You can use the views provided in the Leads, Contacts, and Deals pages to select multiple recipients for a single email message. This feature is not available with the Sell Team plan.
Note: To send email in Sell, you need to have first set up an email integration in your Sell account. For more information, see Integrating email with Zendesk Sell.
To send a bulk email message
- Select the Leads or Contacts or Deals page.
- You can use either the Index or Table views on the Leads and Contacts pages, or the Stage or Table views on the Contacts page. Click the checkbox next to the name of the lead or contact or deal. If you want to select all items in a view, you can click the Select All checkbox at the top of the list.
- When you’ve selected all the leads or contacts you want to send the email message to, click the Email button.
- The Communication Center is displayed with a blank email message addressed to the leads, contacts, or primary contacts of the deals you selected. Enter your email message and then click Send Email.
The recipients of a bulk email message are not aware that the message has been sent to other recipients.
Note: You can also set up the MailChimp email integration in Sell to send bulk email messages (see MailChimp Integration).
10 Comments
Can you send a bulk email from the company, instead of from an individual? Let's say that we want to announce a new product to our Leads and Contacts, is there a way for that announcement to come from the company?
Hi Sy Sussman,
Thank you for reaching out!
You can send an email from the Company Card if there is a company email on the record. Click Edit on the company's page to add an email address on file. Sending an email from the Company Card page will send an email only to the Company email address unless you CC other Contacts.
However, if you are looking to send a bulk email to all Contacts that are associated with a Company, I would suggest doing that through a Smart List!
Replicate these steps in the Lead section of the account if you need to email Leads as well as Contacts.
I hope this helps!
Can you Delay Send (as in Outlook - where you can choose a later time for the message to be sent) in the Professional plan (and levels above)?
Hi Jeffrey Rohde,
You cannot send delayed emails from within Sell.
That being said, I agree that this would be great feedback for our Product Team if you would like to post in our Sell Feedback Community so others can upvote and comment on your suggestion!
Thanks Katie,
do any of those integrations (Office 365, etc) retain the ability to see whether your email has been read, or does that only come with sending outbound from Sell?
It's the single most useful feature in Sell for me, but i find i have a much better hit-rate getting things looked at if they're arriving at the destination at particularly times of the day (I'm a hospitality supplier), and that overlaps strongly with when i should be AWAAY from the computer and out with customers.
I will take your suggestion of the feedback to Product Team.
Thank you for your help thus far!
Hi Jeffrey Rohde,
Our email views are tracked by a very small 1x1 pixel image that we include in each email sent from Sell. However, please note that the recipient of the email does not see this tiny image. When the recipient of your email opens the email, the image loads automatically and we track how many times that image loads. This results in the number of times you see that the email is viewed (the number next to the eyeball icon).
You are correct that if you are sending emails outside of Sell (in Office 365) those emails would not include the tracking functionality. You would still be able to see information such as "days since last communication" or "my last outgoing email" if you sent the email outside of your Sell account.
That being said, I will make sure to pass your feedback to our Product Team internally and you can also see our Reach Email Sequencing option that allows you to automatically send leads emails at intervals.
Hi Zendesk,
I'm a support agent that uses Zendesk. We have around 800 clients that we need to notify (need to verify their addresses or names etc). We have their emails. I don't think they are in any existing contact list that's in zendesk (we pulled the emails from our logistic system). Is there anyway I can bulk send emails/create help desk tickets for them at the same time? Thanks in advance!
Hi Julia Chien,
It is my understanding that you are referring to our Support product (not Sell) and are trying to verify end users! If that is the case, here is the article on verifying an end user's email and bulk updating users. If you have a moment, I would suggest posting some feedback about this process in our Community Feedback Section because at this time you can either manually verify an end user's email or use our API for bulk actions. I'm afraid there is not a bulk verify option in the product at this time.
Additionally, the article Can I bulk create tickets to email my users? should hopefully address your second question.
I hope this helps!
Is there any way to cc other members of my team when sending a bulk email?
Hi Nathan, unfortunately, you can’t cc any users on a bulk email. This feature is only available when sending regular emails through Sell. If this would add a lot of value to Sell I would definitely suggest voicing this as a feature request on our UserVoice page so others who may be looking for this added functionality can upvote your request. Our Product Team takes into consideration posts/upvotes on this page when designing the product roadmap, I've linked both of these below:
https://support.zendesk.com/hc/en-us/community/posts/360003244787-Community-Discussion-Share-your-ideas-for-improvements-to-the-Zendesk-Community
https://support.zendesk.com/hc/en-us/community/topics/360003042793--Feedback-on-Sell
Best,
Austine Hipol
Customer Advocate | Zendesk Sell
Zendesk Sell CRM
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