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katie_b
katie_b
Helper ⭐️
August 5, 2020
Parked

Ability to select Timline Activity Type when logging to Timeline via Gainsight Assist

Related products:CS Timeline & Activity Tracking
  • August 5, 2020
  • 26 replies
  • 667 views

Our CS team is LOVING the new Gainsight Assist Chrome Extension, but we have 1 major request that would take it to the next level. Currently, all emails Logged to Timeline show up as an ‘Email’ activity type. In most cases this may make sense, but we have a few situations where we’d like to be able to select the activity type the email should be logged to.

One specific example is our team’s focus on Strategic Engagements with their customers. Currently, if they have a strategic conversation they are sending a follow up/recap email via Gainsight Assist that is being logged as an email. To ‘get credit’ and accurately report on our strategic engagements, they are then copy/pasting the recap into a new Strategic Engagement timeline activity and logging that via Global Timeline or the C360. It would save a lot of time if while sending their recap email they could select a drop down to log the recap as a strategic engagement instead of a generic email.

    26 replies

    jean.nairon
    jean.nairon
    Expert ⭐️
    August 6, 2020

    Love it. That’s a great product idea!

     

    +1 from me. 

    Jean
    C
    chethana
    Expert ⭐️
    August 6, 2020

    Thanks. @katie_b  @jean.nairon for your inputs. We have plan to introduce the activity type in upcoming roadmap. I will keep you posted once it is available.

     

    Erseburse
    Erseburse
    Contributor ⭐️⭐️⭐️⭐️
    April 10, 2021

    @chethana  this is exactly what we are looking for here! Not all emails should be considered “email” activity type. Would be more useful to be able to categorize it as any activity type. 
     

    needing to change the category after the fact defeats the purpose of the “ease” this great feature offers.
     

    Any update on when this will make its way? Thanks!

    C
    chethana
    Expert ⭐️
    April 27, 2021

    Hello @Erseburse 
    We have this planned as part of medium term roadmap,I will update on ETA .

      Erseburse
      Erseburse
      Contributor ⭐️⭐️⭐️⭐️
      April 28, 2021

      @chethana  - looking forward to it!

        Erseburse
        Erseburse
        Contributor ⭐️⭐️⭐️⭐️
        July 22, 2021

        @chethana  - I just had a CSM reach out to me on this and thought I would check in to see if any decisions have been made on ETA?

        C
        chethana
        Expert ⭐️
        July 23, 2021

        Hello @Erseburse 

        I don’t have ETA yet, i will definitely share once i have that info.

        J
        joliving
        Contributor ⭐️
        September 14, 2021

        We rolled out GS NXT in July, still very much working on CSM adoption. This issue has been called out as a blocker to daily use. Much communication occurs via email at this point of remote workers. I am very much interested in knowing the ETA for this planned GS Assist enhancement (select your activity type after selecting account) or Gainsight feature that allows user to edit the activity type of an email posted to timeline. Thanks!

        danny_hallgren
        Gainsight Employee ⭐️
        danny_hallgren
        Gainsight Employee ⭐️
        January 28, 2022

        This enhancement idea would deliver a HUGE efficiency gain for many CSMs who use Gainsight Email Assist by removing redundancy of sending the email assist, then having to navigate into the 360 imeline to update the email type.

         

        Can we get a status update on here regarding this great idea, please?

        C
        craig_p
        Contributor ⭐️
        January 28, 2022

        This would be an amazing time saver. Our team would love to have this feature! 
        @satyajeet  

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