Send CSM Digest Email For Open or Upcoming Due CTAs
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What would be the best way to email the CSM an email that contains a digest of all CTAs that are due "within the next N days"?
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This new enhancement should allow you to create a report that shows all CTAs due within the next N days, and then schedule a JO program to send this email out daily or weekly.
Hi@aparimala - details on how to embed and attach reports to Journey Orchestrator Programs are found here: https://support.gainsight.com/SFDC_Edition/Journey_Orchestrator_and_Email/Programs/Programs%3A_Sharing_Reports