Hello! In the past when I need to automate emails for whatever reason, I used Outreaches. Mainly because it was very simple and quick to schedule the emails. However, now we’re including attached reporting - and it forces us to Programs.
My issues I can’t seem to find an easy way to schedule a report to go out to users twice a week, without having to create some insane work around. Does anyone have a best practice for doing this type of emailing to users?
Thank you!
Hi@sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)
Hi@sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)
Is it soon yet?
Hi@sagan_sherlin - the new reporting and dashboards system that we’re releasing soon has this capability. You can schedule a report to be emailed out in a couple format choices, and with some flexible schedule options. So stay tuned! :)
Looking forward to this! I see there is a “Choose Users” section.@dan_ahrens Will we have to individually add users, or will we be able to create groups somehow?
This would be individual Gainsight users,@bradley
This would be individual Gainsight users,@bradley
Is it too early to add a feature request for this? :)
Maybe a tad. ;)