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ryan
Contributor ⭐️⭐️
February 24, 2016

JO Template Folder Structure

  • February 24, 2016
  • 14 replies
  • 133 views
The Email Template section in CoPilot is very hard to navigate through when we have 40+ templates.  Adding an organization structure would be incredibly helpful here. Looking at the structure of the vault templates, something similar and customizable would be very helpful.  

    14 replies

    reneehouse
    Contributor ⭐️⭐️⭐️⭐️⭐️
    November 9, 2016
    This idea would be great for my organization.  Folders are preferred, but the ability to search via tags would also be beneficial.
    Renee House
    gaurav_kotak
    Expert ⭐️
    November 9, 2016
    two updates

    1) Copilot

    Today in copilot users admins are having to create more emails / outreaches that what is ideal based on different language, slight variants in email template and follow up. We plan to streamline this. More specifically, we are planning to (a) Make it easy to create multiple variants within a single email template and (b) add the concept of multi-step outreaches where you can link together multiple emails that logically solve the same use case or campaign. This should dramatically reduce number of emails / outreach (e.g. 1 customer send an survey email + reminder in 9 languages, resulting in 18 outreaches. with (a) it will reduce to 2 and with (a+b) will reduce to 1. 

    (a) - multiple variants is planned for Q1, and b - multi step outreaches, shortly after (we are starting work soon but it is a longer more complex project)

    Does this plan resonate? Post this, we will look to get your feedback on whether folders/tags are still important

    2) Folders - We do plan to implement folders in reports for Q1. Engineering is reviewing specs right now to determine feasibility / timing. 
    jackie_toomey
    Contributor ⭐️
    February 12, 2018
    Is there an updated timeline on this? 
    Helper ⭐️⭐️⭐️
    March 1, 2020

    Hello All,

    Folders in Emails templates has been released.

    Thanks!