How do I send an email campaign with Campaigns by Pipedrive?
To send an email campaign in Campaigns by Pipedrive, you need subscribed contacts, a configured sender, and a finished email. Once those pieces are in place, you can review the campaign, send it immediately, or schedule it for later.
Quick answer
To send an email campaign in Campaigns by Pipedrive, create a campaign, choose subscribed contacts, design the email, confirm your sender details, then send or schedule it. If contacts are not subscribed or sender setup is incomplete, the campaign cannot be sent properly.
- Only contacts with a subscribed marketing status should receive campaigns.
- Your sender name, sender email, and company address must be set up correctly.
- Preview and review the campaign before sending.
- Use campaign reporting after launch to measure results and improve future sends.
What this means in practice
In practice, sending the campaign is usually the easy part. Most problems happen earlier, when contact consent is unclear, sender details are incomplete, or campaign setup is inconsistent across the team.
When those foundations are solid, campaigns become much easier to run, measure, and improve. If they are weak, you end up with delays, poor data, or compliance risk. For related guidance, see CRM implementation guidance, automation workflow support, and CRM discovery and system design.
For UK teams, this is especially relevant where marketing consent, sender setup, and list quality need to stay consistent across shared CRM processes.
How to send an email campaign in Campaigns by Pipedrive
Follow these steps to prepare, review, and send a campaign cleanly in Pipedrive.
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Choose subscribed contacts
Make sure the recipients you plan to email have a subscribed marketing status before building the campaign.
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Create and design the campaign
Create a new campaign, write or design the email, and check that the content is ready to send.
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Confirm sender details
Use a configured sender name and email, and make sure the required company address and account details are complete.
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Preview and review the campaign
Check the campaign before launch so formatting, links, sender details, and recipient selection all look correct.
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Send or schedule the campaign
Once everything is ready, send the campaign immediately or schedule it for the right time.
How do I subscribe contacts to receive campaigns in Pipedrive?
- Contacts must have their marketing status set to subscribed before they can receive campaigns.
- You can update marketing status on contact records individually or in bulk.
- If you are importing contacts, include the marketing status field so subscription status is set correctly.
- Web forms with an opt-in checkbox can help capture consent and set marketing status more cleanly from the start.
How do I set up my Campaigns account and confirm my sender name and email?
- Add and confirm the sender name and sender email you want recipients to see.
- Provide your company physical address as part of campaign compliance setup.
- Complete any required account or sender verification before trying to send a live campaign.
- If verification is still pending, campaign sending may be paused until setup is complete.
What compliance and consent requirements do I need before sending campaigns?
- Only send campaigns to contacts who have explicitly opted in and are marked as subscribed.
- Every campaign needs an unsubscribe option so recipients can opt out properly.
- Keep unsubscribed and bounced contacts accurate in the CRM rather than adding them back without fresh consent.
- Make sure your process reflects the privacy and anti-spam rules that apply to your region, such as PECR or ePrivacy for UK teams.
How do I monitor campaign performance in Campaigns by Pipedrive?
- Use campaign reporting to review opens, clicks, and click-through rates after sending.
- Check delivery outcomes such as delivered, bounced, unsubscribed, or marked as spam.
- Review engagement over time so you can spot when campaigns perform best.
- Look at link performance and recipient activity to understand what actually drove engagement.
- Use those results to clean up lists and improve future campaigns rather than treating reporting as an afterthought.
Common mistakes
- Sending to contacts who are not properly subscribed: this creates avoidable compliance and deliverability problems.
- Skipping sender or account verification: campaigns may be delayed or blocked until setup is complete.
- Not previewing the campaign before launch: broken formatting, weak links, or sender errors go live too easily.
- Using outdated or poor-quality contact data: engagement drops and bounce rates rise.
FAQs
How do I subscribe contacts to receive campaigns in Pipedrive?
Set the contact’s marketing status to subscribed before using them in a campaign. This can be done individually, in bulk, or during import if the right field is included.
How do I set up my Campaigns account and confirm my sender name and email?
Configure the sender details you want recipients to see, provide the required company address, and complete any verification steps before sending.
What compliance and consent requirements do I need before sending campaigns?
Only send to subscribed contacts, include an unsubscribe option, and keep consent and suppression data accurate in the CRM.
Summary
- To send a campaign, you need subscribed contacts, configured sender details, and a finished email.
- Campaign sending depends on clean consent data as much as it depends on the email itself.
- Previewing and reviewing before launch helps catch problems before they affect recipients.
- Campaign reporting should be used after sending to improve list quality and future performance.
When this becomes important
This becomes more important as campaign volume grows, more people manage the same data, or results start to depend on cleaner segmentation and better sender setup.
If campaign sending keeps breaking in day-to-day use, the issue is often process design rather than the tool itself. See the implementation guide or talk through your setup.