Implemented

Fire one bundled email to CSMs for overdue CTAs


Userlevel 5
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We are creating a copilot outreach that fires to our CSMs each week when CTAs are overdue. However, if a CSM has four overdue CTA's, we don't want to overflow their inbox with 4 emails. We'd like a mechanism to allow us to bundle the overdue CTA information into one email to the CSM where the four CTAs are listed. 

6 replies

Userlevel 6
Thanks Allie for posting the idea.

The way I would see that going out is having a report that can be sent inline from copilot. Right now the feature filters out the report by the each account Id which should be enhanced to support without the filter.
Userlevel 4
This is a fantastic idea.
Userlevel 5
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We also would want to send reports (such as click counts on emails we send through copilot) to our csms but not base it off of accounts - so for example, instead of sending one email per account, we'd send one email per csm with the report that contains information about multiple accounts.
Userlevel 6
This is possible right now. You can create a report and send it to internal users without the restriction to filter by Account. 
Optionally you can filter by user if required to filter accounts that each CSM would handle.
Userlevel 7
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But this still cannot send a tabular report, only graphical, correct?
Userlevel 6
Yes thats right! Tabular reports as CSV attachment s still part of the roadmap

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