Would like to be able to send a survey from Cockpit/new "Email Assist" Playbook task

Userlevel 7
I've spoken with two companies that would like their CSMs to be able to send a survey (after onboarding or training for example) via the new "Email Assist" task from within the Playbook  on the CTA in their Cockpit.  These are specific situations where an automated survey is not appropriate.  Having this option would provide the extra control needed for a segment of customers to validate that the timing is actually right  as well as customize the email as appropriate.

31 replies

Userlevel 7
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In the playbook. See below

Last thing: How/when can the CSM uncheck the "send separate emails" checkbox? Is that not possible in this use case?
Userlevel 7
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If it has any of the following then it has to be separate emails
  • Survey
  • Contact/User object tokens
  • Report with Contact object filters  
Perfect! Exactly the info I was looking for! Thanks, Alex!
Userlevel 5
Hi Brooke,

Hope you were able to send survey from Email Assist, you can visit this document to know more about it.

Let me know if you have any more questions related to it.

Thanks for the additional resource.

Yes, Alex answered everything we needed to get this configured last week.

Our use case is exactly as described in the original post.