Outfunnel

What's changing, key dates, and what happens to your subscription and data

⚠️ Outfunnel is ending support for non-Pipedrive CRMs and the email marketing tool

⚠️ Functionality that's discontinued for new users

Discontinued functionality

⚠️ This functionality is discontinued for new users

Email marketing

To make sure everything goes super-smoothly, here's a couple of things you should do before sending your first Outfunnel campaign.

🎬 Before you send out your first campaign

Learn how to send lead nurturing or follow-up drip campaigns and sync email engagement data directly to your CRM.

📨 How to create and send Sequence campaigns

Send one-off emails with Outfunnel and get all that juicy open and click data, directly in your CRM.

📮 How to create and send Single Email campaigns

Personalize your email campaigns with CRM data for better results

🌿 Merge fields to personalize your email

Outfunnel automatically records email opens, clicks and other engagement in your CRM. Learn how to customize this.

🍿 How to record Outfunnel email engagement  in your CRM

Set up email forwarding to see who responds to your campaigns.

↩️ How to track replies to email campaigns

🛑 How to stop an email sequence when a prospect opens, clicks or replies

The basics of creating and sending campaigns

New to Outfunnel and/or email marketing? Start here if you'd like actionable advice for improving email deliverability

📕 Email deliverability quick start guide

Make sure your emails reach their recipients by setting up domain authentication and custom tracking domain

✅ How to improve deliverability with domain authentication (DKIM and SPF) and custom tracking domain

↪️ About email bounces

What are unsubscribes, how to add an unsubscribe link to your email and what does the experience look like for the recipient

🔗 About email unsubscribes

Email health is a handy tool inside Outfunnel for getting an overview of your email deliverability and engagement rates.

🌡️ See how your emails are performing with Email health

Here's why test emails don't arrive in the inbox, why some merge fields don't render and

🚩 Common issues with test emails don't arrive to inbox or are not complete

🪤 What are Spam Traps, how they work and how to fix it

Email deliverability

📃 How to send emails with custom design/HTML with Outfunnel

How can I add attachments to emails?

📹 How to embed video into Outfunnel Campaigns

Define a default email delivery time window for sequence campaigns

📅 How to create a custom sending schedule for sequence emails

Use the contact owner's email and name as the sender of an email campaign to build stronger relationships.

✨ How to set sender name and email address dynamically

Resend a campaign to the recipients that did not open the original campaign

How to resend an email campaign

Edit or replace the default footer to make it match your brand and style of communication.

🦶 How do I change the default email footer?

How to send marketing emails to your Copper contacts, sync engagement data back to Copper, track web visits and score leads.

Using the Copper-Outfunnel integration to automate email marketing and more

How to send marketing emails to your HubSpot CRM contacts, sync engagement data back to HubSpot, track web visits and score leads.

Using our HubSpot CRM integration to automate email marketing and more

Although Pipedrive doesn’t have any baked-in invalid email detection, there is a fairly simple workaround that suits 99% of cases.

✖️ How to find and remove invalid email addresses from Pipedrive

With Outfunnel you can send email campaigns to contacts based on previous email engagement, web visits and lead score

🙌 How to  send a campaign to contacts that have taken a specific action (aka event-based segmentation)

Do more with Outfunnel campaigns

💯 How to use Outfunnel's Lead scoring feature

↩️ How to reset a contact's lead score

Lead scoring

Track web visits of your contacts to identify sales-ready leads and understand which traffic sources perform best.

🌐 How to use web tracking

⚒️ Installing Outfunnel's website tracking snippet

Create a tracking link for Pipedrive Campaigns, Brevo (formerly Sendinblue), ActiveCampaign, Sales enablement tools, and more

🔍 Identify leads from any email marketing or sales platform

Find out which marketing channels drive won opportunities and revenue

🌡️ Measure the effectiveness and ROI of your marketing channels

Having trouble seeing identified visitors? Don’t worry – we’ll walk you through it and help you get everything in order.

🚩 Common reasons web tracking is not working or doesn't show identified leads

If you're using Outfunnel's web tracking feature, follow these steps to stay compliant

⚖️ How to stay compliant with privacy regulations like GDPR and CCPA when using web tracking

Web tracking

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