Email Task without Playbook
None
I was wondering if there is a way to create a CTA email task without adding a playbook to it. I don't see any option to associate an email to a task independently
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.
Thanks for sharing this. Is the ideal scenario being able to add an "email task" similar to how you can "add task" to a CTA?
If so, would you be using any tokens (placeholders/surveys) in the email templates? Today the admin maps what the tokens should get resolved. If the CSM manually creates an email task...should they be left unresolved?.
I think this would be a great functionality as well. It would provide improved user experience if we could both update CTA's with "email tasks" or update emails within the playbooks instead of recreating a playbook then reassigning them to the CTA.
Today the token mapping is done within a playbook. So if we provide an option to add an "email task" and the CSM can choose an email template, then the tokens will not be resolved. (They will be more like placeholders & the CSM has to delete them and replace them with the appropriate values). Does that work?
Thanks for sharing your thoughts on this. Could you provide some more details on this "update emails within the playbooks instead of recreating a playbook" (is it the ability to update an email template and it should automatically reflect in all the CTAs where the playbook has been used?)
As a user, I want to send an email to a customer account through Gainsight on an ad-hoc basis and and review read/click statistics on it."
The CSM's enjoy the read and click statistics on content they send to customers and this would also be a timesaver since we already require them to copy any paste emails into timeline.