Within Email Assist for CTA tasks, we're hoping to send the same email task to multiple people on the account at seperate times, without having to replace the playbook.
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Good call, Jessica! You can easily hop on this bandwagon over here :-)
https://community.gainsight.com/gainsight/topics/email-assist-add-more-than-1-name-in-the-to-line
Also, looks like the Product team is looking there to better understand the specific use case you have in mind.
https://community.gainsight.com/gainsight/topics/email-assist-add-more-than-1-name-in-the-to-line
Also, looks like the Product team is looking there to better understand the specific use case you have in mind.
Hi Jessica,
As part of the Summer release(will be available in Sept 1st week), we have added ability to add 10 Email ID's in To recepient.
Regards,
Hitesh
As part of the Summer release(will be available in Sept 1st week), we have added ability to add 10 Email ID's in To recepient.
Regards,
Hitesh
Im guessing this request is part of the v5.9 Summer Release?
I'm testing this feature out currently. So this will allow me to send [i]the same email to multiple contacts, but individually rather than as a mass email with 5 contacts attached, correct?
I'm testing this feature out currently. So this will allow me to send [i]the same email to multiple contacts, but individually rather than as a mass email with 5 contacts attached, correct?
Hi Johnny,
We have added a configuration to give flexibility while sending emails.
If 'Send separate emails to recipients' is checked - then individual email will go to all contacts
If 'Send separate emails to recipients' is not checked - then same(common) email will go to all contacts
Please check this doc for more details.
Thanks,
Nitisha
We have added a configuration to give flexibility while sending emails.
If 'Send separate emails to recipients' is checked - then individual email will go to all contacts
If 'Send separate emails to recipients' is not checked - then same(common) email will go to all contacts
Please check this doc for more details.
Thanks,
Nitisha
Hi Nitisha, I see this checkbox, but it's greyed out and doesn't let me uncheck it. How can that be fixed?
Thanks,
jess
Thanks,
jess
Hi Jess,
If your template has any one of the following, then you cannot uncheck the Separate Emails option.
More info here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/01_Send_Ema...
If your template has any one of the following, then you cannot uncheck the Separate Emails option.
- Survey
- Contact/User object tokens
- Report with Contact object filters
More info here: https://support.gainsight.com/Product_Documentation/CTAS_Tasks_and_Playbooks/User_Guides/01_Send_Ema...
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