Folder System or Hierarchy to Organize Journey Orchestrator
None
As we develop more content in Journey Orchestrator (Email Templates, Programs, Power Lists) it's becoming increasingly hard to find what I'm looking for. I'd like to see a better way to stay organized, for example a Folder System or Hierarchy. If each section in Journey Orchestrator had the same logic as the Playbooks section in Cockpit, that would resolve this pain point.
To stay organized with Email Templates, here are a few examples of how I'd want to use folders or hierarchy:
- CSM Emails
- Tech Touch Emails
- Test Emails
- Live Emails
- Playbook Specific Emails
- Archived
Powerlists:
- Product
- ARR
- CSM
- Tech Touch
- Archived
Current state, they're all mixed together making it difficult to manage and identify the template/list/program you're looking for.
PLEASE UPVOTE MY IDEA :)
To stay organized with Email Templates, here are a few examples of how I'd want to use folders or hierarchy:
- CSM Emails
- Tech Touch Emails
- Test Emails
- Live Emails
- Playbook Specific Emails
- Archived
Powerlists:
- Product
- ARR
- CSM
- Tech Touch
- Archived
Current state, they're all mixed together making it difficult to manage and identify the template/list/program you're looking for.
PLEASE UPVOTE MY IDEA :)
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https://community.gainsight.com/gainsight/topics/copilot-organization-adding-folders-to-power-list-e...
https://community.gainsight.com/gainsight/topics/folders-for-email-templates?utm_source=notification...
https://community.gainsight.com/gainsight/topics/organizing-copilot-email-templates
We've been live for 4 months and I have 11 programs with 98% of them being stopped versions of the same program due to tweaks. I dread ow unwieldy this will become as we actually start building out new programs.
Is there a status update on the idea for foldering? I'm unable to find the related requests John Applebaugh posted after the Community relaunch. However, it seems that this is a high request.
As we continue to expand our Gainsight usage, most of the tools in Journey Orchestrator are becoming unmanageable. I have 19 programs running, with 13 more launching today. This number does not include the total stopped programs because as Kelly mentioned previously, you can't edit programs without stopping and copying. (another feature request that I hope is coming soon!)