E-Mail template "Product field" not available

Michael Giftthaler
Michael Giftthaler Member Posts: 1

Dear all,

I have created an automated workflow triggered by a won deal to inform our after-sales team. 

To provide the necessary information, different fields are drawn in an E-Mail template.  Unfortunately the  important field "products" can not be selected to be sent to our after-sales team.

Am I the only one with this setting? Can anybody help? (I do not want to create the work-around with a custom field)

Best Regards

Michael

 

 

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    edited February 2022 #2

    Hi @Michael Giftthaler 

    Thanks for sharing. Unfortunately the field isn't available now :( are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

  • Jürgen Kuttenberger
    Jürgen Kuttenberger Member Posts: 9
    First Comment
    edited April 2021 #3

    Hi @Michael Giftthaler 

    Thanks for sharing. Unfortunately the field isn't available now :( are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

    Hi @Mike van der Valk: We have the same problem discribed above. For us the product information is necessary as well. Is there a solution in progress?

    kind regards, 

    Jürgen

  • Inês Batata
    Inês Batata Posts: 2,087 PIPEDRIVE TEAM
    5 Likes First Anniversary First Answer Name Dropper
    edited May 2021 #4

    Hi @Michael Giftthaler 

    Thanks for sharing. Unfortunately the field isn't available now :( are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

    Hi @Jürgen Kuttenberger !

    We're currently getting ready for customer interviews, and a subject will be, among others, email templates. So this might be in the future scope if we validate the need at a greater scale. I can't promise anything but I have nudged the Product Manager to consider interviewing you and @Michael Giftthaler 😉

    In the meantime, this is where we make all product update announcements, make sure to follow them:

    • Follow What's Planned to know what we're currently working on and what’s to come.
    • Follow What’s New and don’t miss any new release announcements.
    • Join our Research and Beta Testing channel for the chance to try out early versions and give us your opinion about new and improved features before they go live.
  • Mike Wiener
    Mike Wiener Member Posts: 12
    First Anniversary First Comment
    edited August 2021 #5

    Hi @Michael Giftthaler 

    Thanks for sharing. Unfortunately the field isn't available now :( are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

    any updates regarding this topic?

  • Change Masters
    Change Masters Member Posts: 1
    edited October 2021 #6

    Hi @Michael Giftthaler 

    Thanks for sharing. Unfortunately the field isn't available now :( are they members of Pipedrive? Perhaps you can share the url to the deal itself with your team inside that email?

    I am also looking for Product Fields in email templates. I find it odd that all the other types of fields are there except products?

     

    Thanks

    Hermann @ Change Masters

  • VoIPman
    VoIPman Member Posts: 3
    First Comment First Anniversary
    edited April 2022 #7

    Hi, this would be really good. Its pretty standard CRM functionality.

  • Greg Johnston
    Greg Johnston Member Posts: 2
    First Comment
    edited April 2022 #8

    We need this add product details to email template feature too! Any update on when this will be available?