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CoPilot Template snippet


elizabeth_adams_c593ee
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It would be helpful to include a little 'snippet' almost a mini-template that can be pulled into multiple templates and then updated in one place. - We often include little timely taglines like check out or new offering XYZ! It would be great if we could have a little snippet that we could include in the signature line that we could update in one place and have it replicate through existing templates where that's used. Right now, we keep the emails pretty generic because it is unrealistic to update so many templates with the current promotions.

3 replies

manu_mittal
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  • Gainsight Employee ⭐️
  • 639 replies
  • January 20, 2017
Hi Elizabeth,

Having this flexibility with signatures makes a ton of sense. We do the same internally. Is that sufficient or would you also need such customizability within the core email content?

elizabeth_adams_c593ee
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Hi Manu - I can't think of a use case within the core at the moment. 


elizabeth_adams_c593ee
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I did come up with a use case! We have a metrics report we send out each month. In it, we have to update the relevant dates in six places. It would be really helpful to make the update in once place and have it update in all. 

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