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marcos.beinder
marcos.beinder
Contributor ⭐️⭐️⭐️
May 1, 2023
Development

Enable Personal Email Templates for CSMs and AMs to create

Related products:CS Email & Notifications, CS Group Send
  • May 1, 2023
  • 11 replies
  • 149 views

Currently it is not possible for our Gainsight End Users to create their own email templates for future personal use. The system is dependent on an Admin to create it for them. While that makes sense for JO or specific playbooks, it frankly is not user friendly enough for a large scale deployment.

SalesLoft has a very similar capability and it gives the Admin the option to allow users to create Personal or Team templates. The personal template is very popular, and it is quite helpful to the admin team to create appropriate team templates.

My thought is that something similar could be achieved in Gainsight where Templates would either be Team Templates or Personal Templates. This could be managed from an admin perspective with an appropriate permission bundle as well as a tagging of each email template as to whether or not it is a personal template or a team template. Personal templates would only be available to the creator, while team templates would work in the current manner. Email personalization through Email Assist or Gainsight Assist would continue to be an option.

Happy to discuss this further. Grateful if the product team could review and consider this for the road map.

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    kstim
    kstim
    Helper ⭐️⭐️
    February 1, 2024

    I also worry about giving our end users the ability to create their own email templates. It’s a lot of power to have at hand when the admin-level knowledge isn’t there (and of course, is not expected). Because of this, we don’t use Self Service Analytics and most of our end users don’t personalize their own Gainsight Home pages. If implemented, proper toggling on and off of this feature by the admin is paramount.

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