Folders for managing and building email templates
Comments
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the same question from my side... Hubspot has folders and it makes everything much simpler in terms of email templates functionality
I have 10 templates now and there is already a mess and a chance to chose the wrong one while clicking quickly...0 -
This is something that I would really love. My client keeps moving me among different business development projects which each have different messaging. Folders would allow me to organize by project and not have to rely on the naming of the templates quite so much.
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Agree - this is a must have!!
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Agree - this is a must have!!
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I'm looking to add some email templates into Pipedrive for my team, but I can't see any built in features to help organise them so the team can quickly find the template they need. Is there anything in the works to help with email template organisation such as folders or labels?
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Hi @Grace Lawry - This would indeed be helpful and it has been asked for previously.
In the interim, I prefix codes to template names and sort them in an order to all find them in order.
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Amit Sarda said:
Hi @Grace Lawry - This would indeed be helpful and it has been asked for previously.
In the interim, I prefix codes to template names and sort them in an order to all find them in order.
That's a good idea, thank you!
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Any chance this has made it to the programmer's short list?
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Hello,
It would be very useful to organise the email templates by category and subcategory, or at least have the possibility to have folders
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I appreciate everyone commenting on this important topic! We have so many email templates as well and it is very hard to organize them effectively with Pipedrive. Although I love Pipedrive!
I'm playing around with CloudHQ on my Gmail which is pretty cool but does not integrate. If anyone has any suggestions I'm most interested!
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I appreciate everyone commenting on this important topic! Email templates are a huge part of our success and it is not easy to organize right now. If anyone has any Integrations or apps that have been useful please let me know!
I'm playing around with CloudHQ on my Gmail which is pretty cool but does not integrate. Thanks everyone and @Mike van der Valk!
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@Mike van der Valk This should be prioritized as this is a fairly simple feature with a lot of repercussions. From the many discussions open about this feature in the last couple years, it's clear that your clients need it. Please do it!
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Agree this would be useful. At the moment I prefix every template to categorise them. Eg INVOICE or FOLLOW UP etc. But folders would be much better.
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I agree with all the above this section needs better management and editing capabilities.
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This is such a great idea! We have so many email templates that we use for our company and it's becoming a struggle to sift through them and find the one we are looking for. It would be a tremendous help to have a folder feature for the Email Templates to organize more efficiently and to smooth out this process. I hope we see this implemented vey soon!
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@Mike van der Valk hope you're well. Any update on when this may be implemented?
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Hi everyone, I am from the Email team at Pipedrive and we are currently evaluating this idea as a candidate for our next year's roadmap. Will you be open to talking about this in a call? We want to understand what are the issues you are experiencing with the current layout and what could be the potential solutions for it. @Paul Minors @Courtney Bridges
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I would be very open to talk about this if you wish, happy too!
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Sure, I'm happy to talk about this.
Really it's very simple. When you have a lot of email templates, it's quite hard to find the one you want to use when they're all in one big list. Having customisable folders (e.g. sales, support, nurture) where I can store different templates would make them easier to manage and find.
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That is summarized perfectly!!
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Hi Meher,
I'd love to find a time to work together and find a solution for this.
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Hi everyone, I'm 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 to make sure the solutions meets your needs. Would you be open to discussing this idea further with us over a call?
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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?
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Hi, I'm 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?
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Hi @Activity Stream I'm 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 making sure the solutions meets your needs. Would you be open to discussing this idea further with us over a call?
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Happy to have a call.
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