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New Idea

Ability to delete system email templates

Related products:CS Journey Orchestrator, Email & Notifications
matthew_lind
heather_hansen
kelly
darkknight
bradley
+3
  • matthew_lind
    matthew_lind
  • heather_hansen
    heather_hansen
  • kelly
    kelly
  • darkknight
    darkknight
  • bradley
    bradley
  • saltamash
    saltamash
  • alizee
    alizee
  • dayn.johnson
    dayn.johnson

kelly
  • Helper ⭐️⭐️⭐️
  • 312 replies

I have 0 use for system email templates, that now clog my template list and dropdown selection in programs. Why can’t I opt to remove them when they will not be used in this organization?

8 replies

alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 664 replies
  • June 21, 2024

+1.

 

At the very least being able to view them and edit them ? Outside of a program that is. I don’t even get why this is how it is. I don’t know what organization could use a system template without the thinnest layer of customisation either…


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 648 replies
  • June 21, 2024

Asked about this at PAL200 in St Louis, looked again today. Definitely no “edit” options yet.

We’re currently building new templates. Would be great to be able to drop them in the “system” folder, but guess that’s not how we’re meant to use them? 🤔

The only way I can see these system templates being useful is if we were able to create tokenized templates for our CSMs to use, and just pulled those locked templates into those areas as needed -- in areas where we don’t want any edits to be made.


ssamarth
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  • Gainsight Employee ⭐️
  • 165 replies
  • July 26, 2024

@alizee you can clone a system template & then edit. Also in the new template creation flow user can start from these ready to use  templates and customize accordingly.

 


dayn.johnson
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 648 replies
  • July 26, 2024
ssamarth wrote:

@alizee you can clone a system template & then edit. Also in the new template creation flow user can start from these ready to use  templates and customize accordingly.

@ssamarth, I think this misses the point of this idea. Unless we can customize the templates within the system folder (and add new templates to the system folder so they can’t be accidentally deleted), it’s a waste of space in the menu.

We have a small set of templates we use that we’ve built outside of the system templates folder, and which means we have not one but two template folders in the sidebar.

It should be an easy win to give us the ability to edit and remove those templates as needed.

 

 


bradley
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  • Expert ⭐️
  • 1131 replies
  • July 26, 2024
ssamarth wrote:

@alizee you can clone a system template & then edit. Also in the new template creation flow user can start from these ready to use  templates and customize accordingly.

 

@ssamarth honest question: How does making a copy of a system template and editing it, solve the problem of not wanting the system templates available in the first place, because they are not going to be used and just add clutter and confusion?


ssamarth
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  • Gainsight Employee ⭐️
  • 165 replies
  • July 30, 2024

@bradley i was responding to @alizee query on editing system template 

alizee wrote:

+1.

 

At the very least being able to view them and edit them ? Outside of a program that is. I don’t even get why this is how it is. I don’t know what organization could use a system template without the thinnest layer of customisation either…

 


bradley
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  • Expert ⭐️
  • 1131 replies
  • July 30, 2024
ssamarth wrote:

@bradley i was responding to @alizee query on editing system template 

alizee wrote:

+1.

 

At the very least being able to view them and edit them ? Outside of a program that is. I don’t even get why this is how it is. I don’t know what organization could use a system template without the thinnest layer of customisation either…

 

Fair enough, but I believe the query was about *editing* the system templates. Making a copy and editing the copy is vastly different than editing the thing itself. I don’t think anyone in this thread is concerned about not having enough templates, or an inability to create or modify their own templates. 


alizee
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  • VIP ⭐️⭐️⭐️⭐️⭐️
  • 664 replies
  • July 30, 2024
bradley wrote:
ssamarth wrote:

@bradley i was responding to @alizee query on editing system template 

alizee wrote:

+1.

 

At the very least being able to view them and edit them ? Outside of a program that is. I don’t even get why this is how it is. I don’t know what organization could use a system template without the thinnest layer of customisation either…

 

Fair enough, but I believe the query was about *editing* the system templates. Making a copy and editing the copy is vastly different than editing the thing itself. I don’t think anyone in this thread is concerned about not having enough templates, or an inability to create or modify their own templates. 

What Bradley said: I want to edit them so they are of use. Cloning them will just keep the clutter of system templates on one side, and then “edited system templates” on the other. I just don’t get it. 


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