Mailigen and Pipedrive Accounts

Suzanne Van de Ven
Suzanne Van de Ven Posts: 35
edited July 14 in Business Talk #1

Okay so I need a recommendation on best practice. 

I have a filter set up to pull in any open deals. That filter then feeds to Mailigen. I excluded anyone in this filter to be sent a Prospect Monthly Marketing email I just sent. This doesn't seem to be the right approach as my email to "prospects" in Mailigen was just sent to a number of people who are active accounts of ours. What I'm finding out is that anyone who was linked as a person in deals didn't get the email, BUT anyone who wasn't linked as a person in deals did. To prevent this in the future, is there also a way to remove any people who are linked to an organization that is in an active deal? I believe they're considered "participants". I'm looking for a solution to prevent any person who is linked to an active facility/organization to exclude from my emails in the future. 

I can play around with the filter but wondering if this is something anyone knows off hand to prevent my trial and error efforts. 

Thanks! 

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Comments

  • Ana Ferreira
    Ana Ferreira Posts: 3
    Pipedrive Employee
    edited April 2021 #2

    Hello Suzanne!

    Can you please get in touch with our Support team through the chat in Mailigen or via [email protected] please? They will be able to troubleshoot this with you and get a solution that does what you need. 

    Thank you so much!