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Helper ⭐️
January 31, 2020
Released

Emails to timeline via Program in Journey Orchestrator

Related products:CS Timeline & Activity Tracking
  • January 31, 2020
  • 56 replies
  • 1922 views

Hi Team,

One of our customer wanted to log emails to timeline when a program is sent via Journey Orchestrator

Currently  we don’t have this functionality in Gainsight. Do we have this in our road map ?

 

Thanks

Sandeep

56 replies

ml2019
Contributor ⭐️⭐️⭐️⭐️⭐️
September 3, 2020

This has been stressed by management and contract holder as very important functionality for our team. We’d love to be able to see all communication in one place (as opposed to having to click into a related list on the c360).

HollySimmons
Helper ⭐️
October 1, 2020

+1 for this

katie_b
Helper ⭐️
October 12, 2020

+1 on this feature for our team as well. We definitely would want the option of whether or not emails from specific programs should be logged, as we don’t want everything cluttering up timeline. Our use case is we are starting to send more automated messages via JO that highlight important transitions in a customer life cycle/transition to the next generation of our platform. The CSM is aware that they are being sent, but the emails are technically from our ‘success team’ and not sent individually by CSMs to use the current Log to Timeline functions.

Katie Baker
Contributor ⭐️⭐️⭐️
December 3, 2020

Agree to what those above have said and adding my two cents as well.

As we look to send automated messages based on external events, having the ability to log those to timeline would be very beneficial.

 

Thanks!

pmccrudden
Contributor ⭐️⭐️
December 14, 2020

+1 on this functionality request- surely if you are communicating with a client via an email program you would like to be able to view that or report upon that activity on the timeline? 

This allows other teams besides the CSM team to understand the activity which has happened. It is something which we need in our company. 

jgrabis
Helper ⭐️
December 23, 2020

Adding to this request - our team is looking to build out more tech touch in the coming year.  Having the ability to log JO emails automatically to Timeline will be key for analytics on the efficacy of our TT strategy.

Furthermore, as a PX customer as well as CS, we’ll want to post in-app engagements that are part of JO campaigns into Timeline (eventually).

nitisha_rathi
Expert ⭐️⭐️
January 12, 2021

Thanks for all the feedback. This is one of our key short term priority. I will share more updates as things get finalised.

Helper ⭐️
January 13, 2021

@nitisha_rathi thanks for the update! :relaxed:

Anastassia Goidina
Robert_DeLaO
Helper ⭐️
April 2, 2021

Hi Team, This is also an feature we would like to track renewal notices and other notifications.

Helper ⭐️
May 3, 2021

Hi Team,

Many of our customers are looking for this feature. Do we have any estimated ETA when this will be implemented ?