Personalize individual mails in Group Mailings

When we send group mails with dynamic fields, it frequently happens that a couple of mails cannot be send or turn out wrong, because the field was not set or set incorrectly (in the particular mail's context). It would be really helpful to be able to fix such mails manually before sending out.

Workflow would be:

  1. Select contacts
  2. Click Group Mail
  3. Select or type template
  4. Check what would be send by selecting the individual recipients in the list to the left (live preview)
  5. Adjust individual mails if necessary
  6. Send

Related to https://community.pipedrive.com/post/coming-back-after-some-time-to-give-feedback-about-group-emailing-6196cc4ad38a2df0aa1916bb

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited April 11 #2

    Sort the list for each field you're using in your email template, and then send a bulk email.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

  • Sven Amann_76110
    Sven Amann_76110 Posts: 54
    10 Comments 5 Likes 5 Up Votes Photogenic
    edited April 9 #3

    Sort the list for each field you're using in your email template, and then send a bulk email.

     

    If you have any questions, don't hesitate to reach out.

    Best,

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Yes, I know I can achieve this manually by sending tons of small batches. And since using a tool is all about saving manual work, why not improve the UX to save more?

  • RI
    RI Posts: 10
    First Comment
    edited April 13 #4

    Hey Sven, maybe add this to the other related post which already has some support behind it? Totally agree

  • Sven Amann_76110
    Sven Amann_76110 Posts: 54
    10 Comments 5 Likes 5 Up Votes Photogenic
    edited April 13 #5

    Hey Sven, maybe add this to the other related post which already has some support behind it? Totally agree

    Are you referring to the one I linked above? I already mentioned the idea there and linked back to this post. Since the other post collects multiple feature proposals, I though it wouldn't heart to separate this one.