Design Email Templates for Group Send

Add Text 

To add texts in the email template layout:

1. Click the text element in the email template layout.
2. Delete the default Insert your text here text.
3. Enter the required text. 
4. Select the text.
5. Select one or more options from the formatting section such as font type, font size, font color, bold, italic, underline, link, and so on.
   
   
    
6. (Optional) To apply style to Text:
   1. Select the text element.
   2. Click the Style tab. 
   3. Use the Dimension and Border And Background settings to apply one or more formatting options.
      For more information on available styles, refer to the Style section.
      Note: You can add images in the Text element directly using the Rich Text Editor Toolbar. 

Write with AI

The Write with AI feature helps in quickly drafting email content. It uses Generative AI to automatically generate text for your email templates based on user prompts. It elevates your email experience by leveraging AI to boost efficiency and personalization in your email communications.

To add texts to the email template using AI:

1. Click Write with AI. A list of available prompts appears.
   
   
    
2. Select the required prompt from the available options, or use the Type prompt or edit field to add a custom prompt. The suggested AI-generated text appears.
3. (Optional) Select a different prompt from the dropdown to make further edits to the suggested text. 
4. (Optional) Click the Regenerate icon to revise the suggested text.
5. Click Add to insert the AI-suggested text.
   
   
   
   Ensure the following key points regarding the use of AI model in Gainsight:
   • All responses are generated solely by AI and may include inaccuracies or hallucinations. We advise users to exercise discretion and verify all information as needed.
   • Gainsight does not apply any additional intelligence or modifications to the responses generated by the GPT model. Our platform simply facilitates the delivery of these AI-generated responses.
   • To use the Write with AI feature, ensure to turn on the Write with AI toggle from Administration > Gainsight AI > AI Settings.

Add Preheader

You can define Preheader in addition to the email subject. The preheader appears in email clients as preview text, similar to standard marketing emails. The preheader is separate from the email body and is not displayed within the email content.

To add preheader:

1. Click Add Preheader. 
   
   
    
2. Add a preheader text. 
3. (Optional) Click Insert Token to add a token and to add dynamic variables that insert personalized information.
   
   
    
4. Define Token Properties, and click Update. For more information on token properties, refer to the Add Token section.
   
   

Add Image

To add images in the email template layout:

1. From the toolbar, click the Image icon to add an image. The Image Properties page appears.
   
   
    
2. From the Image Properties page, choose one of the following methods: 
   1. Upload: Click Upload Image to upload an image from the system. 
   2. Choose from Library: You can upload images once and reuse them across multiple templates without re-uploading using the Choose from Library option in Upload tab.This is ideal for frequently used assets such as logos, signatures or brand images. To add images in image library:
      1. Click Choose from Library. The Image Library dialog box appears. 
         
         
          
      2. Click Upload Image to add a new image, or select an existing image from the uploaded list.
      3. Click Insert.  
         
         
          
   3. Web Address: Enter the URL of an image. 
      
      
       
3. (Optional) Add Alternate text for the image for SEO purposes. 
4. (Optional) Click Add Link to enter a URL that must open when a user clicks the image. The Image Link Properties section appears.
5. Enter the redirection link.
6. (Optional) Turn on the Link Tracking toggle button.
   Note: Link Tracking allows you to monitor user engagement by tracking clicks on links within emails.
7. Click Update.
   
   
    
8. (Optional) To apply styles to Image:
   1. Select the image element you added.
   2. Click the Style tab. 
   3. Apply one or more options from the Dimension, Border And Background and Mobile Settings sections.
      For more information on available styles, refer to the Style section.
      
      

Note

• Image size must be less than or equal to 2 MB.
• Image must be in one of the following formats: PNG, JPG, JPEG or GIF

Add Link

To add a link in the email template:

1. From the toolbar, click the Link icon to add a link.
   
   
    
2. Enter the Display Text for the link.
3. (Optional) Click Add link description for screen readers to read aloud to add description of link.
4. In the Link field, enter the URL. 
5. (Optional) Turn on the Link Tracking toggle button.
   Note: Link Tracking allows you to monitor user engagement by tracking clicks on links within emails
6. Click Insert Token to add a token. For more information, refer to the Add Token section.
7. Click Update.
   
   

Add Table

Tables inserted natively through the toolbar support full table operations, including adding and removing rows and columns. 

To add table in email template layout:

1. Click Insert Table. The Configure Table dialog box appears. 
2. Enter the value for Rows and Columns.
   
   
    
3. Click Update. 
4. Use the available options to customize the table according to your preferred style.
   
   

Add Attachment 

To add attachments in the email template layout:

1. From the toolbar, click the Attachment icon to add an attachment.
   
2. Select a file from the system. The attachment is added.
   

   Note: The maximum size of each file you can attach is 5 MB, and the cumulative size of your attachments and email body must not exceed 30 MB. 

Add Video

To add videos in the email template layout:

1. From the toolbar, click the Video icon to add a video. The Video Properties page appears.
   
   
    
2. Enter a video link in Video Link field.
   
   
    
3. Enter the Alternative Text.
4. In Video Thumbnail, click Browse and select an image from the system.
5. Select the Video Player Icon.
6. (Optional) Turn on the Link Tracking toggle button.
   Note:  Link Tracking allows you to monitor user engagement by tracking clicks on links within emails.
7. Click Update.
8. (Optional) To apply style to Video:
   1. Select the added video element.
   2. Click the Style tab. 
   3. Apply one or more options from the Dimension, Border And Background and Mobile Settings sections.
      For more information on available styles, refer to the Style section.
      
      

Add Token

To add tokens in the email template layout:

1. From the toolbar, click the Token icon to add a Token. The Token Properties window appears.
   
   
    
2. In the Display Name field, enter a label for the tokenized field.
3. In the Default Value field, enter the text that is added if the token value is missing.
4. Select required value from the Default Mapping drop-down menu.
   
   
    
5. Select required value from the Value Type drop-down menu.
   • CURRENCY
   • DATE
   • NUMBER
   • TEXT
6. Click Update.
7. (Optional) To apply style to Token:
   1. Select the added token element.
   2. Click the Style tab. 
   3. Apply one or more token formatting options.
      
      
      
      For more information on available styles, refer to the Style section.
      Note: For a Company Person, the currency is determined by the Company-level setting. For a Relationship Person, the currency is based on the Relationship-level setting.

Add Spaces 

To add a Spaces invite element in the email template layout:

1. From the toolbar, click the Spaces icon to add a Spaces element. The Spaces Properties window appears.
2. In the Display Text field, enter the text to display for the Spaces invite link. 
3. In the Access Settings section, configure the following properties:
   • User Permission: Select the access level for invited users: Collaborate & Invite or Collaborate Only.
   • Link expires in: Select the number of days after which the invite link expires.
     Note: When a new invite link is generated, it replaces the previous one regardless of the expiry period.
4. (Optional) In the Advanced Options section, turn on the Link Tracking toggle to monitor user engagement by tracking clicks on the Spaces invite link.
5. Click Update.

Insert Smiley

You can choose from a variety of social media icons available from the Insert Smiley. You can select up to five icons at a time.

To add smiley:

1. From the toolbar, click Insert Smiley icon to add an emoji. 
   
   
    
2. Click an emoji to insert it into the email template layout.

Style

The Style tab allows you to apply different styles and formats to the elements to personalize your emails. Refer to the following table for available styles and formatting options for each element:

Restrict Open Tracking

Turn on the Restrict open tracking toggle to restrict email open tracking. 

The following options are available:

• Only track consented recipients: Email opens are tracked only for recipients who have provided consent. Recipients can use this link to land on the consent page where they can give or withdraw tracking consent. Once consent is given, it is saved in the Email Open Tracking field in the Person object.
  
      

• Don't track anyone: Email opens are not tracked for any recipient.
  Note: When Don't track anyone is selected, the open count displays as zero across all email engagement metrics, even if recipients have opened the email.

Consent Page Link

Turn on the Embed link in footer toggle to embed a consent page link in the email template footer. Recipients can use this link to give or withdraw tracking consent. The consent page is available in the following languages:

• English
• French
• Italian

Note: If any recipient in the group has not provided consent, open tracking is turned off for the entire group. This applies when Group By is selected in Group Send. or Send as Group email is selected in JO.

For more information on adding a consent page link as a button or a text link, refer to the Email Template Builder article.