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 My Settings > Gainsight AI Settings.

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 Choose an Image to upload an image from the system.
      
   2. 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 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: File size must be less than or equal to 5 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.

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: