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How do I copy my email template's HTML for use in another email platform?
We've designed several templates that I'd like to move to another platform. What's the fastest way to do that? Do I have to re-design or is there an option to copy the HTML (like Mailchimp has)? Thanks!
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Bonjour, tous les pipedrivers, je suis en pleine campagne marketing d'emailing.
Pour remettre dans le contexte, nous vendons des garanties, et les url sont propres à chaque devis, j'aimerai que l'url de mon bouton soit personnalisé en fonction des réponses, j'aimerai que dans mon bouton le texte affiché soit " reprendre mon devis", mais que l'url soit différente et adaptée à chaque nouveau devis. Des…
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How do I add a company PDF to my campaign?
I am new to Pipedrive and cannot find anywhere how to attach a company marketing piece to the email campaign. How can I do this?
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Using the [Username] salutation
Hi, I'm ready to send a marketing email, but my tests are not filling the field for [Username]. I also tried [Name] but to no avail.. Help ?
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E-mail marketing
Hello everyone !! To put in context, we sell guarantees, and the url are specific to each quote, I would like the url of my button to be customized according to the answers, I would like the text displayed in my button to be "resume my quote", but that the url be different and adapted to each new quote. Have a nice day…
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How can i stop images from rotating in Outlook
Sometimes when i create a pipedrive campaign with images, the images come out rotated or upside down when viewed in outlook. It doesn't seem to happen in any other email client, Pipedrive have told me it might be something to do with the way Outlook renders the email. I use Outlook all the time and dont get upside down…
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Campaign's payment
Hello Pipedrive Community, I'd like to use the Campaign's solution for my company, but we will need it maybe for 5/6 times a year. Is it possible to pay for a month, and then stop it the next month then re-enable it in 3 months ? Thanks in advance, Nicolas
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Supporto demo
Ciao! Avrei bisogno di un supporto per capire come funziona il servizio di Newsletter.
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Email sequences
Hello - is there a way to add leads to an email sequence so that they get emails in a drip. I see the email campaigns but I that seems to be a one-off thing, not an automated series. Also, what is the difference between email campaign and automated email campaign pages? Both seem the same, unless I'm missing something.
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Is it possible to run a query of all contacts who have opened a tracked email in last 30 days?
As the title explains - I'm trying to run a query of all the contacts I've emailed in the last 30 days and pull out those who have opened my emails. Is this possible?
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Is it possible to send an e-mail through pipedrive from another e-mail address? If so, How?
I'm looking to send an e-mail from another e-mail address of mine, different from what I used to sign up here. Is that a possibility? In example, I signed up using example@mycompany.com. But I'd like to send an e-mail from examplesales@mycompany.com
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Custom contact filter not filtering correctly
Hi - I'm trying to set up a custom "Contacts Filter" that I cannot seem to get working properly. There is contacts that are populating on this filter who've I recently had correspondence with and shouldn't be showing up. For example; I want to filter out contacts that I haven't "sent" or "received" an email from in 2…
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Pipedrive Email Campaigns
Hi, I have started to use Pipedrive Email Campaigns and liked how intuitive it was to use. The only issue I have is trying to design emails to fit with my business's branding. I need a way to upload the same fonts I use on my website so the emails look professional. Is there any advice on this?
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Disabling Campaigns module but keeping data
Hello, I'm wondering if disabling the Campaigns add-on will remove the data or leave it but disable sending new campaigns. Thanks for your help!
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Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
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Tracking Replies / Reply Rate
After doing our first test mailout, it appears we're not being shown the Reply rate? This is the most important insight for us, and is probably the most important statistic for any company where the objective of the campaign is to get direct replies.
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calender and email intrgration
I am looking for an expert in north America time zone that can help me get the calendar and microsoft teams invites to integrate properly with pipedrive #1 problem I DONOT want invitations coming from 3rd party email source (like gmail) It must all be from my company domain.
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Text message integration (Apple)
Is there any software that would allow text messages to be recorded in PipeDrive? I don't necessarily need to send texts from PipeDrive (although that would be GREAT!) I would like to have some software that would allow text marketing, autoresponders, keyword triggers, etc that would work with, and be recorded into…
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What’s the best way to end a business email?
The end of your email is one of the most memorable parts. That’s why it’s so important to get it right. Nobel Prize-winning psychologist (and author of Thinking Fast and Slow) Daniel Kahneman found evidence from several studies for what he dubbed “the peak-end rule”. It suggests we judge and remember experiences largely…
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Subscriber status - Zapier integration
Does anyone know if there are plans to allow you to automatically assign contacts a 'Subscribed' status? I was told by support this isn't currently allowed due to their double opt-in policy. We have previously done in Mailchimp using Zapier so that once a contact subscribes to our newsletter on our website they appear as a…
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Best way to send follow-up campaigns that are currently not ready/created?
Hi all, currently we are discussing the best way to send automated campaigns to our customers. Currently not every follow-up campaign/campaign-email is created and ready to sent but we would like to start with the first ones that are ready. Is it possible to create a workflow on a later date that triggers when e. g.…
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Campaigns Email Sequencing?
Please curious if there’s a way to automate resending an e-mail to recipients after “X” number of days in the event they haven’t read/opened the prior sent e-mail? Or in other words, segment out the recipients who opened the original Campaigns email to remove them from a 2nd attempt… I did not see any options for this…
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Email template formatting when copy and pasting text into email templates
Email formatting issues for the recipient when copy and pasting text into email templates. We have been through issues recently with copy and pasted content (pasted as plain text) into Email Template, which appears correct in the Template, but the recipient in either email provider Gmail or Outlook (whether browser or app)…
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Integrate Notes field to automated e-mail
Hi! Is there a way to include the notes field in an automated email? We use Jotform to create a deal in Pipedrive and most of the information arrives in the notes field of a deal. I hope you guys can help me! Thanks in advance, Sebastian
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Can't unsubscribe a contact from Marketing
When a contact is subscribed to marketing, there is a drop down which allows the user to manually switch the contact to "unsubscribe". When we manually unsubscribe and hit "save", the contact instantly switches back to subscribed. This seems like a fault in Pipedrive? Is there some reason why this would happen and is there…
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Referred by email automatically added
i was hoping that a feature to have the "referred by" email automatically added to your contact email and especially a group email (this would limit to 50 contacts at a time). this would save me a lot of time and money as i would not need a dedicated person to send these out as i do now. Currently if i send a follow up…
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Work around to Filter Contacts by Email Subject Title (Bulk Send) ?
I want to be able to see WHO opened emails from a specific Bulk Send / Group Email, and then be able to send those contacts a followup message. ...Has anyone figured out a workaround for this?? (with zapier, zapier + PD workflow, or otherwise). It looks like you can't: Export notifications from Sales Assistant (where it…
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Avoiding the email confirmation for 2 factor authentication?
How can I avoid the email confirmation for 2 factor authentication? I work with several Pipedrive email accounts, for me, for my colleges if I want to make some changes I setup, clients, our support account, Etc. So I work with Safari and Chrome and sometimeS I need to open incognito windows to have 3 or 4 accounts at the…
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Export Deals
Does anyone know how to export Deals with contact info and notes in an excel or csv file?
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Campaign selection when you have multiple contacts
I represent multiple companies and I filter by either an account number or if they are a lead for a company. My problem is when I go to send campaign. It sends to all contacts of the company that match the filiter. Example I represent one company for shoes and another for a sock manufacturer. But since they match the…