Reach many contacts 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 plan. See our plans.
Which one do you need?
Bulk Email
Email Campaigns
What it is
One message, sent to many contacts 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 a New Email Campaign
Both send each message individually and personalized, and both track opens and clicks.
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 contact 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 in Email Campaign Reporting.
Who a campaign reaches
Campaigns target contacts 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 contacts 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.
1\. Your plan doesn't include it. These features are on the Grow plan only. On Start or Develop the buttons won't appear, and trackable email isn't available. Email customercare@pipelinecrm.com to ask about trialing Grow.
2\. Your email has become un-synced. Reconnect it:
- Go to the Email tab.
- Click Re-connect Email.
- Sign in to your email provider to re-authorize Pipeline CRM.
- Refresh Pipeline CRM — the buttons will reappear.
If your email keeps disconnecting, see Fix Email Disconnections in Pipeline CRM for the underlying causes.
Need help? Contact support at customercare@pipelinecrm.com.