How to Install MassMailer
Set up the Salesforce Site Domain
How to Configure MassMailer
Launch MassMailer App
MassMailer Account
Usage and Subscription
Alerts
Tracking Settings
Email Settings
Object Settings
Sender Settings
IP Pools
Tools
Schedule Purge
Manual Purge
Users
UI Settings
Editor Settings
Finish
How to set Page Layouts
Any Standard or Custom Object Page Layout
Campaign Page Layout
Campaign Search Layout
Email through Flow data
How to Install MassMailer?
To install the MassMailer in your salesforce, please follow the instructions:
Login to your Salesforce account
Go to the MassMailer app AppExchange listing, click the ‘Get It Now’ button, then choose to install in your production, sandbox, or developer Salesforce org.
Indicate that you have read and agreed to the terms, and click Confirm and Install. When prompted, provide your Salesforce login credentials.
Click on the ‘Open Login Screen’ button.
Click on the ‘Allow’ button.
Fill in all the information and Click the ‘Go to Site’ button.
Click the ‘Install in Production’ or ‘Install in Sandbox’ button.
Enter the ‘Username’ and ‘Password’ and click the ‘Login’ button.
Select Install for All Users and click the “Install” button.
Upon a dialogue prompt for permission to approve third-party settings, select “Yes, grant access to these third-party websites,” then click “Continue”.
Click “Done” to finish the installation.
Set up the Salesforce Site Doman
If you don’t have the ‘Salesforce site domain’ set up yet in Salesforce, you can follow the instructions below to set up the same.
Click on the ‘Setup’ button.
Search for the ‘Site’ in the quick find box and click on it.
Click on ‘Check Availability and agree to the terms.
Click the ‘Register My Salesforce Site Domain’ button to register the domain.
How to Configure MassMailer
Launch MassMailer App
Once the MassMailer app has been installed, go to the App Launcher if you use Lightning and select the ‘MassMailer Lightning’ app from the options.
MassMailer Account
’Once the MassMailer app is launched, click ‘MassMailer Setup’, which loads the ‘MassMailer Login’ page. Click the ‘Create User’ button if you don’t have the MassMailer credentials. It will automatically create an account with MassMailer and populate the user information such as Email, User Name, Password, and API Key.
SendGrid API key
On the MassMailer Setup page, Account Settings -> Login does not display the complete API key when you click the Show button; only the partial key is displayed.
If you already have MassMailer credentials, click the ‘Edit User’ button to enter the login access details. Once the credentials are entered, click the ‘Next’ button, which will take you to the Usage details page. You can skip that page by clicking on the ‘Next’ button.
Usage and Subscription
The Usage and Subscription section is where you can check your email usage and the details of your current subscription usage. You can skip that page by clicking on the ‘Next’ button.
Alerts
The Alerts send notifications to the user to notify the outreach status, such as job created, job initiated, and job completed. You can skip that page by clicking on the ‘Next’ button.
Tracking Settings
Email Event Notification Settings
Click on the ‘Setup Site and Sharing Settings’ button.
This automatically sets up the MassMailer site and creates the sharing settings. It also automatically sets up the event notification URL.
Suppress Email Event Logging
Suppress Email Event allows users to suppress the events they do not want to see or did not want to create on email status. So, by selecting the suppress event after sending an email, the selected event does not create an email status.
Email Event Tracking Settings
Users can track the email activity for those events by enabling the Click and Open tracking options. Users can track the clicks from the email campaigns onto Google Analytics by providing the Google Analytics parameters through the template links. The currently supported parameters are utm_source, utm_medium, and utm_campaign.
If the user enables the ‘Use Default Google Analytics Parameters’ parameter values, MassMailer defaults them. If the user wants to pass any custom parameter values, then the user should not enable this option.
Bot Event Suppression Settings
The Bot Event Suppression is used to delete bot events such as Click, Open, unsubscribe, and Group Unsubscribe. For using the Bot Event Suppression Setting, Click on the ‘Active’ button to enable the setting, and with the help of ‘Bot Event Capture Seconds,’ we can increase or decrease the time and then Click on the ‘Save’ button.
Also, we can set the bot event purge timing to every 15 minutes, every 30 minutes, every 1 hour, and every 6 hours as shown in mages. So once this is configured, it will delete the bot click at that given time.
Subscription Tracking Settings
Subscription Tracking helps you manage and track email subscriptions and preferences for your recipients. It allows recipients to manage their email preferences, such as opting in or out of specific email types or categories, rather than unsubscribing from all communications.
There is another option to Disable Non-Transactional Emails and Enable Transactional Emails. Users can enable and disable Sync Lead/Contact Email Opt-Out Fields in the Salesforce feature from here.
Unsubscribe Page Settings
There is an option to Hide the captcha, Auto Populate Email, Hide the Opt-Out of All Email Buttons, and Unsubscribe Group Preferences View for the user. So, if the user does not want to show a captcha on the unsubscribe page, they can configure it from here, and the same goes for other options.
Once an email is sent, someone receives it and wants to unsubscribe. Thus, you can customize the unsubscribe page to suit your needs. You can leave the toggle button for hiding the captcha inactive if you want people who wish to unsubscribe to fill out the captcha with their email address. If you want not to use the captcha, you can activate the toggle button to hide the captcha.
There is another update to the Auto Populate email this needs to be active from the backend.
The next feature for unsubscribe is Hide Opt-Out of All Emails button so If you want to hide the "opt-out of all emails" option in your unsubscribe page you can activate this setting from MassMailer Setup.
Another feature is the Global Unsubscribe Header - HTML Body and Global Unsubscribe Footer - HTML Body which you can configure as per your requirement.
The same goes for Group Unsubscribe Header - HTML Body and Group Unsubscribe Footer - HTML Body
Email Preference Groups
The Email preference Group is used to send an email to a group, and if the users are unsubscribed from the group, they will not get any emails.
In the Email Preference Group, we can also add logos for the related groups.
MassMailer Campaign Member Settings
This feature is related to Campaign member status where we are updating the status field based on email events. If you want to update the status based on the email events you can enable the settings
Email Settings
Upon loading this page, the default objects such as Leads, Contacts, Case, User, and Campaign Member are set up in MassMailer automatically. If you have any custom object that you want to enable in MassMailer, click on the ‘+’ icon and select the Object and the respective default email field.
Object Settings
The object settings provide some default added standard objects; here, you can add the email and child objects to make the default email field on the MassMailer Outreach Wizard. You can skip that page by clicking on the ‘Next’ button.
Sender Settings
You can set up the Logged In User, Common Senders, and CC/BCC options on this page. You can set the default option for the ‘BCC sender’ and ‘CC sender’ as true or false. Also, set the default value of the ‘suppress duplicate emails’ option to true or false.
You can enable auto email deliverability, set email verification batch size, and disable specific custom sender options for users to use in outreach.
IP Pools
On this page, you can enter the IP pool name and the respective IP addresses in this pool.
Click on the Next button to go to the next step.
Tools
Schedule Purge
This feature can auto-purge old/unnecessary data after a particular duration. Also, the Advanced Tab can be used to apply custom filter criteria to delete data.
Manual Purge
This feature is similar to Scheduled Purge. The only difference is that you can perform the delete action immediately.
Click on the Next button to go to the next step.
Users
Manage MassMailer user
Here, you can assign users who will be using the MassMailer app and the appropriate license type for them. Based on it, MassMailer will automatically assign Package licenses and necessary permissions.
Manage Non-MassMailer user
This is needed to provide minimum access to users interacting with MassMailer indirectly, such as Flows.
Click on the Next button to go to the next step.
UI Settings
Here, the behavior of the Outreach Wizard and Quick Send Outreach Wizard can be configured to Hide or Collapse some sections in the Outreach Wizard to help users navigate through quickly by avoiding non-required sections.
Outreach Wizard
UI Setting Collapse and Hidden toggles for Bcc
This approach allows for flexibility and ensures that the BCC option is hidden unless needed, reducing clutter in the UI. The collapse and hidden toggle structure offers a clean, user-friendly experience while maintaining the functionality required for BCC in email settings. On the MassMailer Setup Page → UI Settings → Outreach Wizard/QuickSend Via MassMailer → You can Collapse or make it Hiddedn for Outreach Wizard/QuickSend Via MassMailer.
Click on the Next button to go to the next step.
Editor Settings
Here, the default behavior of the MassMailer template builder can be configured.
Click on the Next button to go to the next step.
Finish
Click on the Finish button to complete the setup.
Shortly after clicking the Finish button, you will receive a status email saying, “MassMailer Setup has been Completed with Success.” Now you can start using MassMailer in your organization.
How to set up Page Layouts
Any Standard or Custom Object Page Layout
Go to Any object for eg: Contact, Open any contact records and click on the Gear icon on the right side and select the ‘Edit Page’ option.
Select the ‘Details’ section in the middle pane, and click on the respect page layout you want to edit on the right-hand side.
Campaign Search Layout
Click on the Gear icon on the top,
Go to Salesforce setup
Navigate to the ‘Object Manager’ tab
Search for ‘Campaign’ Object
Click on ‘Search Layouts.
Click the Edit button in the ‘Default Layout’ section, add the ‘New MassMailer Campaign’ button, and save the layout.
Emails through Flows data
With this feature, users can track emails sent through a specific flow and in Massmailer.
How to use:
Create a flow using the MassMailer email alert, enable the Sent From Flow option on the flow, and provide a True value, as shown in the image below.
Once you enable this option, you launch the outreach via Flow on MassMailer Outreach. In the Outreach Campaign Information section, you will see that the send from flow option is True, as shown in the image below.
Do not log multiple opens and clicks.
The following fields on the MassMailer email status object will be created.
The first open date and time
The last open date and time
No of opens
The first click date and time
The last click date and time
No of clicks
Store the date/time of the first open event; update the existing open event for subsequent opens.
This will help reduce the overall storage as well.
How to use:
Go to the MassMailer Outreach
Open record.
Navigate to Related > MassMailer Email Status
After 15-minute intervals, there will only be one click record, and each recipient will see the open event. In click events and the same open event, all click counts with URLs are saved for the specific receiver.
