Following article explains the process through which you can define a Workflow Process through Process Builder in Salesforce and send Email Alert using MassMailer. You can track the email status values such as: open, click, bounce, spam, unsubscribe etc. You can also log the activity history.


Notes:

  • MassMailer email alerts through a process builder are only supported for Lead/Contact/Account/Case/Opportunity, and User records (the process builder will not show any error if any other records are used upon saving but will not work)



1. Lead Object:

    You can learn how to send workflow emails alerts to Lead object through MassMailer by going through the article at this link.


2. Contact Object:

    You can learn how to send workflow emails alerts to Contact object through MassMailer by going through the article at this link.


3. Case Object:

    You can learn how to send workflow emails alerts to Case object through MassMailer by going through the article at this link.


4. Opportunity Contact Roles, Opportunity Team Members:

    You can learn how to send workflow emails alerts to Opportunity Contact Roles, Opportunity Team Members through MassMailer by going through the article at this link.


5. Account Object:

    You can follow the same process defined in Lead object but define the process on the Account Object.


6. User Object:

    You can follow the same process defined in Lead object but define the process on the User Object.