Email Assist Attachment Limitation

Related products:CS Plugins

Forum|Forum|6 years ago
August 20, 2020
16 replies
363 views

Hello Gainsight Community,

I’m struggling a bit with the size limitation when using email assist. We’ve developed a CTA for New Client Setups and part of the playbook is sending the fully executed contract to our services team to arrange the customer setup and kickoff call. For this task I created an email template that auto populates 80% of the information the CSM sends to services (big win) however, the size limitation in email assist is making thing difficult. More than ½ our contracts are larger than 2M making the email template unusable. There are other instances where we may need to scrap the email assist due to this size limitation. Before doing so I wanted to check with the community on any workarounds or ideas...thanks!

email

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chethana

Expert ⭐️

Hello @carissa curtis
Thanks for reaching out on community.
We are working on increasing the attachment limit. I will keep you posted about the updates. Meanwhile, have to checked our chrome plugin, Gainsight Assist or Outlook add-in? In this plugin you can directly consume the email template and send out the email form your gmail/outlook and still log them to timeline.

cnichols

Helper ⭐️

Hi @chethana -

How do we sign up for the beta / pilot of this feature?

We are looking for this feature to be available for our organization and I see when trying to configure that we need to be signed up for the feature (or that’s the error that I’m seeing here).

Thanks!

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carissa curtisAuthor

Contributor ⭐️⭐️⭐️

@chethana thanks for the follow-up. Our team uses Gmail plugin, however, the purpose of email assist is to send an email right from the playbook task in Gainsight. Do you recommend I remove any tasks from our playbooks that are utilizing email assist and instruct my team to use the Gmail plug-in instead? Is this what the rest of the community is doing?

If we use the above option do you recommend putting the name of the email in a playbook task so CSMs can easily locate the appropriate emails in our library using the Gmail plugin?

dan_ahrens

Expert ⭐️⭐️⭐️

Hi @chethana -

How do we sign up for the beta / pilot of this feature?

We are looking for this feature to be available for our organization and I see when trying to configure that we need to be signed up for the feature (or that’s the error that I’m seeing here).

Thanks!

@cnichols - we will be launching the Outlook add-in with our October release. The Gmail plug-in is already available. Hope this helps.

VP of Customer Success at Forcepoint

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chethana

Expert ⭐️

Hello @carissa curtis

Regarding your queries mentioned above.

Our team uses Gmail plugin, however, the purpose of email assist is to send an email right from the playbook task in Gainsight. Do you recommend I remove any tasks from our playbooks that are utilizing email assist and instruct my team to use the Gmail plug-in instead? Is this what the rest of the community is doing?
[chethana] We don’t recommend to removed the tasks from playbook instead, send those emails through Gmail via plugin using the mentioned template. When you are sending out the email you can also log it to timeline. This is a workaround until we increase the attachment size limit.

If we use the above option do you recommend putting the name of the email in a playbook task so CSMs can easily locate the appropriate emails in our library using the Gmail plugin?
[chethana] Yes, please mention the email template name in the task for CSM to search for it and consume.

@cnichols
Let me know if you are able to download the plugin from chrome store and start using it. Please drop us an email if you are facing any difficulty in doing so.