This user guide covers the following topics. Please scroll down to each section to understand the respective features.

MassMailer Outreach Management

Send Emails to the MassMailer List View using MassMailer Outreach Wizard

Outreach Campaign

Target Audience

Email Template

Advanced Email Templates created by MassMailer Template Builder (Advanced Editor)

Email Templates created by the Salesforce Templates feature.

Create a basic text-based email template using the ‘Basic Editor’ provided by MassMailer.

Other Options in the Email Templates Step:

Merge Fields

A/B Testing

Email Preview Text

File Attachments

Sender Options

Select Sender

Logged In User

Global Sender

On Behalf Of

Custom

Select CC Email Field

Select BCC Email

Delivery Options

Select Suppression List View

Link Email Event Logging

Suppress Email Event Logging

Suppress Salesforce Activity Logging

Review and Send

Send Emails to any Standard or Custom Object

Send Emails to all the records in a Salesforce List View

Send Emails only to the selected records from a Salesforce List View

Send Emails from a Salesforce Campaign to the Campaign Members

How to Create an Email Template

Manage Email Template

Manage Base Template

MassMailer Verify

From MassMailer List View

From Salesforce List View

From Record Page

From Campaign

How to use MassMailer ListView Preview and Export functionality

How to use MassMailer View In Browser functionality

How to use Follow Up email functionality

How to use Inbound Email Functionality

Understanding Inbuilt Suppression functionality in MassMailer

Add to Suppression from MassMailer List View

Add to suppression from Record Page

Auto Add to Suppression from Email Opt-Out field (Lead/Contact only)

How to use Email Monitor functionality
How to use Simple Send Via Massmailer
How to add Simple Send Via Massmailer in an Object

MassMailer Outreach Management

MassMailer lets you send emails via the UI in the following 4 ways.

Send Emails to the MassMailer List View using MassMailer Outreach Wizard
Send Emails to the Salesforce Campaign Members using the Salesforce Campaign
Send Emails to the Salesforce List View
Send Emails to a Single Object from the Object Details page

MassMailer also supports sending emails via the Process Builder as well. You can learn more about it in the articles in this folder.

Send Emails to the MassMailer List View using MassMailer Outreach Wizard

MassMailer Outreach Wizard is an easy-to-use step-through flow for sending emails to a targeted list of records of a specific object type.

To start, go to the MassMailer app and click on the ‘MassMailer Outreach Wizard’ tab. It displays various navigational steps such as Outreach Campaign, Target Audience, etc.

Outreach Campaign

In this step, enter the ‘Outreach Campaign Name’ value or keep the default value.

By default, the ‘Outreach Campaign Channel’ value is set to ‘Email’.

Click the ‘Next’ button to go to the next step.

Target Audience

In this step, select the object you want to send emails to and also select the respective list view you want to select from the drop-down list. You also have the option to create a new list view or even to edit the existing list view.

Click the ‘Next’ button to go to the next step. You can also click the ‘Save Outreach’ button to save the outreach record in the ‘Draft’ status and edit it later.

Email Template

In this step, you have multiple options on how you want to author the email template.

Select Template:
It is used to select the created template by MassMailer Or Salesforce. We can also do changes to the selected template in the Template body. You can select an existing email template that you have created using the MassMailer template builder or you create one in Salesforce Classic Template.

Select Base templates:
It is a type of reusable template, which can be used to create actual templates. By using this section, you can select an existing email template that you have created using the MassMailer template builder for reusable purposes.

3. Create Template:
This section provides two different features:

Basic Editor:
Create a basic text-based email template using the ‘Basic Editor’ provided by MassMailer. This is the least recommended option even though MassMailer does provide this option when you select the ‘Basic Editor’ option from the ‘Editor Type’ field. In the future, MassMailer will develop a ‘Rich Text Editor’ feature in place of the current ‘Basic Editor.
Advanced Email Template:
Any template created using Create Template Section (Advanced Editor) is called Advance Email Template.

By using the ‘Create Template’ section you can create an email template from scratch using the ‘Advanced Editor. Just select ‘Advanced Editor’ from the ‘Editor Type’ field. It will automatically load the advanced editor below and you can also create a ‘Basic Editor by switching to Basic Editor from Advanced Editor.

Email Templates created by the Salesforce Templates feature.

In this option, you can select a classic email template that you have already created in Salesforce that is of type ‘TEXT’ or ‘CUSTOM’.

When you select an existing email template that you already created in Salesforce, MassMailer will load the same into the basic editor in view-only mode. Unless it is purely text-based, we don’t recommend you update it using the basic editor provided by MassMailer.

Create a basic text-based email template using the ‘Basic Editor’ provided by MassMailer.

You can create a basic text-based email template just by selecting ‘Basic Editor’ in the ‘Editor Type’ field in the ‘Create Template’ section.

Other Options in the Email Templates Step:

The following options are provided to you to enrich your experience of creating email templates in MassMailer.

Merge Field Syntax

You also have the option to select any merge field from a specific object and enter that into the email template.

You can select either the classic or lightning merge field notation.

A/B Testing

You have the option to test with an alternate email Template by enabling the A/B Testing option on the top section

After that, a new Sub Tab, ‘Select Alternate Template’ will appear, which can be used to select/build an alternate template to be sent.

File Attachments

MassMailer supports the file attachments’ total size of up to 7 Mb.

You can upload the files from the computer. You can select one file at a time from the computer.

You can also upload them from the Salesforce files storage such as Salesforce Documents, Salesforce Attachments, and Salesforce Files.

Once you select the files, click on the ‘Add’ button to add the files.

You can also apply a filter for files, click on the ‘Filter’ button to apply the filter of the related files present on the current object/parent object.

You can apply multiple filters to add multiple files, which will be attached to the email dynamically

Once you have uploaded the files / added filters, click the ‘Next’ button to go to the next step.

Sender Options

In this step, you can select the ‘sender name’, ‘from an email address, ‘reply-to email address as per your needs.

Logged In User

You can select the logged-in user as the sender in this option.

Common Sender

You can select a Common sender as the sender in this option.

You can define the global sender by going to MassMailer Setup -> Email Settings -> Sender Settings -> Common Senders

On Behalf Of

In this option, you can select any email address as the sender and reply to it and at the same time enter any sender name.

Custom

In this option, you can have a completely customized sender option. You can select from the name, From Email, and Reply to Email from either the target object fields or from the user fields.

Select CC Email Field

In this option, you can select the email field and you can also enter your email manually.

You can also select the email field of the object, click on the ‘Select CC Fields’ button to the email field

Select BCC Email

In this option, you can BCC the sender by selecting the email. And you can also enter the email manually.

You can also select the email field of the object, and click on the ‘Select BCC Fields’ button to the email field.

You can set up the CC/BCC email in the MassMailer Setup -> Email Settings -> Sender Options.

Once you are done with the Sender Options, move to the next step by clicking the ‘Next’ button.

Delivery Options

In this step, you can select if you want to send the email right now or later by scheduling a specific date and time in the current user's time zone.

You can select ‘None’ for ‘Email Preference Group’ if you want to display the Email Preference Group in the emails.

You can also select the ‘Email Unsubscribe Group’ if you don’t want the ‘global unsubscribe link’ to appear in the email instead display the ‘Email Preferences’ link so that the recipients can unsubscribe from a specific group.

You can define the Email Preference Groups by going to MassMailer Setup -> Tracking Settings -> Email Preference Group

If you completely don’t want to display the unsubscribe link then just set the ‘Suppress the unsubscribe link in the email’ to TRUE.

Select Suppression List View

This allows you to suppress the emails by going to the email present in the selected list views to suppress.

IP Pools

IP pools are groups of dedicated IP addresses that are used to manage the sending reputation of your individual mail streams

You can create an IP pool by going to MassMailer Setup -> Email Settings -> IP Pools

Link Email Event Logging

While sending an email, the email status can be linked to Multiple other parent objects to view the Related list on the Parent Object layout.

Here you can select the parent relationship field which you want to link -

To view related Email status on the parent layout you can add the ‘massMailerEmailStatusList’ lightning component to the Page layout in lightning.

Suppress Email Event Logging

You can select any of the email events to be suppressed by selecting one or more event options.

Suppress Salesforce Activity Logging

You can turn off the activity logging by Salesforce if needed.

Review and Send

In this final step, you can review all the settings and make sure everything is correct before you submit it.

You can preview the email template by clicking on the ‘Preview Email’ button.

You can also send a test email by clicking on the ‘Send Test Email’ button to send a test email. You can enter multiple email addresses as comma-separated values and select a ‘merge record’ even if you don’t have any merge fields.

You can also check the email deliverability by using the ‘Email Test Deliverability’

If everything looks good, click the ‘Finish’ button to submit the email campaign to be sent.

Send Emails to any Standard or Custom Object

You can navigate to the specific standard or custom object details page and click on the ‘Send via MassMailer’ button to send emails to a specific object. It will take you to the ‘MassMailer Outreach Wizard’.

In the ‘Target Audience’ step, it will display the object name and the specific record details. The rest of the steps are the same as before.

Send Emails to all the records in a Salesforce List View

You can navigate to the specific object tab and select any Salesforce List View. Now click on the ‘Send via MassMailer’ button to send emails to all the records in the selected list view. It will take you to the ‘MassMailer Outreach Wizard’.

The ‘Target Audience’ page will display the object selected and the partial results. The rest of the steps are the same as before.

Send Emails only to the selected records from a Salesforce List View

You can navigate to the specific object tab and select any Salesforce List View. Now select the specific records you want to send emails to and then click on the ‘Send via MassMailer’ button to send emails. It will take you to the ‘MassMailer Outreach Wizard’.

The ‘Target Audience’ page will display the object selected and the selected records list. The maximum number of records displayed is 50. The rest of the steps are the same as before.

Send Emails from a Salesforce Campaign to the Campaign Members

Navigate to the Salesforce Campaigns tab, and select any list view. Now click on the button called ‘New MassMailer Campaign’ that is shown on the right-hand side.

You can edit the campaign name if needed. Click on the ‘Next’ button to go to the next step.

In this step, you can add the campaign members from a MassMailer List View.

How to Create an Email Template

The email template is created in MassMailer Template Builder. The MassMailer Template Builder contains three sub-tabs that are used to handle and create the temple that is Manage Email Template, Mange Base Template, and Manage Display Condition.

Manage Email Template

Manage Email Template is used to create the advanced temple or Dynamic template and it also helps to manage Base Template which can be used to send emails. Follow the below-given steps to create the template.

Select the folder from the Select Folder drop-down menu

Select the Create New Template from the Template drop-down

Fill in the Template Name and Email Subject

Go to the Template and select the Content drag to the Body and you can also add more rows from ROWS.

Click on the Save button

Click on the Save to Salesforce button.

We can also add Merge fields in the Template for getting records information of an object and it can be copied from the Find Merge Syntax section.

Merger fields also provide fields in Classic mode or Lightning mode and you can copy merge fields by clicking Copy button.

Manage Base Template

Base templates are a type of reusable template, which can be used to create actual templates. MassMailer provides many templates out of the box which is used generally. Follow the below-given steps to create the template.

Select the Create New Template from the Select Base Template drop-down menu.

Fill in the Template Name field

Go to the Template Information and select the Content to drag to the Body and you can also add more rows from ROWS.

Click on the Save button

Click on the Save to Salesforce button.

Manage Display Condition

You use Manage Display Condition on the fields to show the template on a particular criterion or we can say condition. Follow the below-given steps to create a display condition.

Click on the New Display Condition button

Fill in the Enter Display Condition Name field in the Display Condition Name section

3. Select the Object from the Select Object drop-down menu in the Select-Object section

Go to the Select Filter Criteria section and click on the Add Row button

Click on the Select Field button

Select the option from the Select an option drop-down menu and click on the Done button

Select the operator from the Select Operator menu

Fill in the Value in Enter Value field

Click on the Save button.

We can also add child filter criteria from the Select Filter Criteria For Child section.

Follow the below-given steps to add child filters.

Click on the Add Filter button

Select any one option from the Select an option drop-down menu and click on the Done button

Click on the Select Field button

Select the option from the Select an option drop-down menu and click on the Done button

Select the operator from the Select Operator menu

Fill in the Value in Enter Value field and click on the Save button.

How to add Manage display condition in Template

Follow the below steps to add the display condition in the template.

Select any created template in the Template Information section

2. Go to the Template section and click on the Row in the body

3. Go to the ROWS and click on the Select Condition button

4. Select the object from the Select a display condition section

5. After selecting the object select the condition from the list

6. Click on the Save button

7. Click on the Save to Salesforce button.

Cloning of Template

You can clone the given template and save it in the new folder by following the given steps.

Select the Template and click on the ‘Clone’ button.

Select the folder in which you want to save the template and click on the ‘Save’ button

Note: After adding the condition in the template use the same template in the MassMailer Outreach wizard for the record of the object that matches the condition and we can also add a manage display condition in MassMailer Template builder by following the above steps in the Email Template section of MassMailer Outreach Wizard.

How to use the Embedded Visualforce Template

The embedded Visualforce template is used to send an email by using the template API Name. In the VF template, we need to write the API name in between the script that is {%MMVFTemplateAPINameStart%}Template API Name{%/MMVFTemplateAPINameEnd%} and after using the template it will send content successfully.

MassMailer Verify From MassMailer List View

You can navigate to the specific MassMailer list view record details page and click on the ‘MassMailer Verify’ button to verify emails.

Here you can select the email field of the object -

Now you can check how many emails are valid, invalid, etc.

MassMailer Verify From Salesforce List View

You can navigate to the specific object tab and select any Salesforce List View. Now you can also select the specific records you want to send emails to and then click on the ‘MassMailer Verify’ button to verify emails.

Here you can select the email field of the object.

Now you can check how many emails are valid, invalid, etc.

MassMailer Verify From the Record Page

You can navigate to the specific standard or custom object details page and click on the ‘ MassMailer Verify' button to verify the email.

Here you can select the email field of the object.

Now you can check how many emails are valid, invalid, etc.

How to use MassMailer ListView Preview and Export functionality

Here you can see the records of the MassMailer list view.

To Export, these records click on the down arrow icon as mentioned in the image.

You can save these records in your system.

How to use MassMailer View In Browser functionality

This feature can help is adding a hyperlink to the email which can be used to open emails outside the email client.

To use this functionality, Log Activities using Salesforce Email Message Must be enabled in the setup.

Then you can use these merge tags in the email body.

Here you can see the link of view in the browser

How to use Follow Up email functionality

You can navigate to the specific MassMailer Outreach record then go to the related Mass Mailer Email Status and then click on Follow Up Button to open the Email composer

Here you can reply, which will be sent in the same original email thread.

Then click on Send Button and then Ok

The screenshot below shows The Followup email received in the same thread.

Understanding Inbuilt Suppression functionality in MassMailer

Suppression is a record that is associated with a particular record. These are identifiers that a record should be sent to any email from MassMailer.

This helps avoid sending emails to recipients who opted out, which increases the domain's deliverability and credibility.

You can navigate to the specific MassMailer list view record details page and click on the ‘Add to Suppression List’

Add to Suppression from MassMailer List View

Add to suppression from Record Page

Auto Add to Suppression from Email Opt-Out field (Lead/Contact only)

You can navigate to the object details page and check 'Email Opt Out'.

After saving the above, the records will be seen as below -

How to use Email Monitor functionality

Email Monitor allows you to analyze your email before sending them to actual recipients. It checks emails for Vocabulary & Copywriting, Coding & Layout, Link Quality, and responsive Email Client Previews.

To test the email, you need to fill Sender Information fields with related information

Then, information related to the Email template needs to be filled in.

Then click on the Test Email Deliverability button.

After some time, you will be able to see the details for the email as shown below.

Email preview across multiple devices.

How to use Simple Send Via MassMailer

Simple send via Massmailer is used to send email through the object and using this you can send email from any standard object or custom object having an Email Field.

For using Open an object record goes to the Email Via MassMailer and select Email Fields, Email Subject and fill in the body and click on the launch button.