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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

Contributor ⭐️⭐️
May 4, 2021

Hi GS Product Team,

 

Same requirement mentioned in this thread is cited by another customer. Customer wants to use Journey Orchestrator - Email chain model for sending out product updates to their clients. They want to configure a use case where the activity of sending emails via JO-Email chain will be logged in company's timeline. 

Would be great if this feature becomes available in near future.

 

Kind regards,

Teetas

bradley
Expert ⭐️
May 21, 2021

@sai_ram and @nitisha_rathi I’ve seen a few post requesting this feature like this one here: 

 

It looks like it’s happening - is there any concrete timeline on when this will happen? And will it be in any way retroactive or just be logging emails once enabled? Thanks!

Helper ⭐️
May 21, 2021

We are using log emails to SFDC for JO Programs with admin as default author and then syncing those into timeline using bi-directional sync with the filter restricted to admin users.

This is ugly but it is at least showing up in the timeline. Our CSMs now know the subject line, recipient and the email body. The email body does not sync pretty. It has html tags etc..

Would definitely vote 1000% for this feature. Our CSMs see this a gap that they did not have visibility of JO communications (what was sent and to whom) through the timeline. It is very relevant to have that data in timeline as it helps them in their conversations or follow ups.

Expert ⭐️
May 28, 2021

Hello All,
We have syncing of Jo emails to timeline as medium term priority. I will keep you posted about updates.

sarahmiracle
VIP ⭐️⭐️⭐️⭐️⭐️
June 29, 2021

This would be a game changer. We rely heavily on JO emails and our CSMs that manage 1:many customer segments need this visibility in timeline.

Customer Success Systems Admin @ Amplitude, 3x Gainsight CS Ops Product Council Member
B.Abrahams
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
Helper ⭐️
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? 

JohnTrask
jbeaumont
Contributor ⭐️⭐️⭐️
August 31, 2021

This would be very meaningful to us.

sai_ram
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
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. 

 

Gunjan