Sending an email and task sequence to leads in Sell

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12 Comments

  • Ryo Ogochi

    Hi--does my team member need admin rights to use this feature? Kind of defeats the purpose of an account based credit for Reach.  Is there a way to configure my team to use Reach and create Sequence without giving them admin rights? 

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  • Ewa Sobula
    Zendesk Product Manager

    Hi Ryo,

    true that currently only admins can create and manage sequences (in Sell Settings > Business rules > Lead sequences). However, once a sequence is created, it's available for all users on the account to use: so each team member can use it to engage their leads (from lead page, in Sequences widget and from leads smart list by selecting leads and clicking "Start sequence" button).

    Best,

    Ewa

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  • Gilson

    If a Lead is out of the office and you receive an Auto Response, does the Sequence stop?

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  • Grzegorz Pogwizd
    Zendesk team member

    Hi there Kim,

    Thanks for the question, that's a great one and I'm happy to clarify.

    Yes, currently the Sequences stop whenever a customer replies to an email from the sequence, even if it's an automated response.

    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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  • Nathan Pavelka

    Hi, is there a way to create additional automatic sequence when a lead clicks thru or opens an attachment within an original sequencing step? 

    For example, if a lead receives email #2 in a multi-email sequence, opens the email and then clicks on a link within it, can the system generate an automatic email in response to that click thru? 

    If so, can you point me to the instructions on how to set that up?

    Thanks!

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  • Katie Dougherty
    Zendesk Community Team

    Hi Nathan Pavelka,

    I will be sure to pass your feedback above to the Sell Product Team because it is currently not possible to create additional automatic sequences based on lead click-throughs or opening an attachment. At this time, it is only possible to stop a sequence based on the lead response, not on clicks. 

    This is a great suggestion and I will make sure it reaches the team working on automatic sequences! 

    In the meantime, a manual workaround is to check the "clicks in my last email" and "My last outgoing email" columns in a smart list. You can end the email sequence manually based on the information in that column and the last email that was sent to the lead.

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  • Ryo Ogochi

    Hi there.  is there a way to put contacts in to Sequence?

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  • Grzegorz Pogwizd
    Zendesk team member

    Hi there Ryo,

    That's a great question and although the answer is - "not yet" - I'm happy to confirm that we are already working on that functionality ane expect to release it sometime at the turn of Q1/Q2 2021, so please stay tuned! :-)

    Thanks 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

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  • Zak Wilkowski

    Hi, is it possible to send an automated email when a Lead is converted to a Contact? 

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  • Katie Dougherty
    Zendesk Community Team

    Hi Zak Wilkowski,

    Currently, it is not possible to send automated emails from within Sell. That being said, please feel free to post this feedback in the Zendesk Sell Community Feedback section!

    A common workflow is to create a smart list of newly converted Leads in the Contact section of your account. You can use the field "added on" and "status" to filter for new contacts added on a specific date. Send a bulk email to these individuals who were recently converted. 

    For more information on automated options, see the articles: Using Mailchimp in Sell and Using Zapier with Sell

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  • Brendan Lane

    Hi, as far as I can tell there is no ability to cc someone on a sequence.  Is that correct?

    I see that I can do this on one-off emails and on templates, but not when using those same templates in an email sequence.

    Is there a workaround?  My specific use-case is that I want to cc the same person every time a sequence is used.  Heck, I'll even cc the same person on all outgoing emails if there is a way to do that.

    Please help.  

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  • Katie Dougherty
    Zendesk Community Team

    Hi Brendan Lane,

    You are correct that you cannot CC someone on an email sequence in Sell. You are also correct that you can CC someone in one-off emails to your leads and contacts.

    However, you cannot add someone as a CC to saved email templates or in a bulk email. Would you mind expanding on your process and who would be added to every outgoing email? Would an option be to add that specific person on your account as a collaborator on all these records so they can get regular updates?

    I am not aware of a workaround from within the product, but you can explore other email integration options via Zapier and our Apps Marketplace

    Lastly, I would encourage you to post this feedback in our Sell Feedback section in the Community where our Product Managers can review your suggestion and others can upvote your post! 

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