Note: The Email Sync feature is one of the many useful features of Pipedrive’s Gold plan. 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 Gold and Platinum 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.
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.
Email templates can also be sent — but not edited — from the Send email prompt of any of the Detail View pages of your Deals and Contacts.
Lastly, the email templates are specific to each user in the Pipedrive account. Each of your users will need to write their own, allowing them to let have their own special flair and personality shine through to your customers.
So select your template, personalize it for that customer, send it, and you're done!