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Using email in Sell


Sell email resource guide

What's my plan? Communicating with Sell allows you to create a workflow that best suits y...

Edited Aug 26, 2024

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Best practices to prevent your Sell email messages from being flagged as spam

What's my plan? The amount of email messages sent from your Sell account and the quality of the content you include...

Edited Jun 21, 2024

1 vote  ·  2 comments

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Using unified email templates

What's my plan? Unified templates allows you to create email templates that you can use across Sell. You can create...

Edited Jun 21, 2024

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Connecting your email with Zendesk Sell

What's my plan? Important: Enabling this functionality leverages Google API Services. Zendesk’s...

Edited Jul 30, 2024

4 votes  ·  11 comments

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About using email in Sell

What's my plan? Email communications with your leads and contacts is an integral part of Sell. Your email conversat...

Edited Jun 21, 2024

1 vote  ·  2 comments

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Setting up email sequences in Sell

What's my plan? Note: Each Sell user that enrolls a lead or contact in a sequence that contains an email must hav...

Edited Jun 21, 2024

1 vote  ·  16 comments

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Enrolling Sell leads and contacts in sequences

What's my plan? Note: Each Sell user that enrolls a lead or contact in a sequence that contains an email must ha...

Edited Jun 21, 2024

0 votes  ·  15 comments

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Applying email templates in Sell

What's my plan? Sell users can create personal templates for frequently sent email messages. You create email templ...

Edited Jun 21, 2024

2 votes  ·  5 comments

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Sell email composer reference

What's my plan? The email composer in Sell contains a toolbar and other features to help you to create and format t...

Edited Jun 21, 2024

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Enabling customers to opt out of emails in Sell

What's my plan? If you connect your email address into Sell, you may want to provide a method for your customers to o...

Edited Jun 21, 2024

0 votes  ·  9 comments

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Deleting and unsharing email templates

What's my plan? If you have created personal or shared email templates for frequently sent email messages and no lo...

Edited Jun 21, 2024

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Communicating with Sell

What's my plan? Connecting your Sell communication channels enables you to see all your customer conve...

Edited Jun 21, 2024

0 votes  ·  2 comments

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Setting up an email opened notification

What's my plan? You can choose to be notified when important events occur in your Sell account. For exa...

Edited Jun 21, 2024

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Sharing email conversations with your team

What's my plan? The email messages that you send to and receive from your leads and contacts can be made visible to ...

Edited Jun 21, 2024

2 votes  ·  8 comments

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Adding suggested people as a lead or contact

What's my plan? In the Communications Center you’ll see a tab called Suggested people. This ...

Edited Jun 21, 2024

2 votes  ·  3 comments

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Sending bulk email messages

What's my plan? You can use the views provided in the Leads, Contacts, and Deals pages to...

Edited Jun 21, 2024

2 votes  ·  6 comments

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Monitoring email open rate

What's my plan? Sell helps you gauge whether you are actually interacting with the recipients of ...

Edited Jun 21, 2024

0 votes  ·  22 comments

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Creating and editing email templates in Sell

What's my plan? Admins can set up an email template for leads and contacts for all Sell users on your account to us...

Edited Jan 13, 2025

1 vote  ·  14 comments

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Adding and removing email messages from lead, contact, and deal cards

What's my plan? You can add and remove email messages from Lead, Contact, and Deal cards, as well as from the Commu...

Edited Jun 21, 2024

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Customizing your email signature

What's my plan? You can add a personalized signature to your outgoing email messages in Sell. This allows you to ha...

Edited Jun 21, 2024

4 votes  ·  23 comments

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Inserting images into your email messages

What's my plan? You can insert images into the email messages that you send from Sell. The images must be hosted on...

Edited Jun 21, 2024

7 votes  ·  7 comments

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Blocklisting leads and contacts to prevent tracking of email conversations

What's my plan? Another way to control the visibility of email conversations (see Sharing email conversations with y...

Edited Jun 21, 2024

0 votes  ·  4 comments

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Using merge tags in your email messages

What's my plan? You can dynamically insert personalized data into your email messages using merge tags. For example...

Edited Jun 20, 2024

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Using the BCC email address for external email messages

What's my plan? Use the Sell global BCC address if any of the following apply: You have not yet connected your ex...

Edited Jun 21, 2024

3 votes  ·  31 comments

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Troubleshooting common email problems in Sell

What's my plan? As described in Connecting your email with Zendesk Sell, with the Sell email integration you can sy...

Edited Jun 21, 2024

0 votes  ·  3 comments

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Troubleshooting Sell email delivery errors

What's my plan? This article describes the errors that might occur when sending email messages from Sell, including ...

Edited Aug 13, 2024

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Troubleshooting Sell email integration errors

What's my plan? This article describes the errors that might occur when setting up an email integration in Sell (se...

Edited Aug 13, 2024

4 votes  ·  9 comments

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Troubleshooting Sell emails that are missing or not syncing

What's my plan? When you set up an email integration in Sell, the email messages from your external email account a...

Edited Aug 13, 2024

1 vote  ·  6 comments

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Setting up desktop and mobile email client applications

What's my plan? This article will help you to set up the SMTP and IMAP protocols needed for your email integration i...

Edited Jun 21, 2024

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