Setting up email sequences in Sell

Return to top
Have more questions? Submit a request

4 Comments

  • Ryo Ogochi

    How do you configure it so a sequence automatically starts for an incoming lead? 

    Is there a way to configure a sequence with a task instead of email (Phone/SMS etc.) so the actions are mixed up? 

     

     

    2
  • Katie Dougherty
    Zendesk Community Team

    Ryo Ogochi,

    Thank you for reaching out! 

    At this time, an agent must add an incoming lead to an email sequence manually. Additionally, the email sequence feature is just for outgoing emails (not tasks or text messages), but I will be sure to pass along both of your suggestions to our Product Team! I will let you know if there is an available API or Zapier option for this feature! 

    Depending on your plan level, we have a feature called Automated Actions for Tasks. This feature allows an Admin to automatically create a standard workflow task for Sell users whenever a new lead, contact, or deal is added.

    Additionally, many accounts use Zapier's Zendesk Sell integration to automate a text message sequence to new prospects or leads. 

    0
  • Ryo Ogochi

    Katie Dougherty thanks.  Another issue for me is that I cant have my team create/edit sequences if they dont have full on admin rights. Would be great if i can give them access to this.

    0
  • Grzegorz Pogwizd

    Hi Ryo,

    Thanks for this feedback, however, this is a by-design behavior implemented on purpose, to limit the possibility of clutter in the Sequences section.

    As for the other functions and configuration available to Admin only, this particular one should also be limited in our opinion, as well as the Admin privilege itself should be granted to a limited number of key users in the account.

    Nevertheless, rest assured that our Product Team will take this feedback into account and we'll be looking forward to hearing more about this feature from other customers as well.

    Thanks for your understanding and best regards!

    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

    0

Please sign in to leave a comment.

Powered by Zendesk