Save emails you send often as templates, then insert them into any email so you don't retype the same message.
Create a template
You can create a template in two ways:
- From an email you're writing: Before you send, click Save as template.
- From scratch: Go to the Templates tab under Email and click \+ Add new in the upper right corner.
Insert a template into an email
- Open the email composer.
- Click Insert template.
- Select the template from the dropdown.
The template's content fills the email body, and you can edit it before sending.
Use merge tags in a template
Merge tags — like a person's first name or company name — pull data straight from each recipient's record. They're most powerful in bulk emails and campaigns, where one message personalizes across many people at once.
They work in one-off emails too, with one catch: the one-off editor has no merge tag option of its own. So the way to use them in a one-off send is to build them into a template first, then insert that template. Pipeline CRM fills in the values for whoever you're emailing.
See Personalize Emails with Merge Tags.
Manage your templates
All your templates live in the Templates tab under Email. From there you can:
- Create, edit, copy, or delete templates
- Filter and sort templates by name, creator, date, or shared status
Share a template with your team
Each template is either Personal (only you can use it) or Shared (your whole team can use it). Share templates your team sends often so everyone uses the same wording.
Test a template
Check how a template looks before it reaches a recipient:
- Send a test: Insert the template into an email and click Send me a test email instead of Send Now.
- Send it to yourself: Address the email to your own inbox first.
Need help? Contact support at customercare@pipelinecrm.com.