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 on the lowest Sell plan.
This article covers the following topics:
Sending a bulk email message
In Sell, you can send emails in bulk using the following instructions, or you can set up the MailChimp email integration in Sell to send emails in bulk (see MailChimp Integration).
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.
- Select the checkbox next to the name of the lead or contact or deal.
- (Alternatively) If you want to select all items in a view, 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 Email ().
- 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, then click Send Email.
The recipients of a bulk email message are not aware that the message has been sent to other recipients.
Bulk send limitations
Zendesk Sell allows each user on an account to send up to 300 emails per rolling 24 hour period. Since certain email providers often limit the number of emails allowed to be sent out within a day, this limit helps to prevent you from exceeding that limit. If you reach the 300 emails limit in Sell, reach out to the Zendesk Customer Support team to increase your daily limit to match your email server's limits.
6 comments
Heyling
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!
0
Katie Dougherty
Hi @...,
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!
0
Nathan Kelly
Is there any way to cc other members of my team when sending a bulk email?
0
Austine Hipol
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
Visit our Support Center
Contact us:
+1 888-670-4887
support@zendesk.com
(Mo-Fr, 8am-5pm, Pacific Time)
0
Growthdot
If you need to send more emails without limitations, you can try Proactive Campaigns for Zendesk support. Run 2000 or even 10000 emails from our backend even with a closed browser. Also, create a customer mailing list filtered by specific criteria to include in your campaign.
1
Christian Lindharth
Hi,
I am using this feature to send out a small monhtly newsletter to a few hundred people. Besides the limiter of 300 mails/day I do see two additional issues:
I understand your focus does not lie in building a mail service like Mailchimp into Sell, but these minor additional functions would also support other major features in Sell such as the sequences where you also base it on a Smartlist.
Is this something you have on your roadmap soon to come or can add?
Thank you!
0