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Copilot

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Photo of Tom Gerth
Copy/paste into email templates
I know that historically we've definitely cautioned against users copy/pasting text into Email Templates.  And I know that there's a good...
  • 11 me toos
  • 4 replies
  • Idea
Photo of Tony Tao
Can I add myself as the "from" in an outreach from an opportunity powerlist
I'm looking to send an email out to our CS/AM team when a renewal opportunity is closed lost. I created a powerlist on the opportunity ob...
  • 1 me too
  • 2 replies
  • Question
  • In Progress
Photo of Jessica Menius
How do I remove [MARKETING} that shows in the subject of the email template I create?
  • 1 me too
  • 3 replies
  • Question
  • Answered
Photo of Leanne
Collaboration on email templates
It would be nice if we could collaborate on Email templates within Gainsight, the way we can with say, a google doc.  We almost always ...
  • 5 me toos
  • 2 replies
  • Idea
Photo of Steve Davis
Ability to "Null Check" In Email Varients
I have a customer that would like to "null check" a text field and use that to dictate a variant be used. There are a lot of filter optio...
  • 6 me toos
  • 3 replies
  • Idea
Photo of Heather Hansen
Copilot: Identifying CTAs with No Contacts
We've recently created a survey (outside GS) that we're sending to contacts associated with the CTA.  Unfortunately, since it's a new pro...
  • 3 me toos
  • 2 replies
  • Question
  • In Progress
Photo of Jahnavi
Advanced outreach participants refresh
Can the  participants in an Advanced outreach be called every 2 hours? I could only schedule once a day
  • 9 me toos
  • 5 replies
  • Problem
  • In Progress
Photo of Beth Wang
Option to replace standard Copilot "manage preferences" link with own, custom subscription center
We are creating a subscription center for ALL customer comms regardless of tool they are being sent through, and would like to replace th...
  • 3 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Alex LeGay
Email Templates 2.0 - Changing the color of a button could be improved
Hopefully this helps some people! I have seen this come through support a few times and I figured I would post this as an idea to see wha...
  • 10 me toos
  • 2 replies
  • Idea
  • Under Consideration
Photo of Alex LeGay
Advanced outreach analytics automatic refresh
Right now, the advanced outreach analytics only refresh when you hit the refresh button in the top right. Is it possible to make the numb...
  • 11 me toos
  • 3 replies
  • Idea
  • Under Consideration
Photo of Will Ritchie
Pull a report for all 'Skipped' emails in a CoPilot Outreach
We pushed out an outreach this morning, and there were quite a few bounces and skipped emails: I'd like to create a report that lists ...
  • 7 me toos
  • 11 replies
  • Question
  • Acknowledged
Photo of Alex LeGay
Be able to report on scheduled outreach executions
I had customer that wanted to be able to report on automated communication going from Gainsight. Specifically a report that will give wha...
  • 3 me toos
  • 0 replies
  • Idea
Photo of Jahnavi
Tabular reports in AO
Hello Team, I read that email templates are not supporting the Tabular reports. Could you please let me know when this would be supporte...
  • 1 me too
  • 4 replies
  • Question
  • In Progress
Photo of Alison Hight
Export Email Templates to PDF
I would like the ability to export the email templates as a PDF, please. It's one thing to access the HTML, but I'd love to be able to ex...
  • 3 me toos
  • 3 replies
  • Idea
Photo of Chris Beaven
Ability to CC/BCC contacts on CoPilot outreach
I've heard a few customers ask about the possibility to CC or BCC internal contacts on a CoPilot outreach. The CC/BCC could be a specific...
  • 19 me toos
  • 12 replies
  • Idea
  • Implemented