Folders for Email templates
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Can we have folders for email templates similar to reports. This would help in organising templates and would make navigation easier
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For now though, I'll mention that Gainsight does have a "variant" feature that is intended to help with template overcrowding. This allows you to take a standard communication and add slightly tweaked versions underneath it. Then you can define what criteria to look at when picking a variant in the outreach setup. I'd reference the Create and Sent Multi-Variant Emails KB.
Thanks for sharing this idea. We will add it to the backlog and prioritize the same in the roadmap. We have standardized folders as a way for organizing assets(reports,vault etc.) in the product and will move towards this direction.
A follow up question - Is it purely for organizing or are there use cases for permissions and access control at a folder level?
Thanks
Abhishek S
So, yes, I do think both organizations and permissions would be ideal.
I didn't think about the permissions and access question, but now that you bring it up, I think that would be very helpful. We have a manager here who needs to edit only a couple of templates. If we could restrict access to the folder where the templates are stored, we can tighten down on potential errors.
We've used variants in some instances and are exploring consolidating existing related emails by using variants. However, folders or tags would allow us to quickly organize our templates and delete unused emails.
It will be easy to choose relevant template when we edit Email in Program.
With this release(6.4), you can now create folders in Email Templates and Programs pages to organize your templates and programs respectively. All the folders are displayed in the left pane on the respective page. If you click any particular folder name, all the templates or programs included in that folder are displayed in the right pane. Gainsight provides a default folder called Uncategorized where all of the existing Email Templates and Programs are stored. You cannot modify the name of this folder or delete it.
ou can create new folders and move the existing email templates and programs into the new folder. You can also nest any number of folders in another folder.
please follow this article for more information.
Thanks for brining this up!