Keep the most common replies that you use on email messaging stored in your Pipes, saving time and delivering always an efficient and standard communication to your clients or suppliers.
If you still don't know about the email messaging feature, click here to learn it.
Canned responses are a list of predefined messages that you use frequently to send or reply emails inside Pipefy. You'll be able to select an option from a list and it'll be automatically filled on your email editor so that you can change it if you need, or just confirm sending the message.
To use canned responses your first need to configure it. They are related to each pipe, so customize your responses on the pipe you wish to use it.
Open any of your cards on any pipe, and simulate sending an email, as shown below:
If you already have canned responses configured they will appear on the list as shown above, then you just need to select the one you want to use. To make it easier to use on a daily basis, favorite your most used canned responses by clicking on the little star close to the response name (favorites will always appear first).
Create new canned responses, edit or delete existing ones, and manage response categories by clicking on the "Manage"button. On the image bellow you can see the screen for editing your canned responses, to edit any of them click "Edit", to delete use the trash can icon, and to select it click "Choose response".
On this screen, for creating or editing a canned response, you'll have to fill 3 required elements: the name of the response, the category to which the response belongs, and the body of the email that will be sent once the response is selected, as shown bellow:
After filling these 3 items, you only need to save your response and it'll be ready to use. Remember that you can always edit the message before sending the email, so don't worry if you need to make changes, that will be possible.
- You must have Pipe Admin permission to create and/or edit the Pipe's canned responses;
- Name, category and body text are required to create a canned response;
- It's not possible yet to insert dynamic content into canned responses (to do that, use Email templates);
- If you're using Email signature, your canned response will always be inserted above the signature.