Hi,
I’m a CSM using Gainsight as my primary tool to manage customer engagements. As such I’ve adopted the email-to-timeline feature to save important customer interactions in Gainsight e.g. statements of support, project updates, important minutes of meetings.
When you send emails to Gainsight they appear as Drafts in the global timeline section. You are then able to associate it with a Customer or a Relationship. Would it be possible to allow emails to be associated with Projects/Sucecss Plans as well? It would make life somewhat easier when you have multiple projects/plans for one relationship.
I would like this as well!
Just the function I need, thank you for raising this enhancement request!
Hello@rds-dk
Have you tried chrome plugin for gmail or Outlook add-in? These two tools provide you that capability of logging email to timeline to their respective company.
Hello@rds-dk
As you mentioned we don’t have capability yet to log to Success plan from gmail/outlook.But please try plugin/add-in and let us know you use case from these areas to which other areas you would wish to log.
Hi,
I’m a CSM using Gainsight as my primary tool to manage customer engagements. As such I’ve adopted the email-to-timeline feature to save important customer interactions in Gainsight e.g. statements of support, project updates, important minutes of meetings.
When you send emails to Gainsight they appear as Drafts in the global timeline section. You are then able to associate it with a Customer or a Relationship. Would it be possible to allow emails to be associated with Projects/Sucecss Plans as well? It would make life somewhat easier when you have multiple projects/plans for one relationship.
This functionality is much needed. It is easy to send emails and use the Gainsight email address and have drafts show up in timeline.
As a CSM who’s now mandated to put updates in tied to success plans, I must go to a browser, navigate to GS, log in; then I have to find and click on my Relationship; then I have to navigate to and click on Success Plans; then I have open the right success plan and navigate to Objectives; Then I have to manually create an “Update” and cut & paste or manually write in information before logging the update. It’s an 8 step process, give or take, and cumbersome.
Being able to send an email, open drafts, and pick from a drop down a success plan and an objective would be much more streamlined.
Hello friends, if this topic is super important and should be implemented to try to further automate our activities in Gainsight, so that they are not redirected to an Email-type Activity, but point to a Timeline of a specific Success Plan. This functionality would be super useful. Thanks.
This would be a GAMECHANGER!
I can’t “envision” what you are stating, but I “think so?”
I’m attaching an image to a “draft” timeline entry, created by using the “Add to Email” function (I sent an email with my personal GainSight address included, the draft appears in my timeline). Hopefully the image clarifies what I’m hoping for :) And you can let me know if that is what you are saying is in dev.
Support doc link - https://support.gainsight.com/Gainsight_NXT/Timeline/02User_Guides/Log_Activities_to_Timeline#Log_an_Activity
How to configure - https://support.gainsight.com/Gainsight_NXT/Timeline/02Admin_Guides/Configure_Associated_Records_to_Timeline
This Topic is really important for all CSMs !