Recent searches


No recent searches

Folder Structure for Email Templates



Posted Aug 21, 2021

Feature Request Summary: 

Since the users compose email templates, are also bundled with Lead Sequences templates, it would be nice to be able to create a number of different folders to help keep lots of templates organised. 

Description/Use Cases: 

Example, in my business, I service a number of different streams of customers;

  1. Rental
  2. Hire Purchase
  3. Lease

There are a number of templates for each and it would be nice if I could organise them in a folder structure rather then 20 templates that resemble something like

  1. Rental - Private Events - Wedding
  2. Rental - Private Events - Funerals
  3. Rental - Corporate - Conference etc etc
  4. Hire Purchase - Education - Plan1
  5. Hire Purchase - Educaiton - Plan 2 etc etc

Business impact of limitation or missing feature:

Enabling a folder structure feature would increase our productivity as I would be more inclined to build out more canned responses instead of running with a "Master template" which we then delete information from - which we have in the past cross sent incorrect responses. 


0

0

0 comments

Please sign in to leave a comment.

Didn't find what you're looking for?

New post