Folders for email templates
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!
Comments
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@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!
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Was about to come on the community and ask exactly for the same feature!
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Tatiana Bazzi said:
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.
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We would love that aswell! It would be perfect to have folders and subfolders. We also struggle with the high number of templates.
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This would be a really helpful feature!
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Here here!
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@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.
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Any update on this? It's been 7 mos already this feature still not available? why?
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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.
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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!
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Any update on whether this will be implemented soon?
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Maria Trigueiro said:
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.0 -
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?
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Agree - this is a must have!!
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Agree - this is a must have!!
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Any chance this has made it to the programmer's short list?
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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!
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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!
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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.
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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?
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@Meher. I'm open to discussing our email template needs with your team.
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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 :)
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