Send Gsnaps Using CoPilot, or Email Assist Tasks

  • 19 December 2016
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Although Gsnap and CoPilot are not fully integrated at this time, we do have a fairly simple workaround that enables you to send Gsnaps via CoPilot, or with Email Assist Tasks. This is helpful in situations where you want to:

  • Send Gsnaps to multiple customers at the same time
  • Send Gsnaps based on customer data: usage, change of stage etc. e.g., You can send a welcome Gsnap when a customer stage changes to closed-won.
  • Send a Gsnap along with customer data such as usage reports.
  • Send Gsnap from Email Assist tasks in Cockpit.
See this article for complete instructions.

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