Automated emails
How do I include the deal name for reference in an automated email?
Comments
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Hi @Jonathan Walters !
You can use the placeholder fields for that effect. You can use them when composing an email manually, when using an email template, and also when creating an automation that sends an email.
I've done a quick video that illustrates these 3 scenarios for you: http://sharing.pipedrive.com/VvUNrD
Hope that helps!
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Inês Batata said:
Hi @Jonathan Walters !
You can use the placeholder fields for that effect. You can use them when composing an email manually, when using an email template, and also when creating an automation that sends an email.
I've done a quick video that illustrates these 3 scenarios for you: http://sharing.pipedrive.com/VvUNrD
Hope that helps!
Thank you - that worked great!
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