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cameron_wright
Gainsight Employee ⭐️⭐️
April 15, 2021
New Idea

Report / filter on CTAs with Email Templates used

  • April 15, 2021
  • 4 replies
  • 42 views

Currently as standard in the product we don’t have a way to report / filter on email templates used in a CTA.

 

Example would be “show me all CTAs w/ email template ‘Survey Followup’ being used”

 

Now this would also be a bit more complicated when multiple Email Assist steps are being used with different templates but currently we don’t have a good way to bring in that data to the CTA itself. This would be super helpful for customers looking to do this. 

4 replies

sai_ram
Expert ⭐️⭐️
May 20, 2021

@cameron_wright sorry for the delay. Thank you for sharing this here. I am sharing this with product team. 

sriram pasupathi
Helper ⭐️⭐️
May 28, 2021

@cameron_wright Why does the user need to see this? I am trying to understand the intent here.

cameron_wright
Gainsight Employee ⭐️⭐️
May 28, 2021

@sriram pasupathi they wanted to delete templates that were not being used by their users. 

Cameron Wright - Sr. Security Engineer
sriram pasupathi
Helper ⭐️⭐️
June 3, 2021

Understood. Thanks for the feedback. We will check if there is a way we can get the last used date for a template.