How to use our email marketing feature

Our email marketing tool lets you send simple one-off emails that are tightly integrated with Pipedrive. You can send emails to any segment defined by Pipedrive filters, and email opens, clicks and other activities are instantly recorded in Pipedrive. 

You’d need an Outfunnel account and a Pipedrive account to use the email marketing feature.

Before you send out your first campaign

1. Define the recipients of your campaign with filters in Pipedrive.

Open Pipedrive, navigate to Contacts > People view and use the available filters to define the segment(s) you’d like to send a campaign to. Save the filter as “Shared”. (Read more about using filters in Pipedrive)

2. Authenticate your domain (Optional)

We recommend that you verify your domain so that email providers and clients can be confident it was sent by us with your permission. This improves deliverability rates and helps to get your email past spam filters. Read our detailed instructions on authenticating your domain.

How to send out a single email campaign

1. Go to Outfunnel > Campaigns and click on the green “Create new campaign” button

2. In the Basics section you can give your campaign a name (so that you’ll recognize it later), enter the name displayed as email sender and choose the recipients of the campaign. The “Recipients” dropdown lists all your public Pipedrive filters for People you’ve defined previously. If you add a brand new Pipedrive filter for People, it may take a few minutes for it to appear in the dropdown.

Please note that currently it is not possible to edit the “From email”. If you’d like to do that, please contact our support

3. In the Compose section you can enter a subject line and use the visual editor to, that’s right, compose the email.

You can format text, add links and images and personalize the email with “merge tags”. When you click on “Personalize”, you’ll see a list of all your Pipedrive Person and Organization fields you can use to personalize emails with. 

Outfunnel adds an unsubscribe link to the footer of each email. In most jurisdictions it’s against the law to remove this link, so it’s not possible to send a campaign without it. That said, you’re welcome to change the wording to suit your needs.

4. Finally, if you click on “Review and settings” you can do a final review of the email. If you’d like to change anything in the email, you can go back to previous steps by clicking on the “Basics” and “Compose” links at the bottom of the page. 

You can also send yourself (or a colleague) a test email if you press the obviously named “Send test email” link in the top right corner.

If all looks good, click on “Send campaign” and confirm this action in the dialog window that appears. That’s it!

How to get insights on email campaign performance

Basic information about number of emails sent, open rate and click rate is visible in the Campaigns page for all sent campaigns. By clicking on the name of a campaign or the “More options” icon (the one with three dots) you’ll get access to more detailed stats, including bounces and unsubscribes.

Information about email engagement will also be automatically recorded in Pipedrive (see below). 

A couple of things to keep in mind

Written by Andrus Purde