored on the activity level as well.

Have been unsuccessful in getting this configured correctly. Inbound Emails looks correct to me and Persons have been added to a Company record for testing (included an email from a domain that is not on our Acceptable Domains list), but bcc'ing my personalized inbound email address still isn't posting to timeline– neither as actual entries or drafts.

Any suggestions on troubleshooting? Is this something support might be able to help with if I open a ticket?

If a whole team is included and not all the email addresses are associated with a Person record for that customer, will the timeline activity still be logged?

Great to see so many of you are setting up Email to Timeline!

It will be easier to respond to individual questions/issues, as well as read the relevant followup, if folks can post them as separate threads here. Just a quick video to remind you of how to start a new post in the Email to Timeline Beta topic.

@Anastassia

From our testing, I can confirm that if the outbound email as multiple email addresses, each will be added to the External Attendees on the Timeline Activity if at least one matches a Person record.

For example, 4 external emails: 2 are associated to Person entries and 2 are not. Timeline activity was logged to the correct account for the matching Persons and the other emails were added as additional external attendees

For reference, those threads would show here: https://community.gainsight.com/topics/email-to-timeline-beta-5bfbc778e4b0fa8f17f90027?cType=all

Hi Pele,

You can contact support@gainsight.com for assistance, and if you still need additional help, we'll get you in touch with a product team member. Thanks for jumping in to try this new feature out!

Fantastic– thanks, Lila!

Good morning,

Thank you for including athenahealth in the Beta! We are working hard to meet the prerequisites so the email to Timeline functionality can work.

Our biggest struggle is with Gainsight Person. I joined Office Hours yesterday for some general questions, and observed several other people say they were just listening to hear more about Gainsight Person.

I have a few recommendations to make this administrative function easier when this becomes generally available:

1. If possible, provide step-by-step instructions. A video or training would be ideal, but even a single guide on Gainsight Go would streamline this process. I have referenced at least 4 Gainsight Go article with no 1 "source of truth" to tell me details, like do I start by creating a dataset or s3 dataset task.
2. Perhaps create a Journey Orchestrator outreach to your clients that are not currently using Person and link the new resources before going GA with email to Timeline.
3. Offer targeted Office Hours with a walk through of creating these load rules from scratch.

I am working with others on my team who generally work closer to building rules (I do more troubleshooting of existing rules.) If the other SME on my team cannot build the rules, the next step will be to work with our TAM.

We are hoping to have the first 5 users testing this the start of next week. We are excited to be included in the Beta and I will post more updates as available.

Best,

Angela