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Creating a New Email Campaign

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Maria Herrell
Updated 2 weeks ago
Creating an effective email campaign in Pipeline CRM is a streamlined process that can significantly enhance your outreach efforts. Here’s a user-friendly guide to help you set up your campaign:

1. Access the Campaign Editor:
  • Navigate to the Email section of your Pipeline CRM account.
  • Click on "Email Campaigns"
  • Click on “Create New Campaign” to open the campaign editor.


2. Fill in Campaign Details:
  • Name: Assign a clear and descriptive name to your campaign.
  • Time Frame (Optional): Specify the duration for which the campaign will run.
  • Visibility
    • Private: This option will only include the records under the ownership of the sending users.
    • Global: This option will include all contacts within the Pipeline account
  • Description (Optional): Briefly overview the campaign’s purpose and goals.

3. Set Rules & Conditions:
  • Entry Criteria: Define the conditions under which contacts will enter the campaign (e.g., when a new contact is added with the source “Inbound Call”).
  • Exit Criteria: Determine when contacts should exit the campaign, such as after receiving all emails, responding to an email, or when a deal is associated with them.
  • Exclusion Rules: Set parameters to avoid contacting individuals who have recently been reached out to or those who have opted out.
  • Delivery Schedule: Choose specific days and times for sending emails to optimize engagement.

⚠️Things to note
  • This section is optional, and no criteria must be filled in. Alternatively, you can manually add to the campaign by selecting contacts from list views.
  • For Admins—The default delivery schedule and exclusion rule settings can be found by going to Account Settings >> Email >> Campaign Settings. These default settings apply to all campaigns but can be overridden with campaign-specific settings.


4. Email Steps:
  • Create each email sequence, setting the content and timing between each step.
  • Utilize personalization tokens to tailor messages for each recipient.

5. Review and Launch:
  • Double-check all settings, rules, and email content.
  • Once satisfied, click “Save and Continue” to activate the campaign.
  • Toggle "ON" the campaign in the top right corner!
    • Schedule for Later: If you’ve set a future start date, the campaign will display as “OFF” until that date arrives, at which point it will automatically activate.
    • Draft Mode: To save a campaign as a draft and publish it later, leave it toggled “OFF.” You can activate it anytime from the campaigns list view. 

User Roles & Permissions:
  • Executive Users: Can create both Global (targeting any contacts in the account) and Private campaigns.
  • Basic Users: With the appropriate permissions enabled, they can create Private campaigns targeting only the contacts they own.
💌 For next steps, review our articles on:
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