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With email templates, you can send emails directly from Pipefy to customers, suppliers, leads, and more. This allows you to save time by sending the same email to different people and centralizing all communication in one place.
To make this operation easier, set email templates with dynamic content (which adapt according to the pipe fields) and automate sending emails, simplifying and standardizing the communication workflow.
Once your email templates are ready, you can manually send them directly from the card or create automation rules to customize when they send — establishing a smarter and error-proof process.
How to create email automations
To create email automations, you must be designated as the pipe’s admin. and go to the automation page inside each pipe. Access the pipe in which you want to create the automation, click on the Automations button in the header to open the editing screen. Click + Create New Automation to set one from scratch.
🔔 Attention: All events can be selected to trigger an email automation, except for the Recurring Activity.
If you select the event When a card leaves a phase, the only possible action is to Send an email template. After choosing an event, such as When a card enters a phase or When a card is created, you can set the automation options. Click Send an email template to configure email automation.
This is where you choose the email templates you created before or create a new message. If you already have email templates saved, you will see all of them listed here and select the one you want.
Configuring the email template inside an automation
In the email builder, you can choose the email's name, the destination addresses (CC or BCC), the subject, and the message itself. If you enter a nonexistent address, the field will turn red to alert you.
If you prefer, you can select an existing email template, modify it, and save it as a new email template; then, just click on Save As.
Keep in mind that the dynamic fields, such as card ID and username, can be added in all areas of this page — except the template's name. This way, you will guarantee a truly personalized email flow for your customers, suppliers, leads, and more.
Canned responses can also be used in the email builder and can be placed as the body text, separated by subjects. If you don't have any canned responses, you can create the message body from scratch.
In the visual editor, you can view the email exactly as the recipient will receive it. Here, you can customize the message with dynamic content in an easy and fast way. If you prefer, you can also view the entire content of the email in HTML code.
Through the email editor, you can add images, lists, tables, links, lines, change the font colors, align and justify the text, and much more. After creating the email template, if you have not already selected a template to use, just save it and select it for the automation.
When everything is ready, just click on Create Automation and the magic is done. You now have a new email template automation!