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Gainsight CTA Emails enhancement

Related products:CS Other Features
  • November 8, 2022
  • 1 reply
  • 40 views
amber_2f29e1
  • amber_2f29e1
    amber_2f29e1

When ever we receive emails from Gainsight for any task/CTA assigned can we have the ability to include Company name as well.
For example:
If the CTA/Task is created for Relationship then only the CTA name and Relationship name is displayed but not Company name.

1 reply

jparker
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 56 replies
  • March 22, 2024

This is hopefully very simple and should be relevant for all Relationship-level CTAs as they must all have a corresponding Company name through the CTA > Relationship > Company relationship.

The workaround for this would be adding the Company name to the CTA which is redundant and goes against best practice (data redundancy/duplication)

Ideally, the subject should also be updated from:

A CTA ([CTA Name]) has been assigned to you

to

A CTA ([CTA Name]) has been assigned to you for [Relationship] ([Company])

 

For our Users who prefer to use email notifications vs in-app, they want to understand the context of the notification without leaving their inbox and omitting the Company name from the email/subject doesn’t allow this.

 


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