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In the Gainsight Assist Template Folder view, hide folders when templates are not available to Gainsight Assist

Related products:CS Journey Orchestrator, Email & Notifications

jrich
  • Contributor ⭐️⭐️⭐️⭐️
  • 36 replies

We really like the idea of the folder view and restricting templates to Gainsight Assist.  However we are finding that the template folder still shows in Gainsight Assist, even if none of the templates in the folder are available to users in Gainsight Assist.

This causes confusion for our users as they are seeing internal and admin folders that are only used for storing JO and Email Assist/Playbook templates.  When the users click on these nothing shows so they think there is an issue with the plug-in.

In the screenshot below, the only folder we want CSMs to see is the CSMs folder:

 

 

10 replies

dhastings
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  • Contributor ⭐️⭐️⭐️⭐️
  • 38 replies
  • February 15, 2023

I agree!  Love the Folder idea, but only display folders, when there are Email Templates available to Users.

 

Thank you,

Di Hastings


manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • March 1, 2023

Valid feedback! @ssamarth, please take a look. 


ssamarth
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  • Gainsight Employee ⭐️
  • 164 replies
  • March 2, 2023
No StatusAcknowledged

davebrown2242
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This needs to be prioritized.

Admin:  As an CS ops admin we need the ability to make email templates ‘public’ for our team to use in Email Assist.  This can be at the folder level with a Boolean that allows it to be available or not, or at the report level. 

 

We have operational emails, customer-facing emails, and internal alert emails.   Note that most do not make sense for Email Assist for Customer Team agents.


sacha
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  • Contributor ⭐️⭐️⭐️⭐️⭐️
  • 57 replies
  • March 20, 2023

This!


davebrown2242
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ssamarth
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  • Gainsight Employee ⭐️
  • 164 replies
  • April 19, 2023

Adding ​​​​​​@arunabhat to pls see


cmultanen
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  • Helper ⭐️
  • 267 replies
  • June 28, 2023

+1, we have a lot of operational and internal email folders that our CSMs would not need to use. It would be great if there was a toggle to show/hide folders, similar to what exists today for templates.


jrich
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  • Author
  • Contributor ⭐️⭐️⭐️⭐️
  • 36 replies
  • August 18, 2023

For anyone tracking, this now appears to be fixed (or the fix is rolling out).  We are seeing it in our org now.  It is much cleaner!

https://support.gainsight.com/Gainsight_NXT/Release_Notes/01_Current_Release_Notes_-_2023/Gainsight_NXT_Patch_Release_Notes%3A_Version_6.37.X_series#Version_6.37.1.2C_August_18.2C_2023


markglenwalker

Yes, please fix this. It is confusing for end users to see folders without any templates in them.


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