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elizabeth_adams_c593ee
elizabeth_adams_c593ee
Helper ⭐️⭐️⭐️
January 18, 2017

CoPilot Template snippet

  • January 18, 2017
  • 3 replies
  • 25 views
It would be helpful to include a little 'snippet' almost a mini-template that can be pulled into multiple templates and then updated in one place. - We often include little timely taglines like check out or new offering XYZ! It would be great if we could have a little snippet that we could include in the signature line that we could update in one place and have it replicate through existing templates where that's used. Right now, we keep the emails pretty generic because it is unrealistic to update so many templates with the current promotions.

      3 replies

      manu_mittal
      Gainsight Employee ⭐️
      manu_mittal
      Gainsight Employee ⭐️
      January 20, 2017
      Hi Elizabeth,

      Having this flexibility with signatures makes a ton of sense. We do the same internally. Is that sufficient or would you also need such customizability within the core email content?
      elizabeth_adams_c593ee
      elizabeth_adams_c593eeAuthor
      Helper ⭐️⭐️⭐️
      January 20, 2017
      Hi Manu - I can't think of a use case within the core at the moment. 

      Elizabeth Panska
        elizabeth_adams_c593ee
        elizabeth_adams_c593eeAuthor
        Helper ⭐️⭐️⭐️
        November 15, 2017
        I did come up with a use case! We have a metrics report we send out each month. In it, we have to update the relevant dates in six places. It would be really helpful to make the update in once place and have it update in all. 
        Elizabeth Panska
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