Folders for email templates

Chip Royce
Chip Royce Member Posts: 7
First Comment

Suggest having a folder system for the email templates.

For example:

  • I have 30-40 email templates
  • They deal with different types of scenarios in an ordered cadence
  • I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...)
  • I have to scroll through a long list to find what I need
  • Some emails were written for trade shows and other events. I don't want to delete as I may use as a template for other situations
  • Having folders would make this so much easier!
4
4 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited June 2020 #2

    @Chip Royce I really like that suggestion personally! I've made sure our team picks up your feedback and takes a look at your suggestions, thanks for sharing!

  • Tatiana Bazzi
    Tatiana Bazzi Member Posts: 11
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    edited February 2022 #3

    Was about to come on the community and ask exactly for the same feature!

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited November 2020 #4

    Was about to come on the community and ask exactly for the same feature!

    In that case thanks for responding here @Tatiana Bazzi this shows us better how many users are in need of this.

  • Martin Eckardt
    Martin Eckardt Member Posts: 25
    10 Comments 5 Up Votes
    edited June 2020 #5

    We would love that aswell! It would be perfect to have folders and subfolders. We also struggle with the high number of templates.

  • Silja Petasch
    Silja Petasch Member Posts: 2
    edited June 2020 #6

    This would be a really helpful feature!

  • Martin Eckardt
    Martin Eckardt Member Posts: 25
    10 Comments 5 Up Votes
    edited June 2020 #7

    @Mike van der Valk  Are there any plans to bring folders for email templates? 

  • Julian Philpott
    Julian Philpott Member Posts: 5
    edited September 2020 #8

    Here here!

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited September 2020 #9

    @Martin Eckardt sorry I missed your comment and @Julian Philpott thanks for chiming in. Currently it's not in the immediate plans to work on it. I do know our team is aware of the request but it has not been prioritised at the moment.

  • John CEO
    John CEO Member Posts: 3
    edited November 2020 #10

    agree very good idea

  • Diego_25273
    Diego_25273 Member Posts: 1
    edited February 2022 #11

    Any update on this? It's been 7 mos already this feature still not available? why?

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited January 2021 #12
    Diego said:

    Any update on this? It's been 7 mos already this feature still not available? why?

    Hi @Diego unfortunately not everything that's suggested, no matter how good can be put to work directly. We have many great suggestions from all over the world and internally we always have to prioritise those against another. Because of this it can happen that some things either never get done or it just takes a while for us to get there after the more urgent work. 

    Currently there are no active plans to create this functionality, it is in our backlog of ideas at the moment unfortunately.

  • John CEO
    John CEO Member Posts: 3
    edited February 2022 #13

    PD you need to stop thinking like programmers and more like business people.  Folders help us organize under the mess of data and should be standard.  Start looking after your customers better and deliver practical solutions!

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited January 2021 #14
    John CEO said:

    PD you need to stop thinking like programmers and more like business people.  Folders help us organize under the mess of data and should be standard.  Start looking after your customers better and deliver practical solutions!

    Hi @John CEO 

    Thanks for your comment. I'm passing this on to our email team. I know that we're currently looking to expand that team and have people focus on improving the area, I'll make sure this is one of the things they will consider!

  • mariaftrigueiro
    mariaftrigueiro Member Posts: 2
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    edited February 2022 #15

    Any update on whether this will be implemented soon? 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,242
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    edited March 2021 #16

    Any update on whether this will be implemented soon? 

    Hi @Maria Trigueiro unfortunately no update :( I'm going to nudge the email team about this and see if we can increase priority but currently it's not in the short term plans.

  • AutoBizBrokers
    AutoBizBrokers Member Posts: 3
    edited August 2021 #17

    Just as everyone else has suggested, having email template folders would be extremely helpful, and from and outside perspective it seems like it would be easy to implement. Is there any update on if this will be implemented soon? If not, has it been discussed by the Pipedrive team as a potential future fix/upgrade and is there a reason that this feature is difficult to create or add?

  • Jason Lang
    Jason Lang Member Posts: 2
    edited February 2022 #18

    Agree - this is a must have!!

  • Jason Lang
    Jason Lang Member Posts: 2
    edited February 2022 #19

    Agree - this is a must have!!

  • Dave_17957
    Dave_17957 Member Posts: 1
    edited July 2022 #20

    Any chance this has made it to the programmer's short list?

  • Daniel Axelbaum
    Daniel Axelbaum Member Posts: 34
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    I appreciate everyone commenting on this important topic! Email templates are a huge part of our success and it is not easy to organize right now. If anyone has any Integrations or apps that have been useful please let me know! 

    I'm playing around with CloudHQ on my Gmail which is pretty cool but does not integrate. Thanks everyone and @Mike van der Valk!

  • David Favreau
    David Favreau Member Posts: 3
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    @Mike van der Valk This should be prioritized as this is a fairly simple feature with a lot of repercussions. From the many discussions open about this feature in the last couple years, it's clear that your clients need it. Please do it!

  • Jannik
    Jannik Member Posts: 4
    First Comment


    is there any new information on this topic? the function would be really helpful.
    


  • Graham Cox
    Graham Cox Member Posts: 141
    100 Comments Second Anniversary 25 Likes 5 Up Votes

    Agree this would be useful. At the moment I prefix every template to categorise them. Eg INVOICE or FOLLOW UP etc. But folders would be much better.

  • Meher
    Meher Product Manager Posts: 15
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    edited September 20 #25

    Hi everyone, I'm the Product Manager for the Email team at Pipedrive, and we're currently exploring ways to enhance the template experience. We'd greatly appreciate the chance to talk with you to delve deeper into this idea. Your insights would invaluable to make sure the solutions meets your needs. Would you be open to discussing this idea further with us over a call?

  • Shaheen Lambert
    Shaheen Lambert Member Posts: 1
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    @Meher. I'm open to discussing our email template needs with your team.

  • Meher
    Meher Product Manager Posts: 15
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    @Shaheen Lambert Sharing my availability here. Encourage everyone to book a slot. It will be helpful to get as many insights so that I am able to make a strong case for this idea on our roadmap :)