Solved

Is it possible to add an Email Template to a Playbook that has Share 360 link?

  • 5 November 2018
  • 3 replies
  • 105 views

Userlevel 7
Badge +1
I have a template made to send a Share 360 view to customers within a Program. I am wondering if I can create a Playbook that uses the same template so that CSM can manually send the same message from a CTA.

I've attempted to make a Playbook and select the existing template that has a Share 360 link embedded but it doesn't come up as an available template to add into the task.

icon

Best answer by dan_ahrens 5 November 2018, 23:22

Yes, using a template that has a report in an Email Assist task is supported. More info here.



View original

3 replies

Userlevel 7
Badge
Hi John, this is currently not supported. CSMs and end users can use the GUI on a C360 page to share that C360 info with their customer. More info here: https://support.gainsight.com/View_More_Categories/Sharing/User_Guides/Shared_360_Overview_(For_CSMs)

Userlevel 7
Badge +1
Thanks Dan. That's what I figured. If I switched to using Reports in the template instead of Share 360, would I be able to use that in a Playbook?

Userlevel 7
Badge
Yes, using a template that has a report in an Email Assist task is supported. More info here.

Reply