Email templates (managing and building)

Ellias Appel
Ellias Appel Member Posts: 11
10 Comments

At the moment, the email templates are only accessible via the email composer. If we want to edit, or change any of the existing templates (as opposed to creating one) we are forced to compose and email, and access the templates menu, then opt to manage them.

 

This highlights the very basic approach that has been taken to the email system in Pipedrive. The templates are very powerful, especially when linked with automatons, and deserve their own dedicated access point outside of the composer.

 

Additionally there needs to be a more robust fields section which allows a greater depth of access to fields, including dates, etc.

 

1
1 votes

· Last Updated -

Comments

  • Jonathan Gennick
    Jonathan Gennick Member Posts: 50
    Third Anniversary 10 Comments 5 Likes Name Dropper
    edited April 2022 #2

    It would be nice not to have to compose an email in order to create a template. Same with email signatures. 

  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    PRODUCT MANAGER
    edited May 2021 #3

    Thanks for sharing @Ellias Appel and @Jonathan Gennick I've passed it on to our email team!

  • Ed Gornall
    Ed Gornall Member Posts: 3
    edited February 2022 #4

    How do you add "custom fields" to an email template?

  • Ellias Appel
    Ellias Appel Member Posts: 11
    10 Comments
    edited April 2020 #5

    How do you add "custom fields" to an email template?

    That side of things is... very basic at the moment.

     

    If I had to guess, there's an intent to make it more robust.

  • Robert Williams
    Robert Williams Member Posts: 25
    Second Anniversary 10 Comments Name Dropper Photogenic
    edited June 2021 #6

    having access to all of the system fields and custom fields for deals, contacts, organization would be great. My team has the practice of customizing outbound prospecting emails to the contact. At present I can't even select the contact's "job title" which seems like a huge oversight to me. I also second Ellias' recommendation that Email templates should be accessible from the menu/settings section. 

  • JoshuaD
    JoshuaD Member Posts: 3
    First Comment Photogenic

    Totally agree that there needs to be a template editor outside of composing an email. You can also save two templates with the exact same name! We have a zillion defunct templates that need purging. Please add this feature.

  • Wayne Price
    Wayne Price Member Posts: 2
    Second Anniversary First Comment Photogenic

    I agree with all the above this section needs better management and editing capabilities.

  • Meher
    Meher Product Manager Posts: 15
    10 Comments Name Dropper First Anniversary Photogenic
    PRODUCT MANAGER
    edited September 20 #9

    Hi everyone, I am the Product Manager for the Email team at Pipedrive, and we're currently exploring ways to enhance the template experience. We'd greatly appreciate the chance to talk with you to delve deeper into this idea. Your insights would invaluable in making sure the solutions meets your needs. Would you be open to discussing this idea further with us over a call?

  • Wayne Price
    Wayne Price Member Posts: 2
    Second Anniversary First Comment Photogenic

    Happy to have a call.

  • Meher
    Meher Product Manager Posts: 15
    10 Comments Name Dropper First Anniversary Photogenic
    PRODUCT MANAGER

    Sharing my availability here. Encourage everyone to book a slot. It will be helpful to get as many insights so that I am able to make a strong case for this idea on our roadmap :)