Proactive Campaigns vs FactBranch

Send Bulk Emails, Customer Notifications & Order Updates Directly from Zendesk Your customers and tickets are already in Zendesk. Stop exporting contacts to external tools, like Mailchimp, just to reach your audience. Proactive Campaigns is the #1 native bulk email and SMS tool built inside Zendesk Support — no third-party integrations and data syncing. Segment your Zendesk mailing list or upload a CSV to bring in any external contacts. Then run mass email campaigns from Zendesk, automate follow-ups, send instant notifications, and scale outreach after AI-resolved tickets. 💡 Start your 14-day free trial today — install with one click. Want to get a personalized app setup? Book a 15-minute demo to customize Proactive Campaigns for your team and get started faster. Boost your Zendesk email marketing and start sending email newsletters today! ✅ The app is completely free for Sandbox accounts. Install it in the Sandbox first and validate your workflows before rolling it out to production. Why Zendesk Teams Switch to Proactive Campaigns? No extra tools. No extra cost. Unlike standalone email platforms, Proactive Campaigns lives inside Zendesk. Your campaigns, customer data, support tickets, and reports, all in one place, and for an affordable price. Built for proactive support, not just reactive tickets. Zendesk doesn't offer bulk emailing or mass notifications natively. Proactive Campaigns fills that gap by letting support managers, customer success teams, and marketing ops run full outreach campaigns. Branded templates with drag and drop ease. If you need to boost your email appearance, you can do it with Proactive Campaigns' top feature — the template builder. You no longer need coding or designer skills to create on-brand emails that catch attention and drive results. What Can You Do with Proactive Campaigns? 🚨 Mass notify customers of service incidents and outages For: Support, IT Support, DevOps, Incident Managers When downtime hits, every minute counts. Send mass email notifications to affected users in seconds, link the campaign directly to the problem ticket, and run automated SMS or email follow-ups with fixed delays until the incident is resolved. Proactive Campaigns is the go-to incident notification tool for Zendesk. 📬 Automate customer onboarding & success For: Customer Success Managers, SaaS Teams, E-commerce Segment your Zendesk user list by tags, dates, plan tier, or any other custom field, to automatically trigger personalized onboarding sequences. Guide every new customer through their journey without your CS team lifting a finger. 📲 Reduce churn with timely SMS reminders For: Subscription Businesses, E-commerce Schedule campaigns to automatically notify customers about subscription renewals, expiring services, or other important dates via email or SMS. Proactive Campaigns ensures you never miss a chance to stay top-of-mind and retain customers. 🔄 Proactive upsells & cross-sells directly in Support For: Sales-Support Hybrid Teams, E-commerce, SaaS Turn your support inbox into a revenue channel. Send personalized follow-ups based on customer behavior, track opens, clicks, replies, and unsubscribes, and A/B test subject lines and content to continuously improve results. 🛠 Streamline bulk ticket updates For: Zendesk Admins, Operations Teams Beyond messaging, Proactive Campaigns is a powerful bulk ticket updater. Update fields, statuses, tags, and internal notes across hundreds of tickets at once. No complex automation setups, no Zendesk triggers needed. Powerful Features Built for Your Team: Mass emailing and SMS from Zendesk, no third-party sync Import CSV lists or build segments from Zendesk users, tickets, or orgs Custom email templates: drag-and-drop, rich text, or HTML Email automations with scheduled timing Auto-insert placeholders for easy personalization A/B testing on subject lines, content, and calls to action Email tracking — opens, clicks, and unsubscribes per campaign Spam filter precheck before every send CSAT surveys embedded directly in campaigns Automatic follow-ups based on customer behavior Pay only for agents who have access to the app You're only charged for the agents who really use the app—no overpaying! Check out all pricing plans here. Want to see it in action? 👉 Install the app and activate your free trial now! How we handle your data Proactive Campaigns app accesses only the minimal data needed to deliver campaign features, fully following Zendesk guidelines. All actions happen entirely inside your Zendesk account. Your information is encrypted, stored securely on AWS, and never shared with third parties, keeping your data safe at all times. If you still have questions about the app, ask us at [email protected].

Show customer info from any system right inside the ticket sidebar. Real-time data, zero syncs, no more tab-switching. ⭐⭐⭐⭐⭐ 5-star rated Zendesk app — teams love the 5-minute, low-code setup. Why FactBranch? Query SQL databases, Google Sheets, RESTful APIs, CRMs and ERPs in a single app. Drag-and-drop data pipelines. Write queries, define filters, and build your UI without coding. Agents always see live data. Ticket opens → data loads instantly, boosting first-response speed. Data Sources FactBranch connects to a wide range of data sources: SQL Databases: PostgreSQL, MySQL, MariaDB, Microsoft SQL Server Spreadsheets: Google Sheets Cloud warehouses: BigQuery, Snowflake APIs: Any REST API, including custom APIs CRM and ERP: Salesforce, Constant Contact, JTL, Zendesk Sell Drag-and-Drop Data Pipelines & UI Builder Use our no-code / low-code tools to create your data pipelines and query your data sources. Pipelines let you run multiple queries with different data sources and combine the results into a single user interface (UI) that is displayed in the Zendesk ticket sidebar. Real-Time Data FactBranch fetches fresh data for each request. When an agent opens a ticket, FactBranch queries your data sources in real-time, ensuring you get the most recent data. There are no delays due to caching or syncing. Security & Privacy FactBranch is built so your customer data never needs to be saved on our servers. Stream-only design. We retrieve records on demand and send them straight to the Zendesk sidebar via HTTPS; we do not store the data we fetch. Credential storage. The only items we persist are connection secrets (DB credentials, API keys, OAuth tokens). They’re stored securely, encrypted at rest. GDPR & CCPA ready The core design of FactBranch makes it easy to comply with data privacy laws. Should you be subject to GDPR or CCPA, we provide documents like a list of sub-processors and a data processing agreement (DPA). Simple Setup, Immediate Impact Quick to test and deploy: Get FactBranch up and running within minutes. Free 14-day trial: Experience all the benefits without any commitment or need for a credit card. Seamless integration: Results are displayed directly in the ticket sidebar. Video Guides and Documentation FactBranch has extensive documentation and step-by-step video guides for all supported data sources. Our goal is to empower users of all skill levels to set up FactBranch and show their customer data to their agents. Exceptional Support Customers love our great support. If you have any questions before (or after) starting your trial, reach out to [email protected]. Ready to Transform Your Customer Support? Sign up today and make your agents more efficient.