CSM Tip: How is CoPilot different from other email marketing services like Marketo?

  • 21 October 2016
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We recommend you use Gainsight CoPilot to send emails when it’s part of your broader Customer Success initiatives. Typically these emails are sent to existing customers to increase adoption or gauge success. CoPilot allows you to launch automated emails from within Gainsight based on customer attributes such as health score, product usage, survey results and lifecycle stage. For more information on how to use CoPilot, review this Support article on Gainsight Go.

Email marketing tools facilitate multi-step marketing campaigns (drip campaigns) targeted to prospects. Typically these are for referral programs or marketing events. For more information, check out this blog post.

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