Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
Comments
-
This makes a lot of sense. I've added the "feedback" tag to your post so that our team sees it and hopefully we can prioritise it
Thanks for sharing!2 -
Mike van der Valk said:
This makes a lot of sense. I've added the "feedback" tag to your post so that our team sees it and hopefully we can prioritise it
Thanks for sharing!Thank you so much! We are adding a ton of email templates right now and having folders would allow for so much more organized. Let me know if you have any updates.
1 -
the same question from my side... Hubspot has folders and it makes everything much simpler in terms of email templates functionality
I have 10 templates now and there is already a mess and a chance to chose the wrong one while clicking quickly...0 -
This is something that I would really love. My client keeps moving me among different business development projects which each have different messaging. Folders would allow me to organize by project and not have to rely on the naming of the templates quite so much.
1 -
I appreciate everyone commenting on this important topic! We have so many email templates as well and it is very hard to organize them effectively with Pipedrive. Although I love Pipedrive!
I'm playing around with CloudHQ on my Gmail which is pretty cool but does not integrate. If anyone has any suggestions I'm most interested!
0 -
This is such a great idea! We have so many email templates that we use for our company and it's becoming a struggle to sift through them and find the one we are looking for. It would be a tremendous help to have a folder feature for the Email Templates to organize more efficiently and to smooth out this process. I hope we see this implemented vey soon!
0 -
@Mike van der Valk hope you're well. Any update on when this may be implemented?
0 -
Hi everyone, I am from the Email team at Pipedrive and we are currently evaluating this idea as a candidate for our next year's roadmap. Will you be open to talking about this in a call? We want to understand what are the issues you are experiencing with the current layout and what could be the potential solutions for it. @Paul Minors @Courtney Bridges
1 -
I would be very open to talk about this if you wish, happy too!
0 -
Sure, I'm happy to talk about this.
Really it's very simple. When you have a lot of email templates, it's quite hard to find the one you want to use when they're all in one big list. Having customisable folders (e.g. sales, support, nurture) where I can store different templates would make them easier to manage and find.
0 -
That is summarized perfectly!!
0 -
Hi Meher,
I'd love to find a time to work together and find a solution for this.
0 -
Thanks for sharing your availability @Meher. I want to respect your time and as I said, for me this solution is very simple:
When you have a lot of email templates, it's quite hard to find the one you want to use when they're all in one big list. Having customisable folders (e.g. sales, support, nurture) where I can store different templates would make them easier to manage and find.
It would be great if when I compose an email and click on 'Templates' the popup could show my template folders first. I then click to go into a folder where I can see all templates within that folder.
But if this isn't clear, please let me know.
0
