Microsoft 365 (formerly Office 365) users who have enabled the email integration to Pipeliner can now also use our "Create Email" option to send emails directly from Pipeliner choosing a single recipient or a group. Options include “Standard Email” — a single email sent to all recipients — or “Mass Email” — individual emails sent separately to each recipient.

The main difference between a “Standard” email and a “Mass” email is that a mass email will be sent as a separate email to each individual recipient (no recipient will see who else it has been sent to) whereas for a “Standard” email, recipients will be able to see all other recipients.

NOTE: the maximum number of recipients for either type of email is 200.

In the Pipeliner app, click on the "Contacts" (or Accounts) menu, switch to the List View and select one or more "Contacts" (or Accounts) by ticking the box(es) on the left hand side. The “Create Email” button will become available ⤵

NOTE: You can access the "List View" from the main Views dropdown in any main menu area and also when accessing the Contacts tab of an Account. This is really useful when you want to send an email to all Contacts for a company.

NOTE: To select all records in a List (from wherever you see it), click in the top left button ⤵

Click "Create Email" and then choose “Standard”.

NOTE: If you have not already enabled the Microsoft 365 (Office 365) email integration, you will now be prompted to login to your Microsoft 365 account. Enter your email address and password and then accept the permission settings.

NOTE: A “Standard Email” will be sent to all recipients as a single email (each recipient will be able to see all other recipients in TO or CC) ⤵

Also, you can type individual email addresses into Pipeliner and it will search the system so you can easily add more addresses. When searching for an email, it will look within Account, Contact and User email addresses ⤵

Type (or paste) in your "Subject Line"; the body of your email and your usual signature.

NOTE: You can use rich text formatting, insert links and attach files.
​NOTE: The maximum size of attachments is 30MB ⤵

If your administrator has added an Microsoft 365 company email and given you access, switch to it when sending emails from Pipeliner. In order to use a company email, change the “From” field in the dropdown menu ⤵

When you send your email, it will be copied to the Feeds tab of the contacts that were included as recipients by the Microsoft 365 email integration.

You can also tick the option to “Log Email as task Email”. Selecting this option allows you to choose the type of task that will be logged — it defaults to Email — and you’ll then be able to include these tasks in your Activity reporting ⤵

The Subject of the task includes the email addresses that the Standard email was sent to, has the subject line of the email in the "Description" field and it is linked to all the contacts you included as recipients. You can edit the Subject and Description, add a Reminder and even change the date before saving.

Finally, you can plan a follow up for yourself by choosing the option to “Create follow-up task Email with due date of +2 business days”. You can select both the type of task to be scheduled and the number of business days to add to today’s date — e.g. a call for 3 days time.

You can select from one to five business days in the future or a specific date from the date field at the bottom ⤵

The follow-up task also has the subject line of the email in the Description field and is linked to all the contacts you included as recipients. It is scheduled for today+x days (as you selected). You can edit the "Subject" and "Description", add a "Reminder" and even change the date before saving.

In the Pipeliner app, click on the Contacts (or Accounts) menu, switch to the List View and select one or more Contacts (or Accounts) by ticking the box(es) on the left hand side. The “Create Email” button will become available ⤵

NOTE: You can access the List View from the main Views dropdown and also when accessing the Contacts tab of an Account. This is really useful when you want to send an email to all Contacts for a company. 

NOTE: To select all records in a List (from wherever you see it), click in the top left button ⤵

Click on "Create Email" and then choose “Mass”.

All the options for composing your email are the same as for a “Standard” email.

Remember, the main difference between a “Mass” email and a “Standard” email is that a mass email will be sent as a separate email to each individual recipient (no recipient will see who else it has been sent to) ⤵

Type (or paste) in your Subject Line — the body of your email and your usual signature ⤵

For a mass email, you can include an Unsubscribe link so contacts and accounts can opt out of your email communications. Click the "Unsubscribe" button at the bottom of the form to generate a link in your email. You can customize the text if you wish ⤵

When you send your email, it will be copied to the Feeds tab of the contacts that were included as recipients by the Office 365 email integration.

You can also tick the option to “Log Email as task Email”. Selecting this option allows you to choose the type of task that will be logged — it defaults to Email — and you’ll then be able to include these tasks in your Activity reporting ⤵

The Subject of the task is Email (which you can edit) and has the subject line of the email in the Description field and it is linked to all the contacts you included as recipients. You can edit the task before saving.

Finally, you can plan a follow up for yourself by choosing the option to “Create follow-up task Email with due date of +2 business days”. You can select both the type of task to be scheduled and the number of days to add to today’s date — e.g. a call for 3 days time.

Additionally, you can choose to send Standard or Mass emails directly from within the Archive. The best way to do this is by switching to the list view and selecting all "Archived Opportunities" you wish to send an email ⤵

If you wish to send emails from the Pipeline view, please click on any Opportunity or Lead and the create email option will appear. Or, press "Shift + Command + Click" to select multiple Leads or Opportunities for a mass email ⤵

After sending an email, we give you the choice of deleting it at any time in the Feeds section. You may want to delete specific emails for a variety of reasons, such as if they contain sensitive information that should not be visible to all users. These emails can now be deleted from Pipeliner without affecting the original email in Outlook. In order to delete an email, you can click the "Remove" button at the top of any email you have sent ⤵