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Gainsight Employee ⭐️
November 8, 2022
New Idea

Gainsight CTA Emails enhancement

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

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
Contributor ⭐️⭐️⭐️⭐️⭐️
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.

 

Looking for my next role: Gainsight Lead / CS Ops Product Council Member. Let's connect: https://www.linkedin.com/in/jon-parker/