Folders for email templates

Chip Royce
Chip Royce Posts: 8

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!
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Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 15
    Second Anniversary Photogenic
    edited February 24 #3

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

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 42
    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 Posts: 2
    edited June 2020 #6

    This would be a really helpful feature!

  • Martin Eckardt
    Martin Eckardt Posts: 42
    edited June 2020 #7

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

  • Julian Philpott
    Julian Philpott Posts: 6
    edited September 2020 #8

    Here here!

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 3
    edited November 2020 #10

    agree very good idea

  • Diego_25273
    Diego_25273 Posts: 2
    edited February 25 #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 Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 3
    edited February 25 #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 Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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!

  • Maria Trigueiro
    Maria Trigueiro Posts: 2
    edited February 25 #15

    Any update on whether this will be implemented soon? 

  • Mike van der Valk
    Mike van der Valk Posts: 4,389 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 4
    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 Posts: 2
    edited February 5 #18

    Agree - this is a must have!!

  • Jason Lang
    Jason Lang Posts: 2
    edited February 5 #19

    Agree - this is a must have!!

  • Dave_17957
    Dave_17957 Posts: 1
    edited July 8 #20

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