Sell email resources

What's my plan?

Communicating with Sell allows you to create a workflow that best suits your role and working style. You can do a lot with your email in Sell, including learning how to avoid your emails being marked as spam and increasing your customer engagement. You can also use Sell analytics to view and analyze link open click rates and opt-outs. Articles on creating email templates and customizing your signature, sharing conversations with your team, and sending messages in bulk are all covered in this resource guide, as are helpful troubleshooting references.

Use this resource to better understand all of the different aspects of using Sell email. If you're using this guide via Getting started with Zendesk Sell, be sure to return to the article after you've finished setting up your email to continue to Part 4: Adding data.

This resource guide covers the following topics:

Setting up your email

Viewing and analyzing emails

Using email templates

Best practices and avoiding spam

Troubleshooting emails

Setting up your email

Integrating your email

Connecting your email with Zendesk Sell

Connecting your email with Android

Connecting your email with iOS

Which email address should I integrate with Sell?

Configuring allowlist IP addresses

Understanding Zendesk Sell and Google integrations

How do I update the email integration on my account?

Using your Sell email

About using email in Sell

Sell email composer reference

Sending an email from Android

Sending an email from iOS

Sending external messages to Sell using Yesware

Using the BCC email address for external email messages

Adding suggested people as a lead or contact

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

Using merge tags in your email messages

How do I increase my Sell email limit?

How do I stop an email sequence?

Customizing your email signature

Setting up email sequences in Sell

Viewing and analyzing emails

See which approaches are working and which aren't with an overview of your email analytics.

Managing your phone, email, and text messages

Monitoring email open rate

Setting up an email opened notification

Analyzing your Zendesk Sell activities

Using email templates

Streamline workflows with templates of emails that you use often.

Creating and editing email templates

Applying email templates

Using unified email templates

Can I share email templates in Sell?

Deleting and unsharing email templates

I can't find my email templates in Sell

Best practices and avoiding spam

If you've worked hard on crafting the perfect email, you want to make sure your customers read it.

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

Sending bulk email messages

Sending bulk email messages to deal contacts

Enabling customers to opt out of emails in Sell

Can I perform a bulk opt-out action from my Leads page?

Blocklisting leads and contacts to prevent tracking of email conversations

Troubleshooting emails

These helpful references can resolve most email related problems. However, if you can't find the answer you're looking for, the Zendesk Community forum can also assist you.

Troubleshooting common email problems in Sell

Troubleshooting email delivery errors

Troubleshooting emails that are missing or not syncing

Email troubleshooting: SMTP and IMAP Settings

Can I use an email alias or multiple emails with Sell?

Can I send emails from a generic email address in Sell?

Can I send an automated email in Zendesk Sell?

Do email conversations disappear if I remove someone from my Sell account?

How do I change my Sell notification email address?

If I block an email in Sell using the blocklist, does this block the email for all other users?

My Sell email is sending duplicate emails

What does archiving mean in Sell and Support?

What does the message "This conversation is read-only" mean in my Sell emails?

When are emails visible on a deal?

Why are my Sell emails being detected as spam?

Why do I see the warning message "Email will not be tracked in Sell"?

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