Emailing a dashboard to a group of users
CS Reports & Dashboards
Hi,
I have a customer that is looking to create a dashboard that will be scheduled to be emailed on a weekly basis to a large group of users. Is there a way to have the email sent to an email alias or distribution list instead of a list of individual users?
This is especially important when individuals join or leave the company, as the list of recipients would be managed by the alias list instead of manually updating each named user.
Thanks!
I have a customer that is looking to create a dashboard that will be scheduled to be emailed on a weekly basis to a large group of users. Is there a way to have the email sent to an email alias or distribution list instead of a list of individual users?
This is especially important when individuals join or leave the company, as the list of recipients would be managed by the alias list instead of manually updating each named user.
Thanks!
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However, I do see your point, that we ought to be able to send emails to any email. What do you think, should there by any security in place so that we shouldn't be able to send to ANY email?
Sorry I missed your reply question. Could SFDC contacts be used as an additional option to Gainsight managed users?
The ability to send to ANY email would help in cases where the dashboard would be emailed to an alias (vs listing individual named user lists).
For example, we'd love to automatically send weekly emails with dashboards to our leadership team. We have email aliases for these teams but instead have to set up User Power Lists. This makes the process more manual and also makes it difficult for team members to collaborate since they are receiving "separate" emails.