Hi. I would like to send group emails to organizations listed in our data base. Could this feature b

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IrinaSomoiag
IrinaSomoiag Member Posts: 6 VERIFIED MEMBER
First Anniversary
edited July 2022 in Sales CRM #1
Hi. I would like to send group emails to organizations listed in our data base. Could this feature be of interest for other pipedrive users? Thank you!

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  • Inês Batata
    Inês Batata Posts: 2,052 VERIFIED MEMBER
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    edited May 2020 #2
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    Hi @Irina SOMOIAG !

    You can do this by using our Group Emailing feature, check it out here: https://support.pipedrive.com/hc/en-us/articles/360001417457-Group-Emailing

    Or, if you're looking for more advanced email marketing capabilities, did you know that we've acquired Mailigen and are working as swe speak to make it work seamlessly with Pipedrive? See more in the links below:

    - What is Mailigen? https://support.pipedrive.com/hc/en-us/articles/360006488037-Mailigen-Acquisition-

    - Create a free Mailigen trial here: https://www.mailigen.com/pipedrive


    Hope that helps! 🚀
  • IrinaSomoiag
    IrinaSomoiag Member Posts: 6 VERIFIED MEMBER
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    edited May 2020 #3
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    Hi Ines, thank you for your answer. I've already checked the documentation https://cl.ly/28fb7d7f6dc6 - but my question was different, I need to send group emails to Organizations which is a different tab / category in PipeDrive.
  • Inês Batata
    Inês Batata Posts: 2,052 VERIFIED MEMBER
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    edited May 2020 #4
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    @Irina SOMOIAG Thank you for clarifying your use case.

    In that case, the best option would be to create a "dummy" person under each organization (called "Org Email" or anything else that's consistent and that you'll recognize/be able to filter easily) and transfer the email address that currently is associated directly with the Organization to the Person. That way you can filter those contacts in the People's List View and send your group emails from there.

    You can do this transfer in bulk using our export/import data feature, see the article below.

    - How can I update my Pipedrive data with a spreadsheet? https://support.pipedrive.com/hc/en-us/articles/208061095-How-can-I-update-my-Pipedrive-data-with-a-spreadsheet-
  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 146 VERIFIED MEMBER
    First Anniversary 5 Up Votes 5 Likes First Comment
    edited July 2020 #5
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    Hi @Irina SOMOIAG , I will share you my best practise.
    1. create a custom field for organisations f.e. "promo" and YES/NO option
    2. go to organisation list view, select all organisation you want to write and bulk edit the value as YES
    3. go to person list view, put there filter - find persons, where organisation field "promo" is YES
    4. send group email

    tip: you can name custom field with a date and keep it, so in the future, you can see, that these organisations were addressed already
  • Todd Boetzel
    Todd Boetzel Member Posts: 1 VERIFIED MEMBER
    edited June 2022 #6
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    I want to email everyone is just one organization but cannot find a way to do it.  I understand and use the bulk email when sending to everyone in my contacts/people but cannot figure out how to bulk email just the people in one organization.  I am certain this is a feature that would be used often by most of your subscribers!

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