We would love the ability to send emails directly from the C360 Person tab. Use case: our CSMs like to send ad hoc emails out to People or groups of People (for example, the Person with the highest product usage at the Company, or a group message to everyone who has admin access in our platform), and that data can be easily viewed/filtered on via the Person tab. Ideally we’d like for a CSM to be able to select multiple users from the list, and use a global button to launch an email with the selected users as recipients.
Released
Send email from Person list
+13
We’d love this too! Our team are sending emails via Gainsight Assist or Cockpit, but it still relies on them typing out all the recipients one by one.
Often our team will want to send communications to all contacts within a Company/Relationship, or a subset of those people such as users or executives. Some of our Relationships have 50+ contacts so typing out one by one is quite a drag for our CSMs.
A work around we’re looking into is the CSMs submitting a ticket to IT support to send via a JO program, but it’s extra workload on our admins and means there is a lag for the CSMs to get comms out.
CC:
+5This will be certainly one of the very helpful features
This is a feature we desperately need - our CSMS find it frustrating having to select recipients 1 by 1 with email assist when there is specific criteria for the people they want to send to that we could identify.
+1
🎉 We’ve launched a new feature: Group Send!
This allows CSMs to easily create their own email distribution lists or directly select person records from the People Widget—making bulk communication smoother than ever.
✨ Where can you find it?
Group Send is now available in the newly introduced People Widget on the new GS Home.
+1
Also currently this feature is supported only for named CSM model.
Here are the doc links
- Group Send User Guide
- Group Send Admin Guide
- Group Send FAQs
- Design Email Templates for Group Send
- Group Send Objects
New Idea→Released
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.