Pipeline Integration

Pipeline Integration

Written by IanLast update 2 years ago

Add personalised images to your email templates and sequences in Pipeline CRM.

Simply add a Hyperise dynamic image to your sales email templates and Pipeline will add data to the image "on the fly", via URL parameters, which will dynamically create the image as its loaded.

It's amazingly simple to do, read on for the steps to get started....

Step One: Add Pipeline CRM as an Integration

Once Pipeline CRM has been selected as an Integration, select whether you want to link to a landing page or not, then copy the Image Content.  The image content copied will include all the required Pipeline tags to personalise your email.

Step Two: Add image to Pipeline Email Template

Within Pipeline, edit or create a new Email template.

Within the email editor select the Insert Image button and select the By URL option, now paste in the image code copied from step 1 above, into the input box.

Now when you use the email template in a sequence, or directly within a sales contact, the image will automatically personalise, along with the rest of the template.

Thats it! Pipeline will now pass the prospect data it has to the image, which will be created on the fly, as Pipeline sends out the email.

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