We’re working on two major improvements to BuzzStream’s outreach capabilities: 1) bulk send capabilities, and 2) “outreach sequences” (which will include auto-followups). Our goal is to release the “bulk send” feature by the end of March and we’d like your help designing it!
I’m hoping you can help by:
- providing your overall impressions of the value and usability
- let us know if there are things that would make it more valuable for you
- provide your thoughts on the importance of some of the things we’ve left off for now.
So here’s a video and a set of screenshots that shows how it will work.
Bulk Send workflow
After selecting a set of contacts, you’ll click the Outreach button and choose between “Review and personalize” and “Bulk send.”
Selecting ‘Review and Personalize’ will take you to the same workflow that’s currently in the product. In this example, we’ll select ‘Bulk Send’.
There are four steps in the ‘Bulk Send’ process: 1) Setup, 2) Compose, 3) Confirm and Send, 4) Review problematic emails and fix any that couldn’t be sent.
Step 1: Setup
In the Setup step, you’ll select the following:
- What email address do you want to send from?
- Do you want to track opens and/or clicks?
- Do you want to include an unsubscribe message?
- Do you want to set up “reply reminders” and/or notifications when someone replies?
- Do you want to put safeguards in place to prevent sending emails with missing merge fields and contacts that have been emailed within a certain time period?
Step 2: Compose
Once you’ve completed this, you’ll move to the ‘Compose’ step. From the ‘Compose’ screen, you’ll have the option to compose an email from scratch, or create an email from your templates.
Step 3: Confirm and Send
After composing your message, you’re taken to the Confirm and Send page. Two things to note:
- If the number of emails included in your list is greater than the “daily send limit” that you’ve set up in your account, BuzzStream will automatically set a schedule that will prevent you from exceeding your send limit. This is designed to protect you from the deliverability issues that occur when you exceed your mail service provider’s daily send limit.
- You can choose to “send now” or schedule your emails for a later date.
Step 4: Review and Resolve
After sending your mail, you’re taken to a screen that’s intended to make it easy to review any emails that couldn’t be sent and resolve the problems.
In this case, you’re shown all of the emails that couldn’t be sent because they were either missing merge fields or they’d been contacted within the time period you’d selected. You can select these contacts and review them individually to fix the problems and send the emails. You can review them in two ways:
- Using the BuzzMarker’s prospecting capabilities to review each website (along with the contact), fix the problem and send the email
- Review them with the ‘Review and Personalize’ capabilities in the Outreach Module.
Give us your feedback!
So that’s the plan for the first release of this. There are a couple of things that are not included in the first release:
- The ability to preview each email for each contact to make sure it’s ready to send (you still have this capability in the ‘Personalize and Send’ workflow).
- The ability to remove any emails from the list during the ‘preview’ step (you still have this capability in the ‘Personalize and Send’ workflow’)
- The ability to fill in the values for merge fields during the preview process….for example, if you were using the merge field ‘First Name’ and the contact’s name was written in all caps (e.g., LYDIA), you won’t have the ability to edit the value during the preview process.
So I’d love to your thoughts on the following:
- On a scale of 1 to 5, how valuable is this (1 is “not valuable at all” and 5 is “extremely valuable”)?
- On a scale of 1 to 5, how important are the preview, remove and edit features? Would you be willing to use the bulk send capabilities without it, or would you need this before you’d be able to begin using it?
- What, if anything, should be added to this? What are we missing?
Feel free to comment below…if you’d rather contact me directly, I can be reached at firstname.lastname@example.org.
Thanks for your help!