Automatically Map Email Templates to Workflow Steps upon Snapshot Import
M
Matthew Harris
đź’ˇ Request:
Allow email templates (not email actions) to stay linked to the correct workflow steps when included in a snapshot so that:
-- Email steps in a workflow auto-populate with the right template upon snapshot import.
-- Templates remain cleanly organized in their original folders.
-- Updates can be made by just updating the original email template (using email actions requires a workflow refresh as well).
đźš« Issue this solves:
When adding workflows and email templates to a snapshot, the email steps in those workflows do not retain their linked templates after importing to a new sub-account. This forces manual selection for each step, which isn’t scalable—especially with the thousands of users we have.
The current way of doing this using "email actions":
-- Creates duplicate templates in the new account.
-- They’re not organized into folders and clutter the template library.
-- Updating templates requires refreshing both the workflow and template in the original sub-account (instead of just the updating the email template).
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