Email Assist - emailing multiple accounts

Our CSMs would appreciate this too. Use Case: Several of our customers make up one district. The CSM meets with the district once a quarter and sends the same follow-up email with decisions made and next steps to every customer in that district. It would be great to log it to all the customer timelines at once.

Hello everyone,
We will start supporting this soon as part of Segments being able to be used in email assist. Till that we have alternative for this through chrome plugin and outlook add-in, here also we will start supporting logging emails to multiple accounts.

Hi Chethana, the Outlook add-in doesn’t currently allow end-users to send emails to multiple customers. As end-users don’t use Segments, is there a timeline for the plug-ins?

+1 to this feature.  I’ve had the ability to do something similar in the past with another competing solution.  This is very handy when there’s an ad-hoc announcement that needs to be made around something like an outage or system-wide issue.  We also have initiatives that require individual outreach to all customers from time to time that would benefit from something like this rather than going the JO route.

@vmoore outlook add-in do support sending emails to multiple customers, we are working on supporting logging that email back to timeline against multiple customers accounts. Let me know if you are still not able to send email to multiple customers from outlook add-in.

@jbeltrane Agree, this is a very common usecase, soon this will also be addressed.

@chethana I would love to connect on this . When I attempt to log an email for multiple customers, it saves as a single draft in Global Timeline.

@chethana this would be a game changer for our CSMs, however those tending to a larger subset of accounts have already transitioned to another solution. I believe this should be a priority and hope to see an update soon! What is the alternative in Gainsight Assist (chrome) mentioned above? Also, what is the ETA on the segments dependency for this feature?

+1 to this request. It’s a critical need for our low touch segment CSMs. Gmail Assist Plug In does not allow you to email multiple accounts easily. It’s still a 1:1 approach.

Hello All,
We have released new capability from timeline which will now allow you to log activities to multiple accounts.

After this, plan is to extend same capability to Gainsight assist, chrome plugin. Here you can send emails to multiple accounts, then log them to multiple accounts as activities.

@chethana thank you -- you state that this capability is released. Is there a support article with the steps for how this works? I’ve tried to see it in our timeline but I don’t see any way to log activities to multiple accounts. Please advise, thank you!