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steve_davis
Gainsight Employee ⭐️⭐️
December 28, 2017
Parked

Variant Email Templates In Email Assist

Related products:CS Cockpit & Playbooks
  • December 28, 2017
  • 83 replies
  • 1719 views

I have a request from a customer to be able to use (for example) the language variant when using email assist. In testing this it appears that it always defaults to the first in the list (English) when sending out. They'd like the email sent out to a contact outside the US to receive the email in the local language similar to the way that JO works. At this time it looks like they'd need to create a template for each language. 

83 replies

andreammelde
Helper ⭐️⭐️
July 1, 2020

@chethana  Use case 1 and 2 would be most often. I think it would be majority one or another template than many, many templates. Use case 3 might be more often for our team in EMEA, but we still tend to be 2 languages there.

 

I like the variant being right next to the template. Does that mean that CSMs can change the template out as well, or will the variant be the only changeable option?

Andrea Carroll
Jef Vanlaer
Helper ⭐️⭐️⭐️
July 9, 2020

Got the request from our users this week. Happy to see it's coming up.

@chethana Use case 1 definitely is the most common.

Expert ⭐️
July 9, 2020

Hello All,

This is coming in soon. 

As we are planning to support variant selection in email assist i wanted to runt eh solution with you all and see if it solves most of your use cases.
Solution:  Manual approach.

Please see below for the quick overview of how will this option look like.

  • User will be provided with a variant selection option when working with email task.
    • Use case 1:
      When user is sending email to 5 recipients and  all recipients of email need same email template variant[ I assume this is most of the use cases which we have today].With new solution user  can choose the email template variant from the drop down.
    • Use case 2:
      when user is  sending email to. 5 recipients, out of which 3 needs english variant and 2 needs spanish variant, in this case user has to send 2 emails one with english variant and another one with spanish.
      With new solution user has user can use adhoc email feature [documentation] where user can send email without having to create a email task. But once the email is sent email task will be automatically added to the respective CTA.
    • Use case 3:
      When user is sending emails to 5 different where all 5 require different variants. With new solution user has to send 5 different emails [adhoc emails] one for each variant.
    • Use case 4:
      For use case 2 & 3, another approach is create multiple email task as per language needed with language mentioned in the subject, user can work on them and choose the required variant as defined the task.
      Fo example: If CTA has 4 tasks, 1 of which is email assist, which requires  2 different languages,  playbook will be updated with an additional email assist for that second language, so CTA suddenly has 5 tasks.

Please let me know which of above mentioned use cases is the most frequently encountered. Feel free to provide your comments on the solution mentioned above.

Contributor ⭐️⭐️⭐️⭐️⭐️
September 1, 2020

Our business is also very hopeful for this feature. We often have playbooks with multiple assists and CSMs need to be able to select which version of the template they need based on the brands they support.

 

@chethana this solution would work for us. We just need to give CSMs the ability to select a specific version of an email template - so we are primarily use case 1.

spencer_engel
Expert ⭐️
September 1, 2020

What’s the latest on this? Seems to be a pretty popular ask/need for folks.

kelly
Helper ⭐️⭐️⭐️
September 2, 2020

Use Case 1

Expert ⭐️
September 4, 2020

Hello All,

We are working on this feature, i shall keep you posted about the expected release timelines.

Expert ⭐️
September 24, 2020

Hello All,
We are working on supporting multivariant templates in email assist. This is planned to be available by end of Q4.Here is the how we have visualised it. 
If playbook has any email task, then template variant can be assigned to it. If its adhoc email then default template will be english version, user can change it to their desired version.
 

 

Contributor ⭐️⭐️⭐️⭐️⭐️
September 24, 2020

Thank you, @chethana. We are very much looking forward to this functionality.

Expert ⭐️
October 15, 2020

Hello All,
We are addressing this in our new email assist implementation. Here is a preview of what it will look like.The version drop allows user to choose variant they like to send out for a selected template.