Campaigns

Test Email Campaigns
It would be a really helpful idea to have a predefined list of Pipedrive users to send test emails to. Having to type in the email addresses each time you send a test is quite annoying. When we used Hubspot you could add in a list of email addresses you regularly send test emails to and then just select from that list each…
Turn Off Leadbooster Section - Remove Campaigns and Projects icons
Hoping someone can help here. I am not interested (at the moment ) in Leadbooster nor am I interested in the Campaigns or Projects which are all paid service options. I would like the option to hide these as they are just eye graffiti to me that I don't want, and, I don't need to be reminded constantly about paid services…
Campaigns: 3 Major Drawbacks Needing Immediate Dev Attention
Campaigns are great - I love the metrics and the ability to easily see their history in the contact view. However, there are two major drawbacks I would love to see resolved: 1) I am unable to send an old campaign to new and/or specific individuals. The current workaround is to literally send a campaign to myself, then…
Campaigns and Workflow Automation Compatibility
Hello! I am currently transitioning into Campaigns and wanted to raise this for discussion to see if it is either in the roadmap or can be added in the future. Right now, I am using Mailigen, which is being shut down in the next two months, so this is a rather time-sensitive concern. We are moving to Campaigns specifically…
Trigger Campagin
I work with Zapier and want the trigger - Campaign in Pipedrive was sent. In the campaign, there is a link to Calendly - when this is clicked, the workflow should start. However, I can't find the trigger 'Campaign was sent' in either Pipedrive automations or Zapier - can anyone help me further?
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…
Measurement button clicks + Stop/Cancel button for campaigns
Hello, I have 2 questions about the campaigns: 1. Why are 'button clicks' not measured? I only see link/url clicks. While I am sure (because of the results) that many people have clicked a button. 2. When we have pushed 'send' I would like to have a cancel/stop button. Thanks! Maaike
Trying to reach all people in an organization
Hi, I need a little help creating a filter that would allow me to reach everyone connected to the companies that rent our spaces. I manage to bring out all the managers of these companies, but I cannot add all the employees linked to them. Here is the filter I created to bring out all the managers. I just need to figure…
If someone opts-out on your Pipedrive newsletter, automatically opting in again isn't possible.
Sadly I found out it's not possible for someone to overwrite their own opt-out with an opt-in. I'll frame the issue here. Someone (she) subscribes on our newsletter, but isn't a customer. Then unsubscribes 4 months later. Afterwards, let's say 1 month after unsubscribing, she becomes a customer through our website…
Merged: Please expand Email Templates
This discussion has been merged.
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…
Custom merge tags need to be added to email campaigns.
I like the email builder in campaigns. I would love to add automated campaigns to my deals so I can use these beautiful html templates that would make our company look great. However, you are currently unable to use custom merge tags in automated campaigns, which renders the whole feature useless for me. There needs to be…
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 and Products
Hi! I'm evaluating different products for automatically sending email campaigns when new products are published. This is my use case: "As soon as a new product is available, I would like to (semi) automatically email all persons that might be interested (easily segmentable by a custom field) and tell them the product…
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…
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…
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?
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…
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:)
Merged: ✅ Email Domain Authentication
This discussion has been merged.
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…

Campaigns

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