Marketing Status automation

marketing omnibus
marketing omnibus Member Posts: 4
5 Likes Name Dropper First Comment

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.

-We import them into pipedrive as a lead.

Here is the problem,

When importing these as leads, we cannot access the "marketing status" field from Zapier. "Marketing Status" is also not accessible via Automation in pipedrive. So now I have to manually mark each lead as "Subscribed". This is a problem because we fire 2 emails within 1 hour of reaceiving a lead. Since the marketing status is not "Subscribed" these both fail. ( The email is fired via campaigns )

What is the best way to update the marketing status of a person automatically? (Without using webforms)

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Answers

  • Samo Jurdik
    Samo Jurdik Member Posts: 24
    Name Dropper First Anniversary Combo Breaker First Comment

    We have exactly the same problem. FB ad contact is imported using Zapier. Sending an email from a template works. The problem is that if I want to use the new Automated Campaigns instead of an email template. Then the consent is missing and I can't find a way how to automatically change it.

  • Jake Liddell
    Jake Liddell Member Posts: 6
    5 Likes Name Dropper Photogenic First Comment

    I've gone down the rabbit hole with this one, and the answer is... You can't!

    Amazing, huh? An email marketing system that doesn't allow people to automatically get stuff!

    There is a complete fudge - you can sign up for their Leads package which costs additional per month, which gives you access to their Web Forms functionality.

    But that's also broken. There's no way to know which form someone has filled in - so you can't know what to do when someone fills one in.

    There's a hack workaround to that too - which is to stick a visible field on the form that the customer has to select, and then trigger the automation on that being set. But you still have to also do the optin field, or the marketing status won't be set - so the customer has to click two separate things. And if they don't, they won't get your email.

    Despite wanting to do everything within Pipedrive, this Campaigns product just isn't usable at the moment - we're sadly going back to ActiveCampaign.

  • I had the same issue (and also couldn't believe this is not possible).

    Finally, we solved this by subscribing people using the pipedrive API since the API allows to change the marketing status. We connected the API using Integromat (now Make) with the HTTP module and it works great.

  • Ric Brooks
    Ric Brooks Member Posts: 1
    Photogenic First Comment

    Hi everyone,

    Please tell me this has been fixed?

    I wouldn't have even thought this would be an issue.

    I've spent ages setting up the back end, Zaps and Linkedin Ad. This seems so strange

  • CarlosPD
    CarlosPD Posts: 41
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    edited November 2022 #6

    Hey @Ric Brooks !👋🏼

    Thanks for following up on this. There certainly are limitations in this thread we will need to address. As of now, it is not possible to update the 'Marketing Status' field via our Workflow Automation's feature.

    This field can be bulk edited from the Person list view, and can also be updated via import.

    Marketing Status can also be updated via API, more on how this can be done here: https://pipedrive.readme.io/docs/campaigns-in-pipedrive-api#how-to-integrate---campaigns-inside-pipedrive-api

    As it can be updated via API, any integration can add this capability to their integration. Of course, it would be best if we could add this to our own tools (Workflow Automations) so you don't need to set this up elsewhere.

    I will forward this request internally so it can hopefully be updated in the near future. Any further updates on its addition will be posted on the What's new section of our community.

    If you need any additional clarification in the meantime, please feel free to contact support@pipedrive.com so an available agent can assist you.

    Hope this helps!

  • Jake Liddell
    Jake Liddell Member Posts: 6
    5 Likes Name Dropper Photogenic First Comment

    Hi @CarlosPD If you could just fix your Zapier integration so we can set this one field, the problem goes away. This used to be possible in the past, but is not currently possible. It would just be a case of adding this one field to your existing zapier integration - not a big job... Fingers crossed.

  • Hey @CarlosPD


    If you intend me as a paid customer to use "campaigns" as a product, then having this feature is a precursor.

    Without the users being marked automatically subscribed, there is no way we can use the campaign sequence at all.

    For now we have cancelled our campaigns subscription and I think others maybe in the same boat.

  • Jake Liddell
    Jake Liddell Member Posts: 6
    5 Likes Name Dropper Photogenic First Comment

    @CarlosPD Your What's Planned link is giving me a 404 error.

  • Thank you all for your feedback!


    @Jake Liddell sorry about that I was using an older link, should work now.👍🏻

  • Jamie Pride
    Jamie Pride Member Posts: 31
    First Anniversary 5 Likes Name Dropper First Comment

    So I literally just watched a Pipedrive webinar where automating the marketing status was possible via workflow automation, but now it appears to be removed.

    At about the 20min 30 sec mark.

    This is a critical feature. Why was it removed, and when will it return?

  • Jake Liddell
    Jake Liddell Member Posts: 6
    5 Likes Name Dropper Photogenic First Comment

    Yep,as I mentioned above, this was intentionally removed... And still no one from Pipedrive has commented on this.

  • Hey Guys,

    I have entirely the same frustration but solved this by using the Pipedrive API (see my comment above). Strange that Pipedrive took this route, but the workaround with the API works well, just FYI.

    Let me know if you need any more info; happy to help.

    T

  • Jan de Vries
    Jan de Vries Member Posts: 2
    First Comment First Anniversary

    It's so frustrating that this basic function is not even part of your email engine. This is withholding me from moving the entire company from ActiveCampaign to Pipedrive directly.

    Please, is there any ETA on this basic function?

    Regards a frustrated customer.

  • Jamie Pride
    Jamie Pride Member Posts: 31
    First Anniversary 5 Likes Name Dropper First Comment

    Ii really think this must be deliberate - as the functionality was clearly in the product at launch and was then removed. I can't understand why and it would be really good to know why. I need to make a decision about campaigns soon - so it would be great to understand if this capability will be in future releases.

  • Sami People Vox
    Sami People Vox Member Posts: 12
    First Comment Photogenic Name Dropper

    Hey Customer Support_sanctions.io, how did you make it ? Can you share the function or code youput in your http module in make/integromat ?

  • Hi @Sami People Vox, Please see the screenshot from the HTTP module setup attached.

    What it does it's creating the new customer record and changes the marketing_status to "subscribed" along with some other flags we use in our pipedrive setup.

    Hope that helps.

    T



  • Sami People Vox
    Sami People Vox Member Posts: 12
    First Comment Photogenic Name Dropper

    Many many thanks @Customer Support_sanctions.io will test it out ! You're a boss !

  • No problem, hope it works for you. :)

  • Rodrigo Rojas
    Rodrigo Rojas Member Posts: 56
    5 Up Votes Name Dropper First Anniversary First Comment

    There is a very nice solution for all of you who are using AUT CAMPAIGN and miss to enter into the workflow when you need to change the MKTG status manually:

    • The first immediate email from AUT CAMPAIGNS change it for a email template, so you will bribe the MKTG status "no consent"
    • For the 2nd email use AUT CAMPAIGNS (lets say on the 2nd day) and so on

    With this trick you will be able to set up a manually a daily task to change all of your new contacts with "no consent" to "subscribe" and get into the workflow without loosing a single email.

    Enjoy it!

  • Just jumped onto Pipedrive today to bulk mark my contacts as subscribed.

    Turns out the option to get them "subscribed" from the dropdown on the bulk edit window is now gone.

    The bulk edit only offers "archived" as an option.

    This is in direct conflict to the KB article.

    This is also a terrible state of affairs because all that work on campaigns isn't useful because can't automate marketing status and so can't automate campaigns. I don't know who the product manager is but they need to look into this. Is there a direct email of the product manager I can pursue this up with ?

  • Graham Cox
    Graham Cox Member Posts: 155
    First Anniversary First Comment 5 Up Votes 5 Likes

    Pipedrive, can you answer this thread please and let us know what is going on. Campaigns is clearly not ready for primetime if this functionality is lacking. We need a response please. Thank you.

  • Daniel Carson
    Daniel Carson Member Posts: 1
    First Comment First Anniversary

    hey @Customer Support_sanctions.io,

    Could you send a screen shot on exactly how you made the automation in Make?

    Thanks!

  • Customer Support_sanctions.io
    edited February 2023 #24

    Hey Daniel,

    Please see below a screenshot of the whole scenario.

    Whenever a new customer is added to stripe it will trigger the HTTP request to Pipedrive for creating a new person record plus setting the marketing status to subscribed. I hope that helps you.


  • jpoyser
    jpoyser Member Posts: 6
    First Comment
    edited February 2023 #25

    Hi Pipedrive - I'm bumping this thread because the above is relevant to us too - and to be honest a crucial UX feature for Campaigns. Hopefully something is in the works because manually adjusting marketing status' when opt in permission has been granted is tedious (even with 'bulk-edit').

    We want to send a custom Campaign Template (because the Pipedrive Template for the double opt in email CAN'T be edited to adjust for our branding) - but can't include a link or any means for the clicking of the CTA button 'yes I accept/subscribe' to auto-update the contact's marketing status to 'subscribed'.

    An update/rough timeframe would be appreciated - Campaigns is being implemented across a number of companies that I work with and this info is crucial.

    So if the Double Opt In email was able to be edited, and send in bulk (like group email) that would solve this whole issue

  • Graham Cox
    Graham Cox Member Posts: 155
    First Anniversary First Comment 5 Up Votes 5 Likes

    Hi everyone, we all need to start moaning at PD in unison here to get them to take some action.

    See my post here:

    Please start complaining or they just ignore us.

  • Graham Cox
    Graham Cox Member Posts: 155
    First Anniversary First Comment 5 Up Votes 5 Likes

    Hi everyone,

    I've had some feedback from PD. See this thread:


    If everyone contacts Zapier about this we might see some prompt action

    Graham

  • charliparkes
    charliparkes Member Posts: 2
    Photogenic First Comment

    Just thought I would update this thread in case it helps anyone as I have been experiencing similar issues with updating this field.

    We were using a Gravity Forms add-on to send form entries to Pipedrive, which wasn't updating the Marketing Status to Subscribed when a new contact was created, despite this being mapped in the feed setup. After raising the issue with the plugin creator they said they weren't able to update the field over the API, even though you could access the field within the plugin.

    After doing a bit of testing with Zapier, it seems to now be able to update that field. The only caveat being it seems to only be able to create a person with the status "Subscribed" - it can't update existing contacts who already have "No consent" or any other status in that field. I can't see this being an issue for us as we are mainly using the integration to get new contacts into Pipedrive, and send them guide downloads, etc. But understand this may cause issues for others if you're using the integration/Pipedrive in a different way.

    Another issue I have is that you can't set a primary key on a Zap as you can with the plugin I was using, so I've had to set up multi-step zaps which search for people in Pipedrive. This appears to be a Zapier issue but I thought I would mention here.

    Despite finally discovering a resolution to this particular problem I would echo what other people have said, here around there are definitely ways in which the Campaigns functionality and by extension integrations with Pipedrive could be improved, particularly how this marketing status field is handled.

  • andynmartin
    andynmartin Member Posts: 5
    First Comment

    Another update for anyone interested. We are evaluating moving our marketing email to Pipedrive, and being able to automatically "subscribe" people was pretty key, especially with web forms (also considering using Pipedrive) for things like "Subscribe to our newsletter" without having to add a redundant checkbox to opt-in.

    I was able to create a Zap that updates a new Person marketing status to Subscribed. It's been tested several times now and seems to be working as expected.

  • tombous
    tombous Member Posts: 1
    First Comment

    Hi Could anyone else me know how I do this through Zapier please?


    Thank you