Email marketing

Bulk-create Activities for Contacts
It would really speed us up, if we could create activities in bulk for a list of contacts. We need this, e.g., to mark contacts as recipients of a certain marketing campaign. Currently, we create the filter export the contacts with the system ID open the csv/excel file to edit add the activity fields to the file reimport…
Tracking Replies / Reply Rate
After doing our first test mailout, it appears we're not being shown the Reply rate? This is the most important insight for us, and is probably the most important statistic for any company where the objective of the campaign is to get direct replies.
Email - label customisation & deleted email history
Scenario: Some of our contacts have more than one email address but have only subscribed with one of them to our marketing emails - and unsubscribed with the other. Or - one of the emails is outdated and not to be used anymore but cannot be deleted as this would mean we are losing visibility of relevant email history.…
Copy Email Templates
It would be very usefull if you are able to copy email templates. Very often you would use a structure like: Subject: Quotation for [company name], Hi [first name], Thank you for your interest in [product]. Please find the spedifications attached. Best Regards [sender name] Sometimes, the emails are much more complexe. If…
What’s the best way to end a business email?
The end of your email is one of the most memorable parts. That’s why it’s so important to get it right. Nobel Prize-winning psychologist (and author of Thinking Fast and Slow) Daniel Kahneman found evidence from several studies for what he dubbed “the peak-end rule”. It suggests we judge and remember experiences largely…
Is there a way to SCHEDULE a single email yet?
Is there a way to SCHEDULE a single email yet?
email sequences/cadences
I'm curious to know how Pipedrive users are working with email sequences/Cadences. I use Klenty which has a deep integration with Pipedrive to send out email Sequences/Cadences. But here is the problem. There are so many types of contacts/leads my CRM and i only want to export specific types of leads/contacts to Klenty so…
Cannot insert sender first name into email (templates)
We use templates with fields to prepare personalized (group) emails from our team to our contacts. In such templates, I'd like to insert a field for the senders' first name. Unfortunately, only the full name (as given in the personal preferences) is supported here. For emailing contacts we call by their first name, this…
Expert email quotes that will help you improve your campaigns
Looking to inspire your next email campaign? Here’s what three experts have to say about email: “People talk about what they care about.” – Nikki Elbaz, email consultant at NikkiElbaz.com. When you write emails about what your customers are interested in, they’ll be more likely to read them and buy any related solutions…
🎬 New video: How to authenticate your email domain
https://pipedrive.hubs.vidyard.com/watch/TGXkEvtHqAbm2EEtf1UozT?ref=community_postHello, Did you say you are looking for ways to increase your chances of delivering emails to the inbox folder? Sounds good! 😎 May I suggest you try domain authentication? We have just updated our academy and knowledge base with an engaging…
Can/should Pipedrive Campaigns be used for cold email outreach?
Hello, PD community! 👋🏽 Like the title of this question says, I'm wondering if I can/should use Pipedrive's "Campaigns" functionality for cold email outreach or is it more suited for promotional/new letter-style campaigns. And if "Campaigns" is not intended for cold emails, what recommendations do you have for services…
Send Emails Using Workflow Automation
If I have set up an email workflow automation for following up my leads, is it possible to share the email template with my colleague so that I can send the emails based on the workflow rule? Is it possible to set up the workflow automation on my behalf of my colleague and send the emails on behalf of my colleague as well?
Can you send emails from different email accounts?
Hi there, I have managed to sync two different email accounts to Pipedrive. Am I now able to send and track emails from both email addresses? If so, how do I set this up? Thanks in advance.
Do you need to set-up an SPF record for Campaigns?
Hello all, This post is to help those that like us want to make sure they are as clean as can be to prevent spam filters from affecting their Pipedrive email campaigns. This is what we asked of PipeDrive support about SPF records: "We are setting up our domain for Campaigns using this page as a guide…
What is the best mass email app and why?
What is best to use with Pipedrive?
Campaigns Alerts and Tips rolled out 📢 , Looking for testers
Hello, dear Pipedrivers! 👋 We care about your email campaign results and email deliverability quality, so we rolled out Campaigns Alerts & Tips 📢 In the Campaigns Alerts and tips menu you will find rich content tips to follow which will support you to improve your performance using Campaigns products. But that's not all.…
Email url
We'd like prospects and customers to be able to access past newsletters on our website. To do this I need a link to the newsletter, therefore it must exist as a web page, like when we view & share a preview of the email.
Campaigns & 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…
How to optimize your email newsletter list
Many businesses still have email lists kept in unoptimized and messy spreadsheets. Some of these emails may no longer be active and many of the people on the list may not be interested in your products or services. Clean up your database of email addresses and add fields to categorize and segment the list. Consolidate,…
🚀 New feature for Campaigns: Engagement Notifications! 🚀
Being able to send email campaigns through Pipedrive is amazing, but it can also be challenging to keep track of all the interactions they create. What: With the new Engagement notifications feature can set up in-app notifications for Campaigns through the Sales Assistant tool, to notify you whenever your campaigns…
🚀🚀 Email marketing reporting you’ve been waiting for!
We’re happy to announce that from today, our brand new email marketing reporting tool – Campaigns Insights – will be gradually rolled out to all Campaigns customers! We’ve been working hard to bring a simple yet powerful analytical tool that allows you to: See a visual overview of campaign performance to improve your email…
Sign up to be an early Automated campaigns Beta user!
Starting July we will be releasing the first version of marketing automations for our customers. Our team is looking for users willing to be among the first to try the live functionality. We will be releasing the feature gradually, making sure that the sending of emails works as expected. Early adopters First users will…
Email Sequencing after sending a quotation
I am looking for suggestions on the best integration I should use for email sequencing. Customers reach out to us for quotations, and after we send out our initial emails, I want to put them into an email automation campaign that drips emails from the salesperson's personal email until they reply. I've looked at a couple…
How to distribute and promote your white paper
Rather than only publishing the white paper on your site and hoping your ideal customer finds it, use every possible channel to promote it. * Website: Make your white paper easy to find, such as highlighting it on your home page or using pop-ups to notify high-intent visitors. * Social media: Repurpose your white paper and…
Email domain change for an entire organisation
Is there an easy way to make mass changes to an organisations email address, and all of the contacts within that organisation? A client has gone through a merger, and I was hoping there would be a simple way without downloading, editing in excel, and then re-uploading.
Workflow Automation Limits the Number of Emails we can Send
Just spoke with someone from PD´s team after we realized that a lot of our automated emails weren’t triggering. The explanation is that there is a rate limit set up now which prevents using the workflow automation to send multiple emails. We’d send from 20-100 at a time when moving deals down the pipeline. In the end, we’d…
How can I create a Pipedrive unsubscribe link in my emails?
I would like to add an unsubscribe link to my emails that automatically adds this to their Pipedrive entry. How can I create this unsubscribe link and add it to my emails? Are there any blog posts or instructions Pipedrive can share?
Bulk conversion of leads to deal / pipeline / group email
Hi just wanted to check I am not missing "something", but bought a bunch of leads via "prospector" - now I want to effectively put them into 1 deal and send them a #targeted EDM as a group....Is that possible? Paying for too many platforms - Pipedrive, monday.com, active campaign, plannable, qwillr....too much wanna be…

Email marketing

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