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Campaign Details
Content
Engagement

Campaigns: Create a campaign

BF
Breandan Flood, June 13, 2022
Note: Campaigns by Pipedrive is available as a paid add-on.

Campaign Details

To begin creating your campaign, go to Campaigns > Email campaigns and select + Campaign. This will open up your campaign page.

Campaign creation

After adding a title for your campaign, choose the recipients for your email campaign. You can select a list of contacts by Owner, or by a filter. You will have the option to select a filter that you have created for your email campaign, or the option to Add a new filter. Learn more about filtering for your campaigns in this section.

Note: If you create a Private filter, other users will not be able to use it for Campaigns and send out email campaigns with it. Only contacts that have their marketing status set as Subscribed will be included in your campaign. You can learn more about marketing contacts in this article.

Under From, you can choose the sender email you would like the campaign to be sent out from. The sender email will be one of the verified ones you set up in settings, but you can change the sender name and reply-to address. You can also add new sender names directly from this page.

choose sender

Next, you have the option to add your email campaign subject, and preview text. Please be aware that the Subject field is required.

Note: If you want to add a merge field such as the contact's name to the subject line, you can do so by copying and pasting the merge tag from the text editor while creating a template or campaign. For example, to add the customer's name, you would add *|NAME|* to the subject line.
subject

Content

In the Content section you have three options:

  • Design your email — Design your email campaign layout using our drag-and-drop editor.
  • Pick a template — Choose your email campaign layout from a selection of pre-designed templates created by you.
  • Upload HTML — Select this option if you would like to create your campaign layout using HTML, or copy-paste your existing email from another tool.
Content

Engagement

In this section, you have the option to toggle which items you would like to track, opened emails, and clicked links.

Tracked
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