Create email assist tokens from opportunity fields
None
Right now we support only 6 objects for token mappings, Account, Contact, CustomerInfo, CSTask, CTA and User. Are there plans in the future to be able to add custom tokens from the opportunity field for example?
If I link the oppty to the CTA or figure out how to write these fields onto the CTA, could that allow me to pull these fields into the template?
If I link the oppty to the CTA or figure out how to write these fields onto the CTA, could that allow me to pull these fields into the template?
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However, I would say it'd be easier if I didn't have to add line items to CustomerInfo every time I find a new token need that isn't accessible by Email Assist. Can it not just work like CoPilot?
We have plan to add more tokens in Email Assist and still its in ideation phase, will share the update once we have an ETA.
Regards,
Hitesh
We have a similar use case that would benefit from having additional objects to map tokens from. We currently have a CTA and an associated playbook with an email template for our CSMs to send if a support ticket takes longer than anticipated to close.
We house ticket information in our Gainsight instance in an MDA object. It would be great if we could use dynamic tokens in Email Assist to reference the ticket ID, subject or name, date submitted, etc.
And yes adding token from MDA objects is there in our plan.
Regards,
Hitesh
Yes, you could load the required data in the Custom Fields in CTA or Account and use that for mapping.
Improving on giving more options to map tokens at playbook level is already in roadmap, just that there are other things thats keeping the team busy.
Regards,
Hitesh
Anyone have an update if/when this will be available?
I agree, I think it would be great if we could tokenize from any object. This community post also makes me think of the same need:
We have a slightly different use case where our CSMs create an “Implementation Request” CTA with a linked object for our implementation log. They create a record with all the relevant details of the upcoming implementation, but that info can’t be tokenized back into the request email sent to our Implementation Managers. It would be great if you could tokenize fields for any linked objects on the CTA.