In my WordPress CRM, one of the features is the ability to send an email to the prospect from the post list view. The template changes based on the lead status so a prospect in the new lead status will get a different email than a prospect in the follow up status. WordPress doesn’t actually send the email. Instead the template will open up in your default email composer. Since I use Outlook, it will generate an email in Outlook to the prospect with my signature.
Before you even create the templates, you need to create a custom column in the list view admin with Piklist. When you create a custom post type in Piklist, make sure you add the code below. You can modify it so it has the columns you want. I use the post list view to generate a list of leads to follow up with so I like to include phone and email.
If you use author or title, Piklist will fill in these fields automatically. Custom fields will require the code below to populate. My custom fields are automaton_client_phone and automaton_client_email
The next step is to create templates with mailto HTML links using $email as the anchor text. Make sure instead of spaces you use “%20”. Then create an if statement with the criteria that will generate each template.
I kept it simple and included two short templates and one general template with only a subject. You can have a lot more and longer templates with a few paragraphs to fit all your needs.