With the holiday season upon us, now’s the time to prepare a list of customers to whom you want to send thank you notes or Christmas cards. It’s easy to create and manage the card lists in Pipedrive’s list view, both for physical cards and MailChimp emails.
The first thing you need to do is set up a filter in the People list view. For example, if you want to send a Christmas card to those with whom you’ve completed at least two deals and five activities, you simply add those two items as conditions in your filter.
Here’s what it would look like in the filter view:
Sending physical cards
Once you’ve selected the filter for all the people you want to send a physical card, you need to add the “Organization” address column to the list. To do this, click on the small column-picker icon on the right-hand side of the list, and then select “Organization” and “Address.”
Here’s what the selection looks like:
Voila! You’ve now got contacts and associated addresses all in one list. To start sending cards, export that list to Excel, organize data as needed and hit print.
Setting up an email campaign in MailChimp
Let’s imagine that the people you want to send the MailChimp email greeting are the same contacts as in the filter we created above.
To export that list into MailChimp, select “Export to MailChimp” from the list view.
If you haven’t sent any lists from Pipedrive to MailChimp before, it will prompt your MailChimp login first before allowing you to continue with the export. Once you’ve set the integration up, simply hit the “Export to MailChimp” button in Pipedrive’s list view, and select the MailChimp list to which you want export the contacts.