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christopher_sanderson
christopher_sanderson
Helper ⭐️⭐️
December 4, 2018
Development

Custom Headers/Footers for Email Templates

Related products:CS Email & Notifications, CS Group Send
  • December 4, 2018
  • 15 replies
  • 528 views
Would love the option to have a repository of custom headers and footers that could then be added to email templates. These could be legalese/privacy policy type things, or a set of hyperlinks to other resources, etc. Rather than having to recreate each time, or copy paste from previous templates, just being able to drag and drop within the editor would save time. Especially if there needs to be an update to the language, where it makes more sense to do it once for the many, rather than many for the one.

      15 replies

      etling
      etling
      Contributor ⭐️
      December 5, 2018
      Yeah - like Snippets in Marketo emails. I am new to Gainsight email templates, but I feel like there is a layer missing - a template layer ABOVE the current template editor, that determines things like content container width, background color, a global logo header/address footer, etc etc.

        Nalin
        Contributor ⭐️⭐️⭐️
        February 3, 2021

        I agree. I recently started working with Email Templates and immediately felt the need of custom Headers/Footers. Any improvement over existing Image editing/sizing will be great.

          chethana
          Expert ⭐️
          June 15, 2021

          Hello All,
          We are revamping our template building experience which will address this requirement as well. Please allow us to come back to you on update on this.

            zdsiegert
            zdsiegert
            Helper ⭐️
            October 5, 2022

            Any update on this @chethana ?  We are looking to customized the footer and link to a Custom URL Preference Center that we maintain.  Thanks! 

              talexis
              Gainsight Employee ⭐️
              talexis
              Gainsight Employee ⭐️
              February 23, 2023

              Hi @chethana , do we have any updates on this? I know a few additional users who would benefit from this.

                JayS
                JayS
                Helper ⭐️
                February 23, 2023

                A note from my experience with Emails … Gainsight PX automatically adds a footer with an unsubscribe link, and I think a link to view the email in a browser. As a Gainsight user, we do not have access to view or edit that footer. 

                My understanding is that the unsubscribe just creates a flag on the Gainsight user record so that user doesn’t receive future emails from Gainsight. It doesn’t communicate with any other opt-out lists your company may have.

                Jay Sherwood
                anirbandutta
                anirbandutta
                Expert ⭐️
                February 24, 2023

                @ssamarth this one needs a refresher on where we are at.

                It's an opportunity for engagement
                dayn.johnson
                dayn.johnson
                VIP ⭐️⭐️⭐️⭐️⭐️
                July 31, 2023

                Could we get an update on this? I would like to know where this idea might fall on the roadmap before we start converting all of our emails that were built in the old email editor to the new email builder.

                Staff CS Content & Comms Manager, 2x Gainsight CS Ops Product Council Member
                  ssamarth
                  Gainsight Employee ⭐️
                  ssamarth
                  Gainsight Employee ⭐️
                  August 4, 2023

                  @zdsiegert @JayS  We are working on providing a Out of Box capability to customize the email preferences footer (with external link). This is planned in next two quarters.

                  @JayS Unsubscribe all opts out that user from all email categories which were linked to that email. There is also a global flag in Person object which puts a blanket opt out.

                  @dayn.johnson This is something we are planning in next year. However we have improved the edit experience of old templates in new editor. Do check that out.

                    alizee
                    alizee
                    VIP ⭐️⭐️⭐️⭐️⭐️
                    August 4, 2023

                    Generally, I think it would be awesome if this repository could also include a way to have one template but just change out blocks in the template or versioning the blocks, so that we wouldn’t have to maintain 20 full versions of certain emails and just be able to change some bits in the middle.

                    The most expensive part of building is the mistakes. That's true in construction. Not so much in CSOps. So ask questions, make mistakes and learn. All views expressed here are my own.
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