Copilot emails should have clickable link to redirect to CTAs for internal outreaches
None
We send overdue CTA emails internally to our CSMs and, similarly, to how the Gainsight Daily Notification emails work, we'd like to include a field map that is a clickable link to that overdue CTA.
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When you send this email is it a grouping of all overdue CTAs by CSM (i.e. one email says "you have 5 overdue CTAs) or is this email being sent for each CTA? If it's being sent as a grouping, we could most likely link to a report on a dashboard which will link to all overdue CTAs. These table report is hyperlinked to the CTAs.
If you're sending them individually by CTA, then we should be able to tokenize the CTA link. Let me know which approach you're going with and I can advise further.
Thanks!
Thanks!