Anyone know what allows a given email template to show up in the list of options when configuring an Advanced Outreach? I am trying to get through some unrelated issues (survey translation with in-line question) and one of my attempts is to clone everything. Maybe the new version will get around that.
Anyway, I have cloned my email templates and they are clearly ready in the CoPilot templates section. However, I am not seeing the new template in my AO options for configuration. SOMETIMES they show up after an hour or so. But I do have a template that just plain never shows up.
Anyone know the method behind the madness?
Solved
What makes an email template available when configuring an Advanced Outreach?
Best answer by sai_ram
Hi, You can find migration in our Winter Release. Our Winter Release notes is out,please refer this article. Thanks for sharing 🙂
-Ben
+1Hi Ben-
I had this issue as well. AO requires 2.0 email templates and I was cloning older ones. I recreated them from scratch and they showed up. I’ve also seen the need for a shift+F5 refresh to see new email templates when going between modules in CoPilot.
Hope one of those is your fix. Good luck!
Jen
I had this issue as well. AO requires 2.0 email templates and I was cloning older ones. I recreated them from scratch and they showed up. I’ve also seen the need for a shift+F5 refresh to see new email templates when going between modules in CoPilot.
Hope one of those is your fix. Good luck!
Jen
Thanks Jennifer. Yeah, I have hit the old “2.0 v 1.0” snag before. That is definitely a challenge.
I have also tried the refresh of my browser as well, no luck. Sometimes it’s just a wait and see. However, I have been unable to get some templates to show up at all . They are 2.0 and *should* be available. I guess I’ll keep toying around with it!
I have also tried the refresh of my browser as well, no luck. Sometimes it’s just a wait and see. However, I have been unable to get some templates to show up at all . They are 2.0 and *should* be available. I guess I’ll keep toying around with it!
And...user error. Totally my bad on this one. I had cloned the Thank You email from the follow-up email and didn't remove the inline survey question. Yikes, I must need more coffee.
+2FYI - we will be shipping a conversion tool in the Feb release to migrate your 1.0 email templates to 2.0 format. 🙂
VP of Customer Success at Forcepoint
+1Hi, You can find migration in our Winter Release. Our Winter Release notes is out,please refer this article. Thanks for sharing 🙂
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.