Gmail 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.

Pre-requisites

You must have a Google Gmail subscription and have enabled the Gmail for Sending Emails integration in your Pipeliner user settings. 

How to enable the integration

Click on the "Avatar (Photo)" icon on the upper right corner & then click “Settings” ⤵

Click on "Activate", select your Google account and then click on "Allow" to enable the right permissions ⤵

Click on "Close" to save your Settings.

NOTE: If you’re prompted for any additional settings, please review this article for help.

“Standard” vs “Mass” Emails

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 100.

How to send a Standard Email

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

Click and then choose “Standard”.

NOTE: If you have not already enabled the Gmail for Sending Emails integration, you will now be prompted to login to your Google 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:)

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 1MB

When you send your email, it will be copied to the Feeds tab of the contacts that were included as recipients by the Gmail for Sending Emails 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 1 - 5 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.

How to send a Mass Email

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

Click 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 ⤵

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

What’s extra functionality is coming in the future to add to this feature?

In future releases of Pipeliner, we are already planning to include:

  • The ability to use “Templates” for emails.
  • Email tracking statistics such as Opens and Clicks.

Related Articles/Next Steps

Did this answer your question?