How can I use Data Room Variables in Pipeline emails?
Top replies
In order to use Folder / Data Room Variables in email templates:
• The first step you take is to go to the relevant pipeline, eg the 'Fundraising' pipeline and then click on 'LP Emails'.
• Now select the email template in which you want to embed the data room URL, then click on "FILES" next to "VARIABLES"
• Now select the Folder / Data Room you want to embed in the email by clicking on it and the personalized Data Room link will appear in the email body.
• When you're done remember to click on "Save template" in order to save the email template you just edited with a Folder / Data Room variable/link.
If you want to add it to a one-off email you are sending through Hub:
• Go to the relevant pipeline and find the prospect you want to email.
• Click "Send Email".
• Within the body of the email, you can add a Folder / Data Room link by going to the "FILES" section next to "VARIABLES" on the right-hand side of the email window.
• Now select the Folder / Data Room you want to embed in the email by clicking on it and the personalized Data Room link will appear in the email body.
1 reply
In order to use Folder / Data Room Variables in email templates:
- The first step you take is to go to the relevant pipeline, eg the 'Fundraising' pipeline and then click on 'LP Emails'.
- Now select the email template in which you want to embed the data room URL, then click on "FILES" next to "VARIABLES"
- Now select the Folder / Data Room you want to embed in the email by clicking on it and the personalized Data Room link will appear in the email body.
- When you're done remember to click on "Save template" in order to save the email template you just edited with a Folder / Data Room variable/link.
If you want to add it to a one-off email you are sending through Hub:
- Go to the relevant pipeline and find the prospect you want to email.
- Click "Send Email".
- Within the body of the email, you can add a Folder / Data Room link by going to the "FILES" section next to "VARIABLES" on the right-hand side of the email window.
- Now select the Folder / Data Room you want to embed in the email by clicking on it and the personalized Data Room link will appear in the email body.
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