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Ability to style System Generated Campaign emails and page
I can not find a way to style to double opt-in email or the unsubscribe page. Even if it is just to add corporate colours and font style. At the moment neither the page nor the email looks like they belong to the company. Can this be made available or advised how this can be done?
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Merge tag problem in the sent email
Hi All, I'm working on my first email campaign. I would personalize it, so in the text I used "merge tag", and it beautifully shows *[FIRST NAME]* in the needed positions. I use myself as a test person, and I uploaded myself as a "person" to Pipedrive, so checked myself in the system, my data are detailed in Pipedrive, I…
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Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
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Webforms and contacts
Hello everyone I have a question. and I am new here. I have 2 websites. and I am using web forms on both sites. but I don't want to mix up contacts. how do I handle both site's databases (contacts) on Pipedrive?
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Error when trying to import leads
When I click on the button to import leads the following appears: The page you are trying to access does not exist. Do you know why that would be? I would like to upload a spreadsheet of new leads.
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I cant send group email - Missing field
Hello i am trying to send a personnalised email to a group of people I have an excel with : E-mail Nom So i put those personnalised field in my email template but i cant send a group email and dont understand what is wrong Can you help me please ? thank you
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Web Form and Divi Bloom can't get working?
Is anyone here an Elegant Themes Divi user? I really want to use all the pipedrive functions rather than have a separate email provider. However, to create a web form and somehow get it working in divi theme seems to not be so simple. I have tried with the html code but while that seems to be the way it 'should' work it's…
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How do we auto-generate leads from campaigns?
We send out a lot of email to our lists, but can see no way to set up rules to create a lead if a certain number of opens or clicks are met. Pipedrive advertises "marketing automation", but there appear to be no tools to actually automate a simple process of contacting and qualifying a lead from a campaign. I've searched…
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Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
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Emails in spam or quarantine
Hi All, I have trouble with the spam filters in Outlook. The first campaign email I have sent out from Pipedrive, was sent not to customers, but to colleges and friends to test it, but ALL of the emails sent out from Pipedrive went to spam or to quarantine, and I had to call up all of my friends "hey, did you receive…
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Campaign Builder: MS Outlook Appearance Issues
I run a B-2-B wellbeing company and the majority of our clients use Microsoft and MS Outlook for emails. I'm constantly finding that every time I build an email in Pipedrive Campaigns, it looks vastly different in an Outlook inbox verse what I see in the Campaign Editor and Preview Mode. This is an ongoing issue as…
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Edit DOI email text
Is it possible to customize the text of the DOI email? We are in Germany and the default email text is to formal for our audience. I couldn't find the option to edit the template. Thx in advance
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Why is Pipedrive Campaigns so bad?
Here is my issue: When I connect a form with an automated campaign, it will send the email just once to whoever fills the form, if the person fills the form again and submits it, he/she will not get another email, pipedrive blocks it saying "repetitive campaign" The worst part about this is there is no way the person will…
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Dynamic Fields in Custom HTML Email Campaign Templates
Hi, I'm trying to embed some custom fields (i.e. contact first name, organisation name, etc) in the code of my custom HTML email campaign template. It keeps showing me the raw html though. Is this possible within Pipedrive? Hope someone can help me to solve this issue:)
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How to get my chat 'live' ??
so I've successfully integrated the pipedrive chat into my website, however I want it to have 'live chat' enabled, but this seems to not be working? can anyone help? can't seem to get the chat box to edit in a way to set to 'live' I'd also like it to link to scheduling a video chat... is any of this possible, it turns out…
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Emails from Pipedrive don't match font/designs from identical emails in Gmail
Hi ya'll, Curious if anyone has experienced this or had this issue. When we write emails from Pipedrive, we can't get them to perfectly match the font/sizing of identical emails sent from Gmail, especially when looking at emails on mobile. For example. We'll write an email in Pipedrive, and choose font "Sans serif" and…
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Managing UNDELIVERED EMAILS (using automation if possible)
Hi everyone, I need some advice on managing undelivered emails. Out of 200 I send daily, about 40% bounce back or get blocked. I've been trying to categorize these contacts to connect with them on other platforms like LinkedIn. The best way I've found is by creating a special LABEL and doing it manually, since I can't find…
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Campaigns - is there a way to add a sign up form to website
Hey there, We're about to upgrade our subscription to include Campaigns, helping us keep everything under one roof. Just wondering, is there a way to add a sign up form to our website (ie. for a newsletter?). We're currently growing a newsletter on LinkedIn but it'd be great to be able to gather email addresses and…
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Can I create a filter for my recipients in a campaign?
Can I create a filter for my recipients in a campaign to include only the people who did not open the original campaign. So, I have tried to filter it as several different ways that include "Total Open Campaigns," "Campaign Opens," "Is less than," 0. Each time it is still including the people who already opened the…
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Marketing Status automation
Hey There, Hope the community is well. I have a very specific problem and am wondering what others are doing about it. -We run ad campaigns in all channels Fb/Insta/Google/LNKD/Pinterest and have a high traffic site. -People usually fill out the lead form including their consent to marketing from any of these platforms.…
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Automating Tags
Hello, We are creating tags for each contact to set up a marketing campaign. The tags are based on title, etc. Is there anyway to autofill the tags from other fields in the contact like a field "job title?" so the job title autopopulates into a tag.
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Create new lead when clicking link in campaign
Hello Pipedrive members, I am testing with campaigns at the moment, so it could be that this question is already asked in the past but i can't find a solution. I was wondering if it is possible to make an automation for creating a lead in the lead inbox when a subscribed contact clicks on one of ours links in the…
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Group emails - best way to do 300
Hi - when group emailing, what's the best method of selecting the second set of 100 people to email. If you have 300 to email it picks up the first 100 but doesn't (I think) make the second or third email groups easy. Thanks
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clicking on an email address opens Thunderbird, not internal P/D email.
For some strange reason....and I'm pretty sure it didn't used to be this way.... when I click on an email address while in Pipedrive, it opens a 'compose email' window in my Thunderbird email client, not the Pipedrive email client. Anybody have any idea why this is happening and/or how to "fix" it, i.e., stay within…
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Could you help me with how to embed creative polls in emails/newsletters/campaigns?
Could you help me with how to embed creative polls and questionnaires in emails / newsletters / campaigns? Or is there a separate software for this that is integrated into Pipedrive?
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IMAGES IN SIGNATURE CAUSING WARNING MESSAGE ON OUTLOOK
Having an issue with a new signature template that contains images. When emails are sent to Outlook inboxes the images are being flagged as being potentially untrustworthy and so not automatically downloading. Has anybody ever experienced this problem and managed to find a workaround? These are very small images. Only two…
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🗣️ 💬 Campaigns: Q&A | volume 5
Hola, Pipedrivers. It's actually the 7th week since the release of Campaigns Beta and I'm very excited to see quite a few of you already adopting the new product for your business and email marketing. As usual, the weekly Q&A with some recent feedback from you is below. --- Q: As we are an international company, with an…
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Email signatures in campaigns
Hi, I'm new to Pipedrive so forgive me if these are basic questions - I couldn't find the answers in this forum. I'm creating a simple, unbranded email campaign with six emails and want to make it look like a regular Gmail email. How do I add my normal signature to these emails? Separately, is it possible to trigger the…
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Campaigns' visibility in the Deals?
How come the Campaigns fields (sent / opened etc...) can only be seen on the Person's page and not on the linked deal? We have to open the person's page to see if we've had successful interaction, that's taking an noticeable amount of time. Why not displaying the campaigns the same way you display emails on Deals?
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Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.