I'm trying the campaign feature and see that I can only use Person tokens (first and last name, etc.). Is it possible to create a deal-based campaign? For instance, I would send emails to the contacts associated with a deal (let's say all deals created in the last week) with the ability to use deal token properties in the…
I see how to send a one-off email, as well as an email sequence with an automation. How do I send an email sequence/cadence without an automation? This is very basic functionality that every other legitimate CRM has, and it doesn't seem to exist in pipedrive. I simply want to send someone a series of emails without setting…
I just recently got access to PipeDrive campaigns and I am not sure if it is functioning properly. I started prospecting with a new list of leads that I have collected from my LOCAL area in person and it saying all of the emails have been delivered however I can only see people from my organization opening the email. I…
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
How do I run a report on PipeDrive which tells me how many calls have been made to our client base.
With many contacts I have 2 or 3 email addresses, usually their personal from LinkedIn or an old email that I have made their 'other' so I can keep a ready record of what we were talking about when they worked somewhere else or before their email changed due to company name changes. I want to be sure that if I make a…
J'aimerais récupérer toutes les adresses mails pour lesquelles j'ai adressé un mail. Certaines n'ont pas toujours été crées ni enregistrées sous un contact, ni dans une affaire. Merci pour votre retour.
For several days, I have been experiencing problems with sending email campaigns. Background: we have been using Pipedrive for several years and very often send email campaigns to several thousand recipients who For a few days now, I have not been receiving test emails, and every time I send a campaign, the emails to most…
Hi all, I understand that PD is a money generating entity and all that BUT my company (an existing user of PD) decided to try the Campaigns add on and unfortunately I didn't see that there were problems with the platform until it was too late. The issue that I have is that of course, they have my payment details for the…
Hi everyone, Due to ongoing issues with Pipedrive Campaigns, we are planning to switch our email marketing to Mailchimp. Has anyone here made this transition before? We're finding it challenging to transfer our Pipedrive filters to a Mailchimp audience seamlessly. Has anyone successfully managed to get this working? Any…
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