Programs - Designate participant fields to be updated if changed e.g. CSM

Can we open this back up? This request was more for updating specific fields used in the program. Like say you are sending the email from the CSM or tokenizing their name in the email and then the CSM changes. That would need to be reflected in the program emails.

Hi @alex_legay Is this really a feature request?

Yes, Can we change this to an idea? As this was a while ago I am not sure if I made this a question but it seems to be one now.

The request is to allow some way to update participant fields of an active program. Say the CSM changes and the program is sending emails out from the CSM, we would need that to change to the new CSM.

Once this is made into a feature request, it might be good to notify the people on this thread @lila_meyer. https://community.gainsight.com/jo-email-notifications-10/are-programs-participant-field-values-static-6097

Also, this is becoming a more and more requested feature, at least in my interactions. I’ll be sure to forward this thread to interested customers. 

Hi everyone, I converted this post to an Idea, so please vote for it if it’s a key request for you. 

@nitisha_rathi This is what I brought up earlier today. Can you confirm if this is indeed on the roadmap?

@alex_legay I ran into this exact scenario, and I didn’t find a way to replace with the new CSM, but I did add a conditional wait with a calculated field to check and see if the CSM was the same, and if not, to remove the customer from the program. Not ideal, but fixed the immediate problem of the email coming from an old CSM.  

I believe this will be addressed in the April 6.13 release for both NXT and Salesforce edition. Gainsight will support the addition of Calculated fields in the Email Addresses fields. This allows the system to pick up the correct receiver and sender at the time of sending the email, even if it has changed since the participant entered the Program. 

Stay tuned for more details in the upcoming release notes...

Hello Everyone! 

Happy to announce that your request has been considered and included as part of the v6.13 release. Gainsight now supports the use of Calculated fields in the Email Address fields of a Program. This allows the system to pick up the correct receiver and sender at the time of sending the email. 

This feature is implemented in both SFDC & NXT versions.

Thanks for posting!

Hi there - just came across this which is incredibly helpful, but I learned something when trying to implement this myself:

In a program, the Recipient Email Address field does not need to be an Email data type field to be mapped to Recipient Email Address. For example we occassionally have datasets where it is a String value that contains an email address, and I’m still able to map this String value to Recipient Email Address and send emails.

However, if planning to use Calculated Fields for the To, Reply To, or From fields on the Send Email step, the field does need to be an Email data type field, and cannot be string. I am trying to use this Calculated Field method to dynamically change the recipient of the email, but I cannot accomplish this as my field containing the email address for the recipient is a String value.

Can I add to this request to also allow for String values?