Solved

7 Posts

S
Shoshin
sai33335Shoshin
asked in JO, Email & Notifications

Common updates to Email template variants

From the user: “We have a program in place that has 3 email outreaches to reach out to customers to schedule a business review. Each one has numerous variants in order to contain unique info for each CSM sending these emails (spoofed email signature, unique calendar schedule link), and these emails require somewhat frequent updating of language in order to stay fresh or adapt to the times (e.g. covid times). Another update of them all is due now. Would you suggest I go to the effort of switching these all to custom html email templates instead of plain text I have to re type each time? Or what would be your best suggestion for handling this in the least painful way?”“Most of the variants will get the same updates (a language refresh -- e.g. replacing a couple of paragraphs with different wording). But again, the variants will still always have unique info like spoof email signature and unique calendar scheduling link.My experience to date is that I have had to basically type each email

1
elizabeth_adams_c593ee
MVP
1 year ago
andorfuhrer
Team Captain
andorfuhrerTeam Captain
asked in JO, Email & Notifications

HTML Editing

Hi GS CS WorldDoes anyone have any resources on HTML editing?  Looking to design some emails and do some very basic background colors and whatnot.  Nothing crazy.  Does Gainsight have any resources or does anyone recommend an online tool editor?

3
andorfuhrer
Team Captain
1 year ago
ky_powell
Champion
ky_powellChampion
asked in JO, Email & Notifications

add fields to email templates

Is there a way to add a certain salesforce field into an email template, that can then populate in email assist? I know I can do this when I create an outreach around this, but not sure if I can do this when I pull the email template in in email assist. 

3
elizabeth_adams_c593ee
MVP
4 years ago
dallis_king
dallis_kingRegistered User
asked in JO, Email & Notifications

Use specific cells from matrix data in CoPilot outreach

I'm trying to send out a monthly usage data email to all of our accounts. I gathered all relevant usage data and uploaded it to matrix data on gainsight.  Now I have an email template where there are multiple spots that I just want to include a single number. (Example: "Number of log-ins last month: ###, Number of uploads last month: ###, etc.) These numbers all exist in this matrix data table and in a report I could easily search by account id to get the specific metric I'm looking for at any given time.  How can I do this in a copilot email? There are ~10 metrics I want to display, plus a few graphical reports. Thank you!

4
sai_ram
Grand Slammer
5 years ago
jake_smith
jake_smithRegistered User
asked in JO, Email & Notifications

CoPilot/Powerlist criteria not updating when adding on to DataSpace

Anyone have an issue were they are adding fields on to a preexisting data space, but after saving and refreshing the fields don't show up down the line to other functions when attempting to use? Scenario: My data space is used to limit contacts in a powerlist. When testing out the functionality I'm finding new use cases for additional fields. I go back in the dataspace, add in necessary fields, save, jump back in my powerlist (and/or refresh) to find the fields aren't available.  In fact the only way I can get it to work is to save down a new data space and create a new PowerList. User Error? Common Error? Thanks!

2
jake_smith
5 years ago
brandon_ellis
brandon_ellisRegistered User
asked in JO, Email & Notifications

Tables or columns in Copilot template

I need to use a table or columns in a CoPilot template and can't find a workaround. I have thought of placing an image of the table, but I need individual cells hyperlinked versus the whole image/table. Any ideas?

2
brandon_ellis
5 years ago
seth
Gainsight Employee: ACE
sethGainsight Employee: ACE
asked in JO, Email & Notifications

Grey bars in email template

When sending an email from CoPilot, there are subtle grey bars appearing above and below the message. I'm trying to make this email seem as much as possible like it's coming from an actual person, so they're weird to have. [img]https://d1qy7qyune0vt1.cloudfront.net/gainsight-en/attachment/RackMultipart20160901-17909-1hstasf-Image_2016-09-01_at_12-52-54_PM_inline.png[/img] They appear in the Outreach preview: [url=https://cl.ly/1D1A2m1M272N]https://cl.ly/1D1A2m1M272N[/url] But there's nothing in the Email Template HTML that indicates that they should be there: [url=https://cl.ly/2O1P3N3v363F]https://cl.ly/2O1P3N3v363F[/url] I can't find anything in the "Communication" section of Administration that seems to control the fundamental email template that CoPilot Email Templates get plugged into....

3
seth
Gainsight Employee: ACE
5 years ago

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