⚠️ 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: 1 minute
Editing an existing email template is a lot like creating a new one.
1. Click on the tools icon in the upper right corner of your pipe’s dashboard to open the tools menu, then on email templates:
2. Click on the icon next to the name of the email template you wish to edit;
3. Edit everything you wish to, then click on the “save” button to record the changes you’ve made.
To edit the sender/receiver information of an email template set up in a phase, click on the three dots next to the name of the phase, then on edit this phase. Roll the screen down to find the existing email templates then click on the one you want to edit.