Microsoft 365 (Office 365) and Gmail users who have enabled their email integration to Pipeliner can use our Create Email option to send emails directly from Pipeliner choosing a single recipient or a group. Group options include “Standard Email” — a single email sent to all recipients — or “Mass Email” — individual emails sent separately to each recipient. Emails can also be sent via an Automatizer process or as part of an Email Sequence.

When sending these emails, users can select from a list of personalised templates — including rich text, WYSIWYG and HTML templates — resulting in perfectly formatted emails with the right message for each situation. Users can create and use their own templates and also share them with colleagues allowing standard responses to be sent quickly and easily.

You must have either a Microsoft Office 365 subscription - and have enabled the Office 365 email integration in your Pipeliner user settings - or Gmail - and have enabled the Gmail integration. See these articles for details of how to enable the relevant integration:

Click on the Tools menu on the main toolbar and then choose Email Templates to open up the Email Template Manager ⤵

If you're already within an email and need to manage templates, click on the Manage Templates option at the bottom of the list of templates ⤵

Click on the “Create New” icon and select which type of template you want to create (or you can add a folder to help organise your templates) ⤵

You, or your Marketing team, can use whatever their preferred HTML tool is to create email templates in HTML. This HTML template can then be imported into Pipeliner so it can then be used by all users that it is shared with.

Click on HTML Template, give your template a name and then paste your HTML into Body. Add your Subject and any attachments using the paperclip icon. Note that you can add personalisation markers to your template to populate with data from your Pipeliner records ⤵

You can create Rich Text templates using standard text formatting options.

Click on Text Template, give your new template a name and then type or paste your text into the Body. Add your Subject, any personalisation markers to populate your template with data from records ⤵

The text formatting options are icons at the bottom of your template — you can add links; use bold, italics or underline, headers, bullets and numbers, alignment and text colours as you would for any other email ⤵

Add an "Unsubscribe link" so contacts and accounts can opt-out of your email communications. Click the "Unsubscribe" button next to the text formatting options to generate a link in your template. You can customize the text if you wish ⤵

You can create WYSIWYG templates simply by dragging and dropping structural elements and blocks into your template body and then using the properties of each to format your template.

Click on Editor Template (Beta) and give your new template a name. You can then choose from the following elements to design your template using drag and drop. The Email body has its own settings which are accessible when no components are clicked or all other settings are closed.

Clicking on each component (except the column) will open the right sidebar and the you can customize the settings for that component - examples are padding, color, and background fill. Choose from the following components to build your template:

Structure

Blocks

This article has more details of how to insert fields to personalize the content of your email templates.

Remember that you can use our Voyager AI assistant to help with composing or rewriting content within all emails in Pipeliner, including templates. This article has more information.

Click on the paperclip icon in any type of template to add files to be sent with your template. Upload from your computer or select from an integrated cloud storage solution such as Sharepoint ⤵

NOTE: The maximum size of attachments is 30MB

You can embed links to Online Forms within your Rich Text email templates, for example to a customer satisfaction survey ⤵

You can embed links to user's Calendar Scheduling pages within your Rich Text email templates, so that recipients can schedule appointments via the link ⤵

When you’re finished, “Save” your changes ⤵

Click on the “Preview” icon to see what your email template will look like when you send it. As part of your preview, you can select a record in Pipeliner and the preview will then update to display with all the personalised fields completed ⤵

NOTE: You can switch between previews of the template as it will look when viewed on the Mobile app as well as in the Web app.

You can send yourself a copy of the template, pre-populated with data from any record that you select, so you can see exactly what your recipients will receive.

Click on “Test Template” and fill in the email address the test should be sent to and select a record to use for the test ⤵

Click on the gear icon for any existing template to see the available option which includes "Rename", "Copy", "Share" and "Delete" ⤵

Click on the small gear icon to the right of the template name in the left sidebar and choose "Share" to publish the template for use by other users ⤵

The available options are:

NOTE: If you select a Unit name when using Custom sharing, the email template will be available to all users who are assigned to that Unit by your Administrator ⤵

When you look at a template, the icon beside its name shows you the sharing level applied:

NOTE: These are the same icons as used to indicate sharing levels throughout Pipeliner.

Once you’ve selected the email address(es) you want to send your email to (usually by using a filter and the List View of a record), click on the “Create Email” button and select from “Standard” or “Mass” as normal. This article covers sending a mass email in detail.

NOTE: The main difference between a “Standard” email and a “Mass” email is that a mass email will be sent as a separate email to each individual recipient (no recipient will see who else it has been sent to) whereas, for a “Standard” email, recipients will be able to see all other recipients ⤵

Click on the “Use Template” icon. You’ll be able to see Folders that have been set up to help organise templates.

NOTE: If a folder contains a template the icon will show files inside the folder — this is just the same as in the Reports menu ⤵

Click on a "Folder" to open it and see the templates you can choose to use ⤵

Click on a "Template" to use it for your email ⤵

As you start adding more and more templates, you’ll want to be able to find specific templates quickly rather than browse through many folders or a long list of templates.

When you click on the “Use Template” icon, the default display will be “All Templates”.

NOTE: “All Templates” means all templates that you have created and all templates created by other users that have been shared with you. If you don’t have access to a template that a colleague has created, ask them to make sure it’s shared with you!

Clicking on the arrow beside “All Templates” will display the other options ⤵

Use the "Search" field to look for a template by partial name ⤵