Messages can be standardized so as not to forget important parts when writing to a customer. Email templates represent the easiest way for salesperson to save time!

It’s like writing an email that you will send in the future. You will be able to reuse the template by clicking on the template button of each new email.

In Onpipeline, under settings / email,  you will find and email template editor.

A template can be Private or shared with your Team. You decide this when you create a new template. Once created, the template will be available in your email composer (see image below).

Be careful when sending emails with templates. Check that the corresponding values ​​for the contact are filled in, otherwise the recipient will receive an empty space in the field position.

HTML editing – From october 2023 it is possible to edit the HTML code directly from the interface