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Contributor ⭐️⭐️
April 6, 2021
New Idea

Logging JO/Program Comms (Emails, Surveys, etc..) to the C360 (and /or R360) Timeline

  • April 6, 2021
  • 5 replies
  • 94 views

We send automated account renewal reminders and welcome emails out to new users through the JO/Programs (and soon enough, surveys!) - while the reports and analytics are great! - it would be fantastic if we were able to have those emails or comms logged to the actual customer timeline. While I can go in and download participants to see if an email went out to them, it would be amazing to be able to open up a time line and see that it has. It would definitely help us complete that 360 view of all customer account activity,  streamline workflow, and be a time saver for my CSM’s! 

5 replies

sai_ram
Expert ⭐️⭐️
April 6, 2021

@AubreeSorbo thank you for brining this up here. I remember this enhancement(JO email logged to timeline) is in the road-map. Let me confirm once again and get back to you on this. 

Helper ⭐️
April 6, 2021

Related post: 

 

Anastassia Goidina
Expert ⭐️
May 27, 2021

Hello All,

This is one of our key medium term priority. I will share more updates as things get finalised.

Contributor ⭐️⭐️
July 11, 2022

@sai_ram any update on this? We were told, this was targeted for July 2022 release is this still planned?

Contributor ⭐️
July 28, 2022

It'd be nice if it gets implemented soon. Please implement this, it will help a lot of us tremendously. 🙏🏼