Skip to main content

Is it possible to add copilot email sends to the 360 page?

  • February 26, 2016
  • 9 replies
  • 46 views
lauren_marsh
Forum|alt.badge.img
I would like to see on the C360 page what emails have been sent to various contacts at an account.  How can we do this so on the 360 page we can know if an account has received a particular email or not.  
anne
lauren_marsh
andreammelde
4 people like this
  • anne
    anne
  • lauren_marsh
    lauren_marsh
  • andreammelde
    andreammelde
  • A
    Andy_Lewis

9 replies

dstokowski
Forum|alt.badge.img+4
  • dstokowski
  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • February 27, 2016
This article should help you Lauren.  
https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Examples_and_Tutoria...
sundar
anne
lauren_marsh
3 people like this
  • sundar
    sundar
  • anne
    anne
  • lauren_marsh
    lauren_marsh
heather_hansen
Forum|alt.badge.img+13
  • heather_hansen
  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 954 replies
  • November 16, 2016
Denise, is there a way to put a link to the template so that the CSM could view the content that was sent?
elizabeth_adams_c593ee
1 person likes this
  • elizabeth_adams_c593ee
    elizabeth_adams_c593ee
elizabeth_adams_c593ee
Forum|alt.badge.img
I agree that this would be hugely helpful!
Elizabeth Panska
dstokowski
Forum|alt.badge.img+4
  • dstokowski
  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • November 16, 2016
It is a good idea Heather - not something that is possible today.  You can cc the CSM and that way they have a copy in their inbox. (not ideal of course - would be nicer to have a view there)
elizabeth_adams_c593ee
Forum|alt.badge.img
Thanks, Denise. My understanding of the cc, though, is that it will send a copy of each email sent when it's triggered. If you're sending something to hundreds of contacts at a time, that really clutters up the Inbox. Having another place to easily view what was sent is much preferable.
Elizabeth Panska
dstokowski
Forum|alt.badge.img+4
  • dstokowski
  • Gainsight Employee ⭐️⭐️
  • 533 replies
  • November 17, 2016
Agree on your point Elizabeth.  Cannot do it today but I like the idea.
C
  • chethana
  • Helper ⭐️⭐️⭐️
  • 347 replies
  • March 12, 2021

Hello Everyone,
We are having plans to expose emails sent form Gainsight, will keep you posted about updates on this.

sai_ram
1 person likes this
  • sai_ram
    sai_ram
andreammelde
Forum|alt.badge.img+3
  • andreammelde
  • Helper ⭐️⭐️
  • 367 replies
  • March 12, 2021

In order to get around this, we have a report from the email logs on the C360, and then we are able to apply the permission for CSM to navigate to “Email Templates” but not edit. This allows them to go to the Email Templates section and see what was the correlating email template contained. Its not ideal - but it is a workaround for now

Andrea Carroll
sai_ram
1 person likes this
  • sai_ram
    sai_ram
C
  • chethana
  • Helper ⭐️⭐️⭐️
  • 347 replies
  • June 1, 2021

Hello All,
We will be launching email from anywhere capability in Q3, post which based on request we can even support email capability from C360 page or any module of gainsight.

sai_ram
1 person likes this
  • sai_ram
    sai_ram

Reply


Terms & ConditionsCookie settings

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings