Format-check an email template + fix strange looking signature?

Björn Blomkvist
Björn Blomkvist Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi,

 

1. How do I format check a text I have in a template?

It LOOKS ok when I copy+paste it but wan't to make sure especially when I add a field (First name) that it also looks good when sent. I believe there is a way to mark the text and then a short command to remove formatting to make sure it's good to go? But what is the short command?

Btw: read somewhere about pasting with Command+Shift+V to avoid/remove formatting but adding a Shift don't work for me (nothing get pasted).

 

2. When I copy paste my email signature I get a block around the different elements (name, phone, logo etc). Is there a way to fix that?

 

I'm on a Mac, Safari browser. Have tried Chrome as well but no difference.

Thanks!

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Comments

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited March 2022 #2

    Hi @Björn Blomkvist !

    You can format check the text in your template by manually sending an email to yourself.

    You should be able to remove all formatting in the signature and in the email body by using the buttons highlighted in the image below. If they're not showing up for you or the formatting is still incorrect, please reach out to our Support team and they will help you troubleshoot.
     

    image
  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited June 2022 #3

    This usually happens when trying to copy & paste the email signature from GMAIL.

     

    You can get around this by recreating the signature inside of Pipedrive direct.

     

    NOTE: The one thing you will not be able to achieve easily is 2 columns [which is likely the cause of your formatting issues] 

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