RELATED IDEAS
Provide the ability to customize what is sent within automation emails
We use automation emails to notify PMs and a few others anytime a new idea is posted. These contain no information beyond the name of the idea and a link.
As an Aha admin, I want the ability to select the specific fields I want to include in automation emails, such as description, category, organization, and custom fields.
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The customization would be really helpful, especially for the workflow approval automated emails, it'd be convenient for busy leaders to be able to approve directly in the email, instead of going extra steps/clicks.
It would be important from my standpoint to be able to use these field level merge tags both within the body of the email going out but also in the subject line.
Hey, I wear glasses but this still does not help to properly read the tiny text for Aha updates.
The list is also too long.
Suggestion: the notification should have bigger text, less lines and be formatted by far more userfriedly
tx
font is hardly readable in the email notifications
We use our ideas portal to take license, support, and feedback requests from our sales team for tools that they need and use daily. When we complete requests for license assignments, we have to manually email each user set up and login instructions. Having triggers to auto send the set up instructions for a tool or multiple tools to users based on selections in the form would make our manual processes much more efficient
I would definitly like the ability to include standard idea or feature record fields like, created by, idea name, etc. Also would like the ability to include custom fields & values in the body of the email. Agree with api key being the designation to pull the contextual data for the record.
It would be great to be able to add field values to the automation emails. Currently there is a limited option like this in the ideas portal which sends limited fields (ex. name and description), but it would be great to be able to be able to send all selected fields in the automated email within workspaces too. I would recommend that the api key would be how the field could be added.
We use our idea portal for team members to submit a request for us to contact a vendor for services. The information from the request has to be manually copy and pasted into an email to the vendor. It would be great to be able to create an automation email that contains specific fields that can then be forwarded to the vendor.