Hi Everyone, After speaking with the team, they explained that this feature exist in our sales CRM platform. You can learn more about the feature here.
If you do not have sales CRM, you can look into different monday app and read through the comment below for recommendations by the community.
You can use Outlook for the email automations.
This is needed - I shouldn’t need to use SuperMail to send nicely formatted emails based on the item information in the board. As a new customer to Monday, this has really disappointed my team, and may mean we don’t now move to the full Enterprise edition.
Hello @Miltime19
Check out EasyMails where you can design email template using drag and drop editor.
So you don’t need to use even HTML code also.
Just need to create templates and you can simply use it everywhere by create recipes.
@Julietteb I am still confused by this…
HTML Email Editing is not possible with automations in Sales CRM Enterprise / Pro either as far as I can see.
The automations still only support the standard Email text - or maybe I am overlooking something?
Hello @shayan.moussawi
Take a look on EasyMails app on monday.com. Where you can create email template using drag and drop editor and all automation will work on that.
It’s rather disappointing that this has been marked as released when it doesn’t address the initial user request, which was to have html support in email automations in the Work Management solution.
It is not released in Sales CRM either.
You cannot use HTML in the Email automations or integrations.
All you can do is use HTML in Bulk Emails which are not sent using automations.
Interesting - I don’t work with the CRM module so I didn’t have that visibility.
Please advise as I’m not able to find this feature
Hi @upitchika please could you send me a link to this app? donna@moments.biz
Hi Juliette, as other have expressed above me, this topic is not resolved. I have a CRM enterprise plan and, while I can write emails in HTML format when starting from scratch (while writing a bulk email or an email to a specific contact), I cannot do so with an automation, which only supports text. The initial demand was to have HTML support in automations, which would be super helpful.
Thank you!
We are using some basic HTML formatting currently and it does 99% of the things you’d expect. The only thing that would make it perfect for us, is to display the image, with that html block. I use the larger text or banner style to head the notification, and make the most of headings, bullet lists and blank rows.
Hey @WLane
Could you explain a bit more how you have managed to use these HTML presets in Outlook/Gmail Automations?
Hi Everyone! I just spoke with the CRM team to get more clarity around this. Html is currently supported for mass email only & not currently supported for email automations. Since this does solve some of the use cases in our thread, I markd the feature as released, since it is solving some of the use cases mentioned above.
After reading your feedback, adding HTML to support for email automations is something that the CRM team is looking to add to the roadmap, in the future and so this thread is still being looked at by our team as they work on the upcoming features to add the roadmap.
As always as soon as I know more I will update! Feel free to keep sharing your thoughts and feedback for the team.
Hi @shayan.moussawi,
Here’s an example of how it’s being used in our team.
Recipe:
Email:
Notification:
To achieve this, what I did was test out different HTML inserts in 1 test notification and then documented the ones that did work for me.
Here’s the ones that I found worked, and you simply insert that around your usual text (see my plain text notification above)
- Heading 1: <h1>Your text</h1>
- Heading 2: <h2>Your text</h2>
- Heading 3: <h3>Your text</h3>
- Bold text: <b>Your text</b>
- Italic text: <i>Your text</i>
- Strong text: <strong>Your text</strong>
- Red text: <p style="color:red;">Your text</p>
- Green text: <p style="color:MediumSeaGreen;">Your text</p>
- Custom colour text: <p style="color:#FEBE10;">Your text</p>
- Huge red text: <p style="font-size:50px;color:red;">Your text</p><p></p>
- Red banner with white text: <p style="background-color:tomato; color:white;"><b>Your text</b></p>
- Huge red banner with white text: <p style="background-color:tomato; font-size:50px; color:white;"><b>Your text</b></p>
- Huge custom colour banner with white text: <p style="background-color:#febe10; font-size:50px; color:black;"><b>Your text</b></p>
- Bullet point list: <ul> <li>Coffee</li> <li>Tea</li> <li>Milk</li> </ul>
- Numbered list: <ol> <li>Coffee</li> <li>Tea</li> <li>Milk</li> </ol>
- Hyperlink: <a href="https://google.com">🔗Hyperlink</a>
- Blank row: <br> where you want the gap
Ah I see - but these don’t work with Email Automations (Outlook / Gmail) if I understand correctly, right?
i haven’t tried them via an email automation, just a notification, give it a try and let me know.
You can use EasyMails App.
With EasyMails you can Design and send stunning email templates using drag-and-drop builder, including images, file attachments, and automation capabilities directly within monday.com. Track email performance, send bulk emails, share templates with your team, and more.
Wow, over 4 years and still not available in email automations. You’d think all they’d have to do was add HTML in the format of the header instead of plain text.