<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid <strong>add-on</strong>. Only users with account settings access can manage campaign settings.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/X1yFdTump9j9Rv95omZZiT.jpg" alt=""></figure>
<p style="text-align: justify"><br><br>Under campaign settings, you can:</p>
<ul><li>Set up and edit the sender’s name and address that would appear in your emails’ footer</li><li>Authenticate email domains that send out your email campaigns</li><li>See unsubscribe flow when a user unsubscribes from your campaigns</li></ul>
<p>To navigate to your campaign settings head to <strong>Campaigns </strong><strong>&gt; Campaign settings</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-17%20at%2016.57.09.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="sender-and-company-information"></a>Sender and company information</h2>
<p style="text-align: justify">You can set up multiple sender emails for your campaigns under<strong> Settings &gt; Senders</strong>.</p>
<p style="text-align: justify">To do so, simply click on the “<strong>+ Sender”</strong> button and enter a new sender email. You can also add senders in the section <strong>From</strong> <strong>&gt; Sender email &gt; + Sender</strong> when creating a new email campaign.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-17.png" alt=""></figure>
<p style="text-align: justify">Each sender consists of the sender’s name, email, reply-to email, company name and physical address.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-17%20at%2017.07.04.png" alt=""></figure>
<p style="text-align: justify">You’ll also be prompted to confirm your company’s physical address to comply with best email practices.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-04-17%20at%2017.07.25.png" alt=""></figure>
<p style="text-align: justify">All users will have access to sender and company information. Each added sender must verify their email address to be allowed to send email campaigns. </p>
<hr>
<h2 style="text-align: justify"><a name="unsubscribe-flow"></a>Unsubscribe flow</h2>
<p style="text-align: justify">To comply with GDPR, each email campaign you send must contain an <strong>unsubscribe link</strong> at its bottom. </p>
<p style="text-align: justify">An unsubscribe flow pre-populated with your company details will be added to the footer automatically from within the drag-and-drop editor. </p>
<p style="text-align: justify">You can view the complete flow under the <strong><a href="https://app.pipedrive.com/marketing/settings/unsubscribe-flow" target="_blank" rel="noreferrer noopener">unsubscribe flow</a></strong> tab. </p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/unsubscribe%20flow.png" alt=""></figure>

Campaigns: account settings

sender-and-company-information

Sender and company information

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Unsubscribe flow

<div class="support-note success primary"><strong>Note: </strong>Campaigns by Pipedrive is available as a paid <strong>add-on</strong>.</div>
<p style="text-align: justify">The campaign report displays data about a <strong>single campaign</strong>, so you can understand campaign success and use the data to improve your future marketing efforts.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/wvAPNQdjnptEVungijhgMs.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="tracking-your-campaign"></a>Tracking your campaign</h2>
<p style="text-align: justify">Data in <strong>top location performance</strong> is available to users who send out campaigns and have <strong>engagement</strong> tracking enabled. When you turn on the tracking, you allow Campaigns to insert a tracking feature into your sent email campaign.</p>
<p style="text-align: justify">Before sending your email campaign, enable the <strong>Engagement </strong>trackings at the bottom of your campaign draft. You can learn more about <a href="https://support.pipedrive.com/article/campaigns-engagement-notifications" target="_blank" rel="noreferrer noopener">campaign notifications</a> here. </p>
<p>Learn more about <a href="https://www.pipedrive.com/en/products/email-marketing-software/crm-campaign-management">email campaign management</a></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-30%20at%2010-02-12%20copy.gif" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> Campaign tracking is not enabled by default, you have to enable it manually. It doesn’t work retroactively for campaigns that were already sent out, only for campaigns that are sent after the tracking is enabled.</div>
<p style="text-align: justify">Once you have sent your email campaign, you will see a breakdown of sent campaigns with their status from your <strong>Email campaigns </strong>tab.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:890px;max-width:890px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2010.06.43%20AM.png" width="890" height="354" alt=""></figure>
<p style="text-align: justify">On this page, you will see the campaign <strong>status</strong>, <strong>how many emails were delivered</strong>, and your <strong>open and click rates</strong>. To see more in-depth reporting on one specific campaign, click on it to be brought to the campaign overview.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:766px;max-width:766px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2010.12.10%20AM.png" width="766" height="569" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="what-is-tracked"></a>What is tracked?</h2>
<p style="text-align: justify"><strong>Engagement</strong></p>
<p style="text-align: justify">You will see the <strong>Engagement</strong> section at the top of your campaign overview. This gives you an understanding of your campaign opens and clicks.</p>
<ul><li><strong>Total/Unique opens –</strong> Unique opens are the number of contacts who opened your campaign. Total opens show the total times the campaign was opened, as contacts can open one campaign several times.</li><li><strong>Open rate –</strong> This displays how many contacts opened the campaign in percentages from all emails delivered</li><li><strong>Total/Unique clicks – </strong>Unique clicks is the number of contacts who clicked on links inside your campaign. Total clicks show the total times a link was clicked, as contacts can click a link several times.</li><li><strong>Click rate –</strong> This is how many contacts clicked on links inside the campaign in percentages of all emails delivered</li><li><strong>Click-through rate – </strong>Your click-through rate is how many recipients clicked on links from those contacts who opened campaigns in percentages</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;width:781px;max-width:781px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-29%20at%2010.13.40%20AM.png" width="781" height="256" alt=""></figure>
<p style="text-align: justify"><strong>Delivery</strong></p>
<p style="text-align: justify">In your <strong>Delivery </strong>section, you will see a breakdown of your successfully delivered emails, your bounced emails, unsubscribes and spam reports.</p>
<ul><li><strong>Successfully delivered</strong> – When you send out a campaign, not all emails are always delivered. The email may be wrong, the contact inbox could be full, or their server could be blocking specific email addresses, etc. This number shows how many contacts got the campaign delivered to their inbox.</li><li><strong>Bounced –</strong> The number of contacts that didn’t get the campaign delivered</li><li><strong>Unsubscribed –</strong> This is the number of contacts who unsubscribed from your marketing communications from this campaign</li><li><strong>Reported as spam –</strong> This is the number of contacts that marked your campaign as spam</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-20%20at%2015.34.54.png" alt="Delivery 2"></figure>
<p style="text-align: justify"><strong>Performance over time</strong></p>
<p style="text-align: justify">The <strong>Performance over time </strong>chart displays what days and times your campaign received the most opens and clicks. Analyzing this data can help you plan the most effective times for your future campaigns.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-20%20at%2015.34.06.png" alt="graph"></figure>
<p style="text-align: justify"><strong>Links performance</strong></p>
<p style="text-align: justify">Here you will see a list of the links included in your campaign and the percentage of clicks on links in that specific email.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-21%20at%2014.29.57.png" alt="Links performance"></figure>
<hr>
<h2 style="text-align: justify">Top locations performance<a name="top-locations-performance"></a></h2>
<p style="text-align: justify">Campaigns' <strong>top location performance</strong> (GEOlocation) is a solution that helps you to see where your subscribers are located when they open your email campaign.</p>
<p style="text-align: justify">This solution can help you identify a time to communicate with your contacts, e.g., when your subscribers probably are not sleeping.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/8125d085-c9fb-4d8c-9a03-5a84393a357f.png" alt=""></figure>
<p style="text-align: justify">When you send out an email campaign with <strong>engagement</strong> tracking switched on, we send it together with Campaigns inserted picture elements and Campaigns inserted tracking links on your added links. When your subscriber opens an email campaign, it loads the picture elements.</p>
<p style="text-align: justify">In most cases, images are loaded automatically, but in email providers such as Yahoo and Gmail, subscribers can turn off images to be loaded automatically.</p>
<p style="text-align: justify">As soon as images are loaded for the first time, we update the data in your <strong>Top location performance</strong> section.</p>
<h4 style="text-align: justify"><strong>How do we report from which country your subscriber opened your campaign?</strong></h4>
<p style="text-align: justify">Our service checks from which country is the email service provider, same as Gmail requested our picture elements. As the location is IP address-based, we know which country to show in the <strong>Top location performance</strong> section.</p>
<h4 style="text-align: justify"><strong>If Campaign reports show that your subscribers opened a campaign from the USA, does it mean subscribers are located in the USA?</strong></h4>
<p style="text-align: justify">Not always. In most cases, open location data will not tell you if a subscriber is located in the country where it opened the campaign.</p>
<p style="text-align: justify">The reason behind this is the email provider proxy server. E.g., if <a href="https://gmail.googleblog.com/2013/12/images-now-showing.html" title="https://gmail.googleblog.com/2013/12/images-now-showing.html">Gmail</a> and Yahoo proxies are located in the USA, then images will be loaded from the USA and open will be counted from the USA.</p>
<h4 style="text-align: justify"><strong>What else could be a reason why the subscriber location is not exactly where the contact is located?</strong></h4>
<ul><li>The subscriber uses a Virtual Private Network (VPN), which helps to hide his privacy, including his location</li><li>The subscriber is using proxy solutions</li><li>The subscriber forwarded your emails to people in other locations, meaning that the clicks came from different locations</li><li>IP addresses can be relocated to different regions. Even though we keep the most recent up-to-date information from the IP service, sometimes an open or click happens when an update is in progress.</li><li>The subscriber is using other technologies that are hiding their location</li></ul>
<h4 style="text-align: justify">What to expect in the near future?</h4>
<p style="text-align: justify">Mail applications, e.g., Apple and Outlook, and mail web browser providers, e.g., Safari and Chrome, could implement privacy protection which by default will be on.</p>
<p style="text-align: justify">These services will hide the actual subscriber location, so when the subscriber clicks on the link, those clicks can be counted from another country’s location.<br></p>
<hr>
<h2 style="text-align: justify"><a name="recipients-tab"></a>Recipients tab</h2>
<p style="text-align: justify">The <strong>Recipients</strong> tab provides you with <strong>full lists of contacts who engaged</strong> with your campaign. Contacts are split by their behavior – <strong>Opened</strong>, <strong>Clicked</strong>, <strong>Unsubscribed</strong> and <strong>Bounced</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-21%20at%2012.27.19.png" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="bounces"></a>Bounces</h2>
<p style="text-align: justify">Bounces are contacts on your list who <strong>did not receive </strong>your email campaign. There can be some reasons why your emails have bounced.</p>
<ul><li><strong>Hard bounce – </strong>These are non-existent email addresses, likely caused by typos, incorrect domains, inactive email addresses, etc.</li><li><strong>Soft bounce – </strong>Soft bounces are caused when the email address is correct, but the email was not delivered due to content rejection, the receiver’s inbox is full, the email size is too big, etc.<br></li><li><strong>Temporary bounce – </strong>Your email campaign has attempted delivery multiple times but, as a result of the recipient’s server not responding, your email is not delivered<br></li><li><strong>Blocked bounce – </strong>This is caused if your email includes inappropriate links or if the receiver has added your email address or IP to their blocked list<br></li></ul>
<hr>
<h2 style="text-align: justify"><a name="contact-and-engagement-data"></a>Contact and engagement data</h2>
<div class="support-note success primary"><strong>Note: </strong>Contact and engagement data can be seen by all users with visibility of that contact.</div>
<p style="text-align: justify">As well as viewing your data on the recipient’s list, you can also find your contact engagement data on the contacts <strong><a href="https://support.pipedrive.com/en/article/detail-view">detail view</a></strong><strong> </strong>and the deal detail view linked to the contact.</p>
<p style="text-align: justify">In the engagement section of your contact and deal detail view, you will see both changes in the contact status and record every specific campaign in which the contact has engaged.</p>
<p style="text-align: justify">Initially, the campaign item will show the contact name, the campaign name and the time sent. As the contact opens/clicks the campaign, the event will update automatically.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Campaign%20in%20detail.png" alt=""></figure>
<p style="text-align: justify">Marketing status updates will show if:<br></p>
<ul><li>The contact has been marked as <strong>“</strong><strong>Subscribed“</strong></li><li>You sent a double opt-in request email, changing the status to <strong>“</strong><strong>Pending double opt-in<strong>“</strong></strong></li><li>Your contact has unsubscribed, changing the status to <strong>“</strong><strong>Unsubscribed<strong>“</strong></strong></li><li>When the contact has hard bounced for some reason, you will see the <strong>Bounced</strong> status</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Contact%20update%20in%20detail%20%E2%80%93%20white.png" alt=""></figure>

Campaigns: reporting

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Tracking your campaign

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What is tracked?

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Top locations performance

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Recipients tab

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Bounces

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Contact and engagement data

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid <strong>add-on</strong>.</div>
<p style="text-align: justify">To ensure that you have the best inbox delivery experience using our <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener"><strong>Campaigns</strong></a> tool, we do service quality maintenance. One essential step of this maintenance is <strong>company reviews</strong>, which are regularly done to make sure that our users do not use prohibited content and poor-quality contact emails.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Review%20needed.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">When will an account review be triggered for me?<a name="when-will-an-account-review-be-triggered-for-me"></a></h2>
<p dir="ltr" style="text-align: justify">There are two types of account review: <strong>mandatory</strong> review and <strong>optional</strong> review.</p>
<p style="text-align: justify"><strong>Mandatory review</strong></p>
<p dir="ltr" style="text-align: justify">You will receive a <strong>mandatory review</strong> request after emails are sent out to a certain number of unique contact email addresses. This number will depend on how many <strong>subscribed</strong> contacts you have sent your campaigns to. When this number exceeds a limit, your emails will be paused until your account review is completed (up to 24 hours after the form is submitted). </p>
<p style="text-align: justify"><strong>Optional review</strong></p>
<p style="text-align: justify">An account review is also essential to purchasing <strong>Campaigns</strong> after your Campaigns trial period. Throughout the duration of the <strong>Campaigns</strong> trial, you can submit the account review form proactively (i.e., not wait until a mandatory review is triggered). </p>
<p style="text-align: justify">To do so, click "Learn more" in the bottom left of your campaigns section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:920px;"><img src="https://kb-cms.pipedriveassets.com/Annotation%20on%202023-01-26%20at%2007-52-48.png" width="920" height="436" alt=""></figure>
<p style="text-align: justify">In this case, you can continue to send emails while your account review is completed (up to 24 hours after the form is submitted). Submitting the optional review also enables you to purchase <strong>Campaigns</strong> immediately after the trial, without any delay.</p>
<div class="support-note success primary"><strong>Note: </strong>If you have not completed an account review during your <strong>Campaigns</strong> trial period, then you will have to undergo a review after the trial before you are allowed to buy Campaigns.</div>
<hr>
<h2 style="text-align: justify">What is the account review process?<a name="what-is-the-account-review-process"></a></h2>
<p style="text-align: justify">The review form will contain the following questions:</p>
<ul><li>How were your email contacts collected?</li><li>Have you done email marketing before?</li></ul>
<figure><img src="https://kb-cms.pipedriveassets.com/01.01.01%20-%20%20First%20review%20form_Default.png" alt="account review form"></figure>
<p dir="ltr" style="text-align: justify">The submitted form will then be sent to our email compliance team. After your review is confirmed, the account admin will receive an email notification and any paused campaigns will be sent automatically.<br></p>
<hr>
<h2 style="text-align: justify">What if my account cannot be reviewed?<a name="what-if-my-account-cannot-be-reviewed"></a></h2>
<p style="text-align: justify">To maintain quality deliverability infrastructure, we need to follow industry best practices, standards, terms and rules.</p>
<p style="text-align: justify">If your account can not be successfully reviewed, we have reason to believe that your planned campaign send-out may harm your service reputation and affect email deliverability quality to other companies.</p>
<p style="text-align: justify">If your account cannot be successfully reviewed, our email compliance team will refuse your account review or advise you with practices to comply with.</p>
<p style="text-align: justify">To avoid account review refusal you must comply with <strong>Pipedrive Campaigns anti-spam</strong> policy and you may not use prohibited content as described under <a href="https://www.pipedrive.com/en/terms-of-service"><strong>Pipedrive Terms of Use</strong></a>.</p>
<p style="text-align: justify">If you are violating our Pipedrive <strong>Terms of Use</strong>, we have reason to restrict access to your Pipedrive Campaigns account.</p>
<hr>
<h2 style="text-align: justify">FAQ<a name="faq"></a></h2>
<p style="text-align: justify"><strong>Why is an account review needed?</strong></p>
<p style="text-align: justify">We want to maintain a service that successfully delivers emails into inboxes. To do so, we need to make sure that your email campaign content is not suspicious, which means your receivers will not mark received messages as spam or phishing.</p>
<p style="text-align: justify">If we skip this review process and accept senders automatically, the quality rate of the Campaigns infrastructure may drop, and sent emails will end up in spam folders or come back as blocked.</p>
<p style="text-align: justify"><strong>Can I use Campaigns while my account review is in progress?</strong></p>
<p style="text-align: justify">If you are under an <strong>optional review</strong>, then you can use every functionality available in your account. There are no restrictions in case of an optional review.</p>
<p style="text-align: justify">If you are under a <strong>mandatory review</strong>, then you can use every functionality available in your account while your account is paused for reviews, except for sending out new email campaigns.</p>
<p style="text-align: justify"><strong>Is review a repeated process?</strong></p>
<p style="text-align: justify">Yes. When you are adding more new contacts, we may ask you to fulfill review questions again about your newly added email contacts.</p>
<p><strong>I have a time-sensitive campaign that I need to send out. What can I do?</strong></p>
<p style="text-align: justify">Any outgoing campaigns will be <strong>paused</strong> during the review process and resumed after account approval. If you need to cancel time-sensitive campaigns click on the<strong> More “[...]”</strong> button and then <strong>"Cancel”. </strong><br></p>

Campaigns: company account review

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When will an account review be triggered for me?

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What is the account review process?

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What if my account cannot be reviewed?

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid <strong>add-on</strong>.</div>
<p style="text-align: justify">Pipedrive's drag-and-drop editor is an easy-to-use tool for creating attention-grabbing designs and engaging content for your contacts.</p>
<p style="text-align: justify">You can use it to create email campaigns, newsletters, or templates for future use.<br></p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/vogAbi9MgYErT2Qpr8SzeR.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify"><a name="using-the-drag-and-drop-editor"></a>Using the drag-and-drop editor</h2>
<p style="text-align: justify">To begin, go to <strong>Campaigns &gt; </strong><strong><a href="https://app.pipedrive.com/marketing/campaigns">Email campaigns</a> </strong>and select “<strong>+ Email Campaign</strong>”.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-05-06%20at%2017.14.22.png" alt=""></figure>
<p style="text-align: justify">To start using the drag-and-drop editor, click on the “<strong>Design your email</strong>”<strong> </strong>option under <strong>Content</strong>.</p>
<p style="text-align: justify">You’ll then be able to choose whether you would like to design your email campaign from blank, or you can choose one of our existing email campaign layouts to edit.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-05-19%20at%2015-28-56.gif" alt="D&amp;D Editor"></figure>
<p style="text-align: justify">You’ll then be brought to the <strong>Content editor </strong>page where you have three tabs to design your campaign – <strong>Content</strong>,<strong> Rows </strong>and<strong> Settings</strong>.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-02-16%20at%2017.24.45.png" alt=""></figure>
<p style="text-align: justify"><strong>Rows</strong></p>
<p style="text-align: justify">Rows allow you to create the layout of your email. By default, you will have one row added at the top of your email, which you can drag content blocks to, or delete by clicking on the row and selecting the <strong>trash can icon</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-19%20at%2016.06.44.png" alt="Trash can"></figure>
<p style="text-align: justify">By clicking on a row, you will open the <strong>Row properties </strong>in the sidebar on the right-hand side of the page where you can choose your row settings, such as adding a <strong>border</strong>, <strong>background color/image</strong> and <strong>padding</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-05-19%20at%2016-18-11.gif" alt="row gif" width="284" height="505"></figure>
<p style="text-align: justify">Once you have dragged your rows into your campaign and decided on your layout, you can start dragging content blocks into your rows.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-05-19%20at%2016-22-38.gif" alt="Row drag"></figure>
<p style="text-align: justify">You can use already pre-designed rows if you select "<strong>Default</strong>" from the rows dropdown.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-19%20at%2016.48.47.png" alt="Default rows" width="313" height="670"></figure>
<p style="text-align: justify"><strong>Content</strong></p>
<p style="text-align: justify">Content blocks allow you to add types of content to your layout. The content block options available are:</p>
<ul><li>Title</li><li>Text</li><li>Image</li><li>Button</li><li>Divider</li><li>Social</li><li>HTML</li><li>Video</li><li>Icons</li><li>Menu</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-02-04%20at%2010.16.37.png" alt=""></figure>
<p>When you have added different content blocks to the rows in your campaign, you can click on the block to edit the different <strong>content properties </strong>for that block type. Clicking on a <strong>text block </strong>will show a toolbar allowing you to edit your text.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-05-19%20at%2016-39-16.gif" alt="content properties"></figure>
<p style="text-align: justify">For example, you can add person and organization merge tags to your text blocks: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:570px;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-10-28%20at%2011.41.30%20AM.png" width="570" height="459" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can add merge tags when first creating your campaign, or when editing the campaign later on.<br></div>
<p style="text-align: justify">While designing your campaign, you can check the finished product’s appearance by clicking the <strong>“</strong><strong>Preview“</strong><strong> </strong>option.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-19%20at%2016.42.29.png" alt="preview"></figure>
<p style="text-align: justify"><strong>Settings </strong></p>
<p style="text-align: justify">In the settings tab, you can set more general email design settings, such as the width of the design area, your background color, and your default font.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-19%20at%2016.52.31.png" alt="Settings"></figure>
<hr>
<h2 style="text-align: justify"><a name="templates"></a>Templates</h2>
<p style="text-align: justify">When you have created a design that fits your branding guidelines or that you know you will use again, you can save it and re-use it afterward for other campaigns making any edits you wish by saving it as a template. </p>
<p style="text-align: justify">To build a template, click on <strong>Campaigns &gt; <a href="https://app.pipedrive.com/marketing/templates">Templates</a> </strong>and select “<strong>+ Template</strong>” to begin using the drag-and-drop editor.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-05-06%20at%2017.29.02.png" alt=""></figure>
<p style="text-align: justify">You can build templates as preparation before creating campaigns, allowing you to create a library of campaign templates for future use.</p>
<hr>
<h2 style="text-align: justify"><a name="unsubscribe-footer"></a>Unsubscribe footer</h2>
<div class="support-note success primary"><strong>Note: </strong>The <strong>unsubscribe footer</strong> is mandatory and cannot be removed.<br></div>
<p style="text-align: justify">In the drag-and-drop editor, you’ll see an unsubscribe footer attached at the bottom of your campaign design.</p>
<p style="text-align: justify"><strong>This footer is mandatory and not possible to remove, as it is necessary for GDPR compliance and also ensures a strong email delivery reputation. </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-19%20at%2017.12.44.png" alt="Unsubscribe footer"></figure>
<p style="text-align: justify">The unsubscribe footer contains merge tags, which will add your company information inside it automatically when you’re sending out your email campaign. <br></p>
<p style="text-align: justify">We provide you with a default unsubscribe text, but you can edit it if you want to. Click on the footer to open the editor. You will see the Text and <strong>Link text </strong>fields and the <strong>Preview text </strong>section. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202022-01-12%20at%2012-37-04%20%283%29.gif" alt=""></figure>
<p style="text-align: justify">Click the green button to save the changes and now your template is ready to go.</p>
<div class="support-note success primary"><strong>Note: </strong>The link to unsubscribe is generated automatically and can’t be edited.</div>

Campaigns: drag-and-drop editor

using-the-drag-and-drop-editor

Using the drag-and-drop editor

templates

Templates

unsubscribe-footer

Unsubscribe footer

<div class="support-note success primary"><strong>Note: </strong>Campaigns by Pipedrive is available as a paid <strong>a</strong><strong>dd-on</strong>.</div>
<p style="text-align: justify"><strong><a href="https://www.pipedrive.com/products/email-marketing-software" target="_blank" rel="noreferrer noopener">Campaigns by Pipedrive</a></strong> lets you create beautiful email communication, engage your customers and manage all of your data directly in your Pipedrive account. Say goodbye to tedious imports and exports or integrations with other tools and work with your sales and marketing data all in one place. </p>
<p style="text-align: justify"><strong>So – ready to get started?</strong> <br>Not so fast. Before you get started, it’s important to keep email delivery compliance laws in mind. Your customers will need to first opt-in or subscribe to receive your email communications. You can read more about email marketing regulations in our blog <a href="https://www.pipedrive.com/en/blog/gdpr-email-tracking">here</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="subscribe-your-customers"></a><strong>Subscribe your customers </strong></h2>
<p style="text-align: justify">Using our <strong><a href="https://www.pipedrive.com/products/email-marketing-software" target="_blank" rel="noreferrer noopener">Campaigns</a></strong> tool means you can send campaigns to your Pipedrive customers and keep all of your sales and marketing information under the <a href="https://support.pipedrive.com/en/article/detail-view"><strong>detail view</strong></a> of your contacts.</p>
<p style="text-align: justify">To receive campaigns successfully, your contacts will need the <strong>Subscribed</strong> status under the <strong>Marketing</strong> status field. This means that the customer has opted into receiving your email communications. Without this status, you can’t legally start sending them emails. </p>
<p style="text-align: justify">The marketing status can be viewed and updated in the contact’s <strong>detail view</strong> or the <strong>list view</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-05-19%20at%207.57.02%20PM.png" alt="subscribed contact"></figure>
<p style="text-align: justify">You can include marketing statuses when adding contacts directly to Pipedrive or <a href="https://support.pipedrive.com/en/article/importing-data-into-pipedrive-with-spreadsheets">importing contacts</a> through a spreadsheet.</p>
<p style="text-align: justify">If you use our <a href="https://support.pipedrive.com/en/article/web-forms" target="_blank" rel="noreferrer noopener">Web Forms</a>, you’ll also be able to subscribe your contacts directly from the web form editor. In the <strong>Edit field</strong> block, you’ll see a dropdown with different fields. If you select “<strong>Marketing status</strong>” the consent statement is automatically filled in.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-11-26%20at%2016.49.23.png" alt=""></figure>
<p style="text-align: justify">This allows the users to consent to the use of their information for marketing purposes in your web form directly and the marketing status in Pipedrive will be automatically updated.<br></p>
<p style="text-align: justify"> </p>
<p style="text-align: justify">You can learn more about managing your marketing contacts <a href="https://support.pipedrive.com/en/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">in this article</a>.</p>
<hr>
<h2><a name="set-up-your-account"></a>Set up your account </h2>
<div class="support-note success primary"><strong>Note:</strong> This action is only available to users with <strong>Account setting</strong><strong>s </strong>access.</div>
<p style="text-align: justify">To be compliant with email delivery rule laws, you need to confirm your company’s physical address. It will be automatically filled with the address listed under your billing information, but you can always make changes later. </p>
<p style="text-align: justify">To be GDPR compliant, every email campaign needs to have an unsubscribe footer at the bottom, where viewers can opt out of your email communications. </p>
<p style="text-align: justify">Set up your account by going to <strong>Campaigns &gt; <a href="http://app.pipedrive.com/marketing/settings">Settings</a></strong>. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-05-17%20at%204.56.35%20PM.png" alt=""></figure>
<p style="text-align: justify">You’ll also need to confirm your sender name and email address, so your customers know where the emails are sent from. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-05-17%20at%204.56.23%20PM.png" alt=""></figure>
<p style="text-align: justify"><br></p>
<hr>
<h2 style="text-align: justify"><a name="start-sending-campaigns"></a>Start sending campaigns</h2>
<div class="support-note success primary"><strong>Note: </strong>Your campaigns may be paused for a company account verification process as a part of our service quality maintenance. Learn more about when and why this process happens <a href="https://support.pipedrive.com/en/article/campaigns-account-verification">here</a>. </div>
<p style="text-align: justify">Once your customers are subscribed and your account is set up, you can start sending out campaigns. We’ve built an easy-to-use <a href="https://support.pipedrive.com/article/drag-drop-editor" target="_blank" rel="noreferrer noopener">drag-and-drop editor</a> in our campaigns tool, so you can design your own beautiful, professional-looking emails. You can also create templates that can be reused for future campaigns. </p>
<p>Learn more about <a href="https://www.pipedrive.com/en/roles/crm-design">CRM design</a></p>
<p style="text-align: justify">You can start creating your first campaign by going to <strong>Campaigns &gt; Email Campaigns &gt; + Campaign</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20composer.png" alt=""></figure>
<p>Learn how to create and edit campaign layouts in <a href="https://support.pipedrive.com/article/drag-drop-editor" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify"><a name="monitor-your-campaigns"></a>Monitor your campaigns </h2>
<p style="text-align: justify">After you send out your campaign, you can monitor the performance easily on that campaign's <strong>Overview</strong> and <strong>Recipients</strong> pages after selecting the sent campaign. Here you can track:</p>
<ul><li><strong>Engagement –</strong> Opens, clicks and open, click and click-through rates </li><li><strong>Delivery – </strong>Delivery success (successfully delivered, bounced, unsubscribed, reported as spam)</li><li><strong>Performance over time –</strong> Performance over time by hour or day, </li><li><strong>Links performance –</strong> How well links embedded in your email performed </li><li><strong>Top location performance –</strong> How your emails performed by country </li><li><strong>Recipients –</strong> Which contacts have engaged with your campaign and how </li></ul>
<p style="text-align: justify">With this data, you can improve your segmentation and campaigns as well as help you keep track of which contacts have bounced or unsubscribed from your email communications. Read more about campaign reporting <a href="https://support.pipedrive.com/en/article/campaigns-reporting">here</a>. <br></p>

Campaigns by Pipedrive

subscribe-your-customers

Subscribe your customers

set-up-your-account

Set up your account

start-sending-campaigns

Start sending campaigns

monitor-your-campaigns

Monitor your campaigns

<div class="support-note success primary"><strong>Note: </strong><a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns by Pipedrive</a> is available as a paid <strong>add-on</strong>.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/EHuQHzaS6YUn2St1TjFgvb.jpg" alt=""></figure>
<h2 style="text-align: justify">What is marketing status and why is it needed?<br><a name="what-is-marketing-status-and-why-is-it-needed"></a></h2>
<p style="text-align: justify">In email marketing, permission is the key. Contacts must have opted-in to start receiving any marketing communications from you.</p>
<p style="text-align: justify">Pipedrive tracks the subscribed status under a custom field called <strong>marketing status.</strong> Email campaigns will only be successfully sent to contacts with a<strong> subscribed</strong> status under this field.
</p>
<hr>
<h2 style="text-align: justify">Is marketing status applicable to leads and deals?<a name="is-marketing-status-applicable-to-leads-and-deals"></a></h2>
<p style="text-align: justify">In Pipedrive, the <strong>marketing </strong>status is attached to an email, connected to a person and the first email in case of multiple ones. The marketing status is not applicable to leads and deals.</p>
<hr>
<h2 style="text-align: justify">What are the various types of marketing statuses?<br><a name="what-are-the-various-types-of-marketing-statuses"></a></h2>
<p style="text-align: justify">A contact's marketing status can be one of the following:</p>
<table><tbody><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DNo%20consent.png" alt=""></figure>
<div style="text-align: center"></div></td><td>All contacts have this status by default.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DSubscribed.png" alt=""></figure>
<div style="text-align: center"></div></td><td>The contact has given their consent to receive emails.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DUnsubscribed.png" alt=""></figure>
<div style="text-align: center"></div></td><td>The contact has unsubscribed from your emails using the <strong>unsubscribe</strong> link in the footer.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DBounced.png" alt=""></figure>
<div style="text-align: center"></div></td><td>The contact had emails hard bounced or soft bounced 5 times.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DPending%20upgrade.png" alt=""></figure>
<div style="text-align: center"></div></td><td>This status implies that you have exceeded your billing tier limit, i.e, you have added more subscribed contacts than is permissible according to your billing tier limit. After reaching 100% of your subscribers limit, the excess contacts will be marked as "<strong>Pending upgrade</strong>". When you upgrade to a higher billing tier, the subscribed contacts with "<strong>Pending upgrade</strong>" status are automatically converted to "<strong>Subscribed</strong>" status.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DPending%20DOI.png" alt=""></figure></td><td>Double opt-in contacts are those that have confirmed their subscription after clicking on a confirmation link sent to them via email. Once a double opt-in request is sent, the status will change to "<strong>Pending double opt-in</strong>".</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Status%3DArchived.png" alt=""></figure></td><td>This status appears when you choose to archive some of the subscribed contacts. Archiving a certain number of subscribed contacts will free up space to add the same number of subscribed contacts. For example, if you have 500 contacts in "<strong>Pending upgrade</strong>" status and wish to clean up old contacts to make space for the new ones, you can select those old contacts and archive them. When you do so 500 of your oldest contacts with "<strong>Pending upgrade</strong>" status are automatically changed to active subscribers.</td></tr></tbody></table>
<hr>
<h2 style="text-align: justify">Managing contact marketing statuses <strong><br></strong><a name="managing-contact-marketing-statuses"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>The marketing status will be linked to an email address and a contact person. If the contact person has more than one email address, it will be linked to the first email address. </div>
<p style="text-align: justify">To successfully send email campaigns to your contacts, they will need to have a marketing status of "<strong>Subscribed</strong>". </p>
<p style="text-align: justify">Contact marketing statuses can be managed in the bulk edit view of contacts, contact detail view, contact list view and in the "<strong>Add person</strong>" modal. You can change a contact's marketing status from "<strong>No Consent</strong>" to "<strong>Subscribed</strong>" to "<strong>Unsubscribe</strong>". The <strong>unsubscribed</strong> and <strong>bounced</strong> statuses will automatically be updated if a viewer unsubscribes or an email is bounced.</p>
<p style="text-align: justify">Once a contact's status is <strong>unsubscribed</strong> or <strong>bounced</strong>, it will not be editable.</p>
<p style="text-align: justify"> </p>
<p style="text-align: justify"><strong>Bulk edit view </strong><strong><strong>–</strong></strong><br>You can use the <strong>bulk edit</strong> functionality to update the marketing statuses of multiple contacts at once.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-08%20at%2014-52-27.gif" alt=""></figure>
<p style="text-align: justify"><strong>Detail view – </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-08%20at%2015-08-23.gif" alt=""></figure>
<p style="text-align: justify"><strong>List view – </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-10%20at%2017-22-16.gif" alt=""></figure>
<p style="text-align: justify"><strong>Add person modal – </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-10%20at%2016.37.23.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Including marketing status during import<a name="including-marketing-status-during-import"></a></h2>
<p style="text-align: justify">You can add a contact's marketing status when <a href="https://support.pipedrive.com/en/article/importing-data-into-pipedrive-with-spreadsheets">importing</a> contacts into Pipedrive from a spreadsheet. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2012.53.59.png" alt=""></figure>
<p style="text-align: justify">At the mapping step, click on the <strong>pencil icon</strong> to map the information in your spreadsheet to the marketing status options in Pipedrive. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-14%20at%2012-58-08.gif" alt=""></figure>
<hr>
<h2 style="text-align: justify">Creating filters for your contacts<a name="creating-filters-for-your-contacts"></a></h2>
<p style="text-align: justify">To send a campaign to your contacts, you will need to first create a filter for the group of people you want to send the campaign to. <strong><br></strong></p>
<div class="support-note success primary"><strong>Note: </strong>You won't need to explicitly filter for contacts with a marketing status of subscribed. If the contact is not subscribed, they will be left out when the campaign is sent out.</div>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2013.16.47.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Creating filters for your campaigns<a name="creating-filters-for-your-campaigns"></a></h2>
<p style="text-align: justify">When creating a marketing campaign, both selection and creation of filters are available. You can select from favorite filters, pick them by <strong>owner</strong> <strong>name</strong>, <strong>recently used</strong> or search by filter name.</p>
<p style="text-align: justify">If you don’t find what you need, you can start creating a new <a href="https://support.pipedrive.com/article/campaigns-filtering" target="_blank" rel="noreferrer noopener">filter just for your marketing communications</a> by clicking the "<strong>Add new filter</strong>" button or editing existing ones through the edit icon. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2013.24.43.png" alt=""></figure>
<p style="text-align: justify">The "<strong>A</strong><strong>dd new filter</strong>" button will open a familiar filter creation block, where you can set up conditions for contacts with whom you want to communicate. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2014.22.02.png" alt=""></figure>
<div class="support-note success primary"><strong>Note: </strong>If you create a <strong>private</strong> filter, other users will not be able to use it for Campaigns and send out email campaigns with it.<br> </div>
<p style="text-align: justify">The "<strong>Subscribed</strong>" status is <strong>mandatory</strong> when sending out campaigns and this condition is already applied by default. In case your filter does not find any contacts with "<strong>Subscribed</strong>" status, we will warn you about it.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2014.38.51.png" alt=""></figure>
<p>When it happens, you should change your filter conditions in order to find subscribers or update the marketing status of your contacts. </p>
<p style="text-align: justify">In "<strong>Preview</strong>", you will be able to review recipients and the list of excluded recipients. Exclusion can happen based on several reasons: there is no "<strong>Subscribed</strong>" status, the contact has no email address, etc.</p>
<p>If there are some visibility limitations set up by your company admin, you will not see and be able to send campaigns to those contacts for which you don’t have visibility permission.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202023-03-14%20at%2014-53-06.gif" alt=""></figure>
<p style="text-align: justify">If you wish, you can look through the preview of the audience for the filter you have created and then save the filter or continue editing it. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-03-14%20at%2014.23.45.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">FAQ<a name="faq"></a></h2>
<ul><li><strong>What if there are multiple persons with the same email?</strong></li></ul>
<p>The <strong>marketing</strong> status is attached to an email. If one person unsubscribes from the campaign, all persons with the same email get the status "<strong>Unsubscribed</strong>".</p>
<ul><li><strong>What if a user has added a contact with an email that has previously been unsubscribed?</strong></li></ul>
<p>We will mark that person's email as "<strong>Unsubscribed</strong>".</p>

Campaigns: marketing contacts

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What is marketing status and why is it needed?

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Is marketing status applicable to leads and deals?

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What are the various types of marketing statuses?

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Managing contact marketing statuses

including-marketing-status-during-import

Including marketing status during import

creating-filters-for-your-contacts

Creating filters for your contacts

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Creating filters for your campaigns

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid add-on.</div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/138CDEaGS4h1YGDJaFfhdU.jpg" alt=""></figure>
<h2 style="text-align: justify">Campaign details<a name="campaign-details"></a></h2>
<p style="text-align: justify">To begin creating your campaign, go to <strong>Campaigns &gt; <a href="https://app.pipedrive.com/marketing/campaigns">Email campaigns</a> </strong>and select "<strong>+</strong><strong> Campaign</strong>". This will open up your campaign page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Capture%20on%202021-05-25%20at%2010-37-54.gif" alt="Campaign creation"></figure>
<p style="text-align: justify">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 filter. You will have the option to select a filter that you have created for your email campaign or the option to <strong>add a new filter</strong>. Learn more about filtering for your campaigns <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts#creating-filters-for-your-campaigns" target="_blank" rel="noreferrer noopener">in this section</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-07%20at%2009.16.58.png" alt=""></figure>
<div class="support-note success primary"><strong>Note</strong><strong>: </strong>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 "<strong>Subscribed</strong>"<strong> </strong>will be included in your campaign. You can learn more about marketing contacts<a href="https://support.pipedrive.com/en/article/campaigns-marketing-contacts"> in this article</a>.</div>
<p style="text-align: justify">Under "<strong>From</strong>" 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. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202021-07-09%20at%203.53.20%20PM.png" alt="choose sender"></figure>
<p style="text-align: justify">Next, you have the option to add your email campaign subject and preview text. Please be aware that the <strong>subject </strong>field is required.</p>
<div class="support-note success primary"><strong>Note: </strong>Merge tags don’t function when sending test emails, as there is no contact data to draw from. Merge tags can have up to 255 characters.</div>
<p>To add a merge field, click the <strong>“Merge tags”</strong> dropdown and select your desired tag.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/wecwdc.png" alt=""></figure>
<div class="support-note success primary"><strong>Note</strong>: View tool tips by clicking the circled <strong>"i" </strong>next to the Subject and Preview text.<br></div>
<hr>
<h2 style="text-align: justify"><a name="content"></a>Content</h2>
<p style="text-align: justify">In the <strong>Content </strong>section you have three options:</p>
<ul><li><strong>Design your email – </strong>Design your email campaign layout using our <a href="https://support.pipedrive.com/en/article/drag-drop-editor">drag-and-drop editor</a>.</li><li><strong>Pick a template – </strong>Choose your email campaign layout from a selection of pre-designed <a href="https://support.pipedrive.com/en/article/drag-drop-editor#C2">templates</a> created by you.</li><li><strong>Upload HTML – </strong>Select this option if you would like to create your campaign layout using HTML or copy-paste your existing email from another tool.</li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-05-25%20at%2011.39.39.png" alt="Content"></figure>
<hr>
<h2 style="text-align: justify"><a name="engagement"></a>Engagement</h2>
<p style="text-align: justify">In this section, you have the option to toggle the items for which you would like to track opened emails and clicked links. You can also set up <a href="https://support.pipedrive.com/article/campaigns-engagement-notifications" target="_blank" rel="noreferrer noopener">engagement notifications</a> from this section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-09-02%20at%208.11.13%20AM.png" alt=""></figure>

Campaigns: Create a campaign

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Campaign details

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Engagement

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid <strong>add-on</strong>.</div>
<p style="text-align: justify">All admin users will automatically have full access to the <a href="https://support.pipedrive.com/en/article/campaigns-by-pipedrive">Campaigns add-on</a>. Access for regular users and other permission sets can be managed by admin users by going to <strong>Company settings &gt; Manage users &gt; Permission sets</strong>, selecting the correct user group and enabling these permissions:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-27%20at%2017.26.33.png" alt=""></figure>
<ul><li><strong>Manage sender information and domain information –</strong> Add, edit and delete information about senders. Sender information will be used by all users who can send campaigns.</li><li><strong>View campaign reports –</strong> Have access to reports that show the email campaign's performance (open and click rates, top geographical locations, bounces and more).<strong><br> </strong></li><li><strong>Send campaigns –</strong> Send out campaigns to subscribed contacts.</li><li><strong>Edit campaigns and email templates –</strong> Add and edit campaigns as well as templates for campaign emails. Note that sending out campaigns is controlled by different permission.</li><li><strong>Delete campaigns and email templates –</strong> Delete campaign drafts and templates for campaign emails.</li></ul>
<div class="support-note success primary"><strong>Note:</strong> If two or more users edit the same campaign draft at the same time, the one saved last will override previous versions. </div>

Campaigns: Permissions

<h2>What is email sender domain authentication?<a name="what-is-email-sender-domain-authentication"></a></h2>
<p style="text-align: justify">Email sender domain authentication (or simply <strong>domain authentication</strong>) allows you to tell email service providers that Pipedrive is a trusted sender from your domains.</p>
<p style="text-align: justify">To give Pipedrive that permission, you need to add certain <strong>DNS</strong> <strong>records</strong> (<code>CNAME</code> and <code>TXT</code>) on your domain registrar page (like GoDaddy, Rackspace, Cloudflare and others) and point those records to Pipedrive.</p>
<p style="text-align: justify">Domain authentication is about security and deliverability. It helps you protect your brand’s reputation and ensures that your emails reach the inbox.</p>
<p style="text-align: justify">Authenticating your email domain doesn’t only protect your domain from being used for fraudulent, spam, or spoofing purposes. It also builds your trust and reputation score with the major Internet Service Providers (ISPs), translating directly into greater deliverability success and, ultimately, even better email campaign results.</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/TGXkEvtHqAbm2EEtf1UozT.jpg" alt=""></figure>
<hr>
<h2>Domain Name System (DNS) records<a name="domain-name-system-dns-records"></a></h2>
<h3>Sender Policy Framework (SPF)<a name="sender-policy-framework-spf"></a></h3>
<p style="text-align: justify"><strong>SPF</strong> an email authentication protocol that domain owners use to specify the email servers they send email from, making it harder for fraudsters to spoof sender information.<br></p>
<h3 style="text-align: justify">DomainKeys Identified Mail (DKIM)<a name="domain-keys-identified-mail-dkim"></a></h3>
<p style="text-align: justify"><strong>DKIM</strong> is a domain authentication technology that uses a cryptographic signature linked to a domain to guarantee the message was not altered between the sender and the receiver.</p>
<p style="text-align: justify">Technically, <strong>DKIM</strong> provides a method for validating a domain name identity that is associated with a message and the content of the message itself through cryptographic authentication. The identity is independent of other email identities, such as the author <code>From:</code> field.</p>
<h3>Domain-based Message Authentication, Reporting and Conformance (DMARC)<a name="domain-based-message-authentication-reporting-and-conformance-dmarc"></a></h3>
<p style="text-align: justify"><strong>DMARC</strong> is an email authentication protocol that prevents email senders and recipients from receiving spam, spoofing and phishing.</p>
<p style="text-align: justify">This protocol ensures the sender’s identity and the validity of the email. Configuring emails to pass <strong>DMARC</strong> is the only way for email senders to inform email recipients that the emails sent from their domain are legit.</p>
<hr>
<h2 style="text-align: justify">Pipedrive domain authentication<a name="pipedrive-domain-authentication"></a></h2>
<p style="text-align: justify">In Campaigns, we require you to add three <code>CNAME</code> records to your domain registrar page.</p>
<p style="text-align: justify">The fourth record you need to add is the DMARC <code>TXT</code> record. It’s linked to your company and domain and guarantees no malicious company can impersonate a trusted Pipedrive sender.</p>
<table><tbody><tr><td><div style="text-align: center"><strong>Protocol</strong></div></td><td><div style="text-align: center"><strong>Record</strong></div></td><td></td></tr><tr><td><div style="text-align: center"><strong>Sender Policy Framework </strong><code>SPF</code></div></td><td><div style="text-align: center"><code>CNAME</code></div></td><td><ul><li>One key and return path</li></ul></td></tr><tr><td><div style="text-align: center"><strong>DomainKeys Identified Mail </strong><code>DKIM</code></div></td><td><div style="text-align: center"><code>CNAME</code></div>
<p style="text-align: center"><code>CNAME</code></p></td><td><ul><li>Two unique keys</li></ul></td></tr><tr><td><div style="text-align: center"><strong>Domain-based Message Authentication, Reporting and Conformance </strong><code>DMARC</code></div></td><td><div style="text-align: center"><code>TXT</code></div></td><td><ul><li>One key</li></ul></td></tr></tbody></table>
<p style="text-align: justify">Once you add these DNS records and after they have been propagated successfully (which may take up to 48 hours), you’ll need to click the <strong>refresh</strong> button to see the new status.</p>
<p style="text-align: justify">Learn how to edit your DNS records in <a href="https://support.pipedrive.com/article/campaigns-how-to-edit-dns-records" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<hr>
<h2>How can I authenticate my email sender domain in Campaigns?<a name="how-can-i-authenticate-my-email-sender-domain-in-campaigns"></a></h2>
<p style="text-align: justify">Before you start, there are three things you must know:</p>
<ol><li>Domain authentication is optional, but <strong>we strongly recommend it</strong> if you use our <strong>Campaigns</strong> feature and have DMARC-protected domains. Learn more about <strong>DMARC</strong> and how it can affect deliverability in <a href="https://support.pipedrive.com/article/campaigns-dmarc-and-email-deliverability" target="_blank" rel="noreferrer noopener">this article</a>.</li><li>You can authenticate only the domains you or your company own and control. You’ll need to have access to the management of the <strong>DNS</strong> records of these domains. Learn more about DNS management in <a href="https://support.pipedrive.com/article/campaigns-how-to-edit-dns-records" target="_blank" rel="noreferrer noopener">this article</a>. </li><li>Before you can send campaigns from an authenticated domain, you’ll have to verify the sender email associated with that domain.<br></li></ol>
<h3 style="text-align: justify">Step 1<a name="step-1"></a></h3>
<p>Go to <strong>Campaigns &gt; Settings &gt; <a href="https://app.pipedrive.com/marketing/settings/domain-authentication" target="_blank" rel="noreferrer noopener">Domain authentication</a> </strong>and<strong> </strong>click on “<strong>+ Domain</strong>” on the right-hand side of the page.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-21%20at%2015.37.48.png" alt=""></figure>
<h3>Step 2<a name="step-2"></a></h3>
<p>A small pop-up about <strong>domain information</strong> will appear.</p>
<p>Enter your domain name and click on <strong>“</strong><strong>Get DNS records”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-10-21%20at%2015.41.42.png" alt=""></figure>
<div class="support-note success primary"><strong>Note:</strong> To authenticate your domain, enter its name <strong>without the </strong><code>www</code>, <code>http://</code> or <code>https://</code> prefixes. For example, <code>yourcompany.com</code>.</div>
<h3>Step 3<a name="step-3"></a></h3>
<p style="text-align: justify">Your<strong> </strong>domain will be visible in the <strong>domain information</strong> section.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/domain%20auth.png" alt=""></figure>
<p style="text-align: justify">At the bottom of the page, you’ll see the <strong>domain records</strong> section. Here, you can find the <strong>CNAME</strong> and <strong>TXT</strong> records that you need to add to your <a href="https://support.pipedrive.com/article/campaigns-how-to-edit-dns-records" target="_blank" rel="noreferrer noopener">DNS records</a> list on your domain registrar’s website.</p>
<h3 style="text-align: justify">Step 4<a name="step-4"></a></h3>
<p style="text-align: justify">You need to wait until the added DNS records are fully propagated.</p>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> On average, it takes up to <strong>48 hours</strong> for all servers to update their records.</div>
<p style="text-align: justify">DNS propagation is the process whereby DNS records are updated across all servers on the web. Any changes you make aren’t immediately visible because web servers store domain record information in their cache for a predetermined amount of time.<br><br>The timeframe for propagation depends on several factors, including your internet service provider (ISP), your domain’s registrar and the TTL (cache) values of your DNS records<br><br>To ensure that DNS records are in order, use online tools such as <a href="https://mxtoolbox.com/" target="_blank" rel="noreferrer noopener">the MX Lookup Tool</a> or <a href="https://mxtoolbox.com/NetworkTools.aspx" target="_blank" rel="noreferrer noopener">Network Tools from MxToolBox</a> .</p>
<h3>Step 5<br><a name="step-5"></a></h3>
<p style="text-align: justify">Your domain authentication will have a <strong>pending</strong> status until the propagation is complete.</p>
<p style="text-align: justify">Click on “<strong>Refresh status</strong>” to check the status of the propagation process.<br></p><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/refresh%20domains%202.png" alt=""></figure>
<p style="text-align: justify">When the domain status changes to <strong>authenticated</strong>, it means the process has been completed and your email sender domain has been authenticated successfully.<br></p>

<figure><strong><img src="https://kb-cms.pipedriveassets.com/280f72e7-aea9-44f5-a539-c2cc1943f9a7.png" alt=""></strong></figure>
<div class="support-note success primary"><strong>Note: </strong>You can add up to 20 domains to your company account.<br></div>
<h3 style="text-align: justify">Step 6<a name="step-6"></a></h3>
<p style="text-align: justify">Once you have authenticated your email sender domain and verified your sender email, you can start creating and sending campaigns.</p>
<p style="text-align: justify">Choose the email linked to the authenticated domain in the <strong>sender email</strong> dropdown from your <strong>email campaigns</strong> menu.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-01-17%20at%2016.55.35.png" alt=""></figure>
<p>Now, you can start sending campaigns with an authenticated domain.</p>

Campaigns: email domain authentication

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What is email sender domain authentication?

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sender-policy-framework-spf

Sender Policy Framework (SPF)

domain-keys-identified-mail-dkim

DomainKeys Identified Mail (DKIM)

domain-based-message-authentication-reporting-and-conformance-dmarc

Domain-based Message Authentication, Reporting and Conformance (DMARC)

Domain Name System (DNS) records

pipedrive-domain-authentication

Pipedrive domain authentication

how-can-i-authenticate-my-email-sender-domain-in-campaigns

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How can I authenticate my email sender domain in Campaigns?

<p style="text-align: justify">If you are in the process of authenticating your domain for sending <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, you will need to add the names and values we provide you to your domain registrar's website.</p>
<p style="text-align: justify">Below you can find links to the support articles about <strong>Domain Name System (DNS)</strong> records management for popular domain providers.</p>
<p style="text-align: justify">If you can't find your provider on the list, look for it on your provider's website and contact its support service or search through the below help articles.</p>
<ul><li>Amazon Web Services: <a href="https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/ResourceRecordTypes.html" title="https://docs.aws.amazon.com/Route53/latest/DeveloperGuide/ResourceRecordTypes.html">Configuring DNS</a></li><li>Bluehost Bluerock: <a href="https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries#add" title="https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries#add">Manage DNS Records</a></li><li>Bluehost Legacy: <a href="https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries#add" title="https://www.bluehost.com/help/article/dns-management-add-edit-or-delete-dns-entries#add">DNS Management</a></li><li>Dreamhost: <a href="https://help.dreamhost.com/hc/en-us/articles/215413857-DreamHost-DNS-overview" title="https://help.dreamhost.com/hc/en-us/articles/215413857-DreamHost-DNS-overview">DNS Overview</a></li><li>GoDaddy: <a href="https://www.godaddy.com/help/add-a-cname-record-19236" title="https://www.godaddy.com/help/add-a-cname-record-19236">Add a CNAME Record</a></li><li>Google Domains: <a href="https://support.google.com/a/answer/48090?hl=en" title="https://support.google.com/a/answer/48090?hl=en">DNS Basics</a></li><li>Hostgator: <a href="https://support.hostgator.com/articles/hosting-guide/lets-get-started/dns-name-servers/manage-dns-records-with-hostgatorenom" title="https://support.hostgator.com/articles/hosting-guide/lets-get-started/dns-name-servers/manage-dns-records-with-hostgatorenom">Manage DNS records</a></li><li>Hover: <a href="https://help.hover.com/hc/en-us/articles/217282457-How-to-Edit-DNS-records-A-CNAME-MX-TXT-and-SRV-Updated-Aug-2015-" title="https://help.hover.com/hc/en-us/articles/217282457-How-to-Edit-DNS-records-A-CNAME-MX-TXT-and-SRV-Updated-Aug-2015-">Edit DNS Record</a></li><li>IONOS: <a href="https://www.ionos.com/help/domains/configuring-cname-records-for-subdomains/configuring-a-cname-record-for-a-subdomain/" title="https://www.ionos.com/help/domains/configuring-cname-records-for-subdomains/configuring-a-cname-record-for-a-subdomain/">Configuring CNAME Records</a></li><li>Namecheap: <a href="https://www.namecheap.com/support/knowledgebase/article.aspx/9214/31/cpanel-email-deliverability-tool--spf-and-dkim-records" title="https://www.namecheap.com/support/knowledgebase/article.aspx/9214/31/cpanel-email-deliverability-tool--spf-and-dkim-records">SPF &amp; DKIM</a></li><li>Squarespace: <a href="https://support.squarespace.com/hc/en-us/articles/205812348-Opening-Advanced-DNS-settings" title="https://support.squarespace.com/hc/en-us/articles/205812348-Opening-Advanced-DNS-settings">Advanced DNS Settings</a></li><li>Stablehost: <a href="https://billing.stablehost.com/index.php?rp=/knowledgebase/12/How-do-I-get-to-cPanel.html" title="https://billing.stablehost.com/index.php?rp=/knowledgebase/12/How-do-I-get-to-cPanel.html">How do I get to cPanel?</a></li><li>WordPress: <a href="https://wordpress.com/support/domains/custom-dns/#adding-custom-dns-records" title="https://wordpress.com/support/domains/custom-dns/#adding-custom-dns-records">Adding Custom DNS Records</a></li><li>Siteground: <a href="https://www.siteground.com/kb/site-tools-vs-cpanel-comparison-create-cname-records/" title="https://www.siteground.com/kb/site-tools-vs-cpanel-comparison-create-cname-records/">Create CNAME Records</a></li><li>Wix: <a href="https://support.wix.com/en/article/adding-or-updating-cname-records-in-your-wix-account" title="https://support.wix.com/en/article/adding-or-updating-cname-records-in-your-wix-account">Adding or updating CNAME Records</a></li></ul>
<p style="text-align: justify">Learn more about authenticating your domain in <a href="https://support.pipedrive.com/article/campaigns-email-domain-authentication" target="_blank" rel="noreferrer noopener">this article</a>. </p>

Campaigns: how to edit DNS Records

<h2 style="text-align: justify">What is DMARC?<a name="what-is-dmarc"></a></h2>
<p style="text-align: justify">Domain-based Message Authentication, Reporting and Conformance or <strong>DMARC</strong>, for short, is an email authentication protocol that prevents email senders and recipients from receiving spam, spoofing and phishing.</p>
<p style="text-align: justify">This protocol ensures the sender’s authenticity and the email’s validity. Configuring emails to pass DMARC is the only way for email senders to inform email recipients that the emails sent from their domain are legit.<br></p>
<p style="text-align: justify">DMARC is not mandatory, but most modern email servers now use it. If your DMARC is not set up correctly, your emails could be sent to spam. <br></p>
<hr>
<h2 style="text-align: justify">Does DMARC improve deliverability?<a name="does-dmarc-improve-deliverability"></a></h2>
<p style="text-align: justify">DMARC allows you to check whether emails sent using your domain are properly authenticated using Sender Policy Framework <strong>(SPF)</strong>and DomainKeys Identified Mail <strong>(DKIM)</strong>.<strong> </strong>This helps you identify and fix any authentication issues that can affect the deliverability of your emails.</p>
<p style="text-align: justify">Preventing spoofed emails from reaching users can lower spam complaints and protect your domain’s reputation with ISPs.</p>
<hr>
<h2 style="text-align: justify">Why is it recommended to authenticate DMARC-protected email sender domains before sending email campaigns via Campaigns?<a name="why-is-it-recommended-to-authenticate-dmarc-protected-email-sender-domains-before-sending-email-campaigns-via-campaigns"></a></h2>
<p style="text-align: justify">If you have a sender email linked to a DMARC-protected domain and want to send an email campaign using <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, we recommend that you <a href="https://support.pipedrive.com/article/campaigns-email-domain-authentication" target="_blank" rel="noreferrer noopener">authenticate your domain</a>. This is to give Pipedrive permission to send emails on your behalf using your domain name.</p>
<p style="text-align: justify">This will let your emails pass the DMARC check conducted by the email-receiving server of your campaign recipients.</p>
<p style="text-align: justify">Without authentication, you may experience email deliverability issues, such as emails delivered in the junk folder (in case of quarantine DMARC policy) or blocked.</p><hr><h2>How can I authenticate my domain in Campaigns?<a name="how-can-i-authenticate-my-domain-in-campaigns"></a></h2>
<p>You can follow the steps in <a href="https://support.pipedrive.com/article/campaigns-email-domain-authentication" target="_blank" rel="noreferrer noopener">this article</a> to authenticate your domain.</p>

Campaigns: DMARC and email deliverability

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What is DMARC?

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Does DMARC improve deliverability?

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Why is it recommended to authenticate DMARC-protected email sender domains before sending email campaigns via Campaigns?

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How can I authenticate my domain in Campaigns?

<div class="support-note success primary"><strong>Note: </strong>Campaigns by Pipedrive is available as a paid <strong>add-on</strong>. Access to the billing page and subscribing to Campaigns are only available to users with <strong>account management</strong> enabled.<a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener"><br></a></div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns by Pipedrive</a> is a powerful marketing tool that lets you manage your email communication, data and engagement with your customers from one place.</p>
<p>Learn more about <a href="https://www.pipedrive.com/en/products/account-management-software">account management software</a></p>
<p style="text-align: justify">Before adding Campaigns by Pipedrive to your subscription, try it for free and boost your sales with custom newsletters sent directly from your Pipedrive account.</p>
<hr>
<h2 style="text-align: justify">Trial<a name="trial"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access.</div>
<p style="text-align: justify">To activate your 21-day trial, go to the <strong>Campaigns</strong> page by clicking on the megaphone icon on the left-hand side of the primary navigation bar. Then, click the "<strong>Try it free</strong>"<strong> </strong>button. <br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/campaigns%20subscribe.png" alt=""></figure>
<p style="text-align: justify">You will be redirected to the <a href="https://app.pipedrive.com/settings/subscription/addons?package=campaigns" target="_blank" rel="noreferrer noopener">billing</a> page, where you can add the Campaigns add-on to your subscription.</p>
<p style="text-align: justify">When the trial has been successfully activated, you will see a blue banner at the top of your <strong>Campaigns</strong> page, showing how many trial days you have left. During the trial, you can add up to 500 subscribers. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/campaigns%20banner.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Account review<a name="account-review"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is available to users with "<strong>Can send campaign</strong><strong>s</strong>" <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permission</a>.</div>
<p style="text-align: justify">An <strong>account review</strong> is essential to be able to purchase Campaigns after your Campaigns trial period. </p>
<p style="text-align: justify">If you wish to purchase Campaigns, but your account hasn't undergone an account review during the trial period, you can prompt a review from the Campaigns page.</p>
<figure style="margin:0px 0px 1em;padding:0px;border:0px;font:inherit;vertical-align:baseline;clear:both;"><center><img src="https://kb-cms.pipedriveassets.com/account%20review%20campaigns.png" alt=""></center></figure>
<p>Learn more about account verification in <a href="https://support.pipedrive.com/article/campaigns-account-verification" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note success primary"><strong>Note: </strong>Your company account will keep your access to Campaigns when your trial ends only if the account has been verified successfully.</div>
<hr>
<h2 style="text-align: justify">Subscriber tiers<a name="subscriber-tiers"></a></h2>
<p style="text-align: justify">The subscriber limit tiers are structured according to the number of <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">marketing contacts</a> with "<strong>Subscribed</strong>" marketing status that an account has. </p>
<p>If the subscriber limit is reached, new contacts will be assigned a <strong>pending upgrade</strong> marketing status. When you upgrade your account to a higher subscriber tier, and as long as the number of new contacts you've added stays within its limits, the <strong>pending upgrade</strong> contacts will automatically change to "<strong>Subscribed</strong>".<br></p>
<p style="text-align: justify">If you reached the subscriber limit and wish to upgrade to a higher tier, click on "<strong>Increase limit</strong>" to be redirected to the <a href="https://app.pipedrive.com/settings/subscription/addons?package=campaigns" target="_blank" rel="noreferrer noopener">Billing</a> page. </p>
<figure><img src="https://kb-cms.pipedriveassets.com/campaigns%20tier.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Billing page<a name="billing-page"></a></h2>
<div class="support-note success primary"><strong>Note:</strong> The billing page is only available to users with <strong>account settings</strong> access.<br></div>
<p style="text-align: justify"><strong>Adding Campaigns to your subscription</strong><br></p>
<p style="text-align: justify">To add <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a> to your subscription and select the Campaigns add-on on the <a href="https://app.pipedrive.com/settings/subscription/addons?package=campaigns" target="_blank" rel="noreferrer noopener">billing</a> page. Note that you can also change your subscriber tier from this page.<br></p>
<figure><img src="https://kb-cms.pipedriveassets.com/campaigns%20billing%20add%20on.png" alt=""></figure>
<p style="text-align: justify"><strong>Upgrading to a higher subscriber tier</strong><br></p>
<p style="text-align: justify">You can upgrade to a higher tier by clicking on "<strong>Change number</strong>".</p>
<figure><img src="https://kb-cms.pipedriveassets.com/change%20number.png" alt=""></figure>
<p style="text-align: justify">Use the slider to select your desired number of contacts, between 1k and 50k subscriber spots (by 1k increments). As you move the slider, the estimated cost will appear on the right-hand side based on the overall contacts' number. The more contacts you choose, the less you pay <strong>per subscriber</strong>.</p>
<center><figure><img src="https://kb-cms.pipedriveassets.com/change%20amount%20subscribers.png" alt=""></figure>
</center>

<p>The new tier limit will be applied to your company account immediately. This means you will be charged a prorated amount from that date until the end of your current billing cycle. From the next billing cycle, the new subscriber tier will already be effective, and the full amount will be charged.<br></p>
<div class="support-note success primary"><strong>Note: </strong>If you are still on your trial period and wish to upgrade your subscriber tier, the selected tier will be applied automatically upon the trial's end.<br></div>
<p style="text-align: justify"><strong>Downgrading to a lower subscriber tier</strong></p>
<p style="text-align: justify">To downgrade to a lower subscriber tier, click on "<strong>Change number</strong>" in the Campaigns add-on section on the Billing page and choose a lower limit using the slider.<br><br>The slider will not let you downgrade to a tier lesser than the number of subscribed contacts you already have.</p>
<p style="text-align: justify">For example, in the scenario shown below, the user can't downgrade to below 28,000 subscribed contacts since they already have 27,001 subscribers on their <strong>contacts</strong> page. If the user wishes to downgrade to the 27,000 subscriber tier, they should remove excess contact with <strong>subscribed</strong> or <strong>pending upgrade</strong> marketing status.</p>
<center><figure><img src="https://kb-cms.pipedriveassets.com/tier%20downgrade.png" alt=""></figure>
</center>

<p style="text-align: justify">This can be done by selecting the required number of contacts on the <strong>Contacts</strong> page in the <strong>list view</strong> and archiving them by changing the marketing status to "<strong>Archived</strong>". Learn more about bulk editing and filtering in <a href="https://support.pipedrive.com/article/bulk-editing-and-filtering" target="_blank" rel="noreferrer noopener">this article</a>.<br></p>
<div class="support-note success primary"><strong>Note: </strong>The new subscriber tier will be effective from the starting date of the next billing cycle.<br></div>
<p style="text-align: justify"><strong>Cancelling Campaigns</strong></p>
<p style="text-align: justify">If you wish to cancel the subscription to Campaigns, unmark the selection for the Campaigns add-on on the <strong>billing</strong> page and confirm the action by clicking on the green buttons. You will see a pop-up confirming the add-on cancelation and the effective date.</p>
<figure><img src="https://kb-cms.pipedriveassets.com/Screenshot%202021-12-20%20at%2011.30.53.png" alt=""></figure>
<p style="text-align: justify">You can keep using Campaigns until the end of the current billing cycle. Its cancellation will be effective from the starting date of the next billing cycle.<br></p>

Campaigns: subscription and billing

trial

Trial

account-review

Account review

subscriber-tiers

Subscriber tiers

billing-page

Billing page

<p style="text-align: justify">Segmenting a recipient list is essential for reaching customers with the right message. With <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, you can use filters to send specific campaigns to a specific audience.</p>
<hr>
<h2 style="text-align: justify">Creating a filter<a name="creating-a-filter"></a></h2>
<p style="text-align: justify">There are two ways to create filters for sending out campaigns. </p>
<p style="text-align: justify">In your <strong>people list view, </strong>click the filter button and then<strong> </strong>“<strong>+ Add new filter.</strong>”</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20filters%207%20%28resize%29.png" alt=""></figure>
<p style="text-align: justify">Or you can open your campaign and select <strong>Recipients &gt; </strong><strong>+ Add new filter</strong>:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20filters%206%20%28resize%29.png" alt=""></figure>
<p>Learn more about <strong>filtering</strong> in <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note success primary"><strong>Note: </strong>You will only be able to send out campaigns to users with subscribed marketing status.</div>
<hr>
<h2 style="text-align: justify">Campaign-specific conditions<a name="campaign-specific-conditions"></a></h2>
<p style="text-align: justify">In addition to segmenting your contacts, you can select filters based on campaign data such as send date, interactions (opens and clicks) and subscription date. You can combine these conditions and include other person filters as well.</p>
<p style="text-align: justify">The Campaigns feature offers the following marketing engagement conditions:</p>
<ul><li>Bounce type across campaigns </li><li>Campaign bounce type</li><li>Campaign click date </li><li>Campaign clicked link URL</li><li>Campaign clicks</li><li>Campaign delivered date</li><li>Campaign open date</li><li>Campaign opens</li><li>Campaign send date</li><li>Campaign subscription date</li><li>Campaign unsubscribed date</li><li>Total clicks of all campaigns </li><li>Total opens of all campaigns </li></ul>
<p>You don’t need to use the campaign title filter since using applicable campaign filters will automatically open a dropdown menu to select a specific campaign: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20filters%205%20%28resize%29.png" alt=""></figure>
<div class="support-note success primary"><strong><strong>Note: </strong></strong>While the maximum number of filter conditions is 16, we recommend only using up to nine conditions to maintain optimal loading speed.</div>
<hr>
<h2 style="text-align: justify">How filtering works<a name="how-filtering-works"></a></h2>
<p style="text-align: justify">Campaigns filters work the same way as contacts or deals. </p>
<p style="text-align: justify">For example, to create a list of contacts who opened the <strong>“</strong><strong>Welcome newsletter”</strong> campaign and clicked a specific link, the filter conditions should be specified in the <strong>ALL</strong> section:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20filters%203%20%28resize%29.png" alt=""></figure>
<p style="text-align: justify">To create a list of contacts who opened the “<strong>Welcome newsletter</strong>” campaign and clicked any of the provided links, the filter conditions with multiple options should be specified in the <strong>ANY</strong> section: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20filters%202%20%28resize%29.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Filtering out contacts<a name="filtering-out-contacts"></a></h2>
<p style="text-align: justify">While most filters are for people who meet certain criteria, you can also create filters for those who don’t.</p>
<p style="text-align: justify">For example, you can create a list of contacts who didn’t open a specific campaign using the condition<em> </em><strong>P</strong><strong>erson</strong> &gt; <strong>Campaign opens</strong> &gt; <strong>[select campaign] &gt; is &gt; 0</strong>. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20filters%209%20%28resize%29.png" alt=""></figure>
<p style="text-align: justify">You can also use <strong>Person &gt; Total opens of all campaigns &gt; is &gt; 0</strong> to filter for contacts who haven’t opened any of your campaigns: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20filters%208%20%28resize%29.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Filtering for contacts with no opens<a name="filtering-for-contacts-with-no-opens"></a></h2>
<p style="text-align: justify">To filter for campaign recipients who haven’t opened your email, two conditions are required:</p>
<ul><li><strong>Person &gt; Campaign opens &gt; [select campaign] &gt; is &gt; 0. </strong></li><li><strong>Person &gt; Campaign send date &gt; [select campaign] &gt; is &gt; [select time frame].</strong></li></ul>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20filters%201.jpg" alt=""></figure>
<p style="text-align: justify">If you only filter for campaign opens, your results will include contacts who were never sent a campaign email. </p>
<div class="support-note success primary"><strong>Note: </strong>You can use the “Campaign delivered date” condition instead of “Campaign send date” for this filter. </div>

Campaigns: filtering

creating-a-filter

Creating a filter

campaign-specific-conditions

Campaign-specific conditions

how-filtering-works

How filtering works

filtering-out-contacts

Filtering out contacts

filtering-for-contacts-with-no-opens

Filtering for contacts with no opens

<p style="text-align: justify"><strong>Schedule campaigns for later</strong> is a feature that allows you to schedule your <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">campaigns</a> to be sent at any time and date in the future.</p>

<hr>
<h2>Scheduling campaigns<a name="scheduling-campaigns"></a></h2>
<p style="text-align: justify">To schedule a campaign for a later time, head to the <strong>campaigns editor form</strong> and locate the <strong>sending time</strong> section. Next, select the "<strong>Schedule for a specific time</strong>"<strong> </strong>option. Here, you can enter the date and time when you'd like your campaign to be sent out.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/fe795852-62dd-4692-9abc-125f7a3428ed.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> The sending time is based on your local timezone, which is set by default in your <a href="https://app.pipedrive.com/settings/profile" target="_blank" rel="noreferrer noopener">personal preferences</a>.<br></div>
<p>Once you have selected a date and time, click on the "<strong>Schedule</strong>" button in the top-right corner.<strong> </strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-01%20at%2010.24.48.png?1648816823740?1648816853225#asset:30189" alt=""></figure>
<p style="text-align: justify">Once you click it, a pop-up window will appear and confirm the date and time when the campaign will be sent out as well as its overall number of recipients. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-03-31%20at%2015.20.11.png" alt=""></figure>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>The number of estimated recipients may change based on your selected subscriber filter.</div>
<p> </p>
<p style="text-align: justify">If the campaign is scheduled successfully, you will see the scheduled campaign in the <strong>email campaigns</strong> <strong>list</strong> with the label <strong><span style="color: rgb(79,129,189)">Scheduled</span></strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-01%20at%2011.03.50.png" alt=""></figure>
<p> </p>
<hr>
<h2>Canceling or editing scheduled campaigns<br><a name="canceling-or-editing-scheduled-campaigns"></a></h2>
<p style="text-align: justify"><strong>Canceling</strong><br></p>
<p style="text-align: justify">To cancel a campaign to be sent out, go to the <strong>email campaign list</strong> and click on "<strong>(</strong><strong>...)</strong> <strong>&gt; Cancel and move to drafts</strong>":</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-03-18%20at%2015.45.42.png" alt=""></figure>
<p>You can also cancel your campaign from the <strong>campaign editor form</strong> by clicking on "<strong>Cancel and move to drafts</strong>":</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-01%20at%2011.05.57.png" alt=""></figure>
<p style="text-align: justify"><strong>Editing</strong><br></p>
<p style="text-align: justify">Once you cancel the scheduled campaign, it will be saved as a <strong>draft</strong>. You will be able to change any details to your draft in the <strong>campaign editor form </strong>and schedule it again if needed.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-04-01%20at%2011.08.45.png" alt=""></figure>

Campaigns: schedule campaigns for later

scheduling-campaigns

Scheduling campaigns

canceling-or-editing-scheduled-campaigns

Canceling or editing scheduled campaigns

Maximize the effectiveness of your marketing campaigns with Pipedrive's double opt-in feature

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid add-on.</div>
<p style="text-align: justify">With <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, you can create and manage double opt-in status contacts. <strong>Double opt-ins</strong>, also known as confirmed opt-ins, are contacts that have confirmed their subscription after clicking on a confirmation link sent to them via email. </p>
<hr>
<h2 style="text-align: justify">Why double opt-in?<a name="why-double-opt-in"></a></h2>
<p style="text-align: justify">Using double opt-in reduces the likelihood that your contacts will mark your campaigns as spam or that the campaign itself will be marked as spam. <br></p>
<p style="text-align: justify">Additionally, gaining explicit consent for marketing emails is <strong>required by law</strong> for European contacts. Moreover, companies must be able to provide proof that the user has consented to the processing of the data when asked. Some European countries (e.g., Germany) recommend double opt-in rather of single opt-in to provide such proof.</p>
<p style="text-align: justify">With Pipedrive's double opt-in solution, you can maintain a better quality email list for marketing campaigns.
</p>
<hr>
<h2 style="text-align: justify">How to start<a name="how-to-start"></a></h2>
<p style="text-align: justify">To send out a double opt-in request (<strong>DOI request</strong>), start by clicking on any of your contacts' <a href="https://support.pipedrive.com/article/detail-view" target="_blank" rel="noreferrer noopener">detail view</a>.</p>
<p style="text-align: justify">In the <strong>marketing</strong> section, next to double opt-in, you will see a "<strong>Send request</strong>"<strong> </strong>button: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:545px;"><img src="https://kb-cms.pipedriveassets.com/Annotation%20on%202022-05-13%20at%2011-27-31.png" width="545" height="225" alt=""></figure>
<div class="support-note success primary"><strong>Note</strong>: You can only send DOI requests to contacts with one of the following <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">marketing statuses</a>: <strong>subscribed</strong>, <strong>no consent</strong> or <strong>unsubscribed</strong>.</div>
<p style="text-align: justify">Once clicking on the <strong>“</strong><strong>Send request”</strong> button, you will see a preview window with additional details such as the sender email, recipient email and the message: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:564px;"><img src="https://kb-cms.pipedriveassets.com/Annotation%20on%202022-05-13%20at%2011-32-22.png" width="564" height="630" alt=""></figure>
<p style="text-align: justify">Once a double opt-in request message is sent, the <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">marketing status</a> will be changed to "<strong>Pending double opt-in</strong>".<br></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can change the "<strong>Pending double opt-in</strong>" status back to "<strong>Subscribed</strong>" or "<strong>Unsubscribed</strong>". However, if you do that, the double opt-in request will be pulled. </div>
<p style="text-align: justify">You can send up to 100 DOI requests per day to subscribed/interested contacts. However, and to protect and warm up our email delivery infrastructure reputation for inbox delivery, you can only send one double opt-in request at a time, meaning you can't send them in bulk.<br></p>
<p style="text-align: justify">We recommend not sending DOI requests to uninterested/unsubscribed contacts. </p>
<div class="support-note success primary"><strong>Note: </strong>You need to have access to Campaigns with the <strong>“S</strong><strong>end campaigns”</strong> permission enabled to send out double opt-in request emails, as well as to have the <a href="https://support.pipedrive.com/en/article/campaigns-sender-email-faq#where-can-i-add-or-edit-the-sender" title="https://support.pipedrive.com/en/article/campaigns-sender-email-faq#where-can-i-add-or-edit-the-sender">default sender</a> added and verified.</div>
<h2 style="text-align: justify"><strong>

Viewing your double opt-in marketing contacts</strong><a name="viewing-your-double-opt-in-marketing-contacts"></a></h2>
<p style="text-align: justify">To see how many double opt-in contacts you have next to your single opt-in contacts, navigate to <strong>Contacts &gt; Person</strong> page, click on "<strong>Settings</strong>" and enable "<strong>Double opt-in</strong>"<em>.</em></p>
<p style="text-align: justify">You will then see a double opt-in column next to the <strong>marketing status</strong> column:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:586px;"><img src="https://kb-cms.pipedriveassets.com/dc5d2d54-da06-40cb-a51f-1ab1de8a6145.png" width="586" height="323" alt=""></figure>
<p style="text-align: justify">In the <strong>double opt-in</strong> column, there are two types of statuses:</p>
<ul><li><strong>"Confirmed"</strong> means the contact has confirmed their subscription through DOI request.</li><li><strong>"Not Confirmed"</strong> means the contact has either not accepted a double opt-in subscription or not received a double opt-in request email at all. </li></ul>
<p style="text-align: justify">When creating an email campaign, you can also create a filter if you want the campaign to be sent only to contacts that are either double opt-in or single opt-in.<br></p>

Campaigns: double opt-in marketing contacts

why-double-opt-in

Why double opt-in?

how-to-start

How to start

viewing-your-double-opt-in-marketing-contacts

Viewing your double opt-in marketing contacts

<div class="support-note success primary"><strong>Note:</strong> Campaigns by Pipedrive is available as a paid add-on.</div>
<p style="text-align: justify"><a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a> supports both single and <a href="https://support.pipedrive.com/article/campaigns-double-opt-in-marketing-contacts-faq" target="_blank" rel="noreferrer noopener">double opt-in</a>. However, in some instances and for email compliance reasons, <strong>double opt-in contacts</strong> might be required for you to send out email marketing campaigns.</p>
<hr>
<h2 style="text-align: justify">Why is double opt-in required in some cases?<a name="why-is-double-opt-in-required-in-some-cases"></a></h2>
<p style="text-align: justify">Using <strong>Campaigns </strong>means<strong> </strong>sending out email campaigns from Pipedrive’s shared infrastructure. Our infrastructure allows emails to land in the recipients' inbox and prevents them from bouncing due to its reputation. </p>
<p style="text-align: justify">Since double opt-in contacts rarely diminish the quality of email delivery reputation, we require that some businesses use it for their email marketing campaigns. </p>
<hr>
<h2 style="text-align: justify">Company limitations<a name="company-limitations"></a></h2>
<p style="text-align: justify">Our email compliance team investigates each case before limiting a company's account. <strong>Email compliance</strong> will not require you to only use double opt-in contacts if risks haven't been identified. </p>
<p style="text-align: justify">Below is a list of cases when email compliance might limit a Campaigns account:</p>
<ul><li>The company is in a prohibited content category</li><li>The company sent out campaigns that blocked Pipedrive's infrastructure</li><li>The company sent out campaigns that reduced the supply of infrastructure to spam</li><li>The company attempted to send out email campaigns to either uninterested or not opted-in contacts</li><li>The company doesn't follow Pipedrive's sent email delivery improvement recommendations</li></ul>
<hr>
<h2 style="text-align: justify">How will my company users know that a Campaigns account is limited to double opt-in contacts?<a name="how-will-my-company-users-know-that-a-campaigns-account-is-limited-to-double-opt-in-contacts"></a></h2>
<p style="text-align: justify">Company users with <strong>send campaign</strong> permissions will receive an email notification similar to the one below: </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:552px;"><img src="https://kb-cms.pipedriveassets.com/5ac31d4e-75bc-476a-a1aa-f46bd73f98b1.png" width="552" height="747" alt=""></figure>
<p style="text-align: justify">They will see a warning badge next to the <strong>view recipients</strong> button when creating a new email campaign.</p>
<hr>
<h2>How can I turn off double opt-in marketing contacts as mandatory?<a name="how-can-i-turn-off-double-opt-in-marketing-contacts-as-mandatory"></a></h2>
<p style="text-align: justify">If your account has been limited to use only double opt-in contacts and would like to have this limitation removed, <a href="https://support.pipedrive.com/contact-us" target="_blank" rel="noreferrer noopener">reach out to our support team</a> for further instructions.</p>

Campaigns: double opt-in marketing contacts as mandatory

why-is-double-opt-in-required-in-some-cases

Why is double opt-in required in some cases?

company-limitations

Company limitations

how-will-my-company-users-know-that-a-campaigns-account-is-limited-to-double-opt-in-contacts

How will my company users know that a Campaigns account is limited to double opt-in contacts?

how-can-i-turn-off-double-opt-in-marketing-contacts-as-mandatory

How can I turn off double opt-in marketing contacts as mandatory?

<p style="text-align: justify">Our <a href="https://support.pipedrive.com/article/email-tracking" target="_blank" rel="noreferrer noopener">email tracking</a> feature lets companies know how often customers are opening their emails. The feature works by adding tracking pixels to emails with tracking enabled, which registers when recipients open emails.</p>
<p style="text-align: justify">However, it’s important to remember that your customers may have email providers that prevent the tracking of email opens and link clicks. In 2021, both <strong>Apple Mail</strong> and <strong>Gmail </strong>implemented new mail privacy policies<strong> </strong>to protect their consumers.<br></p>
<p style="text-align: justify">In these cases, <strong>Pipedrive can‘t provide any tracking information for those emails</strong> and the <a href="https://support.pipedrive.com/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">emails performance reports</a> won’t reflect this data.</p>
<hr>
<h2 style="text-align: justify">How can I accurately measure email tracking?<a name="how-can-i-accurately-measure-email-tracking"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>You can learn more about Campaigns reporting in <a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">this article</a>.</div>
<p style="text-align: justify">Pixel-based email tracking is only accurate if your customers’ email providers allow it, so while email tracking is helpful, there‘s no way to know if customers are opening your emails in the first place.</p>
<p>Here are a few tips to make sure you’re getting the best data possible:</p>
<ul><li>Link tracking is not affected by policies or caching, making it one of the most reliable engagement metrics</li><li>Focus on reliable and actionable data like deliverability, bounces, unsubscribes and spam reports.</li><li>Spam reports and unsubscribe requests can help you identify content irrelevant to your customers or diagnose weaknesses in your campaigns. Also, bounces can indicate outdated contact details or other issues with your email lists.</li></ul>
<p style="text-align: justify">These metrics provide information about your email performance and what resonates with your customers, while also helping you protect your <a href="https://support.pipedrive.com/article/campaigns-dmarc-and-email-deliverability" target="_blank" rel="noreferrer noopener">sender reputation</a>.<br></p>
<hr>
<h2>Apple Mail Privacy Protection<br><a name="apple-mail-privacy-protection"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You can learn more about Apple’s Mail Privacy Protection (MPP) on <a href="https://www.apple.com/newsroom/2021/06/apple-advances-its-privacy-leadership-with-ios-15-ipados-15-macos-monterey-and-watchos-8/" target="_blank" rel="noreferrer noopener">this page</a>.</div>
<p style="text-align: justify">Apple's Mail Privacy Protection (MPP) is a set of features that allows users of the Apple Mail app or desktop email app to hide information about when, where and how they open emails.</p>
<p style="text-align: justify">The following operating systems have implemented this privacy protection:</p>
<ul><li><a href="https://www.apple.com/ios/ios-15/features/">iOS 15</a></li><li>iPadOS 15</li><li>macOS Monterey</li><li>watchOS 8</li></ul>
<p style="text-align: justify">Any users running these operating systems, or operating systems released since then, won’t be trackable using pixel images if Apple Mail app with MPP is turned on. </p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Apple MPP applies across Apple’s suite of devices, including the iPhone, iPad, Mac and Apple Watch.<br></div>
<p>Learn more about <a href="https://www.pipedrive.com/en/products/email-marketing-software/email-tracking-software">email tracking software</a></p>
<hr>
<h2>Gmail image caching<a name="gmail-image-caching"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Google image caching only applies to recipients who access Gmail through their browser or a Gmail mobile app, like what you’d find on your Android or iPhone device.<br></div>
<p style="text-align: justify">For security reasons, instead of loading images from an external host server each time someone opens an email, Gmail stores these images locally on its own proxy servers.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/gmail%20tracking%202.jpg" alt=""></figure>
<p style="text-align: justify">Email images download automatically in all Gmail accounts, but users <a href="https://support.google.com/mail/answer/145919" target="_blank" rel="noreferrer noopener">can configure this manually</a>. If your recipients disable the option to download images automatically, the tracking pixel won’t download automatically and the open tracking won’t count towards your reports.<br></p>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Recipients who access their Gmail through a desktop client (such as Outlook, Thunderbird, etc.) will download images as usual and report accordingly.</div>
<hr>
<h2>How does this affect my Insights reports?<a name="how-does-this-affect-my-insights-reports"></a></h2>
<p>The fields that are affected are listed below.</p>
<p><strong><a href="https://support.pipedrive.com/article/insights-reports-emails-performance" target="_blank" rel="noreferrer noopener">Email performance report</a></strong>:</p>
<ul><li><strong>Segment by:</strong> open tracking</li><li><strong>Table view:</strong> opened time (tracking)</li><li><strong>Summary:</strong> opened, not opened</li><li><strong>Filters:</strong> open tracking, opened time (tracking)</li></ul>
<p><strong><a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">Campaigns performance report</a></strong>:<br></p>
<ul><li>Open tracking (opened, not opened)</li><li>Total opens</li><li>Unique opens</li><li>Email open time</li><li>Email open date</li><li>Recipient country</li><li>Open rate</li><li>Geo-location</li></ul>

Email tracking reports with Gmail and Apple

how-can-i-accurately-measure-email-tracking

How can I accurately measure email tracking?

apple-mail-privacy-protection

Apple Mail Privacy Protection

gmail-image-caching

Gmail image caching

how-does-this-affect-my-insights-reports

How does this affect my Insights reports?

<p style="text-align: justify">Sometimes, you need to transfer data from different programs to your Pipedrive account. If you have Mailchimp contacts you'd like to migrate to Pipedrive, this next guide is for you.</p>
<hr>
<h2>Exporting data from Mailchimp<a name="exporting-data-from-mailchimp"></a></h2>
<p style="text-align: justify">In your Mailchimp account, go to “<strong>All contacts</strong>” under the <strong>Audience</strong> menu. From there, select a segment to export, then click <strong>“</strong><strong>Ex</strong><strong>port Segment”</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/export%20segment2.png" alt=""></figure>
<p style="text-align: justify">Once Mailchimp exports your segment, your contact page will reload, showing your export history. From here you can click the “<strong>Export As CSV</strong>” button to download your list.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/audience%20exports2.png" alt=""></figure>
<div class="support-note success primary"><strong>Note</strong>: You will receive a confirmation email from Mailchimp notifying you that the segment export has been completed. You can then download your CSV file by selecting “<strong>Download List Data</strong>” in the email.<br></div>
<hr>
<h2 style="text-align: justify">Importing Mailchimp data into Pipedrive<a name="importing-mailchimp-data-into-pipedrive"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note:</strong> This action is only available to users with account settings access and regular users with the correct permissions enabled.<br><br></div>
<p>Now that the data has been exported from Mailchimp into a CSV format, it can be easily imported into Pipedrive.</p>
<p style="text-align: justify">Before you import your data, we recommend reading more about <strong>m</strong><strong>arketing contacts</strong> in <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">this article</a>. Marketing contacts in Pipedrive are the contacts that opted-in to start receiving marketing communications from you.</p>
<p style="text-align: justify">To import your Mailchimp data:</p>
<ol><li>Go to “<strong>...</strong>”<strong> (More) &gt; Import data &gt; </strong><a href="https://app.pipedrive.com/settings/import#/from-file/upload"><strong>from a spreadsheet</strong>.</a> Click “<strong>Upload file</strong>” and select the Mailchimp spreadsheet file you wish to import. </li><li><a href="https://support.pipedrive.com/article/importing-mapping-your-fields" target="_blank" rel="noreferrer noopener">Map</a> your spreadsheet columns to match them to <a href="https://support.pipedrive.com/article/data-fields-in-pipedrive" target="_blank" rel="noreferrer noopener">Pipedrive fields</a>.</li><li>If needed, create <a href="https://support.pipedrive.com/en/article/custom-fields" target="_blank" rel="noreferrer noopener">custom fields</a> during the import process. <img src="https://kb-cms.pipedriveassets.com/Screenshot%202024-09-24%20at%2014.28.57.png" alt=""><br></li><li>Click on “<strong>Next</strong>” and “<strong>Start import</strong>”.</li><li>If you had any issues with your import, you can download the <strong>skip file</strong> and verify the reason your items were skipped. Learn more about skip files and errors in <a href="https://support.pipedrive.com/article/importing-errors-and-skip-files" target="_blank" rel="noreferrer noopener">this article</a>.</li></ol>
<p style="text-align: justify">Make sure your Mailchimp spreadsheets are organized to match your Pipedrive data. You can learn more about importing data into Pipedrive <a href="https://support.pipedrive.com/article/importing-data-into-pipedrive-with-spreadsheets" target="_blank" rel="noreferrer noopener">here</a> and how our data is organized in <a href="https://support.pipedrive.com/article/how-is-pipedrive-data-organized" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<div class="support-note success primary">If you are just getting started with Pipedrive Campaigns, you can check out our <strong>Campaigns by Pipedrive</strong> <a href="https://www.pipedrive.com/en/academy/courses/campaigns" target="_blank" rel="noreferrer noopener">Pipedrive Academy course</a>.<br></div>

How can I migrate my data from Mailchimp to Pipedrive?

exporting-data-from-mailchimp

Exporting data from Mailchimp

importing-mailchimp-data-into-pipedrive

Importing Mailchimp data into Pipedrive

<p style="text-align: justify">If you use <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a>, chances are you’d like to know how effective each campaign has been. But that can mean a lot of things: the number of opens and clicks, the total number of emails sent, or even <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">filtering</a> to see which campaigns are getting the most engagement.</p>
<p style="text-align: justify">With <strong>Insights for Campaigns</strong>, you can track all of that and more!</p>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/d7NFFfeb3d8N3rWGpnWT4D.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Where to find it<a name="where-to-find-it"></a></h2>
<p style="text-align: justify">Go to your <a href="https://app.pipedrive.com/progress/insights" target="_blank" rel="noreferrer noopener"><strong>Insights</strong></a>, select <strong>”+“ &gt; Report &gt; Campaign</strong> and choose between either of the available options. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%202.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Report types<a name="report-types"></a></h2>
<p>Campaigns Insights offers two report types: <strong>Performance</strong> and <strong>Conversion</strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%201.jpg" alt=""></figure>
<p><strong>Performance</strong><br></p>
<div class="support-note success primary"><strong>Note: </strong>The default filter for a Campaigns performance report is <strong>Campaign send date &gt; is &gt; Past 1 month. </strong></div>
<p>A performance report displays data related to campaign deliverability.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%203.jpg" alt=""></figure>
<p>In this example, the report shows the months when campaigns were sent out, with coloration to indicate the open tracking status of the sent emails. </p>
<p><strong>Conversion</strong></p>
<div class="support-note success primary"><strong>Note: </strong>Unlike performance reports, conversion reports don’t have a <strong>segment by</strong> field, and the <strong>measure by </strong>field is replaced by a <strong>conversion</strong> field. For more information about conversion reports, check out <a href="https://support.pipedrive.com/article/campaigns-insights-conversion-reports" target="_blank" rel="noreferrer noopener">this article. </a></div>
<p>The conversion report focuses on the success rate of campaigns after they’re sent.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%204.jpg" alt=""></figure>
<p>In this example, the open rate for campaign emails is measured based on the calendar quarter they were sent. </p>
<div class="support-note success primary"><strong>Note: </strong>You can hover your cover over a bar in both performance and conversion reports to see a summary of the data represented there. </div>
<hr>
<h2 style="text-align: justify">Marketing reports structure<a name="marketing-reports-structure"></a></h2>
<p style="text-align: justify">In Campaigns Insights, there are three sections that help with building your marketing report: <strong>filter view, visual builder </strong>and <strong>table view.</strong><br></p>
<p><strong>Learn more about <a href="https://www.pipedrive.com/en/industries/crm-marketing">CRM marketing</a><br></strong></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%206.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Filter view<br><a name="filter-view"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>Custom fields are not available for marketing reports; all available fields are prepopulated.</div>
<p style="text-align: justify">With filters, you can select the marketing data you want to include in your report.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%205.jpg" alt=""></figure>
<p style="text-align: justify">Click the <strong>”+“ </strong>button to create a new filter, or hover over an existing filter and click the <strong>trash can </strong>icon to delete it. </p>
<div class="support-note success primary"><strong>Note: </strong>For help with filtering, check out <a href="https://support.pipedrive.com/article/filtering" target="_blank" rel="noreferrer noopener">this article. </a></div>
<hr>
<h2 style="text-align: justify">Visual builder<a name="visual-builder"></a></h2>
<p style="text-align: justify">After you select your filters you can choose how that data is visualized. </p>
<p style="text-align: justify">You can start by selecting a chart type to use in the top left corner. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%2013.jpg" alt=""></figure>
<p style="text-align: justify">You also have three fields (two if you’re making a conversion report) you can use to further specify how you want your data presented: <strong>measure by, view by</strong> and <strong>segment by</strong>.</p>
<p><strong>Measure by</strong> <br><br>This field defines which units are used to present the data, and is represented by the height of the columns.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%207.jpg" alt=""></figure>
<p>There are five options you can choose from:</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Field Name</strong></div></td><td><div style="text-align: justify"><strong>Data Represented</strong></div></td></tr><tr><td><div style="text-align: justify">Emails sent</div></td><td><div style="text-align: justify">Number of emails sent</div></td></tr><tr><td><div style="text-align: justify">Total clicks</div></td><td><div style="text-align: justify">The total number of clicks performed by recipients on the links included in emails.</div></td></tr><tr><td><div style="text-align: justify">Total opens</div></td><td><div style="text-align: justify">The total number of opens of emails by recipients (the recipient can open an email multiple times and each open is added to the total number).</div></td></tr><tr><td><div style="text-align: justify">Unique clicks</div></td><td><div style="text-align: justify">The number of recipients that have clicked on any links in your campaign, not counting how many times each recipient has clicked on a link in an email campaign.</div></td></tr><tr><td><div style="text-align: justify">Unique opens</div></td><td><div style="text-align: justify">The number of recipients opened an email campaign. Not counting how many times each recipient has opened the email.</div></td></tr></tbody></table>
<p><strong>View by</strong></p>
<p>This field dictates how the horizontal axis of your chart is shown and is represented by the category used to split your columns. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%208.jpg" alt=""></figure>
<p>In addition to the fields from the filters section, you can use special <strong>date fields</strong> here to see your campaign’s performance over time:</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%2010.jpg" alt=""></figure>
<p style="text-align: justify"><strong>Segment by</strong></p>
<p>This field lets you split up the data within your existing filters and is represented by the colors in your columns. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20insights%2017.jpg" alt=""></figure>
<p>Click the <strong>”...“</strong> in the top right corner to change the number of visible columns. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%2012.jpg" alt=""></figure>
<hr>
<h2>Table view<a name="table-view"></a></h2>
<p style="text-align: justify">Once you’ve filtered and visualized your data, you can look at the table view for a spreadsheet layout of the data in the chart.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%2014.jpg" alt=""></figure>
<p>You can choose the <strong>data</strong> view for something resembling a <a href="https://support.pipedrive.com/article/list-view" target="_blank" rel="noreferrer noopener">list view</a>, or <strong>summary</strong> view for a more general breakdown of your report data. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaign%20insights%2016.jpg" alt=""></figure>
<p>Click the <strong>gear icon</strong> to change the visible columns, or click <strong>“Export“</strong> to download an XLS or CSV document with your report data. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/campaigns%20insights%2015.jpg" alt=""></figure>
<hr>
<h2>Fields and data<a name="fields-and-data"></a></h2>
<p>Here’s a list of various fields available to filter by in a Campaigns report, and what data they represent:</p>
<table><tbody><tr><td><div style="text-align: justify"><strong>Field Name</strong></div></td><td><div style="text-align: justify"><strong>Data represented</strong></div></td></tr><tr><td><div style="text-align: justify">Campaign Creator</div></td><td><div style="text-align: justify">Name of the Pipedrive user who created the campaign</div></td></tr><tr><td><div style="text-align: justify">Campaign sending user</div></td><td><div style="text-align: justify">Name of the Pipedrive user who sent the campaign</div></td></tr><tr><td><div style="text-align: justify">Delivery status</div></td><td><p>Can be:</p>
<ul><li><strong>Delivered</strong> – accepted by recipient’s mail server</li><li><strong>Bounced</strong> – rejected by the recipient’s mail server</li><li><strong>Unknown</strong> – sent, but no response from recipient’s mail server</li></ul></td></tr><tr><td><div style="text-align: justify">Email bounce type</div></td><td><p>Reasons why a mail server may bounce an email:</p>
<ul><li><strong>Soft</strong> – Soft bounces are caused when the email address is correct, but the email was not delivered due to content rejection, the receiver’s inbox is full, the email size is too big, etc.</li><li><strong>Temporary bounced</strong> – Your email campaign has attempted delivery multiple times, but as a result of the recipient’s server not responding, was not delivered.</li><li><strong>Hard</strong> – These are non-existent email addresses, likely caused by typos, incorrect domains, inactive email addresses, etc.</li><li><strong>Blocked</strong> – This is caused if your email includes inappropriate links or if the receiver has added your email address or IP to their blocked list.</li><li><strong>Delivered</strong> – email was not bounced</li></ul></td></tr><tr><td><div style="text-align: justify">Sender domain name</div></td><td><div style="text-align: justify">Name of the domain used to send the campaign</div></td></tr><tr><td><div style="text-align: justify">Unsubscribed</div></td><td><div style="text-align: justify">Recipients who unsubscribed using the unsubscribe link in certain campaign</div></td></tr></tbody></table>

Campaigns Insights

where-to-find-it

Where to find it

report-types

Report types

marketing-reports-structure

Marketing reports structure

filter-view

Filter view

visual-builder

Visual builder

table-view

Table view

fields-and-data

Fields and data

<div class="support-note success primary"><strong>Note:</strong> Automated campaigns are only available for users on the Advanced, Professional, Power or Enterprise plans that have purchased or are trialing the <a href="https://support.pipedrive.com/article/campaigns-by-pipedrive" target="_blank" rel="noreferrer noopener">Campaigns</a> add-on. Only users with the correct <a href="https://support.pipedrive.com/article/permission-sets">permissions</a> and <a href="https://support.pipedrive.com/article/2fa-two-factor-authentication">2FA</a> enabled will be able to set up automated campaigns.<br></div>
<figure><img class="vidyard-player-embed" src="https://play.vidyard.com/H2uKdLZDCVpCWB31KMTNDT.jpg" alt=""></figure>
<hr>
<h2 style="text-align: justify">Campaign set up<a name="campaign-set-up"></a></h2>
<div style="text-align: justify" class="support-note success primary"><strong>Note: </strong>You must be an account settings admin to activate the automated campaigns feature. <br></div>
<p style="text-align: justify">You can start creating your first automated campaign by going to <strong>Campaigns &gt; <a href="https://app.pipedrive.com/marketing/automated-campaigns" target="_blank" rel="noreferrer noopener">Automated campaigns</a> &gt; </strong><strong>+ Campaign</strong>. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-13%20at%2017.06.16.png" alt=""></figure>
<p style="text-align: justify">The process of creating an automated campaign is very similar to the process of creating a regular email campaign. You can learn more about creating campaigns in <a href="https://support.pipedrive.com/en/article/campaigns-create-a-campaign" title="https://support.pipedrive.com/en/article/campaigns-create-a-campaign">this article</a>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/automated%20campaigns%20wall.png" alt=""></figure>
<p style="text-align: justify">The main difference is that you don't need to define your audience at this stage – it will be defined while building the automation.</p>
<div class="support-note success primary"><strong>Note:</strong> Automated campaigns are technically different than regular email campaigns. If you have existing regular campaigns that want to automate, you will need to create them again in the <strong>Automated campaigns </strong>section.<strong> </strong>You can reuse campaign design templates for your automated campaigns.</div>
<p style="text-align: justify">We highly recommend you give specific titles to your automated campaigns, as this will help you identify the right one within the automation setup and other features. Hover over the default title and click on it to edit.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-13%20at%2017.13.18.png" alt=""></figure>
<p style="text-align: justify">Once your campaign is set up, click on <strong>Mark as ready </strong>at the top of the page and<strong> </strong>then<strong> Continue to automations</strong><strong> </strong>to start setting up the automation.</p>
<hr>
<h2 style="text-align: justify">Automation set up<a name="automation-set-up"></a></h2>
<p style="text-align: justify">When clicking on <strong>Continue to automations</strong>, you will see two options: <strong>Create automation</strong> and <strong>Add to existing automation</strong>. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-13%20at%2017.17.59.png" alt=""></figure>
<hr>
<h2 style="text-align: justify">Create automation<br><a name="create-automation"></a></h2>
<p style="text-align: justify">You can create an automation from scratch or pick one of the templates we have available for you.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-04-13%20at%2017.19.02.png" alt=""></figure>
<p style="text-align: justify"><strong>Start from blank</strong></p>
<p style="text-align: justify">If you select <strong>Start from blank</strong>, you will need to give a name to your automation and will be redirected to the <a href="https://support.pipedrive.com/article/workflow-automation" target="_blank" rel="noreferrer noopener">automation</a> builder. Here, you can add the trigger and start creating your automation.</p>
<p style="text-align: justify">You can learn more about creating automations and their conditions in <a href="https://support.pipedrive.com/article/workflow-automation-conditions">this article</a>, but there are three basic steps that you need to add to your automations:</p>
<ul><li>Trigger</li><li>Condition</li><li>Action</li></ul>
<p style="text-align: justify"><strong>Automated campaign</strong> is a type of <strong>action</strong> available within the <strong>Campaign</strong> item.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2012.29.00.png" alt=""></figure>
<p style="text-align: justify"><strong>Pick an automation template</strong></p>
<p style="text-align: justify">If you choose any of the pre-existing templates, you'll only need to add a name to your automation – the automation with the marketing status and campaign will be created automatically afterwards. You can add or edit steps like other conditions or action events here.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2012.35.19.png" alt=""></figure>
<p style="text-align: justify">To specify which users are allowed to trigger this automation, check the options list at the top-right of the automation and select the option you prefer.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202023-02-21%20at%2012.31.36.png" alt=""></figure>
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<h2 style="text-align: justify">Add to existing automation<br><a name="add-to-existing-automation"></a></h2>
<p style="text-align: justify">By clicking on this option, you will see a list of available automations to choose from. <br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;max-width:848px;"><img src="https://kb-cms.pipedriveassets.com/Screen%20Shot%202022-08-23%20at%2011.55.08%20AM.png" width="848" height="590" alt=""></figure>
<p dir="ltr" style="text-align: justify">The automations displayed can be the ones you used for other automated campaigns or any other automations you created beforehand.</p>
<p dir="ltr" style="text-align: justify">If you use automations created beforehand that don't have the marketing status condition <strong>and</strong> the campaign action steps, you will need to add them to the <strong>existing automation</strong>.</p>
<p dir="ltr" style="text-align: justify">If you want to use existing automations without modifying their structure, we recommend duplicating the existing automation and using the new duplicate. You can then modify it freely without affecting the existing automation.<br></p>
<hr>
<h2 style="text-align: justify">Automated campaign status<a name="automated-campaign-status"></a></h2>
<p style="text-align: justify">After creating your automated campaigns, they will all be displayed as a list with their corresponding statuses and rates. </p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/automated%20campaigns%20list.png" alt=""></figure>
<table><tbody><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Active.png" alt=""></figure></td><td>The campaign is attached to one or multiple active automations.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Draft.png" alt=""></figure></td><td>The campaign is being worked on. After validation, the status will change to <strong>Ready</strong>.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/READY.png" alt=""></figure></td><td>The campaign is finished and ready to be automated. It can no longer be edited.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Paused.png" alt=""></figure></td><td>The campaign is paused due to a need for account review or account suspension.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Unlinked.png" alt=""></figure></td><td>The campaign was attached to one or multiple automations, but is no longer attached to any.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Inactive.png" alt=""></figure></td><td>The campaign is attached to one or multiple inactive automations.</td></tr><tr><td><figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Blocked.png" alt=""></figure></td><td>The campaign was blocked either manually by the compliance team, or automatically by detecting phishing links.</td></tr></tbody></table>
<p style="text-align: justify">You can click on the "<strong>Automation"</strong> expander button to see all the automations connected to your campaigns.<br></p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-07-22%20at%2011.03.19.png" alt=""></figure>
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<h2 style="text-align: justify">Analytics<a name="analytics"></a></h2>
<div class="support-note success primary"><strong>Note: </strong>Automated campaigns data won’t appear in Insights reports unless you’re subscribed to Campaigns Premium. For information about and examples of campaign reporting in Insights, check out <a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">this article.</a> </div>
<p style="text-align: justify">Within the campaign <strong>Overview</strong>, you will find a summary of your campaign with the campaign and automation status, the subject, the sender and a small visual preview. And you can see more campaign details such as number of recipients, reply-to email, and preview text by clicking on the <strong>Campaign details</strong> button.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Report%20%E2%80%93%20Overview3.png" alt=""></figure>
<p style="text-align: justify">If you scroll down, you will find more data about your campaign's <strong>engagement</strong>, <strong>delivery</strong> and <strong>performance <strong>rates</strong></strong>.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Report%20Overview.png" alt=""></figure>
<p style="text-align: justify">You can learn more about campaign performance and analytics in <a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">this article</a> and about email tracking reports <a href="https://support.pipedrive.com/article/email-tracking-reports-with-gmail-and-apple" target="_blank" rel="noreferrer noopener">here</a>. </p>
<hr>
<h2>Recipients<a name="recipients"></a></h2>
<p style="text-align: justify">Within the <strong>Recipients</strong> tab, you will see the contacts your automated campaign was sent to.</p>
<figure style="margin-left:auto;margin-right:auto;text-align:center;"><img src="https://kb-cms.pipedriveassets.com/Screenshot%202022-07-22%20at%2017.31.52.png" alt=""></figure>
<p style="text-align: justify">The campaign recipients list is classified depending on the different delivery statuses. You can click on every sub-tab to see the list of contacts and you can click on the contact itself to open the details.<br></p>
<hr>
<h2>Not sent recipients<a name="not-sent-recipients"></a></h2>
<p style="text-align: justify">There are several reasons why your recipients could be skipped from your campaigns:</p>
<ul><li><strong>Contact not subscribed</strong></li></ul>
<p style="text-align: justify">To send out automated campaigns, you must add the condition <strong>"</strong><strong>Marketing status is Subscribed</strong><strong>"</strong> to the automation. The contacts that don't have the <strong>Subscribed</strong> <a href="https://support.pipedrive.com/article/campaigns-marketing-contacts" target="_blank" rel="noreferrer noopener">marketing status</a> added will be skipped and will <strong>not</strong> receive the automated campaign.</p>
<ul><li> <strong>Account issues</strong></li></ul>
<p dir="ltr" style="text-align: justify">If your company is under <a href="https://support.pipedrive.com/article/campaigns-account-verification">account review</a> or suspension, the automated campaigns you've scheduled to be sent out will be paused. They will restart only when the account review ends or the suspension is canceled. You'll see banners within the Campaigns features indicating that these processes are ongoing.</p>
<p dir="ltr" style="text-align: justify"> </p>
<p dir="ltr" style="text-align: justify">If any of your automated campaigns are blocked due to their content, you need to remove them from <strong>"Automation" </strong>in the campaigns list and add a new campaign with different content. The automation will then continue to work.</p>
<p dir="ltr" style="text-align: justify"> </p>
<p dir="ltr" style="text-align: justify">You can see the number of contacts that will not receive the blocked automated campaigns within the <strong>Delivery</strong> report under <strong>Not sent</strong>.<br></p>
<ul><li><strong>Double opt-in missing</strong></li></ul>
<p style="text-align: justify">If your account has the <a href="https://support.pipedrive.com/article/campaigns-double-opt-in-marketing-contacts" target="_blank" rel="noreferrer noopener">double opt-in requirement</a> enabled, only contacts with this status will receive automated campaigns. You can see the number of contacts that don't have double opt-in status within the <strong>Delivery</strong> report under <strong>Not sent</strong>.</p>
<ul><li><strong>Permissions missing</strong></li></ul>
<p style="text-align: justify"> To send out automated campaigns, you need <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">permissions</a> for the Campaigns app. If you create an automation and your company admin revokes your permissions, the automated campaigns will be stopped. You can learn more about the permissions that are needed in the next section.</p>
<p>Learn more about regular campaign reports in <a href="https://support.pipedrive.com/article/campaigns-reporting" target="_blank" rel="noreferrer noopener">this article</a>.</p>
<hr>
<h2 style="text-align: justify">Permissions and visibility<a name="permissions-and-visibility"></a></h2>
<p style="text-align: justify">Given that<strong> Campaigns</strong> and<strong> automation</strong><strong>s</strong> are two separate features, the following permissions are required to have the full <strong>a</strong><strong>utomated campaigns</strong> functionalities:<br></p>
<p><strong>Campaigns</strong></p>
<ul><li><em><em>[Send campaigns]</em></em></li><li><em>[Edit campaigns and email templates]</em></li><li><em>[View campaign reports]</em></li></ul>
<p><strong>Automation</strong></p>
<ul><li><em>[Add automations]</em></li></ul>
<p><strong>Visibility permission</strong></p>
<ul><li><em>[See other users' data] – </em>Enable this if you want to see full recipient lists in automated campaign reports</li></ul>
<p><strong>Visibility groups</strong><br></p>
<ul><li>Ensure that you have access to all contact persons by being part of the right visibility group</li></ul>
<p>You can learn more about permissions in <a href="https://support.pipedrive.com/article/permission-sets" target="_blank" rel="noreferrer noopener">this article</a> and about visibility groups <a href="https://support.pipedrive.com/article/visibility-groups" target="_blank" rel="noreferrer noopener">here</a>.</p>

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