Hello
Is there a way for our CSMs to use Email Assist to reach out to contacts across multiple accounts, without the need to create multiple CTAs - one per each account? For example - Linda looks after 25 low touch accounts and needs to follow up with the contacts from these accounts - the template is already created in Email Assist but currently she can email only one account at a time, rather than all her contacts.
Any ideas other than using JO which we don’t want all CSMs to use? Our team just use their Outlook emails, and don’t even use the BCC to TL link as it requires a specific account to log the coms to, rather than logging it to multiple accounts.
Thanks
Katerina
+1 to this request. It’s a critical need for our low touch segment CSMs. Gmail Assist Plug In does not allow you to email multiple accounts easily. It’s still a 1:1 approach.
Hello All,
We have released new capability from timeline which will now allow you to log activities to multiple accounts.
After this, plan is to extend same capability to Gainsight assist, chrome plugin. Here you can send emails to multiple accounts, then log them to multiple accounts as activities.
Hello All,
We have released new capability from timeline which will now allow you to log activities to multiple accounts.
After this, plan is to extend same capability to Gainsight assist, chrome plugin. Here you can send emails to multiple accounts, then log them to multiple accounts as activities.
Good day!
We are new to GS and desperately need this feature, can you share where this capability can be accessed from - or any other updates? thank you!
cc@PavanCh
Team,
The august release (V6.27) added support for CSMs to associate a timeline activity to multiple records such as companies, relationships, CTAs or Cases. Release note v6.27 - Refer to section on “Associated Records in Timeline Activities”
Here is the full guide on how this can be setup .
CC@sriram pasupathi for details on extending the support to GS assist, plugins
Associating activities to multiple records has been amazing. Now if we could do that through Gainsight Assist that would be even better. That would allow us to log an email to both a parent and child account if the contact is listed in both as well as logging to multiple companies when there are emails to different customers sent at one time.
Associating activities to multiple records has been amazing. Now if we could do that through Gainsight Assist that would be even better. That would allow us to log an email to both a parent and child account if the contact is listed in both as well as logging to multiple companies when there are emails to different customers sent at one time.
adding@sriram pasupathi to this convo
Could we get a status update on a direct solution?
I’m not certain this applies to Email Assist (Chrome/Outlook) but I do know that we have CSM access to Simple Journeys-like functionality on our roadmap. This will allow CSMs to use a template or draft an email within Gainsight itself and select the recipients from their customer list / personas and mass send communications out. I have not seen details but know it is on mid/near-term roadmap.