I am looking for best practices for organizing Email templates i Gainsight Assist for the end user. We utilize Gainsight Assist frequently but the number of email templates is growing rapidly. The search feature appears to be very limited. Does anyone have advice on how you organize your templates so that the end user can know and quickly access which templates are available? Is there a particular naming convention that has worked for your organization?
Question
Email Template Organization Tips
+11Hi Tracy!
We struggle with this too, and I wouldn’t say we’ve “cracked the code” at all for a solution, but what we’ve found works well for us is the following:
For activity-based emails:
[Segment] [Activity Name] [Action]
- SMB Renewal Conversation Follow Up
- MM QBR Scheduling
- ENT EBR Pre-Send
For other emails:
[Segment] [Subject Keyword]
- SMB Professional Services
- MM Implementation Guide
Usually I’ve found that there is a keyword in the subject of the template that I’ll use in the template name, as that is usually what a user will use to search by first.
Hope this helps. I’ve tried getting more complex with our naming conventions, but I think I “overdid” it. I try to find a balance and not be overly prescriptive.
Thank you for your input
Sign up
If you ever had a profile with us, there's no need to create another one.
Don't worry if your email address has since changed, or you can't remember your login, just let us know at community@gainsight.com and we'll help you get started from where you left.
Else, please continue with the registration below.
Welcome to the Gainsight Community
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.