Create option to send notification emails when a CTA or task is due instead of only when it's create

Forum|Forum|10 years ago
October 21, 2015
12 replies
314 views

At the current moment, when enabling daily notification emails, you can only set it so that when a CTA or task is assigned to a person that an email gets triggered. I'd like the notification email to go out when the CTA or task is due.

The way it works now is akin to a Doctor calling to remind you of your appointment the day after you make it instead of the week it actually occurs.

sidhu

Gainsight Employee ⭐️

This is a great idea and I believe that the notification system needs lots of improvements. I am moving this idea into consideration.

lilian_kingAuthor

Contributor ⭐️⭐️

Fantastic! I think improvements like this could help encourage additional engagement for users that don't go into Gainsight every day 🙂

lane_h

Helper ⭐️

You can create Copilot outreach to your CSMs based on the Due Date. You would set the trigger to be when Due Date >= Add N Days to Rule Run or Due Date = Run Date.

Director of CX and Scale Programs

allie_gold

Helper ⭐️

Agreed! Lane, killing it!!! :)

sara_hoeffler

Contributor ⭐️⭐️⭐️⭐️⭐️

This is something my users ask for all the time. The Copilot workaround is a step in the right direction, but I'd really like to see this built into notifications so users have the ability to opt in/out select frequency. Happy to help with discovery on this if needed.

scott_superko

Helper ⭐️

+1 to this.

We have several CTAs with tasks that are due over several months (ex. Onboarding). It would be great to either filter by task due date in the Cockpit or enable email notifications for when tasks are due.