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elizabeth
elizabeth
Contributor ⭐️⭐️⭐️
June 2, 2016
Solved

Salesforce templates in copilot

I have a customer who is interested in importing a SF template into CoPilot. Is it on our roadmap to be able to do so? 
      lila_meyer
      lila_meyerAnswer
      Gainsight Employee ⭐️⭐️⭐️
      June 2, 2016
      This is the article: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
      Lila Krutel, Dir. Global Education Services
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      3 replies

      lila_meyer
      lila_meyer
      Gainsight Employee ⭐️⭐️⭐️
      June 2, 2016
      Sundar will know whether this is planned or not. As a workaround, I was going to say that the user can copy and paste content into a CoPilot email template. But our support article says, "if you copy and paste text from another source, the formatting will be removed." Sundar, can you also confirm this is accurate/current?
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      Lila Krutel, Dir. Global Education Services
      gaurav_kotak
      gaurav_kotak
      Expert ⭐️
      June 2, 2016
      This is not a priority at this point. I believe we now have HTML edit so should be more streamlined and should review the doc. 
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      lila_meyer
      lila_meyerAnswer
      Gainsight Employee ⭐️⭐️⭐️
      June 2, 2016
      This is the article: https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/...
      Translate
      Lila Krutel, Dir. Global Education Services
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