Skip to main content
elaine_cleary
elaine_cleary
Helper ⭐️⭐️
October 5, 2016
New Idea

Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

  • October 5, 2016
  • 31 replies
  • 563 views
I've spoken with two companies that would like their CSMs to be able to send a survey (after onboarding or training for example) via the new "Email Assist" task from within the Playbook  on the CTA in their Cockpit.  These are specific situations where an automated survey is not appropriate.  Having this option would provide the extra control needed for a segment of customers to validate that the timing is actually right  as well as customize the email as appropriate.

      31 replies

      Show previous replies
      elaine_cleary
      elaine_clearyAuthor
      Helper ⭐️⭐️
      September 6, 2017
      Thanks Sai... There's some great new functionality in this release!!!
      jason_janicki
      jason_janicki
      Helper ⭐️
      September 6, 2017
      Great to see this included in the recent release. Thank you!
      brooke_anderson
      brooke_anderson
      Contributor ⭐️⭐️⭐️⭐️
      November 9, 2017
      Was this released? How do the CSMs populate the survey link token?

      Right now, they have to delete that sentence from the email and/or paste in the link separately.

      Does the survey have to be specific to email assist? Trying to send emails to non-enterprise clients via CoPilot Outreach then send to enterprise clients via Email Assist, with same survey link.
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      November 9, 2017
      Hey Brooke,

      This was released. You should be able to add a 2.0 email template with survey link/button to a playbook and map it to a specific survey. The link is autogenerated based on the contact added.
      brooke_anderson
      brooke_anderson
      Contributor ⭐️⭐️⭐️⭐️
      November 9, 2017
      Thanks, Alex! I can’t figure out how to map in the survey link. Is that from the playbook or does the CSM do it within the task?
      alex_legay
      alex_legay
      Helper ⭐️⭐️⭐️
      November 9, 2017
      In the playbook. See below

        brooke_anderson
        brooke_anderson
        Contributor ⭐️⭐️⭐️⭐️
        November 9, 2017
        Last thing: How/when can the CSM uncheck the "send separate emails" checkbox? Is that not possible in this use case?
        alex_legay
        alex_legay
        Helper ⭐️⭐️⭐️
        November 9, 2017
        If it has any of the following then it has to be separate emails
        • Survey
        • Contact/User object tokens
        • Report with Contact object filters  
          brooke_anderson
          brooke_anderson
          Contributor ⭐️⭐️⭐️⭐️
          November 9, 2017
          Perfect! Exactly the info I was looking for! Thanks, Alex!
          Gainsight Employee ⭐️
          hitesh_sharma
          Gainsight Employee ⭐️
          November 13, 2017
          Hi Brooke,

          Hope you were able to send survey from Email Assist, you can visit this document to know more about it.

          Let me know if you have any more questions related to it.

          Regards,
          Hitesh
          Show more replies
          Terms & ConditionsAccessibility statement