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Creating Email Templates

  • 8 June 2020
  • 2 replies
  • 147 views

Userlevel 3

Hi, I would love to create email templates that are sent automatically whenever cards are moved to different phases. Is is possible to configure something like that? 

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Best answer by ivan.novofoco 8 June 2020, 22:08

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2 replies

Hello,

there is good news for you!

theres a variety of ways you can do so.

Depending on what you already have in place and what you’re willing to try if you do not yet meet the requirements tool wise.


Although I’m uncertain about which cards you’re referring to, in most cases it is feasible.

If you’re interested in discovering what works best for you,

but may need more guidance on where to look, what options are available and how it works, I would be happy to help point you in the right direction.

May be as easy as google sheets…. 

May be as complex a a/b segment testing. 


 

For additional info, let me know!

hope that might send you on the right path.

Userlevel 7
Badge +9

Hi Peter,

The Pipefy help page has a very detailed step-by-step on the subject.

https://help.pipefy.com/en/articles/614616-email-templates 

On this page you will find information for creating, editing or deleting template emails, as well as tips for configuring them when a card enters a phase, leaves a phase, or sends it manually whenever necessary.

Hope this helps.

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