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Better, clearer organization of email templates

We'd like to improve the current workflow of creating and using email templates. In this thread we've collected all the comments we've found about email templates and merged related threads. Feel free to add more ideas.

Here are the most common wishes:
1. Sort templates into folders,
2. Full display of long filenames,
3. Sorting and search
4. Save without quiting

156 votes
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AdminTeam Husky (Email features, Wild Apricot by Personify) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

62 comments

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  • Alex Sirota commented  ·   ·  Flag as inappropriate

    This is a duplicate with another item which has 4 votes -- maybe a good idea to consolidate?

  • Alex Sirota commented  ·   ·  Flag as inappropriate

    The current date/time can be used on an email blast when you're not using the built in invoice/automation for memberships. There are times when you want to manually send reminders even invoices using the macro customization. The current/date and time models existing forms of invoices.

    Most templates when they are moved over from other systems (manual or otherwise) prominently display date/time. I actually thought this was a built in {} macro, but surprised to find it is not.

  • Thomas Berry commented  ·   ·  Flag as inappropriate

    The logic of how WA saves e-mail templates escapes me. I end up with copies of copies of templates by following the normal logic of [save] and [save as] that applies anywhere else.

  • Randall Rensch commented  ·   ·  Flag as inappropriate

    After just a few years, we have a hodgepodge of old emails, your templates, our emails to be reused as templates and some actual WA templates we custom built with your initial guidance. The template folder is a mess, and we can't tell one from another because the names are cut off and few have thumbnails. (1) Display full template names. (2) Automatically generate thumbnail image of template as it currently appears. (3) Create someplace for us to put inactive or old, unused (but someday maybe needed) templates and emails (currently we start their file names with "z"! (4) Distinguish between Templates and Emails in the list (Templates should usually be untouched, maybe even copy-only, like yours are, while emails created from the templates are stored i the same list!) and and (5) Let us sort the template list by name, date, etc. You might as well bring the automatic Announcement template system into the manual mail system, since to the user they are essentially the same and (an organization having a customary face) should be interchangeable. BTW, your Email Drafts list is pretty useless to us, as its full of old garbage (requiring time-wasting maitenance) and doesn't show us contents. Looks like IBM-DOS.

  • Bonnie commented  ·   ·  Flag as inappropriate

    Have a search feature in the Email Templates. It would save a lot of time if we could enter search criteria to find templates.

  • AdminTeam Husky (Email features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

    Thanks for your feedback, we are planning to make some changes in custom templates in the future. Tags, folders or something else to better organize mailings is being analyzed.

    We have 1 additional question: how do you search your templates? By image or by name? Maybe a list view, not a grid view, is more suitable for custom templates. What do you think?

    Lily
    Emailing development team

  • Susan Edwards Colson commented  ·   ·  Flag as inappropriate

    Yes! I so agree! We are sending out a weekly email to our membership and the page is getting cluttered. Putting the past emails in a file would be very helpful. Please, please, make this available.

  • AdminTeam Husky (Email features, Wild Apricot by Personify) commented  ·   ·  Flag as inappropriate

    Hello Laura,

    Thank you for your suggestion.
    Frankly speaking, we're planning to redesign custom template view, no timeline confirm yet.

    By the way, we're conducting user testing of our future prototypes on a regular basis. Would you be interested in participating in such a test?

    Lily,
    Emailing development team​

  • Laura commented  ·   ·  Flag as inappropriate

    I would like the option to view email templates listed by name, not by thumbnail.

  • Bob Dickey commented  ·   ·  Flag as inappropriate

    Make email templates and emailing more intuitive. The templates are fine, except one can never figure out how they work. Way too much time lost trying to use them.

  • Walt Bilofsky commented  ·   ·  Flag as inappropriate

    I suggest this could be retitled "Make Email Template Choices Clearer."

    After Compose Email is clicked, for a New email WA shows me the Simple template and our Custom Templates, and then the Themed Templates. Below that - where I never looked - are the Basic Templates, with Blank hidden at the bottom. So I've been using Simple for months when what I really wanted was Blank.

    Also, the Simple template does not appear on the Email Templates screen. It should.

    So I suggest that on both the Email Templates screen and after Compose Email, the templates should be displayed the same. First, the Custom Templates. Then the Basic Templates, with Simple and Blank first. Then the Themed and System Templates.

    If you want to make sure the user knows about the Themed and System Templates, put links to them up at the top of the template list.

  • Chris Elkanick commented  ·   ·  Flag as inappropriate

    We would like to be able to group our email templates into folders for ease of look-up; we have membership emails, newsletter emails, parent newsletters and emails dealing with specific topics. With several different people working emails it would be helpful to also be able to limit them to specific folders.

  • Bader commented  ·   ·  Flag as inappropriate

    It is crucial to have current date field in email templates. This will minimize the need to insert manually, every time.

  • Bonnie commented  ·   ·  Flag as inappropriate

    Have a "Search" feature that allows you to search for a Template in the Template section of Emails. We have many templates to scan before finding what we need.

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