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deb
deb
Contributor ⭐️⭐️
June 9, 2017
Solved

Email Assist - "Email Template" dropdown menu is cumbersome to use

  • June 9, 2017
  • 6 replies
  • 195 views
When adding an Email task to a Playbook, it is currently rather difficult to search for the correct Email Template via the dropdown menu. The drop down menu does not sort templates alphabetically, by date updated, or any seemingly logical manner.

I have hundreds of Email Templates located in CoPilot. Even with very organized naming schemes, it is frustrating to locate the Email Template I want to use via the dropdown.

Can it be listed alphabetically, by template update (newest > oldest), or even better - include a search option?
    Best answer by hitesh_sharma
    Hi All,

    As part of the Summer release(will be available Sept 1st week), you can find search option in the drop-down when searching for Email Templates.

    Regards,
    Hitesh

    6 replies

    angelahibdon
    angelahibdon
    Contributor ⭐️⭐️⭐️⭐️
    June 9, 2017
    I second the search capability!
    Angela Hibdon
    nitisha_rathi
    nitisha_rathi
    Expert ⭐️⭐️
    June 12, 2017
    Hi,

    I totally agree, we will improve it soon.

    Thanks,
    Nitisha
    H
    Gainsight Employee ⭐️
    hitesh_sharmaAnswer
    Gainsight Employee ⭐️
    August 8, 2017
    Hi All,

    As part of the Summer release(will be available Sept 1st week), you can find search option in the drop-down when searching for Email Templates.

    Regards,
    Hitesh
      edleguizamo
      edleguizamo
      Contributor ⭐️⭐️⭐️
      April 29, 2020

      Hi all,

       

      The search functionality is great but i still think the sorting by alphabetical order is still key. Bringing this back up here :https://community.gainsight.com/cs-ideas-21/sorting-of-email-templates-in-email-assist-38017#post41413

       

      If anyone would take a sec to vote and comment :)

      Eddie Aguilar - Manager, CS Operations
      angela_domenichelli
      angela_domenichelli
      Contributor ⭐️⭐️⭐️⭐️⭐️
      April 29, 2020

      Hi all,

       

      The search functionality is great but i still think the sorting by alphabetical order is still key. Bringing this back up here :https://community.gainsight.com/cs-ideas-21/sorting-of-email-templates-in-email-assist-38017#post41413

       

      If anyone would take a sec to vote and comment :)

      Hi Ed!

       

      Recently Gainsight did add the ability for Admins to toggle whether an email template is visible to the CSM in the CTA Add Email list.  Would it help your end users if the Admins reduced the number of templates available?

      Angela Domenichelli (She/Her/Hers)
      edleguizamo
      edleguizamo
      Contributor ⭐️⭐️⭐️
      April 29, 2020

       

      Hi Ed!

       

      Recently Gainsight did add the ability for Admins to toggle whether an email template is visible to the CSM in the CTA Add Email list.  Would it help your end users if the Admins reduced the number of templates available?

      Hi Angela,

       

      We currently do not have too many but some of our end users are having a trouble adopting because they do not know what is available. We have this great naming convention like starting things with (Conference-) or (Lifecycle-) but they show up scattered in the email assist dropdown from cockpit. We have showcased the search feature but still low adoption. I think it should be a pretty simple update to push with major benefits for a lot of GS users. Right now in the Admin>JO>email assist templates I noticed the it sorts as I update them (which gets messy). The vision would be that the CSM would see the drop down and have a grouping similar to this:

       

      Conference- Name of Template 1

      Conference- Name of Template 2

      Conference- Name of Template 2

      Lifecycle - Name of template 1

      Lifecycle - Name of template 2

      Lifecycle - Name of template 3

       

      We do a pretty good job of archiving old templates but we use this funcionality a lot.

      Eddie Aguilar - Manager, CS Operations
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