Rules Engine: Create email body from within Setup Action
CS Rules & Permissions
It would be nice to be able to create the body of an email directly from within the Rules Engine Setup Action screen, without having to create an actual template in Co-Pilot.
My use case here is to be able to send email notifications to our CSOps team whenever particular conditions exist, i.e. an account has gone into Boarding status without certain key fields populated. These would simply be backend notifications for the CSOps team and don't necessarily require being formatted a certain way in an HTML template.
I see this working in a similar capacity to Email Tasks in Cockpit (except without the pre-defined template), where I receive a pop-up window where I can enter text for the email.
My use case here is to be able to send email notifications to our CSOps team whenever particular conditions exist, i.e. an account has gone into Boarding status without certain key fields populated. These would simply be backend notifications for the CSOps team and don't necessarily require being formatted a certain way in an HTML template.
I see this working in a similar capacity to Email Tasks in Cockpit (except without the pre-defined template), where I receive a pop-up window where I can enter text for the email.
Page 1 / 1
A text-email without any tokens? I would assume that tokens are required even with basic formatting.
Yes I would imagine tokens would be needed so you could identify to which account this applied.
Thanks Jeff.
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.