Allow Gainsight admins to configure the default state of the "Group by Company/Relationship” checkbox at the email template level.
Hi Team,
We got a request from one of the customers as below -
Enhancement Request: Allow Gainsight admins to configure the default state of the "Group by Company/Relationship” checkbox at the email template level.
Today, when a user selects "Send Email" and Group Send is used, the checkbox is enabled by default. Users who do not want emails grouped by Company/Relationship must remember to manually uncheck it each time.
Ideally, when configuring an email template, an admin would be able to specify whether “Group by Company/Relationship” should default to checked or unchecked when that template is used for a Group Send. The user could still change the selection at send time; the template setting would simply determine the initial/default state.
Why this would be valuable:
- Different email templates and use cases have different intended sending behaviors, so a single system-wide default does not fit every workflow.
- It reduces the reliance on end users remembering to manually change the checkbox for particular types of sends.
- It helps admins design templates that reflect the intended workflow and provides a more consistent experience across users.
- It reduces the risk of emails being unintentionally grouped when the business process calls for individual sends, or vice versa.
Desired behavior: When an admin creates or edits an email template, provide a setting such as “Group by Company/Relationship by default”. If enabled, the checkbox is pre-selected when that template is used; if disabled, it is not pre-selected. Users can still override the setting before sending.