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Status Future consideration
Created by Brian Trombley
Created on Jun 9, 2020

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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  • Guest
    Reply
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    Jan 24, 2024

    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

  • Danny Grigsby
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    Oct 24, 2023

    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.

  • Kristina Ursin
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    Jun 14, 2022

    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.

  • Annika Hudson
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    May 18, 2022

    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.

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