Multi-version support in playbook email tasks and email Assist

Hi ​@manharwalia 

Sorry, nothing yet.

I’ve raised this internally again for an update.

Tagging ​@AshutoshSingh 

We have acknowledged the ask ​@manharwalia. We will not be able to pick it up this year because of the priority for CTA Enhancements planned. But will keep you posted on any updates planned.

Thank you

Preethi

135 votes and 7 years between the two is wild and disappointing to see that yet again, is not being picked up and prioritized. Or rather, dropped in priority after multiple other attempts to prioritize it. 

Not being able to select variants in Email Assist (but somehow can through the Gainsight plugin??) makes for unnecessary admin work and just increases the tech debt with the increased assets to support the use cases.

Email template versions need so much work.

Example:

Just ran into this issue because someone asked me about using multiple versions in a playbook, and I assumed wrongly that the feature would be available after all this time and the revamps of cockpit and email templates.  I too noticed that it works in Gainsight Assist and Email Assist, but didn’t think to check playbooks since it seemed logical that they would all work the same.

Now, I have to create 2 separate tasks instead of just one, and that’s just more administrative work for the CSMs as well. 

How is this still an issue after all this time?

Crossposting here from this post (since it’s parked).

Even if multiple variants work in Gainsight Assist, if I didn’t know any better, I wouldn’t think it did.

Example screenshots below. 

I created four templates for our account teams to use in Gainsight Assist to promote conference registration, based on region and public vs. private sector.

Based on the second image, my eye does not go to the version selection box. Because there are critical differences in these templates, I want our account team to easily be able to apply the correct template, hence I need to create four templates when one should work in theory.

I would expect to see a larger callout prior to the template being applied if there are multiple versions, requiring the user to select their chosen template before even having the option to apply a template to their email.

This is still needed!  Please allow email versions to be accessed from email tasks in Playbooks.

This is a HUGE need. So many of our Playbooks have different emails for single step. It’s not practical to force CSMs to add a task manually when they’re completing a Playbook. In fact… that kind of defeats the purpose of the Playbook!

louder for those in the back...