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It would be really good if Firefish could...

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Ability to add templates [Actions Library]

The templates which come as standard are great and the ability to edit them also great. However there are many times when we send very common responses to candidates that it would be really helpful to be able to add templates and then edit then accordingly. This way we could have a number of templates that we can customise for each need we have to send repetitive emails and save us having to copy paste from documents.

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Lucy Challenger shared this idea  ·   ·  Report…  ·  Admin →
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Open for Voting  ·  Product Team responded  · 

Hi All,

You may have noticed that we have recently increased the number of available Bulk Email Templates to 5 for Contacts and 5 for Candidates. If you go into Email Settings you will be able to create 5 different templates and then when you are sending the Bulk Email you can select which one you would like to send from a drop down on the Bulk Email edit view prior to sending. You can find out about the changes on the Fish Tank here: https://firefishsoftware.elevio.help/en/articles/181
We hope this makes life a little easier!

Kind regards,

Lewis

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  • Jamie Trick commented  ·   ·  Report

    This really is a must have guys - the standard templates just aren't enough. The email templates should be completely customizable also - so we can change the names on our system so people know exactly what they are when we change them.

  • Nichola Finn commented  ·   ·  Report

    We really need to be able to customise or add new call note types

  • Rachel commented  ·   ·  Report

    This needs to be sorted urgently as I have so many templates saved off the system.

  • Rachel commented  ·   ·  Report

    I need an increase, as having a temp and perm division our emails are very different and it only allows for department to really use the templates!

  • Jo Young commented  ·   ·  Report

    5 is a start but we could use many more

  • Nathan commented  ·   ·  Report

    An increase would be very useful

  • Harriet Dowle-Hurst commented  ·   ·  Report

    being able to add bespoke email templates would not only save time but encourage more use of the system so communications can be seen by all users. I don't understand why this isn't being actioned already!!

  • Magdalena commented  ·   ·  Report

    Additional templates would be incredibly helpful, especially when emailing multiple candidates and clients. Having all the required information readily available ensures efficiency and accuracy, which is crucial in our line of work.

  • holly commented  ·   ·  Report

    It would be beneficial if we had blank templates on candidate emails as it would save us time having to copy and paste from our folders and it would be better if we had it all in the same place

  • Jodie McDonald commented  ·   ·  Report

    Thanks for adding the Bulk emails but we feel we should be able to have blank templates on candidate emails that we are allowed to create.

    For example we have 6 large temporary clients that everytime a new person starts needs to be sent information / inductions for them to work there. Being able to have these all under the candidate email template would save us time having to copy and past the information. Would appreciate this being looked into for other email templates.

  • Rachel commented  ·   ·  Report

    The small number of emails is very restrictive could this be increased to at least 20.

  • Bob Garton commented  ·   ·  Report

    We find the small number of available templates to be very restricting. The CRM we used prior to our use of Firefish allowed us to create a vrtual unlimited number of templates. These saved us so much time.

    Our consultancy team is frustrated by what for them is a backward step.

  • Sarah Larkin commented  ·   ·  Report

    It would be beneficial to be able to add in templates on the action emails, and be able to change the name of these too. For example, I want to start a sales sequence of email follow ups to attract new business but unable to add new ones and can't change the existing template names. Please can you consider this

  • Laura commented  ·   ·  Report

    It would be great if we could create additional custom email templates or at least be able to amend the names of the existing email templates as many don't apply to us.

  • Beth commented  ·   ·  Report

    Please add the ability to add new email templates

  • Lauren Jow commented  ·   ·  Report

    This is really important to us - and would benefit us significantly. For instance, where we use video outreach - would be great to have this as a contact drop down!

  • John commented  ·   ·  Report

    Agreed, great option to have

  • Rob Samuel commented  ·   ·  Report

    This would be perfect for recording leads as we would easily be able to report on these and create our own visuals/dashboards.

    At the moment there isn't really a tangible way to record leads, please give us the ability to add to this dropdown like we can across most of the system!

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