Creating and editing email templates

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5 Comments

  • Michael Reid

    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. 

    0
  • Grzegorz Pogwizd

    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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  • Jay Clementson

    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,

    1
  • Jay Clementson

    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? 

    2
  • Sara Urbanowicz

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

    2

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