Pipeline CRM

    Create a New Email Campaign

    Build an automated email sequence that adds the right contacts, sends on your schedule, and stops when someone replies.

    Before you start

    • Email Campaigns are available on the Grow plan only.
    • Your email must be synced. If the Send Campaign button is missing, your email has likely become un-synced — see Pipeline Bulk Email & Email Campaigns to fix it.
    • Executive users can create Global and Private campaigns. Basic users with the right permissions can create Private campaigns only.

    Step 1: Open the Campaign Editor

    1. Go to Tools > Email Campaigns.
    2. Click Add New.

    Step 2: Add Campaign Details

    1. Enter a clear, descriptive Name.
    2. (Optional) Set a Time Frame for how long the campaign runs.
    3. Choose a Visibility setting:
    • Private — only records owned by the sending user.
    • Global — all contacts in the Pipeline CRM account.
    1. (Optional) Add a Description explaining the campaign's purpose.

    Step 3: Set Rules & Conditions

    This whole step is optional. If you skip it, you can still add contacts manually by selecting them from a list view.

    Setting

    What it controls

    Entry Criteria

    When a contact joins the campaign — for example, a new contact created with the source "Inbound Call"

    Exit Criteria

    When a contact leaves — after the last email, on a reply, or when a deal is associated

    Exclusion Rules

    Who to skip — recently contacted people or anyone who has opted out

    Delivery Schedule

    The days and times emails are allowed to send

    Admins: Default delivery schedule and exclusion rules live in Account Settings > Email > Campaign Settings. They apply to every campaign and can be overridden per campaign here.

    Step 4: Build Your Email Steps

    1. Add each email in the sequence and set the delay between steps.
    2. (Optional) Assign a different user as the Sender. Their email must be synced before the campaign runs.
    3. Add merge tags to personalize each message.

    About signatures: When you add a signature merge tag you can pick a specific signature type, or leave the default. Either way, the signature that sends is always the Sender's.

    Step 5: Review and Launch

    1. Review your settings, rules, and email content.
    2. Click Save and Continue.
    3. Toggle the campaign ON in the top-right corner.

    What the toggle does

    • Scheduled start: If you set a future start date, the campaign shows as OFF until that date, then activates on its own.
    • Draft mode: Leave it OFF to save without sending. You can turn it on later from the campaigns list view.

    Need help? Contact support at customercare@pipelinecrm.com.