PipeLeads CRMPL-10.02

Template editor with live preview

Rich-text editor with subject, preview line, Insert field menu, and a preview rendered against a real deal or contact.

Find it in PipeLeads CRM

Email templates
Edit

/crm/inbox/templates

The chain

From what it does to where it takes you.

01

FeatureWhat it does
The preview uses your real data and lists fields that would come out blank, instead of failing.
02

AdvantageWhy it beats the usual way
You see exactly what the customer will read before it goes out.
03

BenefitWhat you get
No more 'Hi {{first_name}}' embarrassments.
04

Promised LandWhere it takes you
Automated emails go out with the right names and details filled in.

In the product

See it in PipeLeads CRM.

Edit email template dialog for Welcome after closing: subject, preview line and a rich-text body with contact, company and owner merge fields on the left, and a live preview on the right that renders the email as Welcome aboard, Dana with Acme Industries and Marcus Lee filled in — Template editor with live previewWrite it once, see it filled in before anyone gets it.

Inside this feature

1 part that makes it work.

Email Templates › Template editor with live previewPL-10.02.1Merge fieldsEach email feels one-to-one.

Try it yourself

Put Template editor with live preview to work.

See every deal. Know the next step. Let the follow-up run itself.

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