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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?
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Possibilidade de responder e-mails em massa
Faço envio de cold mail em massa utilizando o Pipedrive. Nem sempre terei a resposta do lead enviando apenas um e-mail. É necessário enviar de 3 a 4 e-mails para aumentar as chances de uma resposta. As taxas de abertura de e-mails aumentam bastante quando ele é a resposta de um e-mail que já foi enviado anteriormente,…
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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.
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How can i Manage Different Contacts with same email and Organization?
In my case, organizations normally has institutional emails runs by different people over the years. For example: "sales_ABC@hotmail.com" in 2017 my contact was Megan, in 2029 George, and 2023 Peter. I can NOT change the name every time, because then we get lost on what was discuss and agree with the person before at that…
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Adding a 'why are you unsubscribing' form
Hello, We would love the option to include a 'why are you unsubscribing' form to the email unsubscribe flow itself. Is there a way to do this, or something similar? We want to know why people want to opt out when they click unsubscribe within an email campaign without them having to use a separate form (which no one will…
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Embedding link and thumbnail (to a video) in email
Hi there - I'm creating a 6 stage automated campaign and am trying to embed a link and thumnail to a short video hosted on Vidyard, i have done this before on other email platforms but this is the first time using Pipedrive Campaigns and the thumbnail does not seem to be appearing. Anyone able to help on this?
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I cant send group email - Missing field
Hello i am trying to send a personnalised email to a group of people I have an excel with : E-mail Nom So i put those personnalised field in my email template but i cant send a group email and dont understand what is wrong Can you help me please ? thank you
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Is there a way to see how many times an email template has been sent?
I create a lot of email templates in Pipedrive for product promotions and marketing messages to send to customers. Is there any way to track how many times a template has been utilized??
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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…
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Introduce API-only user for automations with Zapier, Make or others
Hello, we are using Pipedriver together with Zapier for automations. Very often we create leads or contacts via Zapier. Zapier is connected via a private account of one of our co-workers. After creation of leads/contacts we start a Pipedrive automation to send an email with some content. And here the problems start: In…
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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…
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Trigger an event after an email is sent
I can't see how to do this, so I'm assuming Pipedrive doesn't support it. I want to trigger an event after a specific template email is sent. For example, I send the "welcome to xx product" email and it automatically changes the organisation label to customer and sets a follow up activity 1 week later. So, the trigger type…
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✅ 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…
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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Campaigns - is there a way to add a sign up form to website
Hey there, We're about to upgrade our subscription to include Campaigns, helping us keep everything under one roof. Just wondering, is there a way to add a sign up form to our website (ie. for a newsletter?). We're currently growing a newsletter on LinkedIn but it'd be great to be able to gather email addresses and…
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Best email templates to use?
Hi all, When sending out Automation email campaigns, is it best to use an email templates that you can create in the contacts section or a campaign template or create a campaign from the Automated campaigns section, or indeed directly within the Automation section? It's very confusing!
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Group Email > 100
If you can PLEASE add the feature to allow NEXT 100 when sending group emails. It would be super helpful as it is very tedious to individually click each customer after you send the first 100 emails when we are sending out a promotion. We have over 1000 customers in our database and it makes it very time consuming.…
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Newbie question on drip marketing - what tools to integrate with Pipedrive?
I'm looking for basic direction on what tool to use for an email drip marketing campaign. I'm putting together a marketing / sales campaign. I have an identified target market segment and supporting collateral (video, landing page, Calendly, supporting web pages). I'm selling online workshops for process change, strategy,…
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Merged: Customise double opt-in email
This discussion has been merged.
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[Closed] Mailchimp integration Beta few test-drive 🚗 spots left
👋 hey hey, community 🙂 Who would like to be one of the first users? We are about to launch our Mailchimp integration on our Marketplace soon however before that, we would like to ask some of you for a test drive 🚗 The plan is: Share the app with you and enable it in your account Let you enjoy the ride Schedule a short…
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Improved Integration: Mailchimp automated sync 🐵
You asked for it, now it’s finally here. We’re excited to introduce our new Mailchimp Integration, allowing you to automate your processes and boost email engagement. What can I do with it? Say goodbye to time-consuming manual sync: Auto-sync all your contacts and other relevant data from within your CRM Maximise campaign…
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Data Enrichment and Exporting Segments to Mailchimp
Hi Community, We're struggling with two areas and looking for some advice/insight into how others may have done the same: 1. Data Enrichment * We have approx 3.5k contacts in Pipedrive that are people we've spoken with over the past 8-10 years to varying degrees. It's largely completely out of date. We'd really like to use…
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E-mail marketing
Hello everyone !! To put in context, we sell guarantees, and the url are specific to each quote, I would like the url of my button to be customized according to the answers, I would like the text displayed in my button to be "resume my quote", but that the url be different and adapted to each new quote. Have a nice day…
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Hiring - Email Marketing expert
Looking to hire or outsource our email marketing activities… Would prefer to hire a virtual/remote employee to be a member of our team... We are a real estate brokerage firm looking for someone with experience in the real estate industry and knows their way around Pipedrive and Mailigen… Can anyone recommend where i can…
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🆕 Campaigns Roadmap for 2022 (March update)
It is Almonzer 😊 Campaigns Group Product Manager, I am here to share with you some exciting news! As we are rolling out Campaigns to more and more users, we are getting questions from you asking about features such as Automations and Scheduling Campaigns. I am glad to share with you the highlight of our plans for 2022.…
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SDR Phone Calls / Email Automation?
Hi Everyone, I'm currently using Apollo.io for email marketing and helping facilitate SDR phone calls; however, their pricing for the phone is VERY expensive and their data is really bad. We're going to transition to using Zoominfo or SalesIntel for data but I need a better way to set up email / phone tasks that are more…
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🆕 Campaigns: Feature Updates and Roadmap
Hey, Pipedrivers. It's been a quiet few weeks from our side, but we are back with some updates. 🚀 Feature Updates Live: 🌱 * Email personalization is a winning strategy! Now all Person custom fields are available inside the email drag and drop editor as merge fields. This way, you can make sure your email campaigns feel…
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Automation: follow up email
Hi guys, I setup an initial automated email response to new deals but how can I trigger a follow up email to people who did not answer to the initial email after 7 days in an automated way? I know I can setup an activity which would remind me but I don't want to manually go into every lead but have an email sent…
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Campaign emails - follow up tracking automation
Is there a way to create a workflow to notify the sales team when a campaign email link has been clicked - i.e. to add a note or trigger a follow up action required say sending an email
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Pipedrive Email Campaigns
Hi, I have started to use Pipedrive Email Campaigns and liked how intuitive it was to use. The only issue I have is trying to design emails to fit with my business's branding. I need a way to upload the same fonts I use on my website so the emails look professional. Is there any advice on this?