⚠️ 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: 2 minutes
What is dynamic content?
Dynamic content is a great email template feature that allows you to "fetch" information from a specific field on one or more cards and use it when creating and/or setting up your email templates.
This advanced setting enables you to create customized email content (you can use the customer name from the field "your name" to make the content of your email personalized, or the ticket number in the email subject to make it easier for the receiver to identify it).
You can also use dynamic information from the fields when setting up the email template so it'll be sent to the email added in the field in your start form or the sender name/email matches the card's assignee.
How to generate and use dynamic content?
Using the dynamic content generator is simple. First, look for the "generate dynamic content" box at the bottom of the screen in the email template creation or set up screen.
You'll see that there are 2 dropdown lists in this box: entity and property.
The "entity" is what contains the "properties". In the entity dropdown list you'll see the major elements, such as card/creator/assignee/etc. as well as the phases in the pipe, including the start form.
The general attributes have fixed properties:
- Card: ID, URL, title, email
- Creator: Name, username, email
- Sender: Name, username, email
- Assignees: Name, username, email
- Pipe: Pipe name
- Team: Team name
You can use these to add the card unique ID or URL to your email body, to use the card email as sender address so all replies will be logged in the card and many other situations.
If the entity we select is a phase, however, the property list will display the phase name and duration, as well as all the fields in that specific phase (including the start form).
Let's suppose we wanted to use the "type of request" field from the start form in the body of our email. We'd select:
- Entity: Phase - Start form
- Property: Field - Type of request
To insert the content in our email body, we'd copy the handlebars and paste them where we want that information to be displayed in the email: