E-Mail Tempaltes - Formatting and Options

LemNick
LemNick Member Posts: 6 VERIFIED MEMBER
First Comment
edited April 16 in Sales CRM #1

Hello everyone,

I am trying to find more information about the options that can be used when creating e-mail templates. I need a few things related to formatting and also need the ability to send fields that are blank instead of showing as error every time.

Answers

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 208 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers

    Hi @LemNick ! Pipedrive supports standard html formatting. Google email html best practices to get the general idea.

    Can you please explain the error situation or record a loom / provide screenshots? Not clear how and when this happens. Pipedrive itself does not have the functionality to show an error when a field is missing.

  • LemNick
    LemNick Member Posts: 6 VERIFIED MEMBER
    First Comment

    When there is a mapped field that is blank the boxes turn red.

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 208 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers

    Ah gotchu, yes, right. So the simplified functionality goes like this:

    emails wont go out to recipients with missing merge fields when sending thru batch emailing.

    When sending individual emails, you can replace a missing field with any custom message/word.

    There's no functionality for substitute or skipping, so you either adjust manually in one-by-one messaging or create a default value, smth like a non-breaking space set in workflow automations to fill a missing field with empty-looking data.