Every company or eCommerce seeks to attract customers, generate interaction, increase clicks on their links and have greater visibility. For this, a great option are the email campaignssince they are an effective strategy to communicate with the audience, promote products or services and achieve various business objectives.
Pipedrive focuses on helping companies to organize and manage their sales processes effectively, it makes available to us a titled mini course “Getting started with Campaigns” in which, in just a few minutes, they will teach you how to create campaigns through email, automate them and manage all your data directly from your Pipedrive account. Next, we give you the keys to this course.
How to create an email marketing campaign with “Campaigns” of pipedrive
The course seeks to combine marketing and sales in a single platform so that companies can establish better relationships with their target audience. This eliminates the need for many tools to transfer data between.
with the option of campaigns Within Pipedrive, we seek to simplify the management of your email marketing and boost both sales and customer loyalty. This tool allows create customizable emails using professional templates and a drag and drop builder. In addition, you can enrich the relationship with the prospects by sending email campaigns to your sales contacts and segment the audiences.
It is also possible to get real time reports to find out which campaigns are generating an impact on your audience and improve communication with your customers. The platform centralizes all your audience data, eliminating the need for constant imports and exports between tools.
Step by Step
Creating an email marketing campaign using Pipedrive’s “Campaigns” feature is a simple 10-step process:
- Access your Pipedrive account: Log in to your Pipedrive account using your credentials.
- Navigate to the “Campaigns” tab: Once you’re logged in, go to the “Campaigns” tab in the top navigation bar. Click on it to access the email marketing campaigns function.
- Create a new campaign: Click the “New Campaign” button to start creating a new email marketing campaign.
- set up the campaign: Provide a descriptive name for your campaign and select the audience you want to target. You can choose an existing audience based on your Pipedrive contacts or create a new recipient list.
- Design and personalize your email: Use the integrated email editor to design and personalize your email content. You can add images, text, links and customize the layout according to your needs.
- Add automations and segmentations: Pipedrive allows you to add automations and segmentations to your email marketing campaign. You can set up rules and conditions to automatically send follow-up emails or apply filters to send personalized messages to specific segments of your audience.
- Schedule the shipment: Select the date and time you want to send your email marketing campaign. You can schedule delivery immediately or choose a specific date and time in the future.
- Review and test your campaign: Before sending your campaign, carefully review the content and test send to make sure everything looks and works correctly. Be sure to check the spelling, links, and general appearance of the email.
- Send your campaign: Once you are satisfied with the setup and testing, send your email marketing campaign by clicking the “Send” button. Pipedrive will take care of delivering the emails to the selected recipients.
- Analyze the results: After sending your campaign, Pipedrive will provide you with data and statistics about the campaign’s performance, such as open rates, clicks and conversions. Use this information to evaluate the success of your campaign and make adjustments in future campaigns.
By following these steps, you will be able to create an effective email marketing campaign using Pipedrive’s “Campaigns” feature. Remember that planning, segmentation and personalization are key elements to achieve successful results in your email marketing campaigns.
If you’re not yet a Pipedrive user, you can take advantage of the 14-day trial to experience how this sales and marketing CRM works. If you already have a Pipedrive account, you can purchase the “Campaigns” plugin directly from their page.
So that you can test the tool, we have spoken with Pipedrive and they have offered us a one-month free trial, free of chargein addition to having a 20% discount in the first year from the following link:
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