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Creating and editing email templates in Sell



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Nova Dawn

Zendesk Documentation Team

Edited Jan 13, 2025


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14 comments

As a sales CRM, I am disappointed to learn that I am unable to create marketing emails within Sell, and can't send to more than 300 people in a day!!! 

I have over 9000 leads that I want to promote my business to at any given time, along with tracking engagement and notifying my sales team when the lead reviews content. 

This was one of my key requirements and certainly discussed during the demo provided by the Sell sales person.

What I believed I was purchasing is not what I have received. 

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Hi Michael,

Thanks for reaching out with this comment and I'm happy to clarify.

Please know that we do have the possibility to raise the email limit from 300, as per the Help Center article here - https://support.zendesk.com/hc/en-us/articles/360041030474-How-do-I-increase-my-Sell-email-limit-

Please reach out to our Advocacy Team and they'll be happy to help you out.

For creating and storing marketing emails within Sell, we do have the feature of email templates as the described in the article above.

We also have a great marketing functionality of email sequences, which can be used to create and send automated email campaigns. Please take a look at the Hel Center article here - https://support.zendesk.com/hc/en-us/articles/360045767034-Setting-up-email-sequences-in-Sell

Lastly, we do have a feature for tracking whether your Leads have opened the email or clicked on the links in the email - https://support.zendesk.com/hc/en-us/articles/360041032214-Monitoring-email-open-rate-and-link-clicks - as well as a feature to easily track your communication channels for last touches, in order to make the process more effective - https://support.zendesk.com/hc/en-us/articles/360041029034-Tracking-your-communication-channels-in-Sell

I think that all of these features make Sell quite a powerful tool for marketing purposes. I hope that this information will prove helpful and in case you have any further questions or concerns please do not hesitate to let us know.

Grzegorz Pogwizd
Technical Support Engineer | Zendesk Sell

Do you need more information? - Our Help Center has it all at https://support.zendesk.com/hc/en-us/categories/360002582434-Sell
Do you prefer a live conversation? - Call us at +1 888-670-4887 press 1, Mo-Fr, 8am-5pm, Pacific Time
Want to talk to other Sell users? - check out our Community at https://support.zendesk.com/hc/en-us/community/topics/360001380554-Sell-Q-Ab

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Hello, 

Is there any chance you are working with the development team to be able to share templates without having Admin permissions? 

I have multiple teams that do not need admin permission but the ability to share templates is becoming a burden to manage because I need to constantly monitor who has admin permissions and then I need to go in and remove the admin permissions. 

Thank you,

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Hello, 

I am creating an email template and I am unable to add a BCC. Am I missing something or am I not able to add a BCC to an email campaign? 

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Is there a way to add PDF attachments to an email template? 

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Is there no way to copy an existing template to use it to create a new one?  I know that I can copy the text but there isn't a way to copy attachments.  

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Dane

Zendesk Engineering

Hi Rodger,
 
As it turns out, cloning email templates is not yet supported. 

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Why don't attachments stick with templates. . . . ? That would make things so much easier - - 

 

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Chris Baird - We use templates that have attachments.  They work. 

 

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Hmm - wondering what I am doing wrong that the attachment doesn't stay part of the template . . . . 

 

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Figured it out.  . . went into settings - into templates . . found it - added the document there - saved template. MAGIC. 

Thanks Rodger for your response - 

 

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Hi guys, can I create dynamic links using the templates editor? Can I always have the exact anchor text (book a call for example) but a different URL behind it? My sales reps all has personal calendly links but I don't want to put the entire URL every time. Additionally, I want to add some service info to that link such as ID for tracking) Please advice.

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Paolo

Zendesk Engineering

Hi Alex,
 
Unfortunately, this is not possible at the moment. I would recommend posting your use case as a feature request in the General Product Feedback topic in our community to engage with other users who have similar needs and discuss possible workarounds. Community posts with a high level of engagement ultimately get flagged for product managers to review when they go through roadmap planning.
 
Paolo | Technical Support Engineer | Zendesk

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It looks like custom deal fields cannot be used as a merge field in an email template. This is a requested feature. If anyone would also find this useful, you can upvote here

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