Email marketing

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…
Campaigns - Email Open & Link Tracking
It would be good to see when creating a Campaign to have email open and link clicking tracking toggled on as default. I know in some cases its not always required, but it can be missed easily when needed. Or alternatively, when you apply settings after syncing your email inbox, those toggled on also apply to Campaign…
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…
Folders for managing and building email templates
Suggest having a folder system for the email templates. For example: I have 30-40 email templates They deal with different types of scenarios in an ordered cadence I have to change the names in order to currently group by the scenario (New customer: Email 1, New Customer: Email 2, etc...) I have to scroll through a long…
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…
Emails are not completely syncs for a deal/contact
Emails are not fully syncs under a deal for one contact, I'm not sure how sync work but it would be great to have all the emails from same contact appear in same deal to have better visibility of communication. This is not a cache Issue so please don't suggest that solution, it is a feature request and would be great if…
How to change contacts with Bounced status
Hi Everyone, So, for the past month about 600 contacts have been soft and hard bouncing emails from my organization. This has happened to the point where those 600 names have been relegated to the "Bounced" marketing status. Since then, we have authenticated our domain on Pipedrive and cleaned up our list of spamtraps and…
Track email open rates
Would be REALLY cool if I could pull a report that shows: what my open rate is in GENERAL for my emails what the open rate is for each TEMPLATE that I use Can you relate? Upvote if yes!
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…
Our company has multiple labels within a lead and we want to send a bulk email to all, how??
Our company has multiple labels because many clients fit within or share categories. When I go to send a bulk email or email marketing email via Pipedrive, it deletes any lead that does not share the same criteria. I.E. if I have a lead that has the labels: "open house", "community", "hot lead" it will show 0 leads if I…
"Expected close date" missing in email templates
Hi, I've just found that "Expected close date" is not available as the 'insertable fields' in email templates. Is this a bug or I'm missing something? Thanks
Newsletter web form issue
Hi, New Pipedrive user here….I'm trying to collect newsletter subscribers on my website using a PD webform. From what I can see, the only option (under the Submit Options tab, Saving Preferences) is to save anyone completing the form as either a Lead or a Deal. I don't want to save these contacts as this as they're not…
Automation: Send email if the previous email was not opened.
I would like to send a follow-up email if the contact person has not opened my promotional email. In this way, a contact that has been created can be contacted again automatically and we can directly achieve a higher overall reach in the first step of acquisition by achieving more openings in the initial contact.
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…
Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
Email opens and clicks visibility to all team members
We've been working on a complex Pipeline process that includes email automation and we've noticed that the email tracking events are only visible to the actual sender of the email. Other team members can see the email in a deal's history but cannot see whether the email was opened or clicked. This is unfortunate as we all…
Send group emails to ALL the email addresses of the selected people
I discovered that when sending group emails, if the person has multiple email addresses, the emails are only sent to one of them. In my opinion this is very inconvenient and if you don't know it you can make serious mistakes. Therefore I was wondering if it was possible to implement the function to send the email to all…
Can i use Merge tags to send a customer to their site?
I have started to send emails to my existing customers (Monthly Newsletters) Our business provides their own platforms and i am looking to send them to their own platform. I have created a field 'site name', and used merge tag in the email template. Is it possible for that merge tag to appear as it would a Link. If i was…
Stop Automated Email Sequence When a Prospect Responds
This features is so important to have automation stop if there is a response on email sequence. So many tools already have it including Gohighlevel, Close and Instantly. It would be so useful and helpful feature to have. Please consider this and make it part of future release.
Is there a way to insert a form into an email.
Is there a way to insert a form into an email. Basic questions abou received goods, if quality was ok and if documentation arrived complete
create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
Are there any new developments in tracking emails sent through Gmail?
I understand there have been past talks about adding tracking functionality to Gmail, Outlook, etc., so that emails opens could be tracked when sent from those apps and not only when sent in Pipedrive. Would anyone know if there are any new developments in this area? Thank you!
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?
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…
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…
Summary of the Day
Hello, Is there a way to change or add fields in the email we receive in summary of the day?
Composing E-Mail Template, how can i insert Deal Creation Date ?
Hi, i have created some E-Mail Templates which i would like to use in automations and would like to insert a Field of when the deal was initially created. But i do not see any default field besides Title, Owner, Value etc... Any ideas?
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…
Better Email unsubscribe details
I think that the data available in Campaigns is quite poor at the moment compared to other products and other CRMs with similar functionality. When clicking on a campaign I can see how many people unsubscribed - I can click that and see a list of names, but there should be some customisable columns there so I can see…

Email marketing

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