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Message templates

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Include attachments in message templates

No description provided
over 2 years ago in Message templates 0 Backlog

Automatically capitalize name when using variables

When using message variables (using the {{ shortcut), for example if you write "Hi {{recipient.first_name}}," and the contact name isn't capitalized, then you have to manually update it. Would be great if this variable automatically capitalized th...
2 months ago in Message templates 0 Backlog

Support for Embedded, tab-enabled Tables/Forms in Templates

Why Tables/Forms? Forms provide a more efficient method of entering structured data. Forms also reduce errors and encourage data consistency. Desirable Tables/Forms Features Inserting a Table, using the same style of 'Insert Table" interface found...
9 months ago in Message templates 0 Backlog

Allow a {{dynamic variable}} to display multiple items, 1 per recipient

For example, if I send an email to 10 people with {{first_name}}, the variable will fill out the first name for each contact in the recipient list.
about 1 year ago in Message templates 0 Backlog

Hide message templates

We have many different team members who do not use all of (or any of) our team inboxes, and do not need to see all of our message template folders mixed in with their personal message templates. It slows people down and is annoying to have to scro...
about 1 year ago in Message templates 1 Backlog

Larger template preview when searching

Make the message template pop up larger since UI is small and difficult to read
over 1 year ago in Message templates 0 Backlog

Improvements to subject line handling in message templates

No description provided
almost 2 years ago in Message templates 0 Backlog

Filter message templates

Instead of seeing only 4 recent templates, and then ALL templates and having to scroll through everyone's, can we either increase the RECENT section or be able to filter by our own personal templates?
5 months ago in Message templates 0 Backlog

Notes / instructions for templates

When a CSR uses a template, there are often fill in details or instructions like "attach the receipt" that I have tried to include in the text in bold colors but even my best CSRs have shot off the email without removing my instructions during bus...
8 months ago in Message templates 0 Backlog

Reusable components for templates

Be able to have reusable components (Eg headers and footers) that can be referenced within templates - so it's easy to maintain a constant look and feel and easy to make one change that will be reflected across all templates.
8 months ago in Message templates 0 Backlog