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mmayhall
Gainsight Employee ⭐️
Gainsight Employee ⭐️
April 15, 2024
New Idea

Ability to Customize Participant Details on Email Copy

Related products:CS Journey Orchestrator
  • April 15, 2024
  • 6 replies
  • 62 views

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!

6 replies

revathimenon
Gainsight Community Lead
April 15, 2024

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! 

Where focus goes, energy flows.
mmayhall
Gainsight Employee ⭐️
mmayhallAuthor
Gainsight Employee ⭐️
April 15, 2024

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

revathimenon
Gainsight Community Lead
April 15, 2024

Not a problem at all @mmayhall 

More than glad to do this for you! 🙂

Where focus goes, energy flows.
dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 15, 2024

Fantastic idea!

Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
Contributor ⭐️
April 22, 2024

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.

dayn.johnson
VIP ⭐️⭐️⭐️⭐️⭐️
April 22, 2024

@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
Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member