Great minds think alike

Currently the only way to view template folders is "All" view. When switching to the "Owned by me" view, it only shows the templates, not folders. This makes it hard to keep templates organized. Please include folders I've created in the "Owned by me" view.   Also a view that doesn't show templates you've moved into a folder until you enter the folder would be great. If this was the default view i would be fine with that.  ...read more

Currently, we can not use custom object properties in 1:1 email templates as personalisation tokens.    This would allow us to send custom emails with data that we frequently use! One of our main objects is a custom one and we can't send any data stored there to our customers.    This ability would be hugely beneficial!  ...read more

To help show the benefit and usage of snippets it would be beneficial for admins to see the usage of snippets within the portal. This would help to show who is using what snippets and overall if there's any snippets which aren't been used to then allow us to either edit or remove unused snippets. ...read more

ADD FOLDER FILTER   Currently, when you send a one-to-one email, you can select Templates, and choose to filter the Templates by the Owner.   It would be very nice to have the option to filter by the Owner AND the Folder.   We are given folders to organize our Templates when creating them, but no access to the folders specifically when search within a Contact Page.   **Folders are accessible on the Mobile app, but not on the Desktop.       FIXED ORDER FOR TEMPLATES   We organize our Templates by name and want the most frequently used Templates in order.   We use numbers in the Template Name to achieve some order, however it's a very finicky system. As you can see, '10' comes after '1', skipping '2', '3', and '4' etc...   Please fix this... or better yet... Please give us the the option of arranging a FIXED order for the Templates we want to see listed here. ...read more

Hi All,   Our Sales team is rather small (8 individuals) but works internationally in multiple languages (British English, American English, French, German, Italian, Spanish, Mandarin...). We use Email Templates and Snippets on a daily basis and record each piece of content in multiple languages. In its current form, it requires creating each email template and snippet multiple times, for each language, as individual records. This causes difficulties in managing, finding and updating them -even using folders and private team views.   Our request is the following: Would it be possible to have language variations within the email templates and snippets like we can do with our web pages and blogs? So we can create ONE email template/snippet, and add the content in multiple languages within this same record. This would help both the Sales Ops maintaining them and the Sales team using them.   Thanks in advance, JB ...read more

IDEA: Allow us to use personalized tokens for sales templates!   Hubspot support confirmed that "we do not have the ability to insert personalized image tokens to pull in a marketing email and/or sales template."   USE CASE: Images are the perfect way to customize an email for Account Based Marketing. We'd like to include a screenshot of the website, a LinkedIn profile, etc. ...read more

The placeholder token could be a lot more useful with a small tweak,    at the moment, the placeholder token is *almost* very useful - it allows us to define custom information that the salesperson needs to amend before sending out a template, where that custom information isn't stored in a property field.    however, it still allows the salesperson to send out an email without having customised the placeholder token, which could end in poor customer experience.    At the moment, the placeholder token provides little extra added value than us defining them within the template itself. In fact, it's a little less useful, as in the template we can format it with yellow highlights around the text, which is more noticeable than the current format of the placeholder token.    what would be super useful, is if the system checked whether the placeholder tokens had been overwritten by the salesperson before allowing the email to be sent to the contact. It could even highlight the particular placeholder that the salesperson has failed to overwrite with a message that they forgot to fill it in - a bit like how users cannot complete forms without 'required fields'. This would help increase compliancy and accuracy.  ...read more

The Text Limitation - As you're aware there is a limitation in how much text you can include in the body of a snippet. This is disappointing as there may be paragraphs you send quite often that don't necessarily qualify to be a template. For example, we have a variety of plans each with their own unique product offerings. A snippet would be a helpful tool for quickly inserting the cost of a specific plan plus it's lineup of products. The text limitation prevents this ability. ...read more

It would be nice to include pictures in a snippet, treat it more like a rich text box that has formatting so that more informative building blocks can be created.    Who - service/sales team goal - quickly build elements of an email or communication, espeically for use in comments/notes and live chat, tickets, tasks, etc. value - save time finding the right image/screenshot examples - just about every rich text editor has image capability, not sure why they can't be added to snippets. ...read more