Our company has multiple labels within a lead and we want to send a bulk email to all, how??

Options

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 choose 2 lead categories, just "open house", "community".

How do I filter so anyone that has 1 or more of the same labels show up so I can send out a bulk email that fit within many criteria without having to send emails out one label at a time, which ends up duplicating emails because leads are within more than one label??

Answers

  • CarlosPD
    CarlosPD Posts: 41
    First Anniversary 5 Likes First Answer Name Dropper
    Options

    Hey @Kelsey Forcier !👋

    You should be able to filter your Leads by Label like so:

    This filter would make it so any People who have a Lead containing both the COLD and WARM labels will be visible on the resulting list. It will work even if the Lead has an additional label not specified in the condition.

    If you are not seeing the same behavior, would you mind contact support@pipedrive.com so we can take a closer look?

    Hope this helps!

  • brettjhonson
    brettjhonson Member Posts: 2
    First Comment
    Options

    To send bulk emails to leads with multiple labels in Pipedrive, use the "OR" filter instead of "AND" to include leads with any of the selected labels. This way, leads with one or more matching labels will be included.

    For more email solutions, consider using SMTPget.

  • Michalsmithh
    Michalsmithh Member Posts: 1
    First Comment
    Options

    To avoid filtering issues in Pipedrive, use the advanced search feature to create filters based on labels. Ensure you select "Any" instead of "All" for labels to include leads with any of the specified categories. For further assistance, contact DigitalAka™ for best solutions.