Email Marketing

personalized photos in email marketing
we use another program that allows to add various personalization to our individual or marketing emails or letters by the use of "tokens". there are tokens for the obvious, name address etc but there is also a token for "photophoto1" which can be placed in a template presized box the program now knows to place the…
Email Tracking - Better tracking system
We need a better way to track email opens through Pipedrive. We need a good Pipedrive chrome extension like they have on Hubspot. It would make it so much easier to send trackable emails. And the Pipedrive mobile app should send notifications when the email is opened as well.
How can I print a list with phone numbers of everybody that opened the email and clicked on the link
Once I have the information that your platform gives of who opened the email and more important who clicked on the link of what we are offering, right after that is WHEN we want to call our contact because it is HOT , they will remember what they received and good chances they will be interested so we can move on with the…
Product fields in email templates
This would save us a lot of time because we have 30+ products we sell where we use a very similar welcome template that would be better if we could customise it with product fields.
Email Automation Outlook
Streamlining your email communication is essential. In Outlook, you can set up rules to automatically categorize, forward, or reply to emails. This saves time and ensures you never miss important messages. Explore Outlook's “rules and alerts” feature to customize your email automation to your preferences.
Advice wanted: Marketing permission management
Hi, I am new to both Pipedrive and Campaign Monitor and I am looking to create a smooth, GDPR-compliant, easy-to-overview setup for our marketing permissions. I know I can integrate the two, which I intent to do, but can I then see, say, on a person overview if there is a newsletter subscription (through Campaign Monitor)…
Email next / previous tabs
Where did next and previous arrows go from the inbox? Did these get lost when adding labels? I need to go back to the inbox after each email now.
Help sending a manual email and if not responded to sending a follow up template?
I'm new to PD and can't seem to figure if this is possible or not. I want to have a call with a customer, send a email based on the call (so can't be a template email), and then if they don't respond, then send a follow up email. Is that possible?
E-Mail Automation in Leads and creating a task
Hi there, my first question here :-) The case is the following: We've imported many Leads into Pipedrive. I want to send in all Leads an E-Mail Template, called “Template 1”. I started this, when I trigger all Leads with a new label. All Leads are sending my template, everything is fine. But now I would like to create an…
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
Group Email Bulk Sending
It would be more than helpful to have an updated/upgraded way to send emails to groups larger than 100 people. Currently, it will only send out to 100 at a time, which is fine, except for that it doesn't have an option after that to follow-up with sending to the rest of the people. Thanks!
Automated thank you emails
I would like to have automated thank you emails. I understand it is not possible. Please consider for future development. Our events are usually a month after we have moved a client to WON. We have a custom date field in the deal. The day after the event date, we want to send them an automated thank you email. I understand…
Email Automations: How to remove a Contact/Deal out of the automation
We currently have a handful of automations that get activated If the deal goes through a particular part of the pipeline into a specific stage. We would like to have the ability to set an automation by selecting a field in the contact details or lead details to take it off any or all automation that the deal or contact is…
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.
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…
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?
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
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??
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…
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…
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…
Merged: ✅ Email Domain Authentication
This discussion has been merged.
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…
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…
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!
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,…
[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…
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…
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…

Email Marketing

Discussion List