HTML Email template

Björn Nyckelgård
Björn Nyckelgård Member Posts: 1
edited July 2022 in Sales CRM #1

Is it possible to setup a HTML Email template in Pipedrive? Need this inorder to send out a NPS survey.

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 847
    5 Likes First Anniversary First Answer Combo Breaker
    edited June 2021 #2

    There is currently no way to setup HTML emails directly in pipedrive, but you can use a third party to send the NPS surveys using the data in Pipedrive.

    Example = https://outfunnel.com/

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
    First Anniversary First Comment Name Dropper Photogenic
    edited May 2022 #3

    @Björn Nyckelgård we have something exciting coming up here at Pipedrive to help you with this task :) 
    You can sign up for early Beta group of our own natively built marketing product that contains also a way to create custom HTML templates or use our Drag and Drop editor.

  • Rory Walker
    Rory Walker Member Posts: 1
    edited December 2021 #4

    Hi, is there any update on whether html emails are soon to be available on Pipedrive? Many thanks, Rory

  • Eli Glanz
    Eli Glanz Member Posts: 49
    5 Up Votes Photogenic First Comment First Anniversary
    edited March 2022 #5
    Janis Rozenblats said:

    @Björn Nyckelgård we have something exciting coming up here at Pipedrive to help you with this task :) 
    You can sign up for early Beta group of our own natively built marketing product that contains also a way to create custom HTML templates or use our Drag and Drop editor.

    We would love to send out HTML emails from within Deals in Pipedrive (prefilling deal information)

     

    Any update on this?

  • Janis Rozenblats
    Janis Rozenblats Posts: 169 PIPEDRIVE TEAM
    First Anniversary First Comment Name Dropper Photogenic
    edited March 2022 #6
    Janis Rozenblats said:

    @Björn Nyckelgård we have something exciting coming up here at Pipedrive to help you with this task :) 
    You can sign up for early Beta group of our own natively built marketing product that contains also a way to create custom HTML templates or use our Drag and Drop editor.

    We do have a drag and drop HTML email builder as part of Campaigns by Pipedrive offering now. Check it out. Although these email campaigns are not available from within the Deals area of Pipedrive yet.

  • Björn Stressenreuter
    Björn Stressenreuter Member Posts: 1
    edited May 2022 #7
    Janis Rozenblats said:

    @Björn Nyckelgård we have something exciting coming up here at Pipedrive to help you with this task :) 
    You can sign up for early Beta group of our own natively built marketing product that contains also a way to create custom HTML templates or use our Drag and Drop editor.

    Is there a new status? I'd love to send out better styled emails via pipedrive using templates. 

    Many thanks!

Categories