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Send CSM Digest Email For Open or Upcoming Due CTAs

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kate_green
What would be the best way to email the CSM an email that contains a digest of all CTAs that are due "within the next N days"?

    6 replies

    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • 1984 replies
    • March 26, 2019
    With Gainsight's v6.2 release (coming in April) admins can define Journey Orchestrator programs with embedded or attached reports that can be filtered based on the user properties. Previously reports sent with a JO program could only be filtered by account.

    This new enhancement should allow you to create a report that shows all CTAs due within the next N days, and then schedule a JO program to send this email out daily or weekly.

    VP of Customer Success at Forcepoint
    kate_green
    faust_belarmino
    spencer_engel
    3 people like this
    • kate_green
      kate_green
    • faust_belarmino
      faust_belarmino
    • spencer_engel
      spencer_engel
    faust_belarmino
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    THIS IS AWESOME!!! Super excited to look into that more when the update is released!!!

    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • 1984 replies
    • March 26, 2019
    Agreed Faust! This release is gonna be huge!!



    VP of Customer Success at Forcepoint
    faust_belarmino
    spencer_engel
    2 people like this
    • faust_belarmino
      faust_belarmino
    • spencer_engel
      spencer_engel
    kate_green
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    • kate_green
    • Author
    • Helper ⭐️⭐️
    • 262 replies
    • March 26, 2019
    Thanks Dan! Did you see I posted this question right before the Release Review? So exciting!

    dan_ahrens
    1 person likes this
    • dan_ahrens
      dan_ahrens
    P
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    @dan_ahrens @kate_green how do you add the digest/list of CTAs due in the email? Report does not seem to support tabular view.

    dan_ahrens
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    • dan_ahrens
    • Expert ⭐️⭐️⭐️
    • 1984 replies
    • April 29, 2020

    Hi @aparimala - details on how to embed and attach reports to Journey Orchestrator Programs are found here: https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email/Programs/Programs%3A_Sharing_Reports

    VP of Customer Success at Forcepoint

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