HTML Email Templates

Ruben van Bergeijk
Ruben van Bergeijk Member Posts: 3 VERIFIED MEMBER
5 Up Votes First Comment

I'd be great if we were able to create HTML email templates so we can send more visually and conversion-centric emails.

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  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    Fourth Anniversary 100 Likes 5 LOLs 5 Answers
    edited February 2022 #2

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

  • Ruben van Bergeijk
    Ruben van Bergeijk Member Posts: 3 VERIFIED MEMBER
    5 Up Votes First Comment
    edited April 2020 #3

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Hi @Mike van der Valk  thanks for your reply! I tried Mailigen yesterday, great tool, but unfortunately the two-way sync only allows for syncing based on people and organizations - not deals. I hope the deeper integration will offer that functionality.

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited April 2020 #4

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Ruben van Bergeijk yes deal sync is one of the first improvements that we are working on already.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    Fourth Anniversary 100 Likes 5 LOLs 5 Answers
    edited April 2020 #5

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Much more cool stuff to come in the integration, don't give up on Mailigen just yet, we'll surprise you (positively I hope haha) 😆 

  • Ruben van Bergeijk
    Ruben van Bergeijk Member Posts: 3 VERIFIED MEMBER
    5 Up Votes First Comment
    edited April 2020 #6

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Janis Rozenblats awesome! Cannot wait to see it in practice. Anything you can share on the ETA of a beta program for the elaborate Mailigen-Pipedrive integration? 

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited April 2020 #7

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Ruben van Bergeijk I expect the deal sync to come in around 5-6 weeks as we are currently collecting all the insights and will be working on the improvements starting next week.

  • Chip Royce
    Chip Royce Member Posts: 7 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited February 2022 #8

    Long time PD customer here - at least 4 years?

    I believe this needs to be a feature in Pipedrive as part of the email integration and within our Pipedrive workflows. Not force customers to purchase a 2nd product. 

    Please let us know how quickly this can be implemented!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    Fourth Anniversary 100 Likes 5 LOLs 5 Answers
    edited June 2020 #9

    Long time PD customer here - at least 4 years?

    I believe this needs to be a feature in Pipedrive as part of the email integration and within our Pipedrive workflows. Not force customers to purchase a 2nd product. 

    Please let us know how quickly this can be implemented!

    Thanks for sharing your feedback @Chip Royce I've passed this on to our email team. Unfortunately, at this point in time I can't give any estimation if we decide to add this functionality in the email integration and how much time this would potentially take. 

    The tool Mailigen up here comes with many more features then just the HTML templates. You can read more about the company here if you'd like: https://www.mailigen.com/

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Lastly, I'll make sure your comment reaches our team to see if we can also include this functionality in the Pipedrive email sync but I hope you understand I can't give you an answer on this directly. 

  • David Cross
    David Cross Member Posts: 6 VERIFIED MEMBER
    First Anniversary First Comment Photogenic
    edited July 2022 #10

    The ability for us to create and use fully customized HTML/CSS email templates in PipeDrive would allow us to send out branded emails that are properly formatted to our requirements.

    "Templates" currently refers to the text used in an email but isn't really adequate of a sophisticated email marketing platform.

  • Brad Krause_13404
    Brad Krause_13404 Member Posts: 367 VERIFIED MEMBER
    First Comment 5 Up Votes
    edited January 11 #11

    Yeah, The emailing and templates within pipedrive isn't really meant or suited for email marketing but more for sales follow-up and prospecting. Pipedrive purchased mailigen which has pretty good integration with pipedrive. Maybe check that out as an option for email marketing. 

  • Justus Lubahn
    Justus Lubahn Member Posts: 40 VERIFIED MEMBER
    First Comment
    edited January 11 #12

    I think we have the same issue with our signatures. They're formatted in HTML and therefore look terrible when copied into pipedrive. We have to use a screenshot of our Outlook-Signature instead, which of course kills the links, etc.

  • Pedro Martinho
    Pedro Martinho Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited July 2021 #13

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Still waiting for this…

  • Rodrigo Russell
    Rodrigo Russell Member Posts: 5 VERIFIED MEMBER
    First Comment
    edited July 2021 #14

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Waiting for this. We need proper email automation connected with PD. What is the new ETA? 

  • Jeffrey Dromeshauser
    Jeffrey Dromeshauser Member Posts: 19 VERIFIED MEMBER
    First Anniversary First Comment
    edited July 2021 #15

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Would love to know more about this.  Was just looking to figure out how to do this from PD today.

  • Tarynn Haton-Jones
    Tarynn Haton-Jones Member Posts: 2 VERIFIED MEMBER
    edited October 2021 #16

    Any news on this?  Just had a look at Mailigen homepage and you're not taking any more sign ups.  

  • Samo Jurdik
    Samo Jurdik Member Posts: 24 VERIFIED MEMBER
    Name Dropper Third Anniversary Photogenic First Comment
    edited January 2022 #17

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Mailigen does not seem to work anymore. Did they shut down the service?
    https://www.mailigen.com/sign-up

    image
  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited January 2022 #18

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Samo Jurdik as we are soon releasing Campaigns by Pipedrive, a natively built-in email marketing functionality, then we are no longer accepting new registrations to Mailigen.
    You can sign up for the Campaigns waitlist here. 

    As Campaigns is sharing the same data that you already have in Pipedrive, there is no need for syncing and the platform will be much easier to use going forward.

  • Pedro Martinho
    Pedro Martinho Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited January 2022 #19

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Hi! Do you know when this feature will be live? will it have all mailigen features?

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited January 2022 #20

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Pedro Martinho it's live already, just limited availability, you have to register for the waitlist.

    Regarding the features, the new product has a very aggressive roadmap and plans for 2022 and it depends on what are your needs & expectations to compare it with Mailigen. 

  • Joe Thong
    Joe Thong Member Posts: 1 VERIFIED MEMBER
    First Comment
    edited January 2022 #21

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    Is Campaigns an independently developed module, or a rebrand of Mailgen?  

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited January 2022 #22

    Hi @Ruben van Bergeijk thanks for sharing. As you may or may not know, Pipedrive recently acquired Mailigen. An email marketing automation tool. Mailigen can do this already out of the box. Feel free to take them on a test spin, there's additional trial time for Pipedrive customers.

    There is currently a BETA version of a two-way sync between Mailigen and Pipedrive, which you'd be welcome to test out. You can do this in Mailigen's 30-day free trial, which you're welcome to sign up for HERE.

    Currently there's a basic integration between Mailigen and Pipedrive but the coming months we'll be working hard on making it tie in as one product better and better.

    @Joe Thong it's a brand new natively built module, not a rebranded Mailigen.

  • Manager_38206
    Manager_38206 Member Posts: 1 VERIFIED MEMBER
    5 Up Votes First Comment
    edited July 2022 #23

    We send various follow up emails at different stages of the pipeline, some we have automated through workflows, some we send manually using email templates (as we need to tailor them every time). 
    Unfortunately, the emails templates in pipedrive are not html and hence it is difficult to create nicely formatted, responsive emails there. We are now testing Campaigns beta, which has html emails. 
    I was wondering if we could somehow use Campaigns, or the templates created there in automation workflows and in email templates to have the ability to send HTML transactional emails. Perhaps something that could be added to the Campaigns module.

  • Team Coppenwall
    Team Coppenwall Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #24

    We really need this, Joe Thong where do we register for the waiting list? Cheers.  

  • Janis Rozenblats
    Janis Rozenblats Posts: 168 VERIFIED MEMBER
    Third Anniversary Pipedrive Team First Answer Photogenic
    edited January 2022 #25

    We really need this, Joe Thong where do we register for the waiting list? Cheers.  

    @Team Coppenwall sure, here is the link for the form where you can register your interest

  • Zac Jackson
    Zac Jackson Member Posts: 4 VERIFIED MEMBER
    First Comment 5 Likes
    edited January 11 #26

    the simple ability to center align text would be nice for sure - fully HTML supported emails would be great. 

  • Cedric Degruyter
    Cedric Degruyter Member Posts: 3 VERIFIED MEMBER
    First Comment Name Dropper

    Any news on this? It's July 2023 and there's no way to import your own HTML into the templates? Thanks for the help!

  • gabtruck
    gabtruck Member Posts: 6 VERIFIED MEMBER
    First Comment First Anniversary

    pushing this here as well - highly important feature

  • gabtruck
    gabtruck Member Posts: 6 VERIFIED MEMBER
    First Comment First Anniversary
    edited January 11 #29

    push - we need this as well. similar thread here:

    https://community.pipedrive.com/discussion/640/html-email-templates

  • gabtruck
    gabtruck Member Posts: 6 VERIFIED MEMBER
    First Comment First Anniversary
    edited January 11 #30

    push - we need this as well. similar thread here:

    https://community.pipedrive.com/discussion/640/html-email-templates

  • Josh Monifi
    Josh Monifi Member Posts: 113 VERIFIED MEMBER
    100 Up Votes Fourth Anniversary Photogenic First Comment

    It's April 2024 and HTML editing is still not available.