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leanne
Contributor ⭐️⭐️⭐️⭐️⭐️
November 30, 2016
Released

Logging emails by bcc in Timeline

Related products:CS Timeline & Activity Tracking
  • November 30, 2016
  • 67 replies
  • 1060 views
For the Email logging, it looks like the only option right now to copy and paste in an email that's already been sent (ie. from Gmail).  It would be nice if there a way to actually cc or bcc Gainsight to create that email log, like we can to Salesforce.  It would also be nice if these were created automatically from email assist CTAs or other outreaches sent from GS.

67 replies

heather_hansen
VIP ⭐️⭐️⭐️⭐️⭐️
October 18, 2018
We'd be interested in the beta as well.
phil_kowalski
Contributor ⭐️⭐️⭐️
October 18, 2018
My team has been begging for this feature - would love to be part of the beta 🙂
trevor_shand
Helper ⭐️
October 26, 2018
My CSMs would find this extremely useful.

manmeet_dosanjh
Helper ⭐️
November 8, 2018
Just wanted to add my vote to this request as well! I know our CSMs would love this functionality and would make them less reliant on Salesforce, since we currently have an Outlook - SFDC integration to auto log all emails.

I would prefer it to be an optional choice for the CSM to bcc into Timeline rather than every email logging there. This way they can control what logs and would hopefully bcc the most important email conversations into TL.

venkatesh_sirpurkar
Contributor ⭐️⭐️⭐️⭐️
November 15, 2018
Hi All,

I am excited to announce that we have launched beta program for "Email to Timeline". You can be one of the few users to experience this feature in its beta stage. Please nominate yourself for our Beta program before time runs out and help us make this feature more delightful. Please refer this https://community.gainsight.com/conversations/gainsight-beta-program-for-email-to-timeline-5bed8583e4b067063e68bfc9 to enroll.

lila_meyer
Gainsight Employee ⭐️⭐️⭐️
December 3, 2018
Hi everyone,

Many of you are participating in our Email to Timeline beta program and have started setting it up for your end users! If you have questions or feedback, be sure to post it in the Email to Timeline Beta topic. You can also share these resources with your end users to help them get started with logging emails to Timeline:

We look forward to hearing from you, so we can improve the functionality!

Lila Krutel, Dir. Global Education Services
christin_sambor
Contributor ⭐️⭐️
January 29, 2019
Hi, Is there a timeframe for it to be released to everyone?