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

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





MassMailer Outreach Management


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



MassMailer also supports sending emails via the Process Builder as well. You can learn more about the same 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 through which you can send emails to a targeted list of records of a specific object type chosen.


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 value for ‘Outreach Campaign Name’ or keep the default value.

‘Outreach Campaign Channel’ value is set to ‘Email’ by default.


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 an 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’ 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.


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

    1. You can select an existing email template that you created using the MassMailer template builder. (Here you can find instructions on how to create an email template using MassMailer Template Builder).

    2. You can create an email template from scratch using the ‘Advanced Editor’.

    3. You can create an email template from a ‘Base Template’ that is created by you.

    4. You can create an email template from a ‘Base Template’ that is provided by MassMailer.

  2. Email Templates created by the Salesforce Templates feature.

    1. You can select an existing email template in Salesforce that is of type, TEXT or CUSTOM. (Here you can find instructions on how to create a template using Salesforce Template Feature).

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

    1. 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 Templates created by MassMailer Template Builder (Advanced Editor)


You can select an existing email template that you created using the MassMailer template builder by selecting a folder and the respective email template as shown below.



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.





You can make the necessary changes to the template using the advanced editor editing options, and click on the ‘Save’ button on the editor.


You can create an email template from a custom ‘Base Template’ that is created by you.




You can make the necessary changes to the template using the advanced editor editing options, and click on the ‘Save’ button on the editor.


You can create an email template from a ‘Base Template’ that is provided by MassMailer out of the box.




You can make the necessary changes to the template using the advanced editor editing options, and click on the ‘Save’ button on the 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 a pure text-based, we don’t recommend you to 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.





Other Options in the Email Templates Step:


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

Merge Fields

You also have an 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 an option to test with an alternate email subject by entering a different email subject.


Email Preview Text

You have an option to enter the email preview text as well. The following picture demonstrates how the email preview text looks once the email has been received by the recipient.





Once the template has been created/edited you can go to the next step, by clicking on the ‘Next’ button.





File Attachments


MassMailer supports the file attachments’ total size up to 3 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, Salesforce Files.


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



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




Sender Options


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


Select Sender

Logged In User

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



Global Sender

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




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


On Behalf Of

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



Custom

In this option, you can have a completely customized sender option. You can select the from name, from email, reply-to email from either the target object fields or from the user fields.