Roll up - Bonjoros at scale

Combines to-dos on your list so you can send 1 message to up to 100 contacts

Grant Dewar avatar
Written by Grant Dewar
Updated over a week ago

Introducing Roll-ups a quick and easy way to send one message to a group of contacts on your to-do list.

Some things to consider

  1. We 100% still recommend using 1-1 messages for the majority of your Bonjoros and particularly for your best customers and leads. 1-1 personalised messages have the biggest impact with your recipients and for your business.

  2. In addition to point 1 we recommend limiting your use of roll-ups as mass sending of identical emails will have an impact on your email reputation over time. Those using a gmail integration for their email address should be particularly aware of this. Reputation will accrue to the top level domain that you have integrated with us.

  3. Note: We do deliver 1-1 messages and roll-ups via different systems to protect the high open rates of 1-1 so these will always get better results.

  4. Roll-ups are best for lower return contacts or situations where you are doing a quick touch base with a established set of customers for a personal touch.

  5. You should have a separate Roll-Up Message Template that better suits a a more generic message as you won't be able to use contacts' names in the video

  6. Make sure to keep it timely to keep it relevant. If you are thanking a group of customers that bought a particular product, mention the product. If it's a daily welcome to a group of sign ups - mention the day and anything else that will show them you recorded that day, it's not just a set-and forget canned response.

Note - before you roll up you will need to connect your email via our verified domain process or oAuth integration. See how here

How to Roll up!

Rolls ups are quick and simple and follow the same pattern as our bulk assign and dismiss actions. 

  1. Select the contacts on your to-do list that you would like to roll up by hovering over a contact image and clicking the checkbox:

2. Click the 'Roll up these to-dos' button and run through the the to-do wizardDon't forget to enter a new shared Reason/Note for the roll up so you know 

3. Record and send your message as you usually would from your to-do list 

 You will see an individual result for each recipient in your results list and they will be able to reply like in a 1-1 Bonjoro.

Note: Currently you can't select on mobile, but if you group on desktop then they will appear on mobile as a to-do.

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