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Emails to timeline via Program in Journey Orchestrator

Related products:CS Timeline & Activity Tracking
  • January 31, 2020
  • 56 replies
  • 1855 views

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56 replies

B.Abrahams
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  • Contributor ⭐️⭐️
  • August 6, 2021

+1 On this functionality. We use JO to drive some emails out to companys from their Success Managers and it would be nice for the Success Team and Management to see those emails.   


johntrask_bt
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • August 9, 2021

+1 for us as well. We are starting to send more and more emails via JO and would love to see them added to the timeline. CSMs should be able to see the full picture of communication in the timeline. Another side to this is that our Sales staff do not have access to Gainsight CS so we sync the timeline to SFDC Activities, so they can see what is going on with their accounts. 

Any update on when this will be available? 


jbeaumont
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  • Contributor ⭐️⭐️⭐️
  • August 31, 2021

This would be very meaningful to us.


sai_ram
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  • Expert ⭐️⭐️
  • August 31, 2021

@sarahmiracle thank you for bumping this up! As @chethana said we do have this in our redesign plan. You will definitely enjoy this in the redesign. Thanks!!


gunjanm
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  • Expert ⭐️
  • September 16, 2021

@chethana @nitisha_rathi any updates on timing? Copying my message from a different thread below:

Resurfacing. We have specific emails that are just easier to send via JO rather than playbooks but we need them to count towards CSM activities (these are a KPI) since they are preparing the participants to begin with. They can only count if they appear on the timeline. I understand that this may not be the case for many, if not most, JOs, but, as @heather_hansen suggested, having an option on each Send Email module in the JO to log to Timeline would be ideal. I’m not sure why this option would not already exist. It is as if the product is choosing how to approach engagement for us, and pigeon-holing our strategy accordingly. Not ideal. 

 


PavanCh
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • October 14, 2021

Hello all,

As a quick update, the priority for Syncing JO emails to Timeline remains high on the medium term product roadmap. Please keep upvoting for the feature.


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  • Contributor ⭐️⭐️⭐️
  • November 12, 2021

Another vote for this feature!  It is critical for CSM’s to have visibility into JO emails going out to their customers.  When our customer’s bring this up in our meetings with them, we appear “out of touch” when we don’t know what they are talking about.  What does “medium term product roadmap” mean as far as timing?


  • Contributor ⭐️⭐️
  • November 16, 2021

+1 Vote. This is very much needed for all the CSM to have clear visibility on email communication for different accounts. Any update on when it would be implemented/released?


chelseahopkins
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  • Contributor ⭐️⭐️
  • November 17, 2021

Would be really handy to see emails sent in JO via the timeline!! Do we have any updates on this? 


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  • Contributor ⭐️⭐️⭐️
  • November 30, 2021

Another note on this… when this is built, it would be nice to have only 1 of the emails sync’d to the Timeline with the list of emails, from that customer, it was sent to, instead of 1 email per email address.  For example, if the JO email was sent to 5 different people for Account XYZ, 1 email would be logged to the Account XYZ Timeline with a list of the 5 email addresses it was sent to.  I assume this would also involve a redesign of the way JO emails are sent.  I’m just afraid that logging each email separately in the Timeline will get to be redundant and messy.


saltamash
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  • Helper ⭐️⭐️
  • March 11, 2022

+1000 to this.

 

Without this feature, our CSM do not know which comms are being sent to their customer and and ending up sending the comms twice. Curious to know if this is still a priority for GS considering this or similar request has been asked for in various threads of this community for more than 2 years.


Hi! Has anyone found a clever way to give their times insight into Journey Orchestrator programs? We use Journey Orchestrator for our client onboarding/welcome emails but these can’t be viewed on the timeline. It was suggested to me to build a report, but I’m not sure where to start.


Also VERY interested if anyone has found any workarounds of cc’ing others for visibility to email templates in Journey Orchestrator programs.


anirbandutta
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  • Expert ⭐️
  • April 27, 2022

@PavanCh for the latest on this thread


PavanCh
Gainsight Employee ⭐️
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  • Gainsight Employee ⭐️
  • April 29, 2022

Hi,

As a quick update on this thread, happy to share that we are moving forward with ‘Integrating Timeline with JO’ to present a comprehensive view of all comms.

With this you will be able to set which emails sent via JO programs will need to logged into timeline as an activity automatically. 


  • Contributor ⭐️⭐️
  • June 14, 2022

I really can’t believe this isn’t a feature already… 


mark_deegan
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  • Contributor ⭐️⭐️⭐️
  • July 14, 2022

Over 2 Years, 88 Upvotes and 40 Replies. Any Update or ETA on this?

 

Cannot overemphasize the number of clients we have had that wanted this as a feature. 


anirbandutta
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  • Expert ⭐️
  • July 15, 2022

Let me check back and confirm on this.


bmayden
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  • Contributor ⭐️⭐️⭐️⭐️
  • July 26, 2022

Hi!! Do we have an update for the release date for this?


anirbandutta
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  • Expert ⭐️
  • July 28, 2022

+@PavanCh, @manu_mittal, @jake_ellis   


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  • Helper ⭐️⭐️⭐️
  • July 29, 2022

 

@bmayden @mark_deegan @calebowen Happy to share, this item is currently in development. Will update the release date soon.


  • Contributor ⭐️⭐️
  • September 13, 2022

Hi! Yes, please, this “With this you will be able to set which emails sent via JO programs will need to logged into timeline as an activity automatically. “ is very very required!🙃

 

 


abcisneros
  • Contributor ⭐️
  • September 13, 2022

Yes please!!! Any update on the release for this?


kstim
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  • Helper ⭐️⭐️
  • September 28, 2022

Any updates on if progress has been made on this request?


  • Contributor ⭐️⭐️
  • December 15, 2022

+1 We need this to be able to show the full communications history to our clients.  Please prioritize this release.  


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  • Contributor ⭐️
  • December 20, 2022

This would help us as well! Any updates here, team?