E-Mail Tempaltes - Formatting and Options
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
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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.
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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.
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