MassMailer Configuration Guide

  

Contents 


        MassMailer Overview


        Installing the MassMailer App



        MassMailer Quick Setup


             1. MassMailer Login

             2. Event Notification URL


                    Setting Up the Force.com Site

                    Setting Up the Remote Site Settings


             3. Field Information

             4. Schedule


         Setting up Salesforce for MassMailer

                    

    To Set Up Salesforce Permissions

    To Set Up Salesforce Users for MassMailer

    MassMailer  Campaign Page Layout

    MassMailer  Lead Page Layout

    MassMailer Contact Page Layout


        Sharing Rules Settings if needed


        Setting up SendGrid for MassMailer


        Upgrading MassMailer to the Latest Version


 

 

MassMailer Overview


  • MassMailer is an easy-to-use tool that allows mass emailing to more than the Salesforce limit of 5000 emails a day.
  • MassMailer provides the ability to schedule email delivery via:

    • Email Wizard to Leads, Contacts, Users

    • Campaigns to Leads, Contacts

  • Use the MassMailer Wizard to build views of Leads, Contacts, and Users to whom you want to send mass emails.

  • You can verify the Emails to make sure they are valid and don't bounce. You can verify at the Lead level or at the Contact level. You can also bulk verify Emails at the Campaign Level or by the Views you created through the Mass Email Wizard

  • You can send Mass Stay In Touch Emails to Contacts or Leads.

    

Installing the MassMailer App


Please note that MassMailer is a private app on AppExchange so you cannot find it by searching on Salesforce AppExchange.



MassMailer can be installed from the following URL:


https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005uxj5EAA


Steps to Install MassMailer


1. After clicking the above link to the MassMailer AppExchange details page, click Get It Now, then choose to install in your production or sandbox Salesforce org:

                   


2. Indicate that you have read and agreed to the terms, and click Confirm and Install


3. When prompted, provide your Salesforce login credentials.


4. The Package Installation Details page shows the MassMailer components that will be added. Click Continue to add MassMailer.


Please make sure that you need to select Install for All Users and click Install button




                             

5. A dialog will prompt for permission to approve third-party settings. Select Yes, grant access to these third-party web sites, then click Continue.

                                                                                          


                            


8. Click on Done to finish the complete Installation 


                     

MassMailer Quick Setup


From the MassMailer Setup tab, you can perform the following functions:


1. Set up your SendGrid information. You can create the SendGrid account by clicking on the Create User button on the SendGrid Login Page in the MassMailer Setup.


2. Set up your Force.com site for event notification URL and the Mass Stay In Touch URL.


3. Select email fields from Lead, Contact, and Account to include in your MassMailer emails.


4. Set up Global BCC, Global Sender Information  


5. Trigger the Scheduler to run the batch jobs to send mass emails.


6. Optionally schedule a clean up job to delete the old Email Activities, Email Event etc or kick of the clean up job manually.


                 


 

1. MassMailer Login


        1. Click on the Create User button below only if you are starting MassMailer Free Trial or in case you do not have  
             MassMailer login access provided to you by MassMailer. Please note that MassMailer uses SendGrid Email Platform to send emails so the credentials you receive are the SendGrid Account Access details.

        2. You can use these credentials in any of your Salesforce environments like Production, Sandbox, Developer, etc.    

        3. Please DON’T click on this button if you already have MassMailer login access provided by MassMailer.

                                           


Once you save your credentials on this screen, you will not have to provide them again. 


Please make sure you store your access information in a safe place for any future reference.

 

 

2. Event Notification URL


Before this step, you must first register the Force.com domain for your Salesforce site URL.


Setting Up the Force.com Domain & Site


You must designate the Force.com domain & site that will capture email event notifications for mass mailings. If you already have defined a domain you can skip the instructions to create the domain and directly go ahead and create a site as mentioned below after the following step.


1. To set up a Force.com domain name, click Setup => Develop => Sites. 

                          



2. On the Sites page, enter a domain name, then click Check Availability to verify that the domain name has not yet been used.               

3. Once you choose a domain name that is available, select the box to indicate that you have read and accepted the Site Terms of Use and then click Register My Force.com Domain.



4. Once you have successfully registered your domain, you will have the option to create a site. Click New.       
      

       


5. Name the Site and select Active check box.
6. Add MassMailer Sub URL to the Default Web Address
7. Set Active Site Home Page to sentgrid4sf__SendGridSetup.

Save the changes.

                              


After saving the Site please make sure that copy the Domain Name URL link to create a Remote Site Settings


Note: If you have secure.force.com in the URL then you need to copy that Domain Name URL link that has 'secure' in it.



   

Setting Up the Remote Site Settings

                                                                          

For Setting up Remote Site Settings, you need to follow certain steps:


  • Click on Remote Site settings under Security control section.

              


  • Click on New Remote Site button.



  • Enter Remote Site Name as MassMailer
  • Enter the Remote Site URL that you have copied from the the previous step. 
  • Make sure to add https:// before that domain URL link and set it as Active.

          


  • Click Save.


Now let us form your Event Notification URL:


If your Domain URL contains the word "secure" then include “secure” in your Event Notification URL.


For example, if your Site Domain URL is:


mycompany-domain.secure.force.com


Then your Site URL on MassMailer Event Notification URL page would be:


https://mycompany-domain.secure.force.com/massmailer/services/apexrest/sendgrid4sf/MassMailer_hook


And your Stay-in-Touch Site URL on MassMailer Event Notification URL page would be:


 

 

If your Domain URL DOES NOT contain the word“secure":


For example, if your Site Domain URL is:


mycompany-domain.force.com


Then your Site URL on MassMailer Event Notification URL page would be:


https://mycompany-domain.force.com/massmailer/services/apexrest/sendgrid4sf/MassMailer_hook


And your Stay-in-Touch Site URL on MassMailer Event Notification URL page would be:




Now click on the MassMailer Setup Tab to set up these two URLs


Click (2) Event Notification URL, then click Edit and enter or paste the URLs in the Site URL and Stay-in-Touch Site URL fields.


                           


Once you save your Site URL and Stay-in-Touch Site URL on this screen, you will not have to provide them again.


You need to set the Company Timezone in this step which is same as your Salesforce Org Timezone.

 

For getting the Salesforce Org Timezone, Follow the steps below:

  • Go to Company Information under Company Profile section.
  • Click Edit.
  • Scroll down and go to Locale Settings and Default Timezone is your Salesforce org timezone. 

         


Please make sure that even SendGrid time zone is also set to the same time zone as above. You can find the instructions on how to set it up at this link.


 

3. Field Information


Before you can use the MassMailer Email Wizard to build list views for Leads, Contacts, or Accounts, you need to select which Email field from Leads, Contacts, and Accounts to be used as the 'To' Email field to send mass emails.


From MassMailer Setup tab, Click (3) Field Information in the side navigation bar, and then click Edit

Then select the Email field for Lead, Contact, and Account from the respective drop down lists and click Save.


You can make ‘Default Bcc Sender’ to true or false. Based on the settings made here, ‘Bcc Sender’ Field is either checked or unchecked in both Campaign and Mass Mailer Email Wizard features.


Click Edit in the below Section and Enter your Global Sender Name, Global Sender Email and Global Bcc Email. Click Save.

                             

                             



 

4. Schedule


You should finish this step in order to run the scheduler to send scheduled emails for Campaigns, One-off, and Mass Email Wizard.


From the left hand side navigation bar, click on 'Schedule' (4th option) link and click on 'Schedule' button. You will see a confirmation message, "Successfully Scheduled Sync".


                    


 

 

Setting up Salesforce for MassMailer


Once the MassMailer application is installed in your Salesforce org, you need to perform the following tasks to set up MassMailer in Salesforce:


                    To Set Up Salesforce Permissions

                    To Set Up Salesforce Users for MassMailer

                    MassMailer  Campaign Page Layout

                    MassMailer  Lead Page Layout

                    MassMailer Contact Page Layout  

To Set Up Salesforce Permissions


In order to grant the necessary access to MassMailer, you have to grant permissions to the MassMailer profile by following the instructions below.


1. Click Setup => Develop => Sites.

                 

         



2. On the Sites page, click the Site Label of the site to which you want to add the public access.





3. Click Public Access Settings of Site Details page to open its profile.

                 

              



4. Click Edit on the profile for the Site you created.



5. In the Standard Object Permissions section of the profile, select Read and Create for Accounts, Campaigns, Contacts, and Leads.


               



 

6. In the Custom Object Permissions section of the profile, select the permissions (Read, Create, Edit, Delete) to SendGrid4sf. Click Save.


 

7. Once you have saved the MassMailer profile, we need to set the filed-level access to Read, Edit for Sendgrid4sf object. 


Scroll to the Field-Level Security section of the profile and click [View] next to Sendgrid4Sf.


           


8. Click Edit to modify the visibility of the SendGrid4Sf fields for the MassMailer profile.Then, select the Visible checkbox for each field, and click Save.

           

               


            

You also need to set the Create and Edit permissions for the following fields on the respective Standard Objects mentioned in the table below:


                    

Object Name
Field Name
Account
MassMailer Email Status Count
Invalid Account
Campaign
MassMailer Email Status Count
Mailer Id

Job Status


Total Accept All, Total Billable Count, Total Blocks, Total Bounces, Total Clicks, Total Delivered, Total Clicks, Total Delivered, Total Invalid, Total Invalid Emails, Total Opens, Total Repeat Bounces, Total Repeat Spamreports, Total Repeat Unsubscribes, Total Requests, Total Spam Drop, Total Spam Reports, Total Submitted, Total Unique Clicks, Total Unique Opens, Total Unknown, Total Unsubscribes, Total valid
Contact
MassMailer Email Status Count
Invalid Contact

Email Opt Out

Email Verification Status

Email Verification Date

Lead
MassMailer Email Status Count
Invalid Lead

Email Opt Out

Email Verification Status

Email Verification Date


 

9. Then, on the MassMailer profile, scroll to the Enable Apex Class section of the screen and click Edit.


              



10. Select sendgrid4sf.emailnotify, sendgrid4sf.Ctrl_ContactStayintouch and sendgrid4sf.MassEmailWizard_Insertion from the Available Apex               Classes and use the Add arrow to move them each to the Enabled Apex Classes. Click Save.


               


10. Then, on the MassMailer profile, scroll to the Enable Visualforce Pages section of the screen and click Edit.

12. Select sendgrid4sf.eventvf  and sendgrid4sf.ContactStayintouch  from the Available Visualforce Pages and use the Add right arrow button to move each of them to the Enabled Visualforce Pages. Click Save.



            

13. Now we have to assign a permission set to the MassMailer Site Guest User. In order to do that, go to the top of the MassMailer Profile and click on 'View Users' button.



Click on the MassMailer Guest User Name Link


 


Mouse over 'Permission Set Assignments' hover link on the top and click on 'Edit Assignments' button.




Now select 'MassMailer Objects PermissionSet' from the Available Permission Sets and move it over to the Enabled Permission Sets and Save.



Setting Up Salesforce Users for MassMailer


You need to assign a MassMailer license to all users in your Salesforce org who will have permission to use the application and if you want to use the functionality of Mass Stay In Touch then you need to assign one Licence to Site Guest User.



1. Access the Salesforce Installed Packages by selecting Setup => App Setup => Installed Packages.




2. On the Installed Packages page, click MassMailer.

           

            



3. From the MassMailer page detail page, click Manage Licenses.


           



4. Click Add Users.

           

           



5. Then select each user you want to assign a MassMailer license.


            




Note: The number of users cannot exceed the number of MassMailer licenses you have purchased. Only those users with licenses can see and use MassMailer.


Assigning Licence to Site Guest User, you need to follow certain steps:

  • Login with Admin User.
  • Click on Setup --> Click on Develop Under App Setup Section --> then Sites.

                     
  • Click on Site Label.
 

          

  • Click on Public Access Settings.

  



  • Then, Click on View Users.
 


  • Click on Site Guest User Name.

 


  • Scroll down and click on Assign Licenses under Manage Packages section.

 


 


You can also update an existing Campaign page layout to include MassMailer functionality:


1. Click Edit Layout on a Campaign detail page.               



2. Click Buttons to drag and drop MassMailer Clone, Schedule Via MassMailer, Set Member Status, and Email Verify buttons.


        


3. Drag and drop MassMailer Clone, Schedule Via MassMailer, Set Member Status, and Email Verify (This is for Email Verification feature) buttons on Campaign layout, reordering in the Custom Buttons section if desired. Click Save once you have made the changes to the Campaign layout.


       




4. Click on Fields and add the following sections.


     Add a Section on your Page and name it as MassMailer Email Statistics.

 


. Now Drag and Drop following fields in the Section added :

  • Total Request
  • Total Open
  • Total Blocks
  • Total Bounces
  • Total Repeat SpamReports
  • Total Spam Drop
  • Total Repeat Bounces
  • Total Delivered
  • Total Clicks
  • Total Spam Reports
  • Total Unsubscribes
  • Total Invalid Emails
  • Total Unique Opens
  • Total Unique Clicks
  • Total Repeat Unsubscribes













         Add a Section on your Page and name it as MassMailer Email Verification Statistics.


        Now Drag and Drop following fields in the Section added :

  • Total Submitted
  • Total Valid
  • Total Invalid
  • Total Accept All 
  • Total Unknown 
  • Total Billable Count 

5. Continuing to the related lists on the Campaign Page Layout, drag and drop MassMailer Email Status where you want it onto your Campaign Page Layout.



Click the wrench icon (settings) beside the MassMailer Email Status related list on the Campaign page layout to edit the columns that display.




When selecting fields, choose the Mass Email Name, Template Subject, Date_Time, Created Date, Event, Reason, Clicked URL fields for MassMailer Email Status as shown below.

                                  




Expand Buttons section and uncheck 'New' button checkbox.



6. Continuing to the related lists on the Campaign Page Layout, drag and drop MassMailer Email Verification Jobs where you want it onto your Campaign Page Layout.


Click the wrench icon (settings) beside the MassMailer Email Status related list on the Campaign page layout to edit the columns that display.




When selecting fields, choose the MassMailer Email Verification Jobs Name, Job Status, Total Valid, Total Invalid, Total Accept All, Total Submitted, Total Billable Count fields as shown below.



Expand Buttons section and uncheck 'New' button checkbox.



7. Click Save button to save the changes made to the Campaign Layout.


Enabling MassMailer on Existing Lead Layout


You can also update an existing Lead page layout to include MassMailer functionality:


1. Click Edit Layout on a Lead detail page.


         



2. Make sure you add Invalid Lead, Email Opt Out, Email Verification Status, Email Verification Status fields on the Lead page layout.


        





3. Make sure you add 'MassMailer Email Verify' button in the custom buttons section.




4. Scroll to the Activity History related list and click the wrench icon (settings).


       




 Click + to expand the Buttons section of the Activity History settings.


                   




 From the Buttons section, select Schedule Email via MassMailer and use the Add arrow to move it to the Selected Buttons. Click OK.


                                 




6. Continuing in the related lists on the Lead page layout, drag and drop MassMailer Email Status where you want it onto your Lead related lists are on the page layout.


           



 Click the wrench icon (settings) beside the MassMailer Email Status related list on the Lead page layout to edit the columns that display.


          


When selecting fields, choose the Mass Email Name, Template Subject, Date_Time, Created Date, Event, Reason, and Clicked URL fields for MassMailer Email Status as shown below:


                                


In the Buttons section uncheck the New button while adding the MassMailer Email Status related list.



7. Continuing to the related lists on the Lead Page Layout, drag and drop MassMailer Email Verification Jobs where you want it onto your Lead Page Layout.



Click the wrench icon (settings) beside the MassMailer Email Status related list on the Lead page layout to edit the columns that display.




When selecting fields, choose the MassMailer Email Verification Jobs Name, Job Status, Total Valid, Total Invalid, Total Accept All, Total Submitted, Total Billable Count fields as shown below.



Expand Buttons section and uncheck 'New' button checkbox.



8. Click Save button to save the changes made to the Lead Layout.


You can make similar changes to the Contact page layout as well by following the exact same steps you followed for the Lead page layout described in the Enabling MassMailer on Existing Lead Layout section.


1.  Add Invalid Contact, Email Opt Out, Email Verification Status, Email Verification Date fields on Contact page layout

2. Add MassMailer Email Verify button to the custom buttons layout

3. Add Schedule via MassMailer button on the Activity History related list section

4. Add MassMailer Email Status and MassMailer Email Verification Jobs related list to the layout

 


Sharing Rules setting when your OWD is private for Lead, Contact, Account and Campaign


This setting is needed only when your OWD is private for Lead, Contact, Account and Campaign.


In order to know your OWD(Organization Wide Default) access please follow below steps 


Search for Sharing Settings in quick find box then click on it then you can see below images



 


If you see Organization-Wide Defaults is private for Lead, Contact, Account and Campaign then


You will have to create public group by adding “MassMailer Site Guest User” user

 

 

Then you have to create Sharing Rule for the Objects which are Private or Read Only


You can create a Sharing Rule by following the instructions below.


Sharing Settings--> Lead Sharing Rules Related list--> New



Label Name: MassMailer 

 

Select which records to be shared :   All Internal User


Select the users to share with   :  MassMailer


Lead: Read/Write


Repeat the same steps for the following objects as well.


Account: Read/Write

Contact: Read/Write

Campaign Access: Read/Write



Once it gets saved, you will see something similar to the screenshot below.





Setting up SendGrid for MassMailer



Go to Tracking under Settings


Make sure that you activate Click Tracking, Open Tracking, Google Analytics, and Subscription Tracking





2. Go to Mail Settings under Settings


Make sure that Event Notification is activated already.



2. Go to  Account Details under Settings


Set the time zone same as your Salesforce Company Time Zone


Upgrading MassMailer to the Latest Version


Upgrading MassMailer is very easy. Use the same link that you used to install MassMailer to install the upgraded version:


https://appexchange.salesforce.com/listingDetail?listingId=a0N30000005uxj5EAA


The following screen will appear when an upgraded version of MassMailer is available. Click Continue and then follow the rest of the steps to install MassMailer.