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einat_pick
Contributor ⭐️⭐️⭐️⭐️⭐️
April 9, 2017
New Idea

Ability to create CTA from within an email (outlook / gmail)

Related products:CS Plugins
  • April 9, 2017
  • 16 replies
  • 327 views
When CSM receive an email with some actions in it, they would like to highlight a text in the email and being able to create CTA directly form there.

    16 replies

    jennifer_richard
    Helper ⭐️
    April 9, 2017
    +1 - daily request from CSMs
    ben
    Helper ⭐️⭐️⭐️
    April 12, 2017
    +∞ - This would be a game changer for our team. We regularly get too bogged down in our inbox. Additionally, the management team cannot properly define the workload put on our team if they are working out of their inbox. If they use CTAs, we can report on and track the burden they are under. This allows us to make data-driven arguments for headcount, workload re-balancing, and other performance situations.
    -Ben
    ben
    Helper ⭐️⭐️⭐️
    April 12, 2017
    nitisha_rathi
    Expert ⭐️⭐️
    June 6, 2017
    Hi,

    Thanks for the post. We have plans of integrating Gainsight with email clients and adding capabilities like creating activities, CTAs and tasks from email. I will post an update once we have an ETA.

    Thanks,
    Nitisha
    akeem_mostamandy
    Contributor ⭐️
    June 15, 2017
    Will this include sending out multiple calendar openings to the customer with the option to select the desired meeting date/time?
    nitisha_rathi
    Expert ⭐️⭐️
    June 16, 2017
    Hi Akeem,

    Yes, that's the direction in which we are thinking. We are thinking of adding a new 'Meeting' task type in cockpit, from which you can send time slots, agenda and minutes of meeting to all attendees. Any other capability which you would like to see in this meeting task?

    Thanks,
    Nitisha
    akeem_mostamandy
    Contributor ⭐️
    July 7, 2017
    Hi Nitisha, we will document a couple user stories and I'd like to email you a sample for consideration.  I sent you a LinkedIn invite and please feel free to send me an email to my work email akeem.mostamandy at hpe.com.
    nitisha_rathi
    Expert ⭐️⭐️
    July 10, 2017
    Thanks, Akeem.

    I have sent you an email for the same.
    darkknight
    Expert ⭐️
    September 8, 2017
    Nitisha do you have an idea yet on when this will make it onto the roadmap?
    Jeff Kirkpatrick
    diana_luo
    Contributor ⭐️⭐️⭐️⭐️
    October 9, 2017
    Agreed, top request from CSMs & Google calendar integration as well