Sending Survey Emails from Playbook tasks

  • 10 October 2023
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  • Gainsight Employee: Rookie
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Quick tip: In order to view the email templates holding Survey button/questions/link in the Playbook Email type tasks make sure to consider the following points:

  1. Enabling the Play books check box in the at the Email Template level
  2. Creating the Playbook at Company level and not at Global level. The survey email template is visible only to the playbooks created at the Company level, not the Global level.

     

Hope you find this post helpful.

Happy Gainsighting :)


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