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Angela.Felicissimo
Angela.Felicissimo
Contributor ⭐️⭐️⭐️
March 23, 2018
Question

Clone Playbooks with Email assist tasks

  • March 23, 2018
  • 3 replies
  • 73 views
I need to clone playbooks from Account level to relationship level. Most of my playbooks have email assist tasks included. Why can't I clone these playbooks given that they are going to use exactly the same email templates?

    3 replies

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    March 28, 2018
    @Angela, This is a valid ask.
    Currently this is not in our road map. I am adding this to our road map and redirecting this to our Product team .

    We will get back to you if at all we need more inputs on this. Thanks for the post,
    H
    Gainsight Employee ⭐️
    hitesh_sharma
    Gainsight Employee ⭐️
    March 28, 2018
    Hi Angela,

    To give more context,

    Initially we had Email Templates 1.0 which were segregated by Account and Relationship entities, hence cloning of Email Task was not given. For Email Template 2.0 this should not be an problem, but still we do support Email Template 1.0, so this would be tricky to handle.

    Regards,
    Hitesh
    reneehouse
    reneehouse
    Contributor ⭐️⭐️⭐️⭐️⭐️
    June 7, 2018
    +1 This would be a huge timesaver for my team!
    Renee House
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