How to Install MassMailer

How to Configure MassMailer

Launch MassMailer App

MassMailer Account

Inbound Parse

Tracking Settings

Email Settings

Object Settings

Sender Settings

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


Goto 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.


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. If you are using Classic, then go to the App Menu and select ‘MassMailer Classic’







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, 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.




Alert


Inbound Parse

This feature can be configured by Authenticating Domain in your sendgrid Account. After this, you can enable the domain to receive the follow-up emails for Outreach Recipients. These will be logged as Activity under the record.




Tracking Settings 


Now you are taken to the ‘Tracking Settings’ page. 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.


Enter your domain, click on ‘Check Availability’, agree to the terms, and click on the button, “Register My Salesforce Site Domain” to register the domain.

Once the domain is set up, go back to MassMailer Setup -> Tracking Setting -> 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. Click on the Next button to go to the Email Settings page.


Email Settings

Upon the loading of this page, the default objects such as Leads, Contacts, Case, User, 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






Sender Settings


On this page, you can set up the global senders as well as the bcc options. You can set the default option for the ‘bcc 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.



You can click on the Next button to go to the IP Pools page.


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 Users


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 Users

This is needed to provide 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 behaviour of Outreach Wizard can be configured to Hide or Collapse some sections in Outreach wizard to help users navigate through quickly by avoiding non-required sections.


Click on the Next button to go to the next step.


Editor Settings

Here, the default behaviour 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

Lightning


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.



Classic


Navigate to the respective object details page and click on the ‘Edit Layout’ link on the top right of the record details section.



Select the ‘Related Lists’ option and drag and drop the ‘MassMailer Email Status’ related list into the page layout.



Click on the gear icon next to the MassMailer Email Status related list section, select the respective fields that you wanted to display in the table of records, and click on the OK button.


Campaign Search Layout

Lightning


Click on the Gear icon on the top, select ‘Setup’ -> Select ‘Object Manager’ tab -> Search for ‘Campaign’ -> Click on ‘Search Layouts’ -> 



Classic


Click on the Setup link -> Quick Find for ‘Campaign’ -> Click on ‘Search Layouts’.


 



Select and Edit the ‘List View’ section, add the ‘Send via MassMailer’ button and save the layout.











Select and Edit the ‘Search Results’ section, add the ‘Send via MassMailer’ button and save the layout.