Campaigns

Campaigns based on deal information OR... deal templates
I'm trying the campaign feature and see that I can only use Person tokens (first and last name, etc.). Is it possible to create a deal-based campaign? For instance, I would send emails to the contacts associated with a deal (let's say all deals created in the last week) with the ability to use deal token properties in the…
How do I send an email sequence/cadence with out an automation?
I see how to send a one-off email, as well as an email sequence with an automation. How do I send an email sequence/cadence without an automation? This is very basic functionality that every other legitimate CRM has, and it doesn't seem to exist in pipedrive. I simply want to send someone a series of emails without setting…
Do PipeDrive Campaigns work?
I just recently got access to PipeDrive campaigns and I am not sure if it is functioning properly. I started prospecting with a new list of leads that I have collected from my LOCAL area in person and it saying all of the emails have been delivered however I can only see people from my organization opening the email. I…
Workflow Automations using campaign emails / send campaigns to deal participants
Anyway to send campaigns to the particapants in deals, not just the one linked person assigned to deal. And be able to do this via workflow automations? thanks
Campaign should have Person Owner as Sender - Duplication required for 600+ sales reps
I was a user of Salesforce for 14 years for another company prior to switching to Pipedrive. We had over 600 sales reps and each was responsible for handling their own book of business and communications, but all contacts were collectively stored and managed in one CRM (Salesforce). Our umbrella company had a marketing…
WhatsApp Campaign Manager
Hi everyone! We've finally completed our WhatsApp Campaign Manager, a tool that allows users to create personalised, rich media enabled WhatsApp messages, and send them to customers at scale either in bulk or through detailed segmentation. We have a Pipedrive integration and would love to find some beta testers. Would this…
Send Message / Instructions with Test Emails
Having moved from Mailchimp to Pipedrive campaigns, I am really missing the feature that allows you to send a short message or instructions with test emails. Many campaigns I create need to go to various individuals across my organisation and it is tedious to send a test email, and then a regular email saying I have sent…
Impossible to send email campaigns.
For several days, I have been experiencing problems with sending email campaigns. Background: we have been using Pipedrive for several years and very often send email campaigns to several thousand recipients who For a few days now, I have not been receiving test emails, and every time I send a campaign, the emails to most…
Transitioning from Pipedrive Campaigns to Mailchimp
Hi everyone, Due to ongoing issues with Pipedrive Campaigns, we are planning to switch our email marketing to Mailchimp. Has anyone here made this transition before? We're finding it challenging to transfer our Pipedrive filters to a Mailchimp audience seamlessly. Has anyone successfully managed to get this working? Any…
Disabling double-opt in
I am trying to send my newsletter out to all my Pipedrive Leads that have an email address. They are all subscribed under marketing preferences. But the double opt i n in blocking the contacts pulling through. Can I disable this or do we have to first send them all an email to opt in? Hope not.
Pipedrive vs. Third Party Email Campaign Solutions
Hello fellow Pipedrivers, For building a relatively small list (five digits max), what are your experiences with Pipedrive's own Campaign offer? What are the pros and cons from your perspective? Does Pipedrive's Campaign tool use your own Google account? Did I get that right? Surprises me, I would have thought that there…
how to fix blocked bouncing campaign emails.
for the past 2 weeks my email campaigns have been bouncing. appears as blocked bouncing. instead of going to 500 people it is going to 200.
Triggering an automation from a Campaign
The business case would be something like this: 1 - Campaign about a new product sent --> 2- when a person opens/clicks in the links of the mail --> 3- Automatically send a personalized mail engaging with him Of course, this might be extremely intrusive but if you delay step 3 by a few days and that engagement mail has a…
How to set DKIM, SPF and DMARC
When authorising your email domain in Pipedrive, that delivers you the DKIM records only. Although DKIM is nowadays the standard, a missing spf record can still cause delivery issues. The spf record is set in the TXT section of your DNA record: your-domain.com „v=spf include:spf.pipedrive.com ~all“ You can add further spf…
JustCall SMS Automations
Hello, Our community uses JustCall to reach out to prospects and we have been looking for a way to set up automations as we have a high lead count and not enough time to reach out to every prospect. I have seen other CRMs such as Active Campaign integrating their automations with JustCall, but unfortunately Pipedrive does…
Sales Emails Reporting
Pipedrive 'Campaigns' is great for marketing emails, but salespeople have to write emails as well, to unsubscribed people. The reporting for sales emails is very basic and missing critical pieces like bounce rates, reply rates, attachment opens, unique opens. We can see how many times someone opened an email, useful, just…
Email campaign filters blatantly not working
I'm sending a marketing email and trying to exclude certain existing customers. This is pretty targeted, so I've entered "Email" "Is Not" "X@gmail.com". When I look at the resulting email list, the exact emails I have told Pipedrive to exclude are showing up as recipients. So the criteria is just completely not working.…
Campaign emails not generating any responses or emails
Have sent about 20 campaigns so far but have never had any bounces or out of office replies or any actual positive or negative response from them. Anyone else had this issue? Send the same campaign to the same list on mailchimp or hubspot and I get responses and out of office replies etc? Have tried opening a case with…
Campaigns not receiving autoreplies and bounces
About 3 weeks ago I have stopped receiving autoreplies and bounces to the reply-to email when I send out campaigns. Used to receive at least 50 and now I don't receive any at all. However, I am receiving responses that are not auto. I have not changed any settings. Anyone experiencing the same thing?
Feature Request: more data in campaign reports
I'd really like to see more data in the campaign reports, or customisable columns here. For example, I'd like to be able to see the Contact Owner here so I can email my sales team with their customers that have unsubscribed so they can take further action.
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Admins Should be able to make Filters Shared
We are at a standstill on an important email campaign because a highly-curated filtered list of People was marked as private by a user, and now this user is on leave and we are unable to access their filtered list! Admins should be able to see (and edit) all filters! And in Campaigns, the name of that filter is not visible…
Sending survey through Campaign
If I buy into an integration like Survey Monkey, will I be able to format a campaign with the survey questions embedded, or will contacts have to click on a link to Survey Monkey?
Send a targeted campaign based on filtered people
Hi, I'm using one of the existing templated campaign automation's "Send a targeted campaign based on filtered people" The criteria is that if someone is moved to a specific pipeline stage, they have an email and are subscribed then they will be sent an email campaign. However it does not seem to be working or seems to work…
Why are internal email addresses being excluded from filters?
Hi all, We've recently become aware that our internal staff email addresses aren't receiving our Insights eDM, which we send bi-monthly. We've confirmed that our organisation within Pipedrive fits the criteria required for our send filter, but for some reason they're still not being included in the filter - which they…
How well equipped is Pipedrive for large and frequent email campaigns?
How well equipped is Pipedrive for large and frquent email campaigns? What is the cost for multi million email marketing campaigns on a monthly basis?
Can i set up a automatic monthly email pipeline?
I would like to send monthly emails to existing customers (newsletter type of the product they have), my knowledge of the platform cannot quite get over the last hurdle. The best way i have thought of so far is to create a pipeline with each stage being a month (Jan,Feb,march) so on. Then automating a Jan email to be sent…
Automation stop trigger @ reply-email in a campaign
When using a campaign to attract leads to become a prospect customer it would be great if the campaign could be stopped when a leads/prospects starts to reply to the emails. If a campaign would continue after the lead/prospects replies as she/he is interested or convinced, any more emails could harm the fragile…
Email sequence after initial lead creation
Hi, I can't figure out how to do this, but I'm sure there must be a way?!.. I have an email template that I'd like to slightly customise per lead when in a manual way (cannot be automated). I'd like to add the lead, send a slightly customised template, and then keep following up until the person responds, at which point…
Campaigns - Default tracking of all E-Mail Campaigns
We are using the E-Mail campaign tool Currently, the toggles for tracking engagement are always off We generally want to track all e-mail campaigns, as a result, we always have to turn on ("Track opening emails", "Track clicking links in emails") --> Feature request: In settings, enable default tracking for all campaigns.

Campaigns

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