Note: The Email Sync feature is one of the many useful features of Pipedrive’s Advanced, Professional, and Enterprise plans. To learn how to switch plans, click here.
Email Templates are one of the easiest ways to save time as a salesperson - so what better way to increase your productivity than to start using email templates in Pipedrive!
Templates are available to Advanced and Professional users who have set up the Email Sync. Once you have that, using Email Templates is easy. You can add and customize templates by going to the Email tab of your Pipedrive account, clicking 'Compose', and then clicking the 'Templates' button in the bottom right hand corner.
Email templates can also be sent — or edited — from the Send email prompt of any of the Detail View pages of your Deals and Contacts.
Pipedrive gives you a couple of templates to get you started, but if you wish to set up new ones, just type an email in the composer, then click Templates, and Save draft as template.
Clicking on the 'Manage templates' button will allow you to edit any existing templates and adjust the order that they appear in the template dropdown.
Your email templates are set for your company Pipedrive account. That means that these templates can be set as private or shared in your company, allowing everyone to come together and work more effectively.
In the 'Manage email templates' screen, a lock next to the name of a templated email means that it has been made private.
Note: You may also add in in-line images and attachments to your templates, in order to provide your customers or clients with the most relevant and effective information, every time. Simply click the picture icon to add an image into your template emails, or click the Attach button when editing templates to provide file attachments.
These email templates being set for your company Pipedrive account also means that they can use the specific information associated with your deals, contacts, and organizations in order to automatically fill out specific field information when sending your templated emails.
To begin inserting these placeholder fields into your emails, click on the Fields button, which is found in every Send email prompt, such as the Edit email template section. Select the Pipedrive field you wish to insert — like Owner or Value — to have it insert that information into your email.
Any custom fields you have created in your company Pipedrive account will also appear as fields that can be inserted into your emails.
In order for Pipedrive to provide field information pertaining to a person contact or organization, the email must be sent to an existing person contact or organization in your Pipedrive account.
Similarly, for Pipedrive to provide correct deal field information, the email in question will need to be associated with that deal before the email is sent.
Note: If you are about to send an email that you have had drafted for some time, we suggest clicking the 'Update autofilled values' option in the Fields button to update any information that may have changed.
So create your templates, personalize them, send your emails, and get away from typing the same email over again and back to your important selling.