Add Attachments to Outreaches
None
Currently, the only way to add an attachment (that I know of) is at the Template level. It would be valuable to add specific attachments to individual outreaches (or nodes of an advanced outreach).
Use case: I'm currently automating email campaigns to specific customers. When I create an outreach/advanced outreach, I would like to include a document on that Customer's letterhead. Currently, I have to modify the template prior to each outreach to attach a specific letter. If I could attach the document at the outreach level, I would be able to include the letter when I am setting token values.
Use case: I'm currently automating email campaigns to specific customers. When I create an outreach/advanced outreach, I would like to include a document on that Customer's letterhead. Currently, I have to modify the template prior to each outreach to attach a specific letter. If I could attach the document at the outreach level, I would be able to include the letter when I am setting token values.
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I'm not following your example of adding individual attachments for individual recipients "as you're going through and setting the tokens".
The setting of tokens works very similarly to a mail merge, in that you aren't manually typing information for each mail recipient but rather telling the system where to look to get that information (powerlist, csv, etc).
I think the confusion lies in the fact that all participants in the AO will receive the SAME attachment.
I want to use the same template for multiple outreaches, but include an attachment specific to a customer. Currently, the only place to add an attachment is by attaching it to the template.
For example:
I would like to send Template 1 to the power list for Customer A and Customer B. I would like to include a branded attachment to Customer A and Customer B, respectively.
Currently, I have to:
1.) Attach the Customer A letter to the Template,
2.) Create the outreach for Customer A
3.) Attach the Customer B letter to the Template,
4.) Create the outreach for Customer B.
I would like to:
1.) Create the outreach for Customer A
2.) Attach the Customer A letter directly from the email node within the Advanced Outreach
3.) Create the outreach for Customer B
4.) Attach the Customer B letter directly from the email note within the Advanced Outreach
It would eliminate the possibility of sending the wrong attachment, if a user forgets to update the template.
We can have different attachments for variants within email template and use variant filters at AO/ Outreaches to send email variant based on Customer A / customer B.
Example:
Vinay
If I were to use the same template and include a variant for each customer, it would become cluttered quickly when dealing with 40+ customers. Additionally, the timing of outreaches is not the same for each customer (outreaches begin once a customer signs a contract, so they begin on a rolling basis), so I would much prefer to manage individual outreaches, rather than re-using a single outreach multiple times.
This sounds like a use case more closely aligned with Email Assist. Have you taken a look at this feature? https://support.gainsight.com/Training_and_Videos/Training_Videos/Intro_to_Email_Assist_Tasks_(9_min...