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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 before you use Rollups:

  1. We 100% still recommend using 1-1 messages for the majority of your Bonjoros and particularly for your best customers and leads.

  2. We recommend limiting your use of roll-ups as mass sending of identical emails will have an impact on your email reputation over time.

  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 an 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 specific product, mention the product. If it's a daily welcome to a group of sign ups - mention the day and anything else that demonstrates 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 send a Rollup video:

Rolls 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 these to-dos' button and run through the the to-do wizard. Don'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.

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 "Rollup" 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

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