Replies posted by PavanCh
Hi @angela_domenichelli , @darkknight Thanks for tagging the issue, the team is working on a fix where Salesforce lightning experience is improperly rerouting the URL. A hot fix will be issued soon to address this. I will update you once we have shipped the fix.Apologies for the inconvenience caused.
JO Tabular Reports: additional analytics needed on participant level to show # of rows/columns retrieved for tabular reports; if either limitation exceeded, add option to attach report results as csvUnder Consideration
We have added a new option for the admin to choose the number of rows that should be shown in an embedded report. Admin can choose to embed upto 100 rows per report now. We will be including further enhancements to embedded reports as part of the new advanced programs building experience.
Uncap the number of emails cc'd in Journey OrchestratorUnder Consideration
With the simple programs release we have increased the limit on CC (+ BCC count together) to 20. Simple programs allows you to quickly setup a single source, single step program easily.We will be extending the limit in our advanced programs as well as part of the new redesigned program building experience. This is currently work in progress.
Ability to Edit Journey Orchestrator ProgramsIN DEVELOPMENT
Hi @dylan_campbell ,Happy to share that we are actively working on a new free - from drag and drop editor experience aimed at addressing the challenges we have today.It will allow you to add a step anywhere in the program, disconnect and reconnect the connectors allowing for the flexibility to modify a program.This is currently in design phase
Journey Orchestrator: Edit/Remove waits and steps within a programUnder Consideration
Ability to edit a program after it has been published including changing conditional wait is being picked up for implementation as part of the JO redesign exercise. This is phase 2 of the redesign. We are currently in the UI / tech design stage - As this is a major overhaul, you may look for more updates over the next quarter.As part of the redesign project for JO, we have recently released Simple Programs as Beta (JO redesign Phase 1), which greatly simplifies the program setup process for quickly launching single source, single step programs. Please refer to Simple Programs documentation for more details.
Clone a query within a ProgramPartially Fixed
An update:We will be supporting Data Designer as a source for JO programs going forward. Data designer offers significant enhancements to the Query builder experience overall in terms of UX as well as capabilities. Query builder will be subsumed into Data designer.‘Clone’ is one of the options available with Data Designer. Simple programs which is the next iteration of JO (currently in Beta) supports Data Designer as a data source, and the support for the same will also be added to ‘Advanced programs’ in a future release.
Yes, this is a great idea.We will be looking into supporting the usecase as part of our email template builder enhancements.It would be good to understand - What should the profile picture display when it is not provided / available? +@ssamarth
Hi @angela_domenichelli ,Yes, the option to track Email assist emails in timeline was there earlier.In this release, we have added a new control under ‘Administration’ - ‘Cockpit’ in the ‘Call to Action’ page - under ‘Company ‘tab.If admin enables this toggle, user will see ‘Log email to timeline’ checkbox while sending the email from cockpit. If the toggle is disabled, user will not see ‘Log email to timeline’ checkbox.Toggle name: Automatically Track Email Assist Emails in Timeline:
#1 is implemented in April / May release. As part of this release, Email assist 2.0 is bringing in key new improvements. One of the new additions is the Organisation wide email - where Gainsight users can choose From and Reply-to addresses from a list of email addresses that an admin configures.Email Assist 2.0 is being rolled out in 3 phases, and the final batch is scheduled to be completed early June.Please refer to this article on Whats new with Email Assist 2.0.
Hi @angela_domenichelli ,Email assist 2.0 (formally called Email from Anywhere) is an incremental update of Email assist. The new Email assist generally improves on existing features and provides a consistent email composing experience.Here is a quick list of key new enhancements and changes:Support for organisation wide email to manage ‘From’ and ‘Reply to’ address Support for email logs V2 Support for Email template Folder hierarchy while selecting a template Ability to edit / delete a token within a template Simpler way to preview , test send emails Option to log these emails to Timeline The number of participants that can be added in the ‘To’ field is increased to 25 Email attachment size limit is increased from 2MB to 20MBHere is an article summarising all the new features, changes introduced with Email Assist 2.0
Tabular Reports in Journey OrchestratorPartially Fixed
@angela_domenichelli - The rows embedded within the email body would be limited to a maximum of 100, from 20 today (table filtered for recipients).Today If there are more than 20 rows in the tabular report, currently the extra rows are truncated in email body. The email is still sent out to the recipient with 20 rows. However, as a workaround if the same report is embedded as an attachment, full data is included for all the rows
Tabular Reports in Journey OrchestratorPartially Fixed
@alizee.levavasseur - we are expanding the limit on number of rows permitted in embedded reports for upto 100 rows as a quick fix in this quarter.Could you please share the typical number of records you are looking to embed within an email body? Subsequently, we are also looking into providing further customisation options such as automatically shifting to an attachment when the tabular report crosses the max row threshold. I have added embedded reports enhancements to our backlog for prioritisation
Hi,Happy to share that enhancements to conditional wait to support ‘Day of week’ logic tied to a user / participant’s timezone is part of our near term roadmap. (for later this year)This would allow admins to configure conditional wait to optionally skip counting ‘Off days’ in a week. The off days can be the same for all participants entering the conditional wait, or be based on the participant’s local timezone.
Emails to timeline via Program in Journey OrchestratorIN DEVELOPMENT
Hi,As a quick update on this thread, happy to share that we are moving forward with ‘Integrating Timeline with JO’ to present a comprehensive view of all comms.With this you will be able to set which emails sent via JO programs will need to logged into timeline as an activity automatically.
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