Monitoring your email sequences in Zendesk Sell helps you understand their effectiveness. You can view usage and performance statistics for each sequence by navigating to Settings, then Business Rules, and selecting Sequences.
Here, you can see how many leads or contacts are active, how many have completed the sequence, and the reply rate. This data helps you assess the success of your sequences and make necessary adjustments to improve engagement.
Setting up an email sequence in Zendesk Sell involves creating a series of automated emails to engage leads and contacts. To start, you need admin rights and must have integrated your email account with Sell. First, navigate to Settings, then…
Emails in a Zendesk Sell sequence follow specific rules to ensure effective communication. Any user can enroll leads and contacts into a sequence, and emails are sent on behalf of the enrolling user. Emails are dispatched on weekdays only, ignoring…
Yes, you can edit an existing email sequence in Zendesk Sell. To do this, go to Settings, then Business Rules, and select Sequences. Click on the sequence you want to edit. You can change the sequence name, reorder steps, add or remove steps, and…
Deleting an email sequence in Zendesk Sell is straightforward but irreversible. Go to Settings, then Business Rules, and select Sequences. Find the sequence you want to delete and click the Trashcan icon. If the sequence is in use, you'll receive a…
When creating email templates for sequences in Zendesk Sell, it's important to ensure they are suitable for your audience and purpose. Templates should be clear, concise, and relevant to the lead or contact's stage in the sales process. Consider…
Yes, you can add tasks to an email sequence in Zendesk Sell. Tasks can be included as steps within a sequence, allowing for a mix of automated emails and manual actions. When adding a task, specify when it should be completed relative to other…
If a lead replies to an email in a Zendesk Sell sequence, the sequence automatically stops for that lead. This ensures that further automated emails are not sent, allowing for personalized follow-up based on the lead's response. This feature helps…