IMPORTANT UPDATE
Vault assets accessed by clicking the Gainsight Vault icon, will be retired. Our best practice assets can now be accessed from Administration > Sightline Vault. Learn more...

 

IMPORTANT UPDATE July, 2019: Vault assets will be retired in the near future, and currently only Playbook and Report assets are compatible with the latest functionality.

To download email templates:

1. Navigate to Journey Orchestrator > Email Templates.  (or click the Vault tab and browse or search across Vault asset types)

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2. Click Import from Gainsight Vault.  

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3. Use the hierarchical structure on the left to navigate to the available email templates. In addition, you can use the Search field to select the desired email template.
Note: Search is currently limited to the theme you are viewing/selected.

4. Click the email template name to open a preview window, or click Download. The Preview window appears.  

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5. To download templates into your org, click DOWNLOAD.

 You can view the downloaded email templates at Journey Orchestrator > Email Templates list page. Downloaded templates will have the Vault folder or theme name appended to the email template name.

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