Implemented

Ability to include Email to Timeline BCC in Email Templates

  • 7 March 2019
  • 5 replies
  • 210 views

Userlevel 2
At the moment, when you send an email template through Gainsight, you are provided a To: field and a CC: field but no BCC field. It would be nice to have a button to insert your Email to Timeline BCC address so that the email you send is captured on the timeline.


5 replies

Userlevel 3
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+1 to this! This would be nice for tech touch outreaches as well since they are all assigned to the same owner and generally don't have many timeline entries.

Userlevel 6
Badge +1
+1 from me as well as I think this will be incredibly useful for multiple use cases.

Userlevel 3
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Hi Dylan,

We send email through our CTAs/playbook all the time. It must be a setting we have since all these emails are posted to the timeline automatically.

Is this what you are referring to?

Lyne

Userlevel 7
If you are referring to posting emails sent via cockpit in Timeline then we have a configuration to turn it on. Please refer this article for more details.

Userlevel 3
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+1 It would be great to BCC emails to Timeline from Programs/Outreaches for our Tech Touch clients.

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