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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.
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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…
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Removing Bounced Emails
Is there any way to ensure that emails that bounce/are faulty are removed from cadences?
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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…
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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…
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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…
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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.
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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
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create email templates with product-related fields
In such a way that we can talk to the customer about the products purchased.
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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!
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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…
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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?
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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…
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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…
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Summary of the Day
Hello, Is there a way to change or add fields in the email we receive in summary of the day?
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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?
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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…
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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…
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Do Emails sent through automations get assigned to a deal?
Some of my automations are sending emails to contacts that have deals in the pipeline. But when I check the deal, I see no history of emails sent, even though the contact has received my email. Is this a bug?
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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?
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Hello, cineva din Romania activ aici?
Ar fi interesant sa avem diferite discutii despre cum folositi pipedrive, si tips & trick pe use case-uri specifice. In cazul de fata cautam un modul de emailing care sa se sincronizeze 2 way to pipedrive si care sa ne permita sa trimitem mai mult de 2k emails per day
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How to change email models
Hello, I would like to send an email after 1 week of inactivity. However, how can I update an email model in Pipedrive please? Thx, David
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What are your thoughts about Pipedrive's email deliverability?
Hi there! We are just new in Pipedrive and want to utilize the emailing feature but we are not sure how reliable it is and how much can we trust its deliverability. We are have linked our Gmail accounts to Pipedrive. We would appreciate your thoughts based from your experience. Thank you!
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Email to organization
Hi, as of now only contacts can have an email. We work alot with franchise businesses, and will sometimes email between 10-200 companies in the same franchise at the same time. Wish it was possible to send an email to the organization/company and not the contact person on the lead.
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Save new email contacts to pipedrive contacts
Good morning, I have successfully linked my Outlook account with Pipedrive, and I am curious to know if there is a method to automatically generate and store new contacts in Pipedrive whenever a new sender is identified in Outlook emails. Thank you in advance!
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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…
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Link Reports/Insights to Email Subject/Templates
Hello Pipedrive Community! My role is mainly focussed on marketing, and involves strategy planning based on email performance. Although the feature to track emails is useful, it would be great to create reports based on particular email templates (or subjects) in order to compare how well specific campaigns perform.
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automated an email
Can i organise an automatisation that send an email every year for a birthday? i explain, when i add a customer in my contact, i also add is birthday date. From that point when i add the date, is it possible to have an automatic email send for that precise date every year? Thanks - Phil
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Reports on Emails which are linked with a deal
If you are synching your emails you can get reports on the email performance. But you can NOT filter the emails which are linked to a deal. I am not interested in statistics on mails from my daily business and from my Grandmother, only sales related email count. And they are sales related if they are linked to a deal.
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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…