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Email Design Options: ability to change fonts, size, colors
Are there any plans to be able to customize the look of emails? Fonts, size, colors, aliment etc.? Id like to be able to keep my company branding uniform, but also be able to add "character" to my messaging.
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Why are email signatures missing in automation?
Pipedrive support are being a bit slow on this subject, but we have noticed that our email signatures are missing on email templates that are sent automatically as part of one of our workflows. Any ideas how to fix this?
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Emails from Pipedrive are going into spam
I'm finding that emails that are being sent through Pipedrive are going into clients spam/junk. I've tested sending the same exact email from outlook just to make sure it wasn't a Microsoft issue but the email sent goes direct to the inbox. Is it possible to add Pipedrive to an SPF record so that inboxes know that it's…
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Using contact fields / merge tags in links in email body
We at StoryXpress are building an integration that will primarily let Pipedrive users attach video links in their emails and in order to make those links trackable there needs to be a query parameter in the URL that holds the email of the recipient. Here's what Pipedrive currently allows us to do with the Insert field…
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Set a default font other than Arial for emails?
I'd like to set Georgia as my default font instead of having to change fonts every time I write an email.
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How do I create a unique URL inside of an email template using deal ID or some other reference?
Hi Pipedrive Community, I am trying to create a unique URL inside of an email template that contains the deal ID or some other unique ID. From others I have taken the approach of having it start as plain text and when it sends it will become a link. (Although even this workaround may not work in all email clients) I can…
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Custom Fields in Email Template URL
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}¬e= {{ notes }} How do I do this?
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Moveable email address orders within Person
I have some clients who have multiple email addresses for various reasons. When emailing them within pipedrive, priority is given to the first email address. Should I wish to move an email address to the top you have to duplicate them and then delete the ones further up. Can I suggest a tool where the email addresses can…
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Email template formatting when copy and pasting text into email templates
Email formatting issues for the recipient when copy and pasting text into email templates. We have been through issues recently with copy and pasted content (pasted as plain text) into Email Template, which appears correct in the Template, but the recipient in either email provider Gmail or Outlook (whether browser or app)…
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Can I change email inbox to unthreaded view from conversation view?
Currently my email shows in a nested, conversational view (like Gmail). Can I change it to an unthreaded view so that each email is separate and distinct?
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Add deal fields as URL parameters in email template
Hi, I'd like to be able to use fields as URL parameter values in email templates while keeping them: Clickable for the delivered final email Formatted, so keep them human-readable My use-case is to use TypeForm's hidden fields feature as well as other third party services to forward specific property of the deal via URL…
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Merged: Set default font for emails
This discussion has been merged.
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Email distribution in Pipedrive email client
I am looking for a way to create an email distribution list in Pipedrive email client. I want to copy several members of my team on a email template and it is time consuming to copy the 5 emails addresses on each email. thanks
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Email Link to Deal by subject content
Suggestion : use subject line to match email to existing deals - not just sender. I have vendors who email on multiple deals. The subject line usually includes the property address, which is often also in the deal name. Easy to match if Pipedrive looked. It could also work for any other variable if the user included the…
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Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
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How to set up UTM link feature for automated emails?
Hi Pipedrive team/community I was exploring options on how to send automated emails using a template triggered with some action that would have some deal parameters pushed as a part of UTM in the link? Using this it could be registered in external form using a hidden field and it would reduce the strain of person filling…
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Email signature on Pipedrive - HTML not supported :(
It would be great to keep a consistent signature whether I'm emailing folks via Gmail or via Pipedrive. Immediately since setting up Pipedrive, I copied / pasted my Gmail signature into my PD Signature; unfortunately, after emailing several external contacts via PD I learned that my signature became "boxed" (see below),…
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Coming back after some time to give feedback about group emailing
I am coming back to raise awareness about not-so-great user experience of product feature group emailing. Issues to consider put into product backlog or some small product sprint :) * you cannot send more than 100 emails at once - the issue is, clicking those mails and then remembering where you ended (you can do…
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Pipedrive Mail client: HTML mail editor misses HTML tag
It looks like the mail client in Pipedrive sends out HTML formatted mails where the HTML tags are missing. Most mail client still interpret the received email correctly but it's detrimental to the deliverability. And that's crucial in sales! I guess this is rather a bug report than a feature request and should be a quick…
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Sending automated email from Pipedrive
I have created some autogenerated customer experience emails to get sent out at particular stages in the customer journey. The system works fine and the email generation and send is working well. However all of the emails are coming from my account, regardless of the user that owns the deal. Is this because I created the…
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Editor & Font Size
Update: to have this new beta feature activated in your account, please have an Admin user reach out to our Support team. Thank you! 🚀 *************************** Hi guys! Just I quick tip: I don't remember how to increase font in the email editor on PD :-( I've just changed my account so is it possible that option is now…
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Table support in email
It would be helpful and much appreciated if eventually Pipedrive users would be able to create tables within the body of their emails. Even being able to retain the table format when copy and pasting from Word or Excel would be great!
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'deal owner contact info' email template input field
is it possible to add 'deal owner contact info' into email templates? I'm sending a dynamic email followup after converting leads to a deal and Copying the owner.
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I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mea
I'm building a workflow automation and it's asking for the "Email Template Lead". What does this mean?
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Merged: Change default font in emails
This discussion has been merged.
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Please help me with a font problem :)
Unable to use 'Source San Pro' font anymore: Why? I sent this template with: - source san pro font everywhere - black colour everywhere - normal font size everywhere I've removed the style before doing all of this. Here is before Here is what I've received Question is why? Can anyone help? thank you a lot in advance! will…
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Extraction de données du corps de l'e-mail + creation d'un prospect
Bonjour. Je suis face à une situation de ce type. Je reçois des emails de Seloger, ou d'autres portails immobiliers avec les coordonnées des clients dans le corps de l'email, qui ont fait une demande sur nos propriétés. Est-il possible d'extraire les coordonnées de clients (leur nom,tél,mail), qui sont dans le corps de…
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What can you achieve with a great email marketing campaign?
Here are a few things you can achieve with good email marketing: * Generate new leads * Increase website traffic * Increase your social media following * Collect target audience data * Build a community around your brand * Boost sales of an existing product, service or range * Raise awareness of a new product, service,…
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Unable to send plain-text emails and sender name missing
I just discovered that Pipedrive is not sending plain-text emails anymore, even if there's no formatting in the mail. This was different only a short while ago. Is there any way to switch this back? We don't ever send HTML emails to individuals. Any help highly appreciated! Update: Support told me this is a bug and…
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Workflow sending emails: Set Date
Feature Request: In workflow automation, we can select to send an email on a condition match. Is there a way to place a DATE field of WHEN the email(s) will be sent? I would like to have the event trigger a series of emails but each one on different dates that the emails go out. Adding this field seems like a simple thing.…