Right now, you can tokenize who an email comes from using a participant field. So say you run a query to pull in participants and you also pull in the CSM Email and map it to Sender Email Address. Then you use that field for the Sender address in your first email step and then another a few days later. That is fine but in a scenario where this data needs to change while a participant is still in a journey, the only option I can think of is to drop the participant.
An idea came from a support ticket would be to be able to tokenize these sending fields from Company and SFDC user fields. So say, the account CSM is set to always be the sender. That way if it changes, it would be reflected in the program email. I understand this may be a little hard to troubleshoot though if something changed when it wasn't supposed to but maybe there is a different enhancement that could help this case that I can't think of.
Pull Sender Information from somewhere other than participant fields
None
Be the first to reply!
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your username or e-mail address. We'll send you an e-mail with instructions to reset your password.