Support sending Email templates with Reports through Email Assist

  • 9 November 2016
  • 6 replies
  • 28 views
leslie_diephuis
We have a need to send an email with Google Analytics usage data to our customers as a step in a Playbook.  There is no set criteria when this may happen so we would like to use Email Assist instead of a CoPilot Outreach.  



I have created an email template in CoPilot which contains the Reports however when I create the Playbook and search for the email template it's not on the drop down list - if I remove the Reports the Template it shows up.  I found out from support this is by design.  



Can we support email templates with Reports in a future version of Email Assist?  

6 replies

gaurav_kotak
Rank
Hi Leslie, thanks for your feedback. We need to add email templates with surveys and reports for email assist. The plan is to do so in that order. thx
josh_grigone
Rank
Badge +4
+1 here. Do we have any insight as to when this will become available?



Thanks
jessica_weiss
+500 here, 🙂 This would have tremendous positive business impact for us - what is the ETD for this?
nitisha_rathi
Rank
Hi,



ETA is tentatively spring release.



Thanks,

Nitisha
H
Rank
Badge
Hi All,



As part of Summer release which will be available in September 1st week, we will have ability to add Surveys and Reports in Email Assist.



Let me know if any more information is required.



Regards,

Hitesh
sai_ram
Rank
Userlevel 7
Badge +1
Hi All, Summer Release is out now and this feature is shipped in Summer Release. 

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