Improving Email Deliverability and Resolving Common Campaign Issues in Pipedrive
Email deliverability is crucial for effective marketing campaigns in Pipedrive. Users often encounter issues like emails not sending, delays in delivery, or blocked campaigns. This article outlines common causes, best practices, and troubleshooting steps to ensure smooth email campaign operations.
Prerequisites for Successful Email Sending
To ensure your email campaigns run successfully, follow these prerequisites:
Marketing Subscription Status: Contacts must be marked as 'Subscribed' in their marketing status for campaigns to target them. You can check or update the marketing status in the Contact's Person detail view or update in bulk using the list view. Ensure the primary email address is set correctly.
Additionally, for compliance purposes, ensure all contact lists only include individuals who have explicitly opted in to receive marketing emails. Avoid using purchased or publicly available lists.
Common Automation and Campaign Issues
1. Automations Not Triggering Due to Marketing Subscription
If automations set to trigger on 'Person updated' fail for contacts with a pre-filled 'Marketing subscription', create a new automation with the following settings:
Trigger: Person created
Delay: 1 minute
Condition: Marketing subscription contains X (e.g., subscribed)
Action: Send campaign
Including a delay helps account for processing delays, especially for data brought in via API.
2. Triggering Automation Limits
Pipedrive imposes limits on how many automations can run simultaneously to maintain system performance. To avoid hitting these limits:
Avoid updating large numbers of items simultaneously.
Trigger no more than 2-3 items every 1-2 minutes to prevent bottlenecks. For detailed guidelines, refer to the Workflow Automation Frequency Limits Guide.
3. Delivery Delays in Email Automation Campaigns
Delays between automation triggers and email delivery occur due to:
Unintentional Delays: Check Automations > History to verify if delay steps are unintentionally configured.
System Processing: Peak usage can slow down processing.
Email Sync vs. Campaigns Add-On: Campaigns from Pipedrive’s servers may take longer than emails sent via Email Sync.
Domain Authentication: Authenticate your sending domain to ensure timely and reliable delivery.
For optimization:
Confirm no unnecessary delay steps in automations.
Authenticate your domain setup.
Test deliveries in various environments.
4. Test Emails vs. Campaign Emails
Test emails often bypass filters causing campaign emails to be blocked. This may be due to differences such as:
Test subjects including 'TEST'.
Absence of unsubscribe links in test emails. These differences can lead email providers to treat test and campaign emails differently, potentially flagging campaigns as spam due to content or formatting issues.
Additional Tips for Campaign Optimization
To ensure campaigns reach all intended recipients:
Use filters to identify and update unsubscribed contacts in bulk.
Make the 'Marketing Status' field visible in the contact list for easier updates.
Conclusion
By addressing marketing subscription statuses, configuring automations correctly, authenticating domains, and optimizing campaign practices, Pipedrive users can significantly improve email deliverability. For unresolved issues, explore support resources or consult Pipedrive’s Help Center.