The ability to communicate effectively is one of the most critical factors that increases the probability of a business’s success.

Emails to related objects in Salesforce

Regardless of the type of communication (internal communication to various stakeholders/business partners or external messaging about the business to clients), bulk email campaigns remain the most effective method of business communication.

Enter MassMailer.

MassMailer is a powerful email tool with features designed to improve communication. This platform is now supported within the Salesforce experience cloud.

It offers deeper insights into the overall performance of your email campaigns so that you can further refine your strategies for optimal client engagement.

In this post, we will explain the detailed process of sending emails to related objects in Salesforce using MassMailer.

Sending Emails Related Objects in Salesforce- What All Can You Send?

Massmailer allows you to send:

  • Emails to a related object, such as a Parent or Child object
  • Emails to Opportunity Contact Roles, Case Contact Roles
  • Targeted emails to Contacts related to specific Accounts
  • Emails to any custom-related objects

How to Send Emails to Related Objects in Salesforce Using MassMailer-Stepwise Procedure

To send emails to related objects in Salesforce using MassMailer, the first step is to navigate to the specific object details page, followed by clicking on “Send via MassMailer”.

 

How to send emails to related objects in Salesforce image 1

 

This launches the MassMailer Outreach Wizard, where you can select related objects, customize the email, and send the campaign.

 

How to send emails to related objects in Salesforce image 2

 

Here is the stepwise process you can follow to send emails to related objects in Salesforce using MassMailer

1. Access the record

In the first step, go to the details page of the primary object (e.g., an Opportunity) where you wish to send emails to related contacts.

 

2. Initiate MassMailer

Once done, click on the “Send via MassMailer” button on the record page.

3. Select your target audience

When you are in the MassMailer wizard, under “Target Audience,” you can use the relationship fields to pick the related objects you wish to email (e.g., “Contact Roles” on an Opportunity).

4. Customize email content

At this stage, design your email template with relevant details from both the primary object as well as the related objects.

5. Send the email

 

In the last stage, review your settings and click “Send” to initiate the mass email campaign to the selected related objects.

To know the detailed process of sending emails to related objects in Salesforce using MassMailer, click here.

Alternatively, MassMailer also offers a simple send feature for any supported object with an email field accessible via a lightning component.

Massmailer simple send, similar to Salesforce, sends email feature at an object level. Among the key features of Mass Mailer simple send include:

  • To, CC, BCC
  • Select Email Field
  • Enter Email Subject
  • Select IP Pool
  • Select if Transactional
  • Send Now or Schedule
  • Find Merge Fields

To Wrap

MassMailer is an excellent mass email marketing solution for Salesforce CRM. As a native Salesforce solution, Massmailer allows you to manage and send out mass email campaigns with great ease. This helps ensure that the business messaging reaches the right set of audiences as and when required.

In this post, we have outlined the process of using the platform for sending bulk emails to related objects in Salesforce using MassMailer, without having to deal with Salesforce email limitations.

Contact us today to know more about MassMailer and start your free trial.