Paul, your videos are so helpful. You show technologies that I've never even heard of before and then wonder how I managed without them! Always something to look out for. Great video....like the others. Thank you for posting.
Hey! The video was very helpful. One question, how do we make sure that the email arrives in the person's inbox instead of promotions? Any tip for that?
There's probably nothing you can do to stop this as Google will be doing something on their end to recognise it as a newsletter. You could automate an email to be sent using your Gmail account which would hopefully go to the Primary inbox.
Question: Can you automate like a sequence of warming email campaigns in a way that all deals moved to a specific stage start getting this sequence of templates until they are marked as WON?
Yes. You would use a 'Deal Updated' trigger and then you can send your first campaign. However, there is a limit on the number of actions/delays you can use per automation so you may need to break it out into multiple automations if it's a long nurture sequence.
Hi Paul, thank you for this video. It is awesome. Can you please tell me, what I do wrong? I cannot change the marketing status of my connections to subscribed, it only gives me two options, "no consent" or "archived". Thank you for your help.
This is likely because the contact unsubscribed on their own so the system is preventing you from re-subscribing them. They have to opt back in themselves via a form.
Hey Paul, thanks for the video. I was wondering if it's possible to set up customer journeys with this campaign feature. We have specific content we would like to send to our new customers after 2 weeks, 4 weeks, and 8 weeks. If I use the standard campaign feature, I will get super confused as to whom I've already sent the info and to whom I didn't.
Yes this is technically possible using the new automated campaigns. However, in the Workflow Automation where you set up the campaign automation, there is a limit that you can only delay for up to 30 days which isn't a lot. So for longer follow up workflows you may want to use a more robust 3rd party email automation tool.
Another great video Paul! Besides teaching, do you set up Zapier to work with our Pipedrive Account? Do you provide customized training for our employees? (All paid services of course).
Paul, can I use the template I edited or built in my normal email options?? Like the ones that are just plain text? For example, can I reply to a lead aplication with one of this edited templates?? Or is it just for masive campaings? Thanks!
I'm afraid not. The templates in Campaigns are more for email marketing and support HTML. Whereas the email templates are the deal are sent via your actual email account and wouldn't support this.
A few things to check: Make sure you have consent to market to your subscribers. If you market to cold prospects who don't know who you are and haven't provided consent, you're more likely to end up in spam. Also the credibility of your domain can be a factor if you've run into spam issues in the past you're more likely to get flagged as spam again.
No but it's still in beta so you need to apply for access here: webforms.pipedrive.com/f/1AjUwkPLaOqa3d2Do64lYIETupTmLFGFsYrpjDLg0GkbVFQIPf8kNPxB65mxmPQsP
![Pipedrive Campaigns [Tutorial for Beginners]](/img/n.gif)
Paul, your videos are so helpful. You show technologies that I've never even heard of before and then wonder how I managed without them! Always something to look out for. Great video....like the others. Thank you for posting.
Thanks Paul, I'm really pleased to hear the videos have helped 😀
Hey! The video was very helpful. One question, how do we make sure that the email arrives in the person's inbox instead of promotions? Any tip for that?
There's probably nothing you can do to stop this as Google will be doing something on their end to recognise it as a newsletter. You could automate an email to be sent using your Gmail account which would hopefully go to the Primary inbox.
Question: Can you automate like a sequence of warming email campaigns in a way that all deals moved to a specific stage start getting this sequence of templates until they are marked as WON?
Yes. You would use a 'Deal Updated' trigger and then you can send your first campaign. However, there is a limit on the number of actions/delays you can use per automation so you may need to break it out into multiple automations if it's a long nurture sequence.
Thanks for this beautiful tutorial.
My. question is. how can I send Automated birthday cards to my clients on pipedrive
I'm afraid this isn't possible. But you could create a filter showing all the birthdays in the month and then do a bulk email.
Hi Paul, thank you for this video. It is awesome. Can you please tell me, what I do wrong? I cannot change the marketing status of my connections to subscribed, it only gives me two options, "no consent" or "archived".
Thank you for your help.
This is likely because the contact unsubscribed on their own so the system is preventing you from re-subscribing them. They have to opt back in themselves via a form.
Question: Can you automate newsletters and send them out weekly or monthly?
Not at this time. For this you may be better off using something like ConvertKit (which I use) or Mailchimp.
Hey Paul, thanks for the video. I was wondering if it's possible to set up customer journeys with this campaign feature. We have specific content we would like to send to our new customers after 2 weeks, 4 weeks, and 8 weeks. If I use the standard campaign feature, I will get super confused as to whom I've already sent the info and to whom I didn't.
Yes this is technically possible using the new automated campaigns. However, in the Workflow Automation where you set up the campaign automation, there is a limit that you can only delay for up to 30 days which isn't a lot. So for longer follow up workflows you may want to use a more robust 3rd party email automation tool.
Another great video Paul! Besides teaching, do you set up Zapier to work with our Pipedrive Account? Do you provide customized training for our employees? (All paid services of course).
Of course, please book a call with me here and I'd be happy to discuss options: paulminors.com/consulting/pipedrive-consulting/
Paul, can I use the template I edited or built in my normal email options?? Like the ones that are just plain text? For example, can I reply to a lead aplication with one of this edited templates?? Or is it just for masive campaings? Thanks!
I'm afraid not. The templates in Campaigns are more for email marketing and support HTML. Whereas the email templates are the deal are sent via your actual email account and wouldn't support this.
@@minor-co thanks for your answer!! I figured out you may target a specific group of people just by getting your filters right. Thanks
Do the activity of the tracking opens and clicks show up in their “ DEAL” events or does it show up under the person profile?
Good question. The activity is tracked on the person profile but not the deal I'm afraid.
have you used the mailigen system which pipedrive purchased?
Not yet.
Is it possible to include custom fields from Deals page as merge tags?
Yes, you sure can.
How to delete finished campaign in pipedrive
Why do you want to delete it? It's better to keep the campaign in case you ever want to go back and review the stats.
CAN SOMEONE TELL ME HOW TO PREVENT ALL THE EMAILS FROM GOING TO SPAM?
A few things to check: Make sure you have consent to market to your subscribers. If you market to cold prospects who don't know who you are and haven't provided consent, you're more likely to end up in spam. Also the credibility of your domain can be a factor if you've run into spam issues in the past you're more likely to get flagged as spam again.
Is this gone?
No but it's still in beta so you need to apply for access here: webforms.pipedrive.com/f/1AjUwkPLaOqa3d2Do64lYIETupTmLFGFsYrpjDLg0GkbVFQIPf8kNPxB65mxmPQsP
@@minor-co I just got in! :D