Send email from Person list

Related products:CS C360 & R360 & P360

Forum|Forum|3 years ago
February 16, 2023
8 replies
111 views

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.

@Alicia Azar FYI

email

alizee

VIP ⭐️⭐️⭐️⭐️⭐️

@Sam.Riggs have you tried email assist from Cockpit ? It pretty much does that but also enables to add stakeholders in CC so everyone is in the same loop. Instead of repeating emails to each individual.

The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.

rich.beadle

Contributor ⭐️

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: @Alicia Azar

meenal_shukla

Gainsight Employee ⭐️⭐️

This will be certainly one of the very helpful features

Outplay. Outwit. Outlast.

nmills2121

Contributor ⭐️⭐️

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.

ssamarth

Gainsight Employee ⭐️

@nmills2121 @rich.beadle

🎉 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.