Boost Your Email Efficiency with Pipedrive Email Templates!

Liz (Ops Designed)
Liz (Ops Designed) Member Posts: 229 VERIFIED MEMBER
Fourth Anniversary 100 Comments 5 Answers 25 Likes
in Apps and Integrations #1

Tired of typing the same emails repeatedly? Pipedrive's email templates are your solution! This quick guide shows you how to create them, and the video below provides a detailed walkthrough.

Why templates? Save time, ensure consistency, and personalise effortlessly!

Quick Steps:

  1. Start a new email (ideally from a deal).
  2. Go to email > template > manage templates > add new.
  3. Name it and set visibility.
  4. Add your subject.
  5. Paste your content and use dynamic fields (deal, person, org).
  6. Fix any formatting.
  7. Test the template and remove any fields with missing info.
  8. Send yourself a test email.
  9. Use "remove style" for consistent formatting if needed.
  10. Save and test again!

Watch the full, step-by-step video tutorial on our YouTube or let me know if you have anyq questions!

https://youtu.be/r2YyVu0GK7Q?feature=shared
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