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:
We 100% still recommend using 1-1 messages for the majority of your Bonjoros and particularly for your best customers and leads.
We recommend limiting your use of roll-ups as mass sending of identical emails will have an impact on your email reputation over time.
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.
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.
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.
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.
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
