Welcome to the “Getting Started with Group Send” course, designed to introduce you to the powerful features of the Group Send functionality in Gainsight. This course will help Customer Success Managers (CSMs) understand the key capabilities of Group Send and how they can be leveraged to streamline communications, manage contacts, and drive efficient engagement with your portfolio of customers.

By the end of this course, you will be equipped with the knowledge to:

• Set up and manage your portfolio contacts using the People Widget.
• Create and organize static or dynamic email lists for targeted communication.
• Send bulk emails directly from Gainsight using pre-created lists or manual selection.
• Build personalized email templates to enhance your communication strategy.
• Track email performance and engage with clients more effectively using the Email Manager.