An email template is a standard message you can create to be sent from a specific phase of your pipe. The templates can be used to send a message automatically (whenever a card enters/leaves a phase) or manually from inside the card.

Pipefy’s email templates provide you with a simple way to update your customers by sending automated messages and/ or creating pre written email templates to leave at your team’s disposal on each phase. Email templates allow you to:

• Send pre-written emails;
• Auto-send a pre-written email when a card arrives in a phase;
• Auto-send a pre-written email when a card leaves a phase;
• Add as many templates as you need to be sent manually from your team;
• Build templates with dynamic content originated from the fields of your process.

How can email templates be used?

Email templates present you with a world of possibilities to make your life easier, such as:

• Auto-sending a confirmation email – whenever a customer opens a support ticket (you can even use dynamic content to personalize the customer’s name and support ticket follow-up number);
• Updating a customer about how his/hers request is doing – sending automated emails as the card moves from one phase to the other;
• Auto-sending instructions to a new employee being hired – each step of your hiring process that demands interaction can have one (or more) email template;
• Automating sales outbound and follow-up emails;
• Standardizing your communication – using email templates ensure all communication sent out would follow your company’s tone of voice.

To learn more about how Email Templates work and how to set them up, check out our knowledge base.