it is very critical for us to be able to attach emails to timeline activities.
for example, if there is an important email thread with a customer , we can't copy the whole email to the activity notes.
is there a plan to add this function, if so when?
if not, how can we raise this as a feature request ?
Email attachments to timeline activites
CS Journey Orchestrator, Email & Notifications
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Faust is correct about the Email to Timeline feature in beta right now. It will be released broadly in the next few months. You'll be able to send customer email communications to Timeline to be stored as activities, with attachments up to 20 MB.
In other words: do you have the details of how this email to timeline will work? I could find my answers by looking at that info ;-)
I've used several different "email post to application" plug-ins and they all work differently. I'd like to know how Gainsight's will work.
Thanks!
Lyne
You are correct, we will allow end users to selectively send messages to Timeline. This will be accomplished by providing authorized users with a unique inbound email address that they will BCC on emails they send to customers, which will then ingest it into Gainsight. We should be releasing this to all customers in the next month or two, so stay tuned!
https://community.gainsight.com/conversations/expanded-email-to-timeline-attachment-options-5c78188be4b0821763ba33e0
Above is one of them.