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Planning on switching email providers in 2022? Here’s our quick guide...

Moving to a new email client can solve many problems for your business, like upgrading security and unifying tools in your tech stack.

However, the larger and more complex your organization, the more components to consider in the move.

Here are the key questions to ask before migrating your email:

  • Does your current provider explain what to do?

Check to see if your existing email client already has a migration process for you to follow.

  • Does your new provider handle migrations?

Your new email client might handle the migration process for you.

  • Which plan will you need?

Providers often offer different plans with various features. It’s worth weighing up the pros and cons of different email clients’ plans to find the one that suits your needs (and budget) the best.

  • How much data do you need to move?

Before moving your entire system over to a new client, see if there’s an opportunity to archive some of it elsewhere. This way, it doesn’t take up so much room in the new system.

  • How much time will you need to perform the email migration?

Email migrations will take some time to prepare for but should be quick when you’re ready to make a move (though this will depend on the size of your migration).

  • What happens to emails sent during the transition?

Any emails received during the transition will still be received. Check with your existing and new providers about situations like Out of Office messages. For example, if you have... (More)

[Feature request] Additional fields in Email templates and Workflow automation Send email action


it would be great to have a few additional fields for inserting in email templates. For the start:

  1. The ID of the Deal - could be for example used in the subject line of an e-mail;
  2. The URL (link) to the deal - so it can be inserted as a link.

There are already a lot more (than in Email templates) fields available in the "Workflow automation" -> "Send email" action, so this shouldn't be hard to implement, but in both places (Email templates and Workflow automation Send Email) the Deal URL is missing as a clickable link.

It would be great to have this in both places because in the Send email action (Workflow automation) when I try to use the prefix "" together with the field [Deal ID] the sent email will not have a clickable link containg the [Deal ID] part, only the "" part is clickable, which makes no sense.


Deeper Outlook Integration

To spare your valuable time on reading my thoughts and reasoning, skip to the bold section at the bottom:

I'm already very grateful for the outlook integration that exists, and it has helped me to organize tasks and projects. Outlook integration is the reason I use Pipedrive at all, without it I wouldn't be here. The ability to link emails to to opportunities, and to create activities (what I call action items), is the feature that keeps me at Pipedrive. So you could say that outlook is an essential, vital feature for Display Logic.

If you better integrate outlook into pipedrive, I believe that Pipedrive can look forward to a greater market share in the CRM software industry. Your already very satisfied customers will be extremely satisfied customers, and after all, that is what business is truly about.

To help me better use, and more heavily rely on pipedrive, I need deeper outlook mailbox integration.

In an ideal world, that would mean that working in my email on pipedrive, would look and function exactly like outlook either on the web or desktop app.

Here are some of the features that will open up a new universe of customers, pricing tiers, and 5 star ratings galore:

1. "Focused" and "Other" views in inbox

2. Improved readability of long email chains (in pipedrive multi-reply emails are more confusing than in outlook, emails appear in chain, out of order, and can be tedious to read through, the most recent email is not displayed... (More)

Email broadcasts: How can you make them effective?

Here are 9 things to keep in mind to create an effective email strategy (click here for an in-depth guide to email broadcasts as well as 9 examples to draw inspiration from).

1. Build an organic email list

You should only send your email broadcast to those who have opted-in. This way, you’ll target those who are interested in your content and avoid compliance issues

2. Segment your email list

Organize subscribers into smaller lists based on characteristics that help define what products, services or messaging will interest them.

3. Identify your goals

Nail down your goals before you proceed. Do you want people to click through to your site, subscribe to your service or order products?

4. Send your email at the right time

Studies suggest that Tuesday at 10:00 a.m. is the ideal time. Pipedrive can schedule your emails to arrive at specific times, including in different timezones.

5. Balance the frequency

Sending too many broadcast emails will hurt your deliverability. Landing at the right frequency will lead to increased open rates and conversions.

6. Track performance and adjust strategy

Use A/B testing to check which design or copy works best for your audience and optimize accordingly.

7. Get the tone right

Write different emails for different segments. 18 to 25 year-olds will respond differently to 45 to 55 year-olds.

8. Have a catchy subject line

Your subject line should draw people’s attention. Use the sense of urgency and the fear of missing out to draw... (More)