There should be a preview for group emailing before sending

Martin Pecha_2338
Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
Third Anniversary 100 Comments 5 Up Votes 5 Likes
edited July 2022 in Ideas and Product Feedback #1

Hi, 

I have a short feedback while using group emailing feature. It would be nice to have extra step, where you can check the preview of emails before sending them. Especially when you work with insterted custom fields, it can happen, that something can go wrong or some information is not stored correctly. This would be a nice safe check then. 

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Comments

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,610 VERIFIED MEMBER
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    edited April 2022 #2

    Absolutely.

    For something as critical as a group/bulk email, previewing will calm some nerves.

  • Inês Batata
    Inês Batata Posts: 2,027 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited February 2022 #3

    Hi @Martin Pecha !

    I can see how that would be a plus, for sure, and forwarded your suggestion to our team. Speaking of bulk emailing, have you tried our sister software Mailigen yet? Create a free trial account and see what you think, it has loads of cool features and lets you create amazing email marketing campaigns.

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited May 2020 #4

    Hi @Martin Pecha !

    I can see how that would be a plus, for sure, and forwarded your suggestion to our team. Speaking of bulk emailing, have you tried our sister software Mailigen yet? Create a free trial account and see what you think, it has loads of cool features and lets you create amazing email marketing campaigns.

    Hi @Inês Batata !

    Thanks for quick response. I have already tested your sister software Mailigen as I was looking for alternative to Klenty. However, it is not a tool that fits our marketing needs. We are not doing subscription based email promoting, we need to send large email campaigns on the contacts in the market we know the contacts. So we need a tool, that is not treating mails as subscription.

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited October 2021 #5

    @Mike van der Valk is there any updates regarding preview for group emails? it is really pain not to see the preview as you can easily make mistakes!

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited August 2020 #6

    Hi @Martin Pecha Thanks for checking in. Bad news :( no progress on this unfortunately. I totally understand your request and it would be a great addition. Let me nudge our team again to really take a look and consider this for prioritization. 

  • Simon Hiscox
    Simon Hiscox Member Posts: 1 VERIFIED MEMBER
    edited February 2022 #7

    Bumping this. Could really use with feature. There are always nuances with custom fields.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
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    edited January 2021 #8

    Bumping this. Could really use with feature. There are always nuances with custom fields.

    Thanks @Simon Hiscox I'll shout about it some bit more internally. Hopefully we can prioritise this.

  • Avish Parashar
    Avish Parashar Member Posts: 2 VERIFIED MEMBER
    edited February 2022 #9

    Another bump, as this would be a really useful feature. Until it gets implemented, I'm going to need to use a different solution for sending group emails.

  • RI
    RI Member Posts: 15 VERIFIED MEMBER
    10 Comments
    edited April 2022 #10

    In Finnish nouns (including numbers) are conjugated and it's very hard to write a sentence structure where that doesn't happen. Since merge fields are usually nouns and often end up conjugated, it would be important to be able to preview each email, and fix the individual conjugations as needed, so the email actually looks like natural and correct language use. There are different forms and slightly different endings for different words, there isn't a single universal rule that can be written into the template that will always for for that particular merge field.

  • BernieMc
    BernieMc Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment

    I've just started using Pipedrive and the first thing I wanted to do was a group email with customised fields.

    It was quite scary sending the email out without the ability to preview it first. Has the preview feature been added yet?

    If not, it would be great if it could be.

    Thanks :)

  • mdh-sb
    mdh-sb Member Posts: 1 VERIFIED MEMBER
    First Comment

    Any progress on this?


    This tool is basically unusable without this feature

  • BernieMc
    BernieMc Member Posts: 2 VERIFIED MEMBER
    Photogenic First Comment

    Hi,

    Having a preview before sending group emails would make this feature a fantastic tool that will be used by our whole team. Has there been any progress on this?

    Please advise.

    Thanks!

  • Maciej Stanski
    Maciej Stanski Member Posts: 1 VERIFIED MEMBER
    First Comment

    Bumping this up - considering how difficult it is to get clean leads data, without the preview feature, unfortunately, the bulk email option is quite useless.

  • GraceEdstart
    GraceEdstart Member Posts: 10 VERIFIED MEMBER
    5 Up Votes First Comment First Anniversary

    Agreed - The addition of a preview step in the group email feature would be invaluable to our team. The absence of this step is currently hindering our utilisation of the feature.