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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

    brooke_anderson
    Contributor ⭐️⭐️⭐️⭐️
    November 13, 2017
    Thanks for the additional resource.

    Yes, Alex answered everything we needed to get this configured last week.

    Our use case is exactly as described in the original post.