http://m.getsatisfaction.com/topics/7638783 Folders for Email templates 2018-10-23T19:35:43Z 2017-11-28T07:29:30Z 7638783 http://m.getsatisfaction.com/topics/7638783 7638783 Folders for Email templates 2018-10-23T19:35:43Z 2017-11-28T07:29:30Z Anirudh Allika http://m.getsatisfaction.com/people/8282048 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10842236/photo_medium.jpg anirudh_allika Can we have folders for email templates similar to reports. This would help in organising templates and would make navigation easier idea posts_with_more_me_too_s posts_with_more_me_too_s, high_demand pending 12 20 30 comment http://m.getsatisfaction.com/topics/7638783/replies/19125602 http://m.getsatisfaction.com/topics/7638783 19125602 Ben responded to "Folders for Email templates" 2017-11-28T14:12:17Z 2017-11-28T14:12:17Z Ben http://m.getsatisfaction.com/people/8274286 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11218007/272c2726037d1d941df954063bbb6331_medium.jpg ben_michael_7959047 I know this has been brought up before. I am still very aboard the +1 for this idea! It would be a huge help in organizing our communications (we have a LOT).<br /><br />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 <a href="https://support.gainsight.com/Product_Documentation/CoPilot_and_Automated_Email/Admin_Configuration/Create_and_Send_Multi-Variant_Emails" rel="nofollow" target="_blank">Create and Sent Multi-Variant Emails</a> KB. 0 http://m.getsatisfaction.com/topics/7638783/replies/19125708 http://m.getsatisfaction.com/topics/7638783 19125708 Britton Walker responded to "Folders for Email templates" 2017-11-28T14:52:44Z 2017-11-28T14:52:44Z Britton Walker http://m.getsatisfaction.com/people/8817964 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10968839/photo_medium.jpg britton_walker I'd also like to throw my voice in on this one and mention that we do use variants. The variant feature has been helpful to some extent in this regard, but we still have hundreds of templates. I might even add a suggestion of folders/categorization of some sort for power lists and outreaches. 0 http://m.getsatisfaction.com/topics/7638783/replies/19125714 http://m.getsatisfaction.com/topics/7638783 19125714 Ben responded to "Folders for Email templates" 2017-11-28T14:54:08Z 2017-11-28T14:54:08Z Ben http://m.getsatisfaction.com/people/8274286 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11218007/272c2726037d1d941df954063bbb6331_medium.jpg ben_michael_7959047 Another idea in conjunction with folders, or possible in lieu of, is tags. I think things could be more organized if I could tag a template and then search templates by tags. Folders would be better, but tags would be a big help! 0 http://m.getsatisfaction.com/topics/7638783/replies/19125853 http://m.getsatisfaction.com/topics/7638783 19125853 Abhishek Sivaraman responded to "Folders for Email templates" 2017-11-28T15:47:11Z 2017-11-28T15:47:11Z Abhishek Sivaraman http://m.getsatisfaction.com/people/8029301 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10954636/download_medium.jpeg abhishek_sivaraman Hi Ben and Britton,<br /><br />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.<br /><br />A follow up question - Is it purely for organizing or are there use cases for permissions and access control at a folder level?<br /><br />Thanks<br />Abhishek S 2 http://m.getsatisfaction.com/topics/7638783/replies/19125872 http://m.getsatisfaction.com/topics/7638783 19125872 Ben responded to "Folders for Email templates" 2017-11-28T15:53:50Z 2017-11-28T15:53:50Z Ben http://m.getsatisfaction.com/people/8274286 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11218007/272c2726037d1d941df954063bbb6331_medium.jpg ben_michael_7959047 I would say yes, permissions is a nice addition. I have some "sacred" email templates that truly cannot be edited. Things that we send out for compliance standards. These shouldn't be modified, but I wouldn't mind if they were cloned and used for other things.&nbsp;<br /><br />So, yes, I do think both organizations and permissions would be ideal. 0 http://m.getsatisfaction.com/topics/7638783/replies/19125888 http://m.getsatisfaction.com/topics/7638783/replies/19125853 19125888 Britton Walker responded to "Folders for Email templates" 2017-11-28T15:59:58Z 2017-11-28T15:59:58Z Britton Walker http://m.getsatisfaction.com/people/8817964 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10968839/photo_medium.jpg britton_walker Thank you Abhishek for the update!<br /><br />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. 0 http://m.getsatisfaction.com/topics/7638783/replies/19160228 http://m.getsatisfaction.com/topics/7638783 19160228 Melissa I responded to "Folders for Email templates" 2017-12-12T16:14:09Z 2017-12-12T16:14:09Z Melissa I http://m.getsatisfaction.com/people/7627522 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10733664/M_Reinhart_LR[square]_medium.jpg melissa_i_7321356 I'll throw in my two cents!&nbsp; Folders would be a great help for us from an organizational standpoint.&nbsp; If, on top of that, we could add view and/or edit permissions per folder, that would be amazing!&nbsp; A major request from our CSMs is just an email repository that they can grab a template from.&nbsp; If I can give them view to one folder with all the templates they may want to send to their customers, they could avoid having to create a CTA and add a playbook of 7+ templates, just to send one. 2 http://m.getsatisfaction.com/topics/7638783/replies/19389582 http://m.getsatisfaction.com/topics/7638783 19389582 Alison Hight responded to "Folders for Email templates" 2018-03-13T17:48:03Z 2018-03-13T17:48:03Z Alison Hight http://m.getsatisfaction.com/people/9533422 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11257065/wpe_portrait2_medium.jpg alison_hight_eo6rg8pj0u8sw Folders in the Email Template area would be a huge help to my organization. Multi-variant emails do not work for our needs, and so we have a plethora of cloned email templates (all with similar names and content) floating around the "CoPilot / Email Templates" area. The ability to organize would be MASSIVE.&nbsp; 0 http://m.getsatisfaction.com/topics/7638783/replies/19392664 http://m.getsatisfaction.com/topics/7638783 19392664 Faust Belarmino responded to "Folders for Email templates" 2018-03-14T20:14:14Z 2018-03-14T20:14:14Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino Yes please! Now that we're adding Success Plans and email assists to our playbooks, we're going to have SO MUCH MORE email templates. Folders or some way to organize would be so HELPFUL! 0 http://m.getsatisfaction.com/topics/7638783/replies/19657463 http://m.getsatisfaction.com/topics/7638783 19657463 J.P. Mehlhaff responded to "Folders for Email templates" 2018-07-24T17:37:36Z 2018-07-24T17:37:36Z J.P. Mehlhaff http://m.getsatisfaction.com/people/8794170 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10961368/photo_medium.jpg john_mehlhaff Is there an update on this? We have years of templates in gainsight&nbsp;and the lack of organization makes it difficult to audit our current copies. We have relied on naming conventions which is helpful, but only gets us so far.<br /><br />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.&nbsp; 1 http://m.getsatisfaction.com/topics/7638783/replies/19797489 http://m.getsatisfaction.com/topics/7638783 19797489 Calvin Multanen responded to "Folders for Email templates" 2018-10-10T16:30:47Z 2018-10-10T16:30:47Z Calvin Multanen http://m.getsatisfaction.com/people/9300190 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11206439/profilepic_medium.jpg calvin_multanen Is this still on the roadmap? We've rolled out Gainsight to more teams and as a result, the number of emails has exploded. We absolutely need folders and tags to make this scaleable.&nbsp; 1 http://m.getsatisfaction.com/topics/7638783/replies/19821232 http://m.getsatisfaction.com/topics/7638783 19821232 Faust Belarmino responded to "Folders for Email templates" 2018-10-23T19:35:43Z 2018-10-23T19:35:43Z Faust Belarmino http://m.getsatisfaction.com/people/9412513 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11186040/photo_medium.jpg faust_belarmino 29 votes!!! There's gotta be some traction here from Gainsight!.... :D Please! haha 0