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tom_gerth
tom_gerth
Gainsight Employee ⭐️⭐️
December 2, 2016
New Idea

Auto populate the recipient of an "email task" email

  • December 2, 2016
  • 16 replies
  • 245 views
If we have an email task set up in a playbook, it appears that there is not a way to auto-populate who the email from that task will go to, you just have to either specify the address in the CTA comment or have Associate Contacts already in place.

I'm wondering if there is any plan for having the ability to auto populate the "To" address in an email task?

For example, if we had a rule that was firing a CTA for survey responses that are detractors, and wanted to put in "NPSSurvey Response:User Email" as the recipient.  Currently the user has to tokenize the address in the CTA comment or manually put it in as an Associated Contact on the CTA.

      16 replies

      seth
      seth
      Expert ⭐️
      December 2, 2016
      Agreed -- this is better than making the CSMs remember "oh, for these kinds of Email Tasks, the recipient is supposed to be the primary customer contact, but this other kind, it's supposed to be the Executive Sponsor" etc.
      AI Transformation @ Gainsight
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      December 5, 2016
      Hi,

      Agree with the feedback, we will implement population of default contact in 'To' soon. Will keep you updated about ETA.

      Thanks,
      Nitisha
      jennifer_richard
      jennifer_richard
      Helper ⭐️
      April 25, 2018
      Any update on an ETA for this feature?
      nitisha_rathi
      nitisha_rathi
      Expert ⭐️⭐️
      April 26, 2018
      Hi Jennifer,

      This capability is already available. You can add a contact while creating CTAs via rules engine and this contact will automatically available as a To recipient in email assist.

      Thanks,
      Nitisha
      daniel_kenner_3e792a
      daniel_kenner_3e792a
      Contributor ⭐️⭐️
      June 20, 2018
      If a CSM is manually creating a CTA using a playbook with the email task, is there a way to populate that field? Since the rule engine isn't creating the task in this instance, that solution wouldn't work. 
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      June 20, 2018
      Hi Daniel, if you manually create a CTA that has an email task, you will manually populate the recipient field when you proceed to the "validate email" step. Does this answer your question?
      VP of Customer Success at Forcepoint
      daniel_kenner_3e792a
      daniel_kenner_3e792a
      Contributor ⭐️⭐️
      June 21, 2018
      I figured that was the case, but I appreciate the verification. Currently, we are receiving an error when we attempt to manually fill in the recipient field and it won't allow us to validate the email. I'll work with Support to determine the actual cause of the error.
      Erseburse
      Erseburse
      Contributor ⭐️⭐️⭐️⭐️
      September 7, 2022

      hi @dan_ahrens  - do you know if there has been any update on this? We’re trying to make it so that when we create an email template it already comes prepopulated with recipients we’ve determined as admins. 

       

       

      anirbandutta
      anirbandutta
      Expert ⭐️
      September 8, 2022

      @ssamarth, @mpatra putting this on your radar

      It's an opportunity for engagement
      dan_ahrens
      dan_ahrens
      Expert ⭐️⭐️⭐️
      September 16, 2022

      hi @dan_ahrens  - do you know if there has been any update on this? We’re trying to make it so that when we create an email template it already comes prepopulated with recipients we’ve determined as admins. 

       

       

      Hi @Erseburse - I no longer work at Gainsight so I’m not sure if there are any relevant updates to share. It looks like Anirban has tagged the appropriate product managers for input. 

      VP of Customer Success at Forcepoint
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