Email Template.

Alex_50858
Alex_50858 Posts: 4
edited July 2022 in Sales CRM #1

I just want to know how can you read again your emails templates you've made.

Please someone let me know. 

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Comments

  • Andreia Freixo
    Andreia Freixo Posts: 190
    100 Comments Pipedrive Team
    CUSTOMER SUPPORT
    edited February 2022 #2

    Hi Alex,

    Thank you for reaching us!

    You can access your email templates by opening an email and clicking here: https://sharing.pipedrive.com/vUsB4o

    If you have any urgent questions, please don't hesitate to reach out to our lovely support team. Our team is there to help 24/7. :)

    Kind regards,
    Andreia

  • Alex_50858
    Alex_50858 Posts: 4
    edited September 2021 #3
    Andreia Freixo said:

    Hi Alex,

    Thank you for reaching us!

    You can access your email templates by opening an email and clicking here: https://sharing.pipedrive.com/vUsB4o

    If you have any urgent questions, please don't hesitate to reach out to our lovely support team. Our team is there to help 24/7. :)

    Kind regards,
    Andreia

    Great! 

    Thanks a lot. 

    Also, can you tell me if I can change the set-up of the workflow automation? 
    Like if I win a deal and I want to send an email but 2 or 3 weeks after the deal's won. 

  • Andreia Freixo
    Andreia Freixo Posts: 190
    100 Comments Pipedrive Team
    CUSTOMER SUPPORT
    edited September 2021 #4
    Andreia Freixo said:

    Hi Alex,

    Thank you for reaching us!

    You can access your email templates by opening an email and clicking here: https://sharing.pipedrive.com/vUsB4o

    If you have any urgent questions, please don't hesitate to reach out to our lovely support team. Our team is there to help 24/7. :)

    Kind regards,
    Andreia

    Hi again!

    This is not currently possible, but our product team for automations is already working on a delay step that would allow for the creation of automations just like the ones you mention. The feature is currently in closed beta testing, but we hope it will be available for everyone soon.

    To stay updated on new features, you can follow our What's Planned and What's New pages. :)

    Kind regards,
    Andreia

  • Samo Jurdik
    Samo Jurdik Posts: 12
    Second Anniversary 10 Comments Combo Breaker Photogenic
    edited January 2022 #5
    Andreia Freixo said:

    Hi Alex,

    Thank you for reaching us!

    You can access your email templates by opening an email and clicking here: https://sharing.pipedrive.com/vUsB4o

    If you have any urgent questions, please don't hesitate to reach out to our lovely support team. Our team is there to help 24/7. :)

    Kind regards,
    Andreia

    This is a awkward. I am tuning the templates a lot and in order to access the template, I have to go to New email - Templates... Please have a look at Mailchimp - Templates is a menu item. Thanks!

  • Robert Hales
    Robert Hales Posts: 2
    edited January 2022 #6

    Is there an easy way to track the effectiveness of an email template?  ZoHo keeps track of the number of sends and opens for each template.  I would also like to manually note positive and negative replies to a particular template.

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