Following article explains the process through which you can define a Process through Process Builder and send Email Alert using MassMailer to Opportunity Contact Roles, Opportunity Team Members upon Opportunity Update. You can also track the email status values such as: open, click, bounce, spam, unsubscribe etc. You can also log the activity history.


Notes:

  • To use the MassMailer Process Builder Opportunity Email Alerts, you need complete the MassMailer Setup & Configuration.

  • The Process Builder sends a separate email to Contact Role/Team Member, but can also CC all the Team Members in every email (if CC Team Members is set to true).


1. Define a Process using the Process Builder on Opportunity Object and setup a criteria.


You can set the criteria to be Opportunity Stage changed to 'Closed Won' for example. Following screenshot gives an idea.



2. Select and Define the Action in the Process Builder Process Definition :


  • Select the Action Type as APEX for the process builder action.

  • Choose ‘MassMailer - Send Mails to Opportunity Contact Roles/Team Members’ as the APEX class.




3. Setting up the Apex Variables:



Following are the available variables for use in the process builder action (*required):


  • Template Id * : Salesforce Record Id of the email template you wish to use (only supports Opportunity merge fields for now). 


  • Opportunity Id Field * : Salesforce Record Id of the Opportunity record.


  • Send to Contact Roles (Boolean) * : Set this a true if you want to send emails to all the Contact Roles for this Opportunity. The email field used for sending the email can be set using the ‘Field Information’ section on the ‘MassMailer Setup’ tab. 


  • Send to Team Members (Boolean) * : Set this a true if you want to send emails to all the Opportunity Team Members for this Opportunity. The email field used for sending the email is the standard ‘Email’ field on the User record. 


  • From Address : Sender’s email address, must be a valid email address (logged in user's email is used if this is not specified).


  • From Name : Sender’s name (logged in user's name is used if this is not specified).


  • CC Team Members : Set this to true if you want to CC all the Opportunity Team Members associated to this Opportunity record to each email that is sent out.


Once the process is defined, it will look like the following.




4. Track Email Status on Contact:


You can capture the email status values such as delivered, open, click, spam, unsubscribe, bounce etc on the Contact object in the related list object called MassMailer Email Status.



5. Track Activity History on Contact: 


You can capture the activity history on the contact object.