Inserting Action Buttons in Email Body
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Rachid Lghachi
Hi SmartSuite Team,
I would like to propose a feature that allows the insertion of action buttons within the body of emails generated by SmartSuite. These buttons could trigger specific actions via webhooks.
This feature would be particularly useful for:
Approvals or Rejections: Users could approve or reject requests directly from the email by clicking a button.
Receipt Confirmation: Allow recipients to confirm that they have received and read a document or notification.
Event Follow-Up: Insert buttons allowing recipients to RSVP or sign up for an event or meeting.
Triggering actions via webhooks from buttons embedded in emails would greatly enhance the interactivity and efficiency of email communications. It would also allow seamless integration with other systems and existing automations.
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David Crowle
Is this possible to incorproate into Twilio text messages as well? I'm wanting clients to be able to check into appointments by clicking a link triggering a webhook or to fill out a form. Or even to pay invoices
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Jim Bain
This can be done one now by using a third-party tool like fillout.com.
Nic Hossfeld
Would be good to have the same thing in slack or teams messages
Jon Darbyshire
Hiya Rachid Lghachi, thanks for this post! I have a few more questions for you:
- Could you provide examples of the specific actions you would like these buttons to trigger via webhooks?
- What level of customization would you like for these action buttons (e.g., text, color, size)?
- Are there any specific security or privacy considerations we should be aware of when implementing this feature?
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Rachid Lghachi
Jon Darbyshire
Thank you for your response. Here are some details regarding the use of action buttons via webhooks:
- Examples of Specific Actions to Trigger:
- Approvals or Rejections : Users could click buttons to approve or reject requests. For example, approving a leave request or accepting a quotation.
- Receipt Confirmation: Allow recipients to confirm that they have received and read a document or notification, which could update the status in the system.
- Attendance Tracking: For events or meetings, buttons could be used for RSVPs. For example, a "Participate" button to confirm attendance at a meeting.
- Level of Customization Desired for Action Buttons:
- Text: Ability to customize the text on the buttons to reflect the specific action (e.g., "Approve," "Reject," "Confirm").
- Color : Option to choose different colors to distinguish types of actions (e.g., green for approve, red for reject).
- Size : Adjust the size of the buttons to make them easily visible and fit well within the email design.
- Security or Privacy Considerations :
- Webhook Security : Ensure that webhooks are secure and can only be triggered by authorized users. This might include authentication mechanisms to verify user identity.
- Data Privacy : Ensure that sensitive information is not exposed in emails or the actions triggered. Data transmitted via webhooks should be protected to maintain the confidentiality of the information.