What is email messaging?
Email messaging is a useful feature that allows you to send and receive emails without having to access your email inbox.
Simply access the email management tab clicking on the email icon on the sidebar of the left side of the card, write the email and send it.
Whenever someone replies an email sent using email messaging the response will be logged in the email management tab, making it a lot easier to keep track of conversations via email with people outside of Pipefy such as customers or suppliers.
Ps. If the card was created via email inbox, the initial email will also be logged in the email management tab, making it even easier for you to track its origin and interact with the sender.
How can email messaging be used?
The email messaging feature is especially useful for interacting with people that aren’t Pipefy members such as customers or suppliers.
Here are some of the situations in which email messaging can be used:
- Customer service (helpdesk): Email messaging allows you to interact with customers that created helpdesk tickets whenever you need more information or just to let them know the issue has been solved;
- Bug tracking: The email messaging feature allows you to interact with customers that reported bugs whenever you need more information or just to let them know the bug has been fixed;
- Approval request: Whenever you need to ask a customer for approval (campaign briefing, contract analysis, etc.) you can send an email directly from within the card for easier change control;
- Quotation request: Requesting quotation is an important part of any purchase process. Using email managing you can request quotations from multiple suppliers from within a single card, making it a lot easier to keep track of their responses.
This feature allows you to add attachments to the manually sent emails (up to 10MB) and it automatically saves any received attachments into the card's attachment section.