Filtering Email Campaigns in Pipedrive CRM

Craig Beaumont
Craig Beaumont Member Posts: 71 VERIFIED MEMBER
Second Anniversary 10 Comments 5 Up Votes Name Dropper
in Ideas and Product Feedback #1

Hi everyone,

I'm reaching out to see if anyone has any tips for filtering email campaigns in Pipedrive CRM. I send email campaigns for each of our sales reps, and these are broken down into sales regions and sub-areas. This means that my email campaigns list is very long and can be difficult to navigate.

A filter function would be incredibly useful, as I could then filter by person, area, or any other relevant criteria. This would save me a lot of time and effort, and would also make it easier for me to track the performance of my email campaigns.

If anyone has any suggestions, please let me know. Thanks in advance for your help!

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 115 PIPEDRIVE TEAM
    100 Comments 5 Answers Second Anniversary 5 Likes
    #2

    Hello Craig,

    Indeed, the Campaigns feature currently does not have a default filtering option, and this is great feedback.

    One possible workaround or something that will help to streamline the process of finding the right campaigns would be to use filters in the Person list view, where you can set the filter based on the person, area, etc and marketing status to find the people who could have potentially received the campaign, and from the detail view of the contact, you will be able to get the information about the campaigns

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