Send email template directly from the person's contact page
T
Tammy Peix
I have several email templates that are sent through campaigns or workflows, but I can't easily select the template I want and send it to a person, I have to create a campaign or workflow for that.
Could have the option to go on contact the person page and choose the template, the same is done for WhatsApp templates
the function that exists today (Snippets) is not interesting
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K
Karl Peeters
I could not believe that this was not already implemented. The bizarre about this is that you can send the email from the contact overview page by checking the contact and then choose for "send email" from the top menu.
You even get to choose from the email snippets and the email templates.
It would be a lot more practical if this was possible from the contact detail screen.
C
Chris Oconnor
Completely agree! This is a necessity.
M
Mason Kerns-Harper
Couldn't agree more, makes no sense that we can send our templates directly from the page. I doubt anybody is using snippets like that