Ability to Customize Participant Details on Email Copy


When utilizing the “send Email Copy” function, there is a line on the Email Copy that include the context of the Participant’s email address and the SFDC Account Id of the Company they are associated with.

 

It would be helpful to be able to customize these details to display information that is more relevant/helpful to the recipient of the Email Copy, such as the Gainsight Company Name as opposed to the SFDC Account Id.

 

Thanks in advance for your consideration!

Hi @mmayhall 

Would you like me to convert this into an idea since you are suggesting a customization opportunity here?

Correct me if i’m wrong please, if you are looking to hear from our fellow members on how they’ve been doing it! 


Hi @revathimenon, yes, please convert this into an idea! So sorry for the confusion, I missed a click :)


Not a problem at all @mmayhall 

More than glad to do this for you! 🙂


Fantastic idea!


Thank you @mmayhall - this would be a great product enhancement to provide more context to the email which is being sent as a copy to the person.  Ideally additional text only visible to that person getting the copy and variables to add other relevant data.


@vhetrick @mmayhall I wonder if one (or both) of these ideas might apply to this idea:

  • Dynamic content blocks that only appear if a copy-to person meets certain criteria
  • Saved custom content blocks that could be inserted at the head/footer of certain emails that would have the same (tokenized) info so we don’t always have to keep recreating the wheel