Pipeline CRM

    Create an Email Campaign

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

    Before you start:

    • Email campaigns are available on the Grow and Enterprise plans. See the pricing page for plan details.
    • Your email must be synced. If the Send Campaign button is missing, your email has likely become un-synced. See Fix Email Disconnections.
    • You need the Can manage email campaigns permission. Executive users can create Global and Private campaigns. Other users with the permission can create Private campaigns only. See Understand User Roles and Permissions.

    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 people in the Pipeline CRM account.
    1. (Optional) Add a Description explaining the campaign's purpose.

    Step 3: Set rules and conditions

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

    Setting

    What it controls

    Entry Criteria

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

    Exit Criteria

    When a person leaves: after the last email, on a reply, or when a deal is associated

    Exclusion Rules

    Who to skip, such as recently contacted people or anyone who has opted out

    Delivery Schedule

    The days and times emails are allowed to send

    People marked as unsubscribed are always left out of campaigns. See Manage Unsubscribed People.

    Admins set the default delivery schedule and exclusion rules in Account Settings > Email > Campaign Settings. These defaults apply to every campaign, and you can override them per campaign here.

    Step 4: Build your email steps

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

    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 turns on by itself.
    • Draft mode: Leave it OFF to save without sending. You can turn it on later from the campaigns list view.

    To pause a campaign that's already running, see Turn off a campaign.

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