Automated emails

Jonathan Walters

How do I include the deal name for reference in an automated email?

Inês Batata

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!

Jonathan Walters

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!