How to Install MassMailer
How to Configure MassMailer
Launch MassMailer App
MassMailer Account
Usage and Subscription
Alerts
Tracking Settings
Email Settings
Object Settings
Sender Settings
Reply Setting
IP Pools
Tools
Schedule Purge
Manual Purge
Users
UI Settings
Editor Settings
Finish
How to setup Page Layouts
Any Standard or Custom Object Page Layout
Campaign Page Layout
Campaign Search Layout
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 and 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 on the ‘Go to Site’ button.
Click on the ‘Install in Production’ or ‘Install in Sandbox’ button
Enter the ‘Username’ and ‘Password’ and click on the ‘Log In’ button.
Make sure you select Install for All Users and click the “Install” button.
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 complete Installation.
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 on ‘MassMailer Setup’ which loads the ‘MassMailer Login’ page. Click on the ‘Create User’ button if you don’t have the MassMailer credentials yet. It will automatically create an account with MassMailer and populates the user information such as Email, User Name, Password, and API Key.
If you already have MassMailer credentials, click on the ‘Edit User’ button to enter the login access details. Once the credentials are entered, click on the ‘Next’ button which takes you to the Usage details page. You can skip that page by clicking on the ‘Next’ button.
Usage and Subscription
The Usage and Subscription is a section where you can check the email usage and the Current subscription usage details are in brief. You can skip that page by clicking on the ‘Next’ button.
Alerts
The Alerts are used to send the notification to the user to notify the outreaches Status
like 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 sets up the MassMailer site and creates the sharing settings automatically. It also sets up the event notification URL automatically.
Suppress Email Event Logging
Suppress Email Event allows users to suppress the events that they do not want to see or they did not want to create on email status. So by selecting the suppress event, after sending an email the selected event did not create an email status.
Email Event Tracking Settings
By enabling the Click, and Open tracking options, users can track the email activity for those events. Users can track the clicks coming 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’ the parameter values are defaulted by MassMailer. 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 any bot events such as Click, Open, unsubscribe, and Unsubscribe Groups. 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.
Subscription Tracking Settings
The Subscription Tracking Settings are basically used to track all the information regarding their subscriptions.
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 then they will not get any emails.
MassMailer Campaign Member Settings
These settings allow the user to set the default campaign member status on the target audience after sending an email via MassMailer.You can skip that page by clicking on the ‘Next’ button.
Email Settings
Upon the loading of 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
On this page, you can set up the Logged In User, Common Senders, and CC/BCC options. You can set the default option for the ‘BCC sender’ and ‘CC sender’ as true or false., and 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 be used in Outreach.
Reply Setting
This feature can be configured by Authenticating Domain in your SendGrid Account. After this, you can enable the domain to receive follow-up emails for Outreach Recipients. These will be logged as Activities under the record.
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 on the ‘Register My Salesforce Site Domain’ button to register the domain.
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 be enabled to Auto Purge Old / Unnecessary data after a particular duration. Also, Advanced Tab can be used to apply custom filter criteria to delete data.
Manual Purge
This feature is similar to Scheduled Purge, only the 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 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 the bare minimum access to users who will be interacting with MassMailer indirectly i.e., Process Builder and 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
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 the complete the setup.
Shortly after clicking on 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 setup Page Layouts
Any Standard or Custom Object Page Layout
Navigate to the respective object details page and click on the Gear icon on the top and select the ‘Edit Page’ option.
Select the ‘Details’ section in the middle pane, and click on the respect page layout that you want to edit on the right-hand side.
Campaign Search Layout
Click on the Gear icon on the top, select ‘Setup’ -> Select the ‘Object Manager’ tab -> Search for ‘Campaign’ -> Click on ‘Search Layouts.
Click on the Edit button in the ‘Default Layout’ section, add the ‘New MassMailer Campaign’ button, and save the layout.
