Feature request: Send test emails of any email template

ngw
ngw Member Posts: 6 VERIFIED MEMBER
5 Up Votes First Comment
edited June 2024 in Ideas and Product Feedback #1

I am trying to collaborate with colleagues who are not Pipedrive users on our automated emails. There is literally no way to send a test email or otherwise export an email template so that they can see the email. All I can think of is have them go through each of our separate lead channels to receive these as a user would. This is just maddening. Can I suggest adding a test email feature to any email template like you do for the email campaigns!

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  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,360 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    Hi @ngw thank you for the feature request. I have moved it to the Ideas and Product Feedback category for our product team’s consideration.

  • trondhuso
    trondhuso Member Posts: 2 NEW MEMBER
    First Comment
    #3

    I am supportive to this feature. Either by having a preview before it goes out, or make it possible to send the e-mail as a preview to the one that is currently creating or about to use the template.

    It is something I am really missing and would be very valuable!

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