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seth_schroeder
seth_schroeder
Gainsight Employee ⭐️⭐️
August 5, 2016

Organizing JO Email Templates

  • August 5, 2016
  • 8 replies
  • 74 views
A useful feature would be the ability to organize CoPilot email templates either by some type of folder system or by tags that can be placed on the template.

    8 replies

    lauren_mintz
    lauren_mintz
    Helper ⭐️⭐️
    August 8, 2016
    Couldn't agree more. From an adminsitrative perspective, copilot (power lists & templates) require more organization. Here's a similar idea: https://community.gainsight.com/gainsight/topics/copilot-template-folder-structure
    dstokowski
    dstokowski
    Gainsight Employee ⭐️⭐️
    August 8, 2016
    This an area we are actively working on - foldering across assets in our application.
      andy_sackley
      andy_sackley
      Helper ⭐️
      September 14, 2016
      Hey Denise - any timeframe on this? 
      Many thanks!
      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      September 14, 2016
      Stretch for Q4. Planned for calendar Q1. 
        elaine_cleary
        elaine_cleary
        Helper ⭐️⭐️
        October 16, 2016
        Can we also consider updating CoPilot Email templates to reflect "X playbooks using this template" for Email Assist -  in addition to the existing "X outreaches using this template"?  Or will the new approach for organizing CoPilot Email Templates also help with the challenge of keeping track of Email Assist templates (beyond a standard naming convention)? 
          heather_hansen
          heather_hansen
          VIP ⭐️⭐️⭐️⭐️⭐️
          March 2, 2017
          I agree with Elaine. Would like an indicator on the Email Templates page to also show me if I'm using it in a playbook as well.
          marianne
          marianne
          Contributor ⭐️⭐️
          April 17, 2017
          Gaurav or Denise, is there an updated timeframe for folder functionality in CoPilot?
            faust_belarmino
            faust_belarmino
            Helper ⭐️⭐️
            March 14, 2018
            There's another post about this :)
            https://community.gainsight.com/gainsight/topics/folders-for-email-templates?topic-reply-list%5Bsett...
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