Can you manage sequence emails outside of a created sequence?
lösung
Are emails for sequences saved somewhere so they can be managed outside of entering a sequence and editing the template?
I'm drafting up a bunch of emails for our sales team to use, but I can't find a repository of all the emails for sequences that have been drafted in the past.
Emails created within the sequences tool are only stored there, in the sequences tool.
For a workaround, you could create your emails in the templates tool (Menu > Conversations > Templates) and then select these emails within sequences:
That way, you'd automatically have a repository of all emails created. (I agree that it'd be nice if this was worked both ways, not just from templates to sequences.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
There are Sales templates, Service templates, and Marketing email templates. Only Service and Sales templates can be used for Sequences, so we will assume you mean Sales + possibly Service templates. Again in my experience, 6+ (all) templates are accessed by users who have paid user seats (Either Sales, Service, or both). Even Super Admin need a paid seat, which can be temporairly switched between users, and needs to be used to acces 6+ (all) templates.
If you have the paid seat, you should be able to see all templates and be able to create, edit, and view all. If a Super Admin has gone in and used the Team Partitioning ( only team A can see Team A templates) and you are not super admin, you would want to add yourself as a secondary user to each of the team in which you would want to view the templates.
If none of the above works for you, please post a screenshot of what you are seeing when you go to the Sales/Service templates and @ me. I can usually see what is wrong right from there.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
There are Sales templates, Service templates, and Marketing email templates. Only Service and Sales templates can be used for Sequences, so we will assume you mean Sales + possibly Service templates. Again in my experience, 6+ (all) templates are accessed by users who have paid user seats (Either Sales, Service, or both). Even Super Admin need a paid seat, which can be temporairly switched between users, and needs to be used to acces 6+ (all) templates.
If you have the paid seat, you should be able to see all templates and be able to create, edit, and view all. If a Super Admin has gone in and used the Team Partitioning ( only team A can see Team A templates) and you are not super admin, you would want to add yourself as a secondary user to each of the team in which you would want to view the templates.
If none of the above works for you, please post a screenshot of what you are seeing when you go to the Sales/Service templates and @ me. I can usually see what is wrong right from there.
Best, Stefani Johnson Defect and Database Administrator University of Advancing Technology uat.edu I Earn Tech Respect
Emails created within the sequences tool are only stored there, in the sequences tool.
For a workaround, you could create your emails in the templates tool (Menu > Conversations > Templates) and then select these emails within sequences:
That way, you'd automatically have a repository of all emails created. (I agree that it'd be nice if this was worked both ways, not just from templates to sequences.)
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer