With our new Email templates, you’ll Increase the number of emails you send, while still maintaining a significant personal touch. Choose from one of Pipedrive’s official templates (written by our own sales gurus), or customize your own email templates. Either way, you’ll now have time to focus on the part of the discussion that matters most while letting Pipedrive handle the rest.
What are email templates?
Email templates let you populate an email with a pre-written message in one click. You have the freedom to personalize the email from there. Regardless of how much content you personalize, parts of your usual work-related email will often contain pieces of the same text from person to person. For that reason, email templates are the fastest method of delivering higher volumes of email while still giving you the ability to personalize them for each correspondence.
One “follow up” email won’t be too much different from the other, but you’ll achieve far better results if your message is obviously coming from the heart, and reflects the context of your relationship with the customer.
Check out our tutorial video on how to use Email Templates below.
Can I set up my own customized email templates?
Of course. You can edit the basic templates that we provide, as well as add your own unique templates.
How do I get them?
Email templates are live and ready for you to use in your current Pipedrive composition window.
You’ll need to be an Advanced or Professional user to take advantage of this feature. Advanced and Professional members not only benefit from templates now, but they can also sync their work email with Pipedrive itself, which automatically connects outgoing and incoming email to the appropriate contacts and deals. Follow the link here to jump to your inbox now and get started.
But I’m not an Advanced or Professional member. Can I still use templates?
Essential members do not have email sync, and instead manually BCC a special Pipedrive email address to whichever email they would like delivered to Pipedrive. Once delivered - the functionality is identical to the Advanced plan, however there’s no option for composing emails directly from Pipedrive.
With that in mind, perhaps you’re ready to give Advanced membership a try. Follow the link here to visit your Billing specifications.
Bonus - Don’t forget about your email signature
If you missed it, we recently implemented fully customizable email signatures. Given that email is most salespeople's primary method of client communication and record keeping, every interaction paints a picture of you, your brand, and your professionalism. Needless to say, your email signature can go a long way in leaving a lasting impression.