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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
  • 252 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

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      Sam.Riggs
      Contributor ⭐️
      February 16, 2023

      A little confused as to why this is marked as Implemented? We have never been able to successfully associate a person with a CTA or a task and have that translate over as a pre-populated recipient. 

      This would help our CSMs so much - they currently are wasting a lot of time finding the person that is meant to receive an email. We’d love to populate it for them via Rules Engine.

      FYI @Alicia Azar 

      Alicia Azar
      Gainsight Employee ⭐️
      Alicia Azar
      Gainsight Employee ⭐️
      February 17, 2023

      @elliot_hullverson please see @Sam.Riggs’s comment above - any thoughts here?

      DaveStevens
      Contributor ⭐️⭐️
      May 19, 2023

      Has this been implemented?   I can’t find any documentation on how to implement this.

      like others have highlighted, this would be an excellent time saving feature for many CSMs

      ssamarth
      Gainsight Employee ⭐️
      ssamarth
      Gainsight Employee ⭐️
      May 22, 2023

      @DaveStevens @Alicia Azar  Is this what you are talking about.

       

      DaveStevens
      Contributor ⭐️⭐️
      May 24, 2023

      @DaveStevens @Alicia Azar  Is this what you are talking about.

       

      Thanks - this didn’t seem to work.   My dropdown list only showing “executive sponsors” as an option, which I tried and this didn’t work.

      I could see how this might work, if the list included the option for “relationship id → survey contacts”
       

       

      ssamarth
      Gainsight Employee ⭐️
      ssamarth
      Gainsight Employee ⭐️
      May 24, 2023

      @DaveStevens Can you check with Support on this issue

       

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