⚠️ Attention: you're reading an old email messaging article before the feature's upgraded version. Currently, Pipefy offers a rich and visual email builder in which you can easily add dynamic fields and set up email automations for different types of events. Learn more.
Obs: you may still be viewing the old version of email templates. If so, don't worry, the feature is being updated gradually to all users. Soon, you will have access to the new version of email templates with all the new functions.
Estimated reading time: 4 minutes
Pipefy's email template editor enables you to use markdown and some html code options to edit the content in your email templates.
Attention! Any html tags not mentioned below are not currently supported by this feature.
Check out the available customization options that'll help take your email templates to the next level.
1. Adding images:
To add an image to an email template, it must be hosted in an image hosting service (you'll use the image's URL to add to the code).
Attention! The image URL must always end in a valid image extension (.jpg, .png, .gif.). If you're using a hosting service and the URL doesn't have the proper extension, try clicking on it with the right mouse button to copy the image URL or open the image in a new tab.
The maximum image width supported in email templates is 536px. If you add any image that's wider than that, it may distort the email layout.
You can add a centralized image by simply combining style and image tags:
Here's how it looks like in the email template:
You can use images with a hyperlink to create buttons:
You can even add animated images (GIFs) to make the content more appealing:
2. Text formatting:
There are plenty text formatting options to help make your email template's content more attractive.
You can use <h1>, <h2>, <h3> and so on to help you break down the content of your email into sections using headers and sub-headers:
You can use <p> and <br> tags to separate the text in paragraphs or add a blank space between paragraphs.
You can use the text alignment options to align the text to the right/left, centralize or justify it:
You can also use Bold, Italic, Underlined, Crossed out and Marked.
You can use style tags to edit text and background color:
You can also create lists (both ordered and unordered):
You can also use tables:
Ps. Some of the formatting can't be displayed in the 'preview' window of the email template editor so it's best to send yourself a test email to make sure the formatting works according to your needs.
Any other html codes not mentioned in this article may not be fully supported by the email templates feature. If you want to use an option that's not on this list, contact our support team via in app chat to check if it's supported or not.