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As a Gainsight Admin, I need to send a unique email version in a Program to a participant based on a real-time calculated field.

Use cases:

  • Sending a follow-up with different text based on a current value such as client healthscore
  • Changing who an email is sent to based on current value, such as adding an executive to the email if a threshold is met after the Participant List is generated

This is definitely needed, especially after a Conditional Wait. I can use a calculated field in the conditional wait to determine the path, so I should be able to use the Calculated Field in a field to determine which email variant is used


I’m surprised I haven’t hit this issue yet in our JO creations because I completely agree that this functionality should be available. In fact I would have assumed it would be available as you can use calculated fields in just about every other aspect of a JO program.

This would definitely be beneficial functionality to improve JO.


I’m surprised I haven’t hit this issue yet in our JO creations because I completely agree that this functionality should be available. In fact I would have assumed it would be available as you can use calculated fields in just about every other aspect of a JO program.

100%. Really surprised I haven’t hit this issue yet, come to think of it.

Maybe dynamic content will solve this issue, whenever it gets here?


Thought I’d upvoted this before - perhaps there is another idea out there that’s similar?

Consider an email campaign with email steps across several months. The customer/recipient can change their language (process isn’t relevant for this). So let’s say it was defaulted to English when the participant entered the journey, however during a delay step, the customer updates their preferred language to Spanish. Person MDA record reflects their current preferred language, however as calculated fields can’t be used to determine email version sent, the campaign continues to send emails in English for the remaining duration.

This isn’t the end of the world, however let’s take a look at customer perception. We’re saying to the customer we support your language, however we’re continuing to send in English. It’s really not a great customer experience.

I really like email versioning as a concept, but there is a real requirement for the product team to revisit how it’s deployed across Gainsight and bring in improvements; calculated fields as filters is one area, support in playbooks/CTAs is another as I outlined in these posts:

https://communities.gainsight.com/ideas/variant-email-templates-in-email-assist-3089/index3.html?postid=44444#post44444