Customer communication management


With Pipefy’s Customer communication management Template you can assign a person responsible, draft and manage all the release notes made to customers, manage communication channels and even send emails automatically.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Information to be communicated
    • New service
    • New product
    • Plan update
    • Product update
    • Product discontinuation
    • Service discontinuationDescription
  2. Communication date

Information drafting

  1. Assignee
  2. Representative
  3. Representative’s email
  4. Release
  5. Attachment

Data format identification

  1. Communication format
    • Email
    • Phone
    • Mail
    • Conference
    • Television
    • Radio
    • Other
  2. What policies and procedures apply to this communication?
  3. How is the customer to be kept informed?


  1. Release delivery email addresses


  1. Was the message delivered?
    • Yes
    • No
  2. Customers’ reactions
  3. Feedback


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