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New Idea

Link to email template in JO reports

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anna-whitehouse

I’d like to include a “Link to template” in reporting for CSMs, so that they could easily see the email copy that was sent “from” them through a JO Program. It would be helpful for them to be able to reference the templates when looking at dashboards, rather than relying on me to create external documentation with the messaging for every email.

I imagine it would be similar to the “Link to Oppty” or “Link to Contact” for SFDC reports, and would open up a pop-up with the email template that was sent.

8 replies

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  • Helper ⭐️
  • 256 replies
  • January 17, 2021

+1! This has been requested by our end users as well. Would be awesome to have.


gunjanm
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  • Expert ⭐️
  • 523 replies
  • January 19, 2021

Not to mention simply logging JO emails to Timeline...

  
End Proctoring-
 

kelly
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  • Helper ⭐️⭐️⭐️
  • 312 replies
  • January 19, 2021

I’ve been getting this request more as well, to where I’ve built an external library of templates sent through Gainsight so CSMs can see what’s being sent to their customers. 


andreammelde
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  • Helper ⭐️⭐️
  • 367 replies
  • January 19, 2021

@anna-whitehouse  a way this could be a slight work around is the Chrome Gainsight Assist plug-in and make the template available to users. They can then see all the content and also send the template directly from their inbox


nitisha_rathi
  • Expert ⭐️
  • 1134 replies
  • January 22, 2021

Adding JO emails to Timeline is on our short-medium term roadmap.


andreammelde
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  • Helper ⭐️⭐️
  • 367 replies
  • January 22, 2021

@nitisha_rathi this is great! the shorter end of the short-medium the better :grin:


Forum|alt.badge.img+3
  • Helper ⭐️
  • 256 replies
  • June 2, 2021

Hi @nitisha_rathi can you please share a progress update on this one as well? As you can see, I am very eager for some JO enhancements! :grin:


  • Helper ⭐️⭐️⭐️
  • 347 replies
  • June 8, 2021

Hello @ana_g 
This is part of roadmap once  prioritized we will share the ETA.


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