MessageBird for Zendesk Sell

About


Efficiently manage your sales within the Zendesk Sell platform using the application Messagebird for Zendesk Sell which is simple and satisfies the requirements of a varied range of businesses via MessageBird conversations.


Enhance the productivity of your Zendesk organization by making interactions within Zendesk Sell itself. This can be achieved using the MessageBird communications platform which can be integrated into Zendesk Sell through the extension MessageBird by Ulgebra. Sync the various social media channels available in MessageBird to Zendesk Sell in a few simple steps. Initiate conversations using the SMS, WhatsApp and Viber channels.


Access all the MessageBird conversations in one place and receive real-time notifications for your Incoming MessageBird messages from any social media channel available within your MessageBird account.


Instantly contact any customers with the help of this integration using the desired social media platform. Store your frequently used messages as templates, in order to send pre-defined messages at any time. Stay up to date with the happenings of your customers and send timely replies.

Pre-requisites


Features

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  • Proactive messaging using the MessageBird channels

  • Connect with Deals, Leads & Contacts of Zendesk Sell

  • Reply to messages received through the enabled social media platforms

  • Receive real-time notifications for incoming messages

  • Share a message to all the desired contacts through bulk messages

  • Sync all the MessageBird approved templates directly into Zendesk Sell

  • View the complete chat history

  • Access all MessageBird chats within a conversation dashboard

Installation & Setup


  • Select your Zendesk account and install the extension.

  • Click on Install to complete the installation process.

  • Click on 'Send MessageBird Message' using the icon at the panel on top.

  • Click on 'Authorize Now' to authorize your Zendesk Sell account.

MessageBird By Ulgebra has been integrated to your Zendesk Sell.

Applications


MessageBird Conversations


  • Go to any Zendesk Sell Lead, Contact or Deal.

  • Under MessageBird by Ulgebra, click on 'Send MessageBird Message'.

  • Select your MessageBird channel from the Choose Sender drop-down.

  • In order to include additional recipients, click on 'Add Recipients'.

  • Here you can search for any existing contact and add the contact under Recipients.

  • Enter any contact number with country and click on 'Add'.

  • Enter a default country code and select the condition for the same from the dropdown.

  • Enter the message or insert a template.

  • You can insert User Fields, Lead/Contact/Deal Fields and emojis into the message.

  • In case of media template, upload attachments using the 'Attach File' option.

  • Send the message.

Chat View


  • Select 'Chat View' from the drop-down adjacent to MessageBird.

  • Select the MessageBird channel of which you wish to see the chat.

  • Select the recipient phone field.

  • You can view the conversations held with the recipient using the selected channel along with the read receipts for the messages sent.

  • Also, send messages from the Chat View.

Bulk Messages


  • Click on 'Send MessageBird Message' from the icon at the panel on top.

  • Select the MessageBird channel.

  • Click on 'Add Recipients'.

  • Enter the contact number.

  • Click on 'Add Number'.

  • Similarly, multiple contacts can be added to send a bulk message.

  • Enter the message or insert a template.

  • You can insert User fields and emojis if required.

  • Include attachments in case of a media template.

  • Send the message.

Conversations View


  • From the drop-down adjacent to MessageBird, select 'Conversations View'.

  • Here you can view all the conversations held through MessageBird.

  • Select any contact to view the conversations of the particular contact.

  • You can also send messages from the Conversations View.

  • Select any MessageBird channel to view the conversations from the selected channel alone.

  • Search for any contact number to view all the conversations with the particular number.

Incoming Messages


  • Click on your profile within the extension interface.

  • Select 'Incoming events sync'.

  • Enable the feature 'Capture incoming messages' to receive the MessageBird messages into Zendesk Sell.

  • Select the module to which new contacts are to be created in case an incoming message is received from a contact that does not exist in Zendesk Sell.

  • You can opt to ignore messages from new contacts, thus incoming messages from nonexisting contacts would not create a new contact in Zendesk Sell.

  • Enable the MessageBird channels from which you wish to receive incoming messages and disable the channels you do not wish to receive incoming messages from.

MessageBird Users Management


  • Click on 'Manage App Users' under your profile within the extension interface.

  • You can now view the list of Zendesk Sell Users.

  • Using this feature the Zendesk Sell Admin can enable users to use their authorized MessageBird account.

  • The admin can add or remove users based on their requirements.

  • The user can now choose to authorize MessageBird using the admin account or using their individual account.

Desktop Notifications


  • Using this option you can allow multiple users to receive desktop notifications for your incoming MessageBird Messages.

  • Under your profile within the extension interface, click on 'Message Notifications'.

  • Enter the email id of the user for whom you wish to enable desktop notifications for. The user must have an Ulgebra account in the same email id.

  • Copy and share the invite link with the user.

  • The invite link must be opened on the browser of the user with the shared email id.

  • Click on 'Start Receiving notifications on this browser'.

  • The user can now receive desktop notifications.

Realtime Notifications


  • Within the extension interface, access the notifications for incoming messages through the bell icon.

  • Click on the bell icon.

  • Here you can view the recent and past incoming messages.

  • Click on 'Mark all as read' to clear the notifications.

Message History


  • View the history of MessageBird messages as notes within the respective contact.

MessageBird Sender


Add Sender


  • All the MessageBird channels would be available under Sender.

  • In order to add a new sender click on '+Add New Sender'.

  • Select the channel type as SMS or WhatsApp.

  • Enter the MessageBird Sender ID.

  • Enter the display name for the sender.

  • Click on 'Save Sender'.

Pin Sender


  • In order to select a default sender, click on the pin icon adjacent to the name of the sender.

  • You can unpin the sender whenever required.

Message Templates


Approved Templates


  • Click on 'Insert WhatsApp Templates'.

  • Here you can access the MessageBird approved WhatsApp templates.

  • Select any template.

  • Under Placeholders, you can view the list of variables within the template.

  • Adjacent to each variable, enter the value required or insert a CRM field.

Create Templates


  • Click on 'Insert Template'.

  • Select '+Add New Template'.

  • Enter the name of the template.

  • Enter the content of the template.

  • You can also include placeholders and emojis.

  • Click on 'Save Template'.

Edit Template


  • Click on the edit icon adjacent to the name of the template.

  • Make the required changes.

  • Click on 'Save Template'.

Delete Template


  • Click on the delete icon adjacent to the name of the template to delete any template.

Explore all the features of the extension.

Pricing

Classic Plan

$5 /user/month


1k Ulgebra credits/month

Outgoing messages

Bulk Messaging

Proactive Messaging

Additional Credits


In case of additional credit requirements, top-up your Ulgebra Credits.