Solved

Can you use an existing Salesforce Template in CoPilot, or Gainsight in general?

  • 17 June 2016
  • 1 reply
  • 39 views

Badge
  • Shoshin
  • 314 replies
We have some pretty robust HTML templates built by some of our other internal teams. I would love to be able to pull these templates into Gainsight somehow, ideally into CoPilot. 



Is this possible?

Are there instructions I can follow somewhere?



Thanks!



-Ben
icon

Best answer by dan_ahrens 17 June 2016, 16:47

View original

1 reply

Userlevel 7
Badge +1
Hi Ben,



You can paste and edit HTML code directly in CoPilot.





This support page has some added details about the features available in CoPilot templates: https://support.gainsight.com/hc/en-us/articles/206358958-Create-CoPilot-Email-Templates



And here are some CoPilot coding guidelines that you will find useful: https://support.gainsight.com/hc/en-us/articles/207090407-CoPilot-Email-Coding-Guidelines



Not all features of HTML are supported, but most of the ones central to email messaging are. See below:



What kinds of HTML code are accepted in Email Templates?You can bring in any HTML code that you’ve used to build templates in Salesforce or Marketo. It is currently not possible to edit the HTML once you’ve brought it into CoPilot, however, you can use the WYSIWYG editor to update the template formatting. Basic HTML is supported, but it’s not guaranteed that all the formatting will be retained; however, you can edit the template after that. We recommend sending yourself a sample email to test how the email looks in your email client.



Good luck!



-Dan

Reply