Email templates

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…
Participants / Email Templates
Pipedrive is a great tool, it needs a few additions that will improve the UX. Deals / Projects are completed by Multiple Team members. It's never 1 person's show. Now that we have multiple team members involved then we need all their contact info available as part of the Deals / Projects / Email Template For Customization…
Campaings: Revert order of row items in mobile template
lets say you have a row with two columns like this: ----- text | image ------ in mobile this becomes: ------ text image ------- I would like it to become: ------- image text -------- with a button like reverse order on mobile
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…
Folders for email templates
Suggest having a folder system for the email templates. For example: * I have 30-40 email templates * They deal with different types of scenarios in an ordered cadence * I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) * I have to scroll through a…
Adding personalized 'time templates' into email scheduling option
When scheduling emails with PD, I program a lot to send out between 16:00-18:00 CET so they are arriving in the morning for US-based recipients. Each time I do this, I have to manually edit the date and time via 'Custom date and time'. But most of the time, I just want to send an email 'tomorrow between 16:00-18:00'. It…
Sending follow-up email templates / CAMPAIGNS using workflows?
Is it possible to perform all these 4 situations as follow-up activities using email templates / CAMPAIGNS using workflows?: Send 1 follow-up email from the owner of the deal after the deal reaches a certain stage Start a cadence of emails based on templates from the owner of the deal after the deal reaches a certain stage…
Email Template Flaw / Shortcoming
There are many use cases to send an email from inside a specific record (person or deal) to another party (vendor, referral partner, outside partner). These would include status updates, outside vendor orders needed to process a deal won, or a simple thank you's to others attached to the deal. These emailed orders and…
Custom Fields in Email Template URL
I want enter Custom Fields into an email template URL. Ex. www.example.com?cost={{ cost }}&note= {{ notes }} How do I do this?
Exporting email templates
Rather than copying and pasting email templates one at a time,, it would be better to be able to export all for editing in word or google docs, where there are better editing tools and where reading a cadence for flow/continuity is easier.
Copy Email Templates
It would be very usefull if you are able to copy email templates. Very often you would use a structure like: Subject: Quotation for [company name], Hi [first name], Thank you for your interest in [product]. Please find the spedifications attached. Best Regards [sender name] Sometimes, the emails are much more complexe. If…
Permission for non-admin-users to edit email templates
Please add an optional permission to non-admin user groups to enable them to edit shared email templates. We are working with many templates throughout the team and only the admin users can change them. The other users can only edit the templates they own. Unfortunately, there is no option in the user groups permissions to…
personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
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)…
New field
I would like ot add a new field in my emails templates, the month of the last email sent, or the exact date; It can help to have a more personalisable email, without loosing time
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…
Automated Email Campaigns - Sending different emails with a base deal stage
Hi All, We have a requirement to send out multiple emails to clients with specific email template content. The requirement is as below We have created a deal stage "First Contact" where we will move the clients we have contacted. Basis this deal stage, we want to send out emails to the client as below For e.g. Client was…
Folders for Email Templates
With my business, we utilize email templates for different stages of a sale and I think adding folders would be an easier way to organize the different templates, rather than just having them listed like it currently is. Does anyone know if it this possible to create folders for email templates?
Workflow automation: Put products in an email template
Dear entrepreneurs, Within my organization, we use the "products" within the deal, where we can add deal value. We would like to automate this process by means of workflow automation. We would like to automatically send an email to the financial administration whereby the different products and the deal + value are…
Using Campaign Email Templates as normal email templates
I would love it if I could use the email templates from the email campaigns for my normal email templates. I have a nice layout that I've been using for a newsletter, and it would be great if I could use that layout for my automated emails I send out for various stages of our sales pipeline as well. We've created videos to…
Organise email templates by category and subcategory
Hello, It would be very useful to organise the email templates by category and subcategory, or at least have the possibility to have folders
Adding products of a deal to automated e-mail
Hi all, Whenever our sales team creates a deal in pipedrive they have to select the products/amounts they have sold. Once the deal is won we have an automated workflow in which there is a mail sent to our distribution center. Currently, the sales team has to write down the products they have sold in a customized field…
Pipdrive emails recieved by customers have multiple boarders around it
We have an email we use to welcome customers once they are set up with us. It's set up exactly how we want it but once received by the customer is shows up like the photo attached. On our end we cant see this, but this is what the customer receives. does anyone know how we can fix this?
Include custom field (a URL) as a hyperlink in an email template
Hi, we would like to include a custom field (a URL as text) as a hyperlink in an email template. Please add this feature asap. Would help us a lot :) As described here by @Nas https://community.pipedrive.com/discussion/10791/is-it-possible-to-include-a-field-in-a-hyperlink-in-an-email
[Feature Request] CC / BCC recipients stored in email templates
It would be great to have the possibility to add recipients in CC / BCC and store them in an email template. For example I'm sending all Invoices to my customers using the "Invoice" email template. But I always have to enter our finance deps e-mail address in BCC by hand. It would be great if there was a way to store this…
[Feature Request] More fields available in e-mail templates
The email templates feature is missing many important fields and could be extended. For example: Deal ID - i would like to add the deal ID in the email Subject (for example) or use it in a link (see next suggestion). By saying Deal ID I'm talking about the number at the end of https://contoso.pipedrive.com/deal/428 Other…
Personalization (insert a field) with Product Field in an email template
Hello ! Idea/product feedback = It would be very useful to insert a personalized field from Product table in an email template . Thanks !
Text modules/templates to compose email
Is there any text modules feature planned to compose emails with different modules/tempates? It would be a game changer to be able to add text modules/templates one after another. -> So far it is only possible to replace an entire template and not use multiple to compose a text with them.
Send Emails Using Workflow Automation
If I have set up an email workflow automation for following up my leads, is it possible to share the email template with my colleague so that I can send the emails based on the workflow rule? Is it possible to set up the workflow automation on my behalf of my colleague and send the emails on behalf of my colleague as well?

Email templates

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