Automate CRM (Elay CRM) Ideas Portal đź’ˇ
Your Voice Matters. We value your feedback, feature requests, and ideas — and we take every suggestion seriously to build a better product for you.
Your Voice Matters. We value your feedback, feature requests, and ideas — and we take every suggestion seriously to build a better product for you.
Similar to how the search name in the automation is a hyperlink to the search itself, the name of the selected email template in an email should be a hyperlink to the email template itself.
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Customer Challenge
When needing to verify that we have selected the correct template when designing an automation, we need to go back to the templates page and find the correct template--mostly surrounded by templates of a similar name. This proves mentally tedious and introduces a chance for a serious error of human origin. Simplifying the process of viewing the template by making it a hyperlink will erase a majority of these cases. |
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Business Case
Remove error when selecting email templates, hence causing the ROI in email automations to go up slightly. |
