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Group email
Group email
6 questions
61 posts

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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,, active campaign, plannable, qwillr....too much wanna be duplication in functionality BUT NOT QUITE THE FULLY BAKED PRODUCT.....Have been a big fan of pipedrive from inception and its come a LONG WAY.....this should be an easy task function....hopefully I am just being DUMB?

How are you all keeping track of group emails?

I have 1,000 contacts to email. I send the email to the first 100 contacts. Then I go back to email the next 100 contacts. Now I'm stuck. How do I know which contacts I just emailed? I'm stuck here and must be missing something simple.

How does everyone else keep track of which contacts have already received an email?

Martin Pecha
Growth Manager at COGVIO and MEDEVIO

Coming back after some time to give feedback about group emailing

I am coming back to raise awareness about not-so-great user experience of product feature group emailing.

Issues to consider put into product backlog or some small product sprint :)

  • you cannot send more than 100 emails at once - the issue is, clicking those mails and then remembering where you ended (you can do workarounds but not ideal) - a nice to have feature
  • you cannot preview emails before sending - this is an issue when you are using some dynamic fields - I have always 110 % adrenalin when I have to send some group emails with dynamic fields - this is to me an important feature
    • this could be solved by a button to send a test email with the first person
    • or simply preview feature
  • you cannot pause group emailing when you realize that you messed up - sometimes it happens, that you realize something is not working - would be nice to pause it - but this is a nice to have feature

Group Email and Block contacts

  1. When sending group email, why pipedrive can't trigger once 100 contacts selected? it makes me to count 1 to 100. Simple feature to be added.
  2. How to block / highlight / trigger some contacts as they dont to receive our follow up emails. Please suggest.