Email templates (managing and building)

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.

 

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Comments

  • Jonathan Gennick
    Jonathan Gennick Community Driver Posts: 33
    10 Comments Second Anniversary Photogenic Community Driver
    edited April 29 #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 Posts: 4,290 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    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 Posts: 3
    edited February 24 #4

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

  • Ellias Appel
    Ellias Appel Posts: 17
    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 Posts: 24
    10 Comments Name Dropper First Anniversary 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.