Campaigns

Automating Marketing Status for Contact Imports via Zapier
Our subscribers do so via a Google Form. A Zapier Automation imports those contacts into Pipedrive. In order to automatically mark them as Subscribed, this would need either: * Zapier to have access to edit the field "Marketing Status" * (longer workaround) Pipedrive Workflow Automation have access to edit the field…
Numerical value "0" in data field not recognized by merge tag
I'm using merge tags to pull data into an email campaign. In this case, we are pulling a number that represents an interest rate. If the value in that data field for a given deal is "0" (zero), then the merge tag won't pull that number into the email copy. It will only pull the data in if I have a value greater than zero.…
Add Subscribe Functionality to Campaigns
I paid for Campaigns and generally would like to have my monthly investor newsletter go out natively from Pipedrive. However, after I paid and began using Campaigns I realized that there is no way to have new people subscribe or opt-in to my Campaign list. Support informed me that it's possible if I were to create a Web…
Ability to attach PDFs to campaign emails
Hello, Pipedrivers! I am requesting the ability to attach PDFs to campaign emails. (Short and sweet request.) Thank you, keep up the excellent work. ✨
Campaigns Feature - Ability to use workflows to update marketing status
I was super excited to see the new Campaigns feature in Pipedrive. Functionality looks great, ability to build workflows etc is a massive win. Have started the progress of migrating from a third party email platform to realise that there is no way to automatically update a Person's Marketing Status to Subscribed (either…
How do we resend an email campaign to unopened recipients?
We recently sent out an email campaign and want to resend the campaign to all recipients that didn't open the email. Is this possible by creating a filter?
Campaigns: view in browser link
Pipedrive Campaigns does not allow to create a public link to share them (in a social link or just to make sure people can read the content). It would be great to add that feature
Deleting Campaigns
Is it just me that needs the ability to delete individual campaigns? They might have been either production tests (not just sending the 'test email' that doesn't pull in variable data), or long finished. this could be archiving if cannot be completely deleted for audit reasons, but some are best just deleted.
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Multi Touch Email Sequence
Hi Product team, is there any functionality in the roadmap in which pipedrive users will be able to create multi touch email sequences? I think this would be a great addition to your platform as it will allow to execute sales/business development representatives to work inside Pipedrive... what happens currently is they…
Automatically send double opt-in requests after filling out a web form
Hello everyone, We would like to have a function for our newsletter that automatically sends out double opt-in requests as soon as a web form is filled out. Currently, we have to send out the requests manually after someone has registered for our newsletter via the web form. This is very inconvenient. When can we expect…
Outfunnel - Lead Scoring Suggestion (game changer)
We use Outfunnel and it's fantastic. Our sales team can sort deals by lead score (how much people within each prospect company are interacting with our marketing). It's a game changer. However, it only knows who is interacting with the marketing if the email address of the person is dynamically inserted into the link that…
Sending campaigns to multiple filters at the same
Hi, I think it would be great if it could be possible to send campaigns to multiple filters at the same time. I think it will be useful for many users. Let me know if it could be useful for other users too. Simone
Have organisation as an option in the Campaign reporting/Insights
There is no option to select organization in the Campaign reporting/Insights which seems strange as there are so many other random choices you can get results for eg Click country, Sender domain name etc. Surely it should be an option to have the recipients Organization as an option to be included?
Can't change "unsubscribed" marketing status
There are many cases that we should be able to change to marketing status from unsubscribed to subscribed again: * user just unsubscribed from a specific newsletter and not ALL of them * missclicked the status while editing contact details * customer decides that he wants to receive newsletters again Hopefully we will be…
🧨 Double Opt In Webform for Campaigns
Hi there, I think a really useful add on for campaigns would be to have a double opt in webform - like there is / was in mailigen. For us this is a must since in the DACH area you can't go without it. Neither PD Webforms nor CAMPAIGNS offers a GDR compliant registration webform. Could you please prioritize this feature?
Campaigns' visibility in the Deals?
How come the Campaigns fields (sent / opened etc...) can only be seen on the Person's page and not on the linked deal? We have to open the person's page to see if we've had successful interaction, that's taking an noticeable amount of time. Why not displaying the campaigns the same way you display emails on Deals?
Resend Emails to Unopened Recipients
In Campaigns, we want an option to resend the campaign after a specific number of days to the recipients who have not yet opened it, ignoring recipients who already have.
Ability to style System Generated Campaign emails and page
I can not find a way to style to double opt-in email or the unsubscribe page. Even if it is just to add corporate colours and font style. At the moment neither the page nor the email looks like they belong to the company. Can this be made available or advised how this can be done?
How do we auto-generate leads from campaigns?
We send out a lot of email to our lists, but can see no way to set up rules to create a lead if a certain number of opens or clicks are met. Pipedrive advertises "marketing automation", but there appear to be no tools to actually automate a simple process of contacting and qualifying a lead from a campaign. I've searched…
Automatic deal creation from a Campaign click
We have a regular newsletter mailout that we send via Campaigns. In this newsletter, we have various links that recipients can click on. Some of the links will take them to our website so they can download materials. When they do this I would like Pipedrive to automatically create a deal, so this can be followed up with by…
Campaign Builder: MS Outlook Appearance Issues
I run a B-2-B wellbeing company and the majority of our clients use Microsoft and MS Outlook for emails. I'm constantly finding that every time I build an email in Pipedrive Campaigns, it looks vastly different in an Outlook inbox verse what I see in the Campaign Editor and Preview Mode. This is an ongoing issue as…
Why is Pipedrive Campaigns so bad?
Here is my issue: When I connect a form with an automated campaign, it will send the email just once to whoever fills the form, if the person fills the form again and submits it, he/she will not get another email, pipedrive blocks it saying "repetitive campaign" The worst part about this is there is no way the person will…
Dynamic Fields in Custom HTML Email Campaign Templates
Hi, I'm trying to embed some custom fields (i.e. contact first name, organisation name, etc) in the code of my custom HTML email campaign template. It keeps showing me the raw html though. Is this possible within Pipedrive? Hope someone can help me to solve this issue:)
✅ Email Domain Authentication
Email sender domain authentication (or simply Domain authentication) is the process that allows you to tell email service providers that Pipedrive is a trusted sender from your domains. Domain authentication is about security and deliverability, as it helps you protect your brand's reputation and helps your emails…
Custom sender name
Clients respond more positively to personalized emails. Saying that it would be helpful to be able to adjust the name of the sender in campaigns according to the owner of the contact the email campaign is sent to. This way, it would seem like the email was sent by the salesperson directly instead of appearing like just…
Can I create a filter for my recipients in a campaign?
Can I create a filter for my recipients in a campaign to include only the people who did not open the original campaign. So, I have tried to filter it as several different ways that include "Total Open Campaigns," "Campaign Opens," "Is less than," 0. Each time it is still including the people who already opened the…
Marketing Status automation
Hey There, Hope the community is well. I have a very specific problem and am wondering what others are doing about it. -We run ad campaigns in all channels Fb/Insta/Google/LNKD/Pinterest and have a high traffic site. -People usually fill out the lead form including their consent to marketing from any of these platforms.…
Create new lead when clicking link in campaign
Hello Pipedrive members, I am testing with campaigns at the moment, so it could be that this question is already asked in the past but i can't find a solution. I was wondering if it is possible to make an automation for creating a lead in the lead inbox when a subscribed contact clicks on one of ours links in the…
🗣️ 💬 Campaigns: Q&A | volume 5
Hola, Pipedrivers. It's actually the 7th week since the release of Campaigns Beta and I'm very excited to see quite a few of you already adopting the new product for your business and email marketing. As usual, the weekly Q&A with some recent feedback from you is below. --- Q: As we are an international company, with an…

Campaigns

Discussion List