In order to improve the Gainsight administrative experience, there should be an action in a rule to Send an Email to a specific email address.
Today, I get an email only if a rule succeeds or fails. But what if there is a specific criteria that to which I, as the GS Admin (or Data Analyst, etc) want to be alerted? i.e. unable to set the segment because ARR was not populated or something like that.
I [i]can have it trigger a CTA to me - but this clutters up the Cockpit/C360 with a bunch of operational CTAs.
I don't want to create a bunch of Journey programs either. A) it's double work to have to create a program to email me if a specific criteria related to a Bionic Rule is not met 😎 I don't want to clutter up my Journeys either.
I liken this to a NOC where alerts get emailed to analysts/admins when specific thresholds/events, i.e. high CPU usage, network intrusion detections, etc. occur
This is somewhat related to https://community.gainsight.com/gainsight/topics/-send-email-action-type-in-bionic-rules but I'm specifically talking about sending internal emails to the admin rather than outbound emails.
+4What would be great here is if you had a Subscribe function in Report Builder, similar to what SF has, that would email out a report when a threshold is reached.
Jeff Kirkpatrick
1 person likes this
+4Not sure who would be responsible for reviewing this item but it bears another look: @abhishek_sivaraman @dan_ahrens
The way I see it - we have several use cases where Email is necessary:
1. Delivery of Customer Reports/Notifications - SOLUTION: Journey Program
2. Scheduled Delivery of Internal Reports to Exec, etc. - SOLUTION: A Scheduler built into Report Builder (not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
3. Notification to CSM when a specific event happens that doesn't require action: SOLUTION: Restoring the Email action from Custom Rules back to Bionic Rules (not a Call to Action as this clutters their cockpits, not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
4. Notification to Admin/OPS when a specific event happens other than a rule failure: SOLUTION: Restoring the Email action from Custom Rules back to Bionic Rules (not a Call to Action as this clutters their cockpits, not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
The way I see it - we have several use cases where Email is necessary:
1. Delivery of Customer Reports/Notifications - SOLUTION: Journey Program
2. Scheduled Delivery of Internal Reports to Exec, etc. - SOLUTION: A Scheduler built into Report Builder (not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
3. Notification to CSM when a specific event happens that doesn't require action: SOLUTION: Restoring the Email action from Custom Rules back to Bionic Rules (not a Call to Action as this clutters their cockpits, not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
4. Notification to Admin/OPS when a specific event happens other than a rule failure: SOLUTION: Restoring the Email action from Custom Rules back to Bionic Rules (not a Call to Action as this clutters their cockpits, not Journey Program because it's way too cumbersome to create, manage, troubleshoot)
+2Hi Jeff,
I know that @abhishek_sivaraman has some designs he's working on related to internal reporting. I'll let him share any specifics that he might have details available on.
I know that @abhishek_sivaraman has some designs he's working on related to internal reporting. I'll let him share any specifics that he might have details available on.
+1Hi - is there any update on the above? I am interested in #3 specifically.
+3Sorry for bumping this up.
+1. Sending an alert to the internal users when something was missed in Action.
Today, I get an email only if a rule succeeds or fails. But what if there is a specific criteria that to which I, as the GS Admin (or Data Analyst, etc) want to be alerted? i.e. unable to set the segment because ARR was not populated or something like that.
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