Introducing Roll-ups a quick and easy way to send one message to a group of contacts on your tasklist.
Some things to consider before you use Roll-ups:
We still recommend using 1-1 messages for the majority of your Bonjoros, as you'll get better open rates and engagement.
Try to limit your use of roll-ups as mass sending of identical emails will have an impact on your email reputation over time.
You should have a separate Roll-Up Message Template that suits a a more generic message, as you won't be able to say the recipients name in the video.
Keep your video timely and relevant. For example, if you are thanking a group of customers that bought a specific product, mention the product. Or, if it's a welcome video to a group of new signups, mention the day and other context that shows it's not just a set-and forget canned response.
N.B. We deliver 1-1 messages and Roll-ups via different servers to protect the high open rates of 1-1. Open rates on Roll-ups will be lower.
Note - before you use Roll-ups you will need to connect your email via our verified domain process or oAuth integration. See how here
How to send a Roll-up video:
Roll-ups are quick and simple and follow the same pattern as our bulk assign and dismiss actions.
Here's a quick 40 second walkthrough video. Or check out our written summary below.
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' button and run through the the to-do wizard. Don't forget to enter a new shared Reason for the roll up so you know it's a roll-up task. For example "Lead magnet opt-ins (Roll-up)" or "Purchased [product name] (Roll-up)"
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.
How to send a Rollup video on mobile:
Click on the kebab menu in the top right (the one with the three vertical dots)
Click on "Bulk" (i.e. bulk select)
Select the contacts you want to add to your Rollup task
Click "Roll-up" in the bottom right
Follow the to-do wizard to check names and give your task a reason.
Record your video for that task as normal
