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Sending Email Assist on behalf of someone

Related products:None

Hello,

Is there a way to send email assist emails on behalf of someone else? It appears not, but we are having an issue where a CSM is on PTO and the manager would like to send out the email assist's on behalf of her CSM's. But the only way I can consider this a possibility is to log in as that user in SFDC (the company will not allow for these users to have this permission set to do this).

Is there any other way outside of sending an automated outreach?

9 replies

spencer_engel
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  • Expert ⭐️
  • 669 replies
  • October 2, 2019
Hi Ky, you're not missing anything. It's not possible right now. I have this need as well and would really like to see us put it on the roadmap!


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • November 21, 2019

Thanks for posting. This is already considered and will update you once it is released.

@kypowell @spencer_engel 


meenal_shukla
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  • Gainsight Employee ⭐️⭐️
  • 208 replies
  • June 2, 2020

@manu_mittal / @nitisha_rathi / @chethana any ETA on this request?

I have multiple customers asking for this. For example: AbsorbLms.


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • June 5, 2020

Hello @meenal

This capability will be part of email from anywhere  implementation which is planned for Q3.


  • Contributor ⭐️⭐️
  • 9 replies
  • September 29, 2021

Agreed! It would be very handy to have this. Any update on ETA?


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • October 1, 2021

Hello @zoeyk 
We will be rolling out this feature post November release. This will be available for NXT customers only who have onboarded to Horizon analytics.


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  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • May 9, 2023

@chethana What’s the update on this?


bradley
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  • Expert ⭐️
  • 1129 replies
  • May 9, 2023
marionmungcal wrote:

@chethana What’s the update on this?

If you’re on NXT you should have this capability. You can read this article for more info: https://support.gainsight.com/Gainsight_NXT/Email_Assist/Email_Assist_2.0/What's_New_in_Email_Assist_2.0


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  • Contributor ⭐️⭐️⭐️
  • 17 replies
  • May 9, 2023

Cool! Thanks, @bradley!


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