Nimble CRM Tips & Updates – March 19, 2025

Articles, Nimble CRM Updates

We do have two minor Nimble updates to announce and one is that you can now schedule group messages to go out at a later date or time. I personally welcome this release as I regularly schedule many things, messages and posts, to go out later. This is one of the ways that I stay ahead of schedule on my tasks. 

You can also now choose to see your password when logging into your Nimble web account. I had asked support for this. You‘re welcome:) In other topics …

Email Marketing is Now Rolling Out!

Email marketing is now on a gradual rollout and active users will be the first to be able to access this update. If you go to “Outreach” and see “”Email Marketing Accounts” at the bottom of the left sidebar, it is now available to you! I am told that there will not be a free trial period. There should be an option in your billing panel to sign up and pay up.

Nimble is prepared to assist you with getting set up on the system on request. This involves connecting your domain and configuring your domain’s DNS records. While I am happy to help, please be advised that this is tech related (not my strong suit) and you will be paying me during my learning process:)

Here are some important links …

Email Marketing Billing Questions Clarified

Your basic Nimble subscription includes up to 1,000 email messages per user per month to be used with group messages and sequences which are sent via your standard connected email account(s) OR your new optional marketing account. This optional marketing account does not increase these basic allowances.

Nimble’s new email marketing platform, which I refer to as the bulk mailer, is an additional $15 per month per account. You will need this optional feature in order to access Nimble’s new design templates.

Whether you are using your standard connected email or the new bulk mailer, you can purchase additional messages on either a monthly allowance or in one-time bulk purchases. Is this new capability worth $15 per month? That would depend on whether or not you want to send out mass emails and/or you wish to access the design templates.

For example, my Google account allows me up to 1,250 emails per day. However, I have also been told that regardless of what your email provider allows on a daily basis, your provider might not look too kindly at you sending out all of that allowance in one batch. The bulk mailer circumvents this issue.

Additionally, should you want to send out mass emails, you will also need to consider that 1,000 messages per user per month is probably not going to be an adequate number to meet your needs. You are also likely going to have to pay either monthly or in bulk for additional email message allowances.

If you are currently using an email marketing application like Mailchimp, switching over to Nimble might be a no-brainer. This applies to both dollars and benefits. Or, if you now want to do email marketing at scale, once again Nimble offers a good value. If you only need to do smaller sends and you don’t care about design templates, I would pass.

The bottom line … You will pay $15 per account, not per user, in order to be able to use the email marketing (bulk mailer) application, the design templates, and you will likely spend additional dollars in order to increase your message allowance. That’s it! Of course. If volume is not an issue but you want the pretty newsletters … $15.

Email Marketing Best Practices

Let’s start with this. A bulk email address is nothing more than that. It is an additional email address that you can use with either group messages or sequences. You cannot use it, however, with one-off emails. Regardless of what email address(s) you are using, here are some rules to follow …

  1. Clean your lists. Note! If your bounce rate exceeds 1%, Nimble may place you in an email marketing quarantine (not sure what this means, but you can out) and I’m guessing that you will still be paying for the service during this time. Just a guess.
  2. Do not reuse sequences with the same contacts. Copy sequences and make a new one. Adding people to the same sequence more than once means that you first have to clear them from the original sequence.
  3. Personalize your messages. Using their first name is a good start!
  4. Segment. You want to send pertinent messages to the right group.
  5. You can share a template, a sequence, or a segment with your team, but only the user will be able to edit them. If needed, make a copy for yourself and then rename and edit that. You can, however, override the email sender on a shared template.
  6. Maintain your list’s health … constantly.

Contact emails that either bounce or unsubscribe 

Let’s start with this. You have an email unsubscribe list, but this list holds more than unsubscribes. First off, unsubscribes can be added by your contact via clicking your unsubscribe link in your messages or they can be added by any team member. Bounces are also added automatically to this list. 

If a contact has unsubscribed, this only blocks you from sending them emails in group messages or sequences. You can still send them one to one emails, but you will get a warning. You do have the ability to whitelist, remove unsubscribes, from this list. 

What to do about bounces? This gets a bit tricky. You have some decisions to make. If an email bounces, you can either find the correct email, remove them from the segment, or delete that contact. Here is another article from my buddy Neal Schaffer that includes tools and best practices.

A bit more about sequence best practices …

As mentioned earlier, once a contact has been placed in a specific sequence, they cannot be added back to that sequence unless you manually clear them from that sequence first. This rule holds true if they are, or have ever been, in this sequence.

Sequences are not necessarily only designed for one time contact(s) adds to that sequence. What this means is that you can continue to add new contacts at any time to an active sequence even when there are other folks already in there. Your new contacts will be added to the start and existing contacts will continue on their current journey.

Please remember that your sequence reports will reflect all contacts who have ever entered this sequence. Therefore, if you are choosing to add contacts in batches and you wish to see results for this batch only, the answer is to create a copy of your sequence, give it a new name, and then add batches into these separate sequences.

One last thing about global conditions. These conditions are also actively checking for behaviors and they apply to your entire sequence. Checking for bounces and unsubcribes are system added conditions. This is good! However, you can also add additional global conditions. I made a boo boo with a client when I created a global condition to check for replies. 

It wasn’t an error but I had ended up doubling up on this condition because all of our sequence conditions were already checking for replies. This created confusion in the report as different conditions were identifying replies at different times. What this means is that, if you want to set a global condition, have it check for a behavior not already in your individual conditions. 

We also encountered another oddity. The report was showing “opens” when we had not set open tracking? It turns out that when a link is clicked, and we were tracking those, Nimble also sees that as an open. Let’s see. In order to click a link, they must have opened the message. #Duh:)

Please be sure to check out these top 100 sales blogs on Feedspot. I am honored to be one of them!

Are you thinking about a CRM? If you would like to explore whether or not Nimble CRM might be right for you, please book a free 30-minute Zoom consultation with me by going to my calendar. To learn more about our Nimble training and implementation services, please visit our Nimble CRM training services page.  

In addition to Nimble CRM, I also offer sales training and training on LinkedIn as well as getting started with AI (Artificial Intelligence). I can even assist with hiring new salespeople with initial interviews and pre-hire DISC personality assessments.  

I would also be happy to connect you to managed I.T. and telephony services or to a marketing professional who I know and trust or to an automated yet personalized and human-to-human LinkedIn prospecting system. Please reach out to me at craig@adaptive-business.com for an introduction!

Craig M. Jamieson

Craig M. Jamieson

Managing Member at Adaptive Business Services
Craig M. Jamieson is a lifelong B2B salesperson, manager, owner, and a networking enthusiast. Adaptive Business Services provides solutions related to the sales professional. We are a Nimble CRM Solution Partner. Craig also conducts training and workshops primarily in social selling and communication skills. Craig is also the author of "The Small Business' Guide to Social CRM", now available on Amazon!
Craig M. Jamieson

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