Creating, sending and monitoring campaigns has never been easier thanks to Pipedrive.
Pipedrive’s campaign manager eliminates time wasted moving marketing data between different platforms where content is created, sent or metrics are read.
It also allows for efficient alignment between sales and marketing data by no longer having to use multiple solutions, while also utilizing reports on your various sales marketing opportunities.
Companies usually combine different marketing tools to nurture their potential customers, boost their sales and attract customers. The problem with using different tools is that you end up paying more and the work becomes longer and heavier. The effort is diluted among tasks of little commercial value and efficiency is lost.
You really need an all-in-one platform that allows you to easily target sales leads with compelling email campaigns and for salespeople to have a clear view of which leads they need to pursue to close the deal. This is exactly what Pipedrive offers.
Pipedrive Campaign Manager
An incredible sales and marketing platform that includes email marketing, lead generation and sales CRM. In short, everything you need to streamline your business and take it to the next level, all with one tool:
- A very efficient database. You have unified contact lists with mass import option.
- Simple and intuitive campaign builder. With customizable email templates and a drag-and-drop campaign builder.
- Focus on your objectives. Possibility of contact filtering for a more precise audience segmentation.
- Relevant and specific reports. Campaign engagement data: delivery, opens, clicks, locations, etc.
The value proposition of Pipedrive Campaigns
CREA
You can generate customizable emails with predefined templates to increase engagement and reduce work time with professional, two-step, drag-and-drop templates.
NUTRE
Turn your targeted prospects into attractive prospects. Seamlessly send email marketing campaigns to the contacts of your choice at the best possible time.
LEARN
Learn about your audience’s needs, expectations and desires with real-time reports and campaign reports that will allow you to better engage your audience and make them fall in love.
RELAX
Relax knowing that your sales and marketing teams are aligned with the activities of all your prospects in one place.
Keep all your audience data in one platform: no more endless imports and exports.
How do the Campaigns work?
First things first, your customers’ subscription
Before you begin, it is vitally important to be aware of email compliance laws. Your customers first need to send you their data or subscribe to a specific form to receive your emails.
If you want to learn more about email marketing regulations, click here.
In order for your customers to receive your campaigns successfully they must have the subscribed status in the marketing status field, as we said before your customer must have given you their data by some means and this is then your green flag for you to send them emails.
In the marketing section you can view and update contact details, and you can do it directly in your dashboard manually or by importing contacts either from a document or directly from your web form.
How to do it? In the Edit field block you will find the drop-down menu from which you should select Marketing status and the consent statement will be filled in automatically.
We already have the permissions! Now, your account
For legal reasons, the first step is to define the physical address of your company, which can come directly from the address in your billing information or you can make a manual modification.
Something you should not forget is to confirm the name and email address of the sender, that is, how you want your customers to receive you, this is so that they know from where the emails are being sent. Configuring it this way, in this email you will also be able to receive emails derived from the campaign.
How to do it? You can configure your account and edit the data by going to the Campaigns / Campaigns section and then go to the Settings section.
It’s time! Create a campaign
The steps for this incredible moment are: go to Campaigns / Campaigns, then select the option Campaigns by email and at the end + Campaign.
This last pass opens your campaign page and this is where you can start doing all the magic.
Once you have defined the title of your campaign, it is time to select the recipients of the campaign. In this step the filters will be of great help to you since you can specifically define the group you want the campaign to be sent to.
Don’t forget the subject line! This element is mandatory as it is the first sentence that your customer will see and that will prompt him to open your email. Be clear, concise and attractive, inviting them to continue reading in the body of the email.
Create unique and attractive content! Once you have your content decided and structured, it’s time to put it into visual form so you can communicate it to your customers. To do this, you have three options in Pipedrive:
- Design the e-mail. You can design the campaign using Pipedrive’s drag-and-drop editor.
- Choose a template. Select your campaign design from a selection of pre-designed templates or create one from scratch.
- HTML upload. If you want to personally create your campaign design you can use HTML, or copy and paste your existing email from the tool you are using.
You are ready to send your first campaign! Once you have created the content, defined the template and provided the data, it’s time to send your email campaign.
Last but not least… measure, measure, measure!
What remains once your campaign has been sent is vital: monitoring its performance, because this is what will provide you with very clear insights on what your audience wants, the clicks made in each section, and much more data that will allow you to improve your campaigns and offer just what your customers want.
In the Participation / Engagement section you can define the elements you want to track:
- Engagement: Opens, clicks and opens, click and click-through rates on links
- Delivery: Delivery success (successful delivery, bounces, unsubscribe, reported as spam)
- Performance over time: Performance over time per hour per day.
- Link performance: How much interest the links embedded in the emails captured.
- Best performance by location: How your mailings performed by country
- Target audiences: Which contacts were interested in your campaign and how
Want to learn more about Pipedrive Campaigns? Try it for free
If you want to try Pipedrive 30 days free of chargeenter this promotional code in Pipedrive when you create your account: pdp-vilarroig. And to create the account, follow this link. You can also contact us to help you in choosing or accelerating the use of Pipedrive if you are already using it.
