Automation Emails - Group by Customer, Placeholder Validation

Group by Customer is a new email automation feature that can be configured to send a single group email to a customer with multiple recipients instead of sending individual emails from ClientSuccess Automation.

To configure the Group by Customer feature, go to Global Settings>Automation>Automation Rules. In the "Select action(s) to trigger" section there is a "Send an email" option that allows you to turn on the Group by Customer email action.  

When sending an automation email out to customers there are two options for delivery:

1. Separate Emails - This option sends individual emails to all recipients when triggered.(Default)
2. Group by Customer - Sends a single email to ALL configured contacts/recipients by customer.

To enable this feature, change the toggle switch to on and a single email will be sent to each customer to ALL configured contacts/recipients when the automation rule is triggered.

Placeholder Validation for Email Actions

In addition, we have added placeholder validation to the email action for which placeholders can be used based on the triggers selected, the # of recipients, etc.   If an incompatible placeholder is used, a validation error will be given and it must be fixed before the rule can be saved.

Please reach out to your CSM with any questions, or contact support@clientsuccess.com for additional help with setup and configuration.