Reach many people at once, either with a single send or with an automated sequence that runs on its own.
Before you start: Bulk email and email campaigns are available on the Grow and Enterprise plans. See the pricing page for plan details.
Which one do you need?
Bulk Email
Email Campaigns
What it is
One message, sent to many people at once
A multi-step sequence that sends over time
Sending
You send it manually
Triggered automatically by record activity
Best for
Announcements, one-off outreach
Nurture sequences, follow-up cadences
Guide
Send a Bulk Email
Create an Email Campaign
Both send each message individually and personalized, and both track opens and clicks. People marked as unsubscribed are left out of both. See Manage Unsubscribed People.
What email campaigns can do
- Trigger on record activity: Start a sequence when a deal, person, company, calendar item, activity, or customer is created, updated, or deleted.
- Control the pacing: Set delays between steps and define stop conditions, such as when a person replies or a deal stage changes.
- Assign a different sender: Send the sequence on behalf of another user.
- Report on performance: Track conversion rates, opens, clicks, and responses. See View Email Campaign Reports.
Who a campaign reaches
Campaigns target people based on the record type you build the criteria around:
Record type
Who receives the email
Person
The individual who meets the criteria
Company
All associated people at companies that match
Deal
The primary contact on each matching deal
Private vs. global campaigns
- Private campaigns include only records owned by the sending user.
- Global campaigns include all people in the Pipeline CRM account.
Executive users can create both. Any other user with the Can manage email campaigns permission can create private campaigns. See Understand User Roles and Permissions.
If the Send Bulk Email or Send Campaign button is missing
It's almost always one of two things.
Your plan doesn't include it
Bulk email and email campaigns are available on the Grow and Enterprise plans. On Start or Develop, the buttons don't appear. To ask about trying Grow, email customercare@pipelinecrm.com.
Your email has become un-synced
The buttons also disappear when your email connection drops. Send Bulk Email normally sits under More in the bulk actions bar at the bottom of a list view. If it isn't there, reconnect your email with Fix Email Disconnections.
Need help? Contact support at customercare@pipelinecrm.com.