Provide Recurring Email Digest to Relevant Stakeholders

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  • Updated 4 months ago
I know that there are other email-related posts, but I didn't see exactly what I was looking to vote for so I'm creating this post.

We have a lot of people who care about accounts but aren't necessarily assigned to them or will ever be assigned tasks/objectives/success plans. Even for those who are, there isn't an effective way to get a regular digest of everything you'd care about, e.g. upcoming/overdue CTAs. Managers want to have a way to get email notifications about things accounts we flag as risks or go-lives we have coming up in 2 weeks. 

In short, would love a way to sign up for email notifications that gives you the following options:
  • Frequency: Daily, Weekly, Monthly
  • Content: CTAs, Success Plans, Tags
  • Accounts: use some sort of a SFDC or Gainsight data field criteria to be able to quickly group accounts you care about.
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Jen Pakravan, Champion

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Posted 4 months ago

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