• Setup Email Drip Campaign in Salesforce with Workflow Processes and Process Builder

How to Setup Email Drip Campaign in Salesforce with the Workflow Processes and Process Builder

October 24, 2018 | by

Through MassMailer and Salesforce Process Builder, you can create email drip campaign in Salesforce with ease. Drip emails are often used through Salesforce to send pre-written sequences of emails to potential leads over a period of time. MassMailer makes it possible to schedule these emails and send them to leads or contacts. Read on to find out how to create drip emails in Salesforce.

Setup Email Drip Campaign in Salesforce with Workflow Processes and Process Builder

Trigger Email Drip Campaign with Workflow Processes and Process Builder in Salesforce

Workflow Processes and Process Builder enables you to trigger emails based on a number of actions, such as when records are created or updated, or a certain amount of time has passed. While you may know how to send drip emails in Salesforce directly, Process Builder gives you full control over when, how, and where these emails are sent. The Process Builder uses templates within Salesforce to format emails, so the amount of customization you need to do is limited.

Your email drip campaign in Salesforce can be sent to leads, contacts, cases, opportunity contacts, accounts, and users. Triggers can be related to the record updating process for each. Another advantage to this is that the emails sent through Process Builder can then be tracked.

How to Setup Email Drip Campaign in Salesforce

Drip emails are a set of emails that are sent through a schedule. The number of emails that will be sent depend on your organization’s current marketing strategy. Here’s how to setup email drip campaign in Salesforce with MassMailer.

Step 1

Begin by going to the Workflow Process Builder in Salesforce and create a new Workflow Process. Your Workflow Process will trigger when a record changes, when a platform event occurs, or when it’s invoked by a different process.

Setup Email Drip Campaign in Salesforce - Step 1

Setup Email Drip Campaign in Salesforce – Step 1

Step 2

Select the Process you have just created and click on “Add Object” in order to determine when the process begins. The object can be something such as a lead or a contact. The process can be started either when a record is created or when a record is created or edited.

Setup Email Drip Campaign in Salesforce - Step 2

Setup Email Drip Campaign in Salesforce – Step 2

Step 3

Define additional criteria regarding when the process will be started. This criteria can include logic, such as comparing two different types of record. All conditions can be met or only a single condition may need to be met.

Setup Email Drip Campaign in Salesforce - Step 3

Setup Email Drip Campaign in Salesforce – Step 3

Step 4

Define the action that your campaign will take, such as sending a specific template with the selected record’s data. You can also define the From Name, From Address, To Name, To Address.

Setup Email Drip Campaign in Salesforce - Step 4

Setup Email Drip Campaign in Salesforce – Step 4

Step 5

For a drip campaign, you would be repeating the above process multiple times for each drip triggered email. Many drip campaigns are a sequence of emails that are sent one after the other, so multiple processes would be created for each stage. However, each stage would be sent to the same contact list. Please note that the drips that are invoked from the first drip should be defined as Invocable Process.


Setup Email Drip Campaign in Salesforce - Step 5-1

Setup Email Drip Campaign in Salesforce – Step 5-1


Setup Email Drip Campaign in Salesforce - Step 5-2

Setup Email Drip Campaign in Salesforce – Step 5-2


Setup Email Drip Campaign in Salesforce - Step 5-3

Setup Email Drip Campaign in Salesforce – Step 5-3

There is no limit on how many Drips you can define. It depends upon your internal business requirements and needs.

For more robust drip campaigns, it is possible for different types of email to be sent at each stage, defined by additional criteria. This lets you fine-tune your campaign depending on how the individual has interacted with the company thus far.

Here you can find the detailed instructions on how to define a Email Drip Campaign in Salesforce using Lead or Contact object as the object in context.

Now that you know how to create email drip campaign in Salesforce with MassMailer, you can start reaching out to your existing leads and contacts in an engaging, active way. Drip campaigns are an ideal solution capturing leads over time. Through automation, it’s possible for an organization to continuously capture leads without the need for additional resources.

Try out MassMailer for Salesforce, and contact MassMailer support team for any installation support.


  • Email Marketing Best Practices for Financial Services

Email Marketing Best Practices for Financial Services

January 19, 2018 | by

For Financial services, email marketing is designed to support customers at all levels of the customer journey. For the most part, many financial services are services that businesses and individuals are going to seek out at specific stages of life. Further, many businesses and individuals already have established financial services, and must be coaxed into shifting to new service providers.

Email Marketing Best Practices for Financial Services

Identifying Leads for Email Marketing

Identifying and scoring leads for email marketing is often best done through Salesforce, but Salesforce has daily email limits and other email limitations per day. Even local financial institutions will often find themselves exceeding these email limits when sending out mailers to their prospective leads. Services such as MassMailer.io can be used to get around these email limitations, letting your institution connect directly with all of your best scored leads.

The Best Practices When Sending Email

Provide valuable content. Financial services need to establish their authority within the industry; customers are looking for someone they can trust. In many sectors, such as the investment sectors, customers are incredibly savvy. They need content such as white papers and blog posts rather than promotional mailers.

Make it easy to drop out. For your mailing lists to be effective, emails need to be distributed to customers who are truly interested. By making it easier to drop out of your newsletter, you increase your newsletter’s engagement.

Avoid “spammy” phrases. Cash loans, lending now, personal loans  all of these can trigger email blacklists and make it difficult for your email to get delivered. Over time it can even make your domain’s reputation go down.

Always have a call-to-action. Whether it’s just following your blog for more information or actually putting in an application, the customer should know exactly what the next step is.

Connecting With Potential Customers

Email marketing strategies for financial institutions must often focus on identifying buyers before they are about to invest in a financial product. Auto loans, home loans, business loans; all of these generally begin with research. Thus, financial services need to use their marketing data to identify customers who are about to make purchases, such as customers who have looked up this relevant information in the past.

Salesforce campaigns are able to track the contacts that customers have made to indicate the customers that are most likely to make a purchase or be interested in a specific product. By sending out email content that is valuable to them, a financial institution can support them on their journey. Residential and commercial loan companies, for instance, may want to give customers information on improving their creditworthiness or finding the perfect property.

This builds up a relationship through email before the customer is ready to commit. When the customer finally is ready to engage with a financial product, they will have an already established relationship.

For a successful email marketing strategy, financial services need to be able to take advantage of leads, develop relationships, and analyze their data. For all of this, MassMailer.io can help. Contact MassMailer.io today to find out more about how Salesforce campaigns can be integrated directly into an effective and comprehensive marketing platform.


  • EmailMarketingBestPracticesforEducationalInstitutions

Email Marketing Best Practices for Educational Institutions

January 19, 2018 | by

Email is one of the most important tools an educational institution has at its disposal. Not only does it help you communicate directly with students, alumni, and professors, but it’s also an excellent opportunity for marketing. Educational institutions can reach out to former students for donations, prospective students for enrollment, and potential donors for charitable events.


Maintain Your Mailing Lists

Educational institutions tend to have large, cumbersome email lists. Some of these accounts may have been abandoned by former students long ago; others may be for now defunct vendors. Paring down your organization’s email lists may make them appear to be smaller, but it makes them more valuable. The larger percentage of active accounts on a list, the higher the potential for engagement. Having large, inactive lists will only consume resources and make it appear as though engagement is lower than it actually is.

In addition to removing inactive accounts, it’s important to:

Make it easy for someone to opt out of emails. Of course, current students and faculty cannot but alumni, vendors, and donors should be able to. If someone truly wants to opt out of the email list, they aren’t likely to engage. If they aren’t able to opt out, they may instead opt for marking your emails as spam, which could hurt future deliverability.

Continue to aggressively acquire new contacts. Whether you’re purchasing curated email lists or simply funneling prospective students and teachers to your organization’s newsletter, it’s important to always be acquiring new contacts for your campaign. Once contacts have been created, leads can be generated.

Provide Timely, High Quality Content

Whether they’re alumni or donors, most people follow educational institutions to keep current on events and community news. By providing the content that they’re most interested in, you can encourage them to open and read your emails and continue engaging with your institution.

Community updates, course information, event highlights, and local news are all an excellent way to add value to your email marketing. Once a relationship has been built, direct advertising such as asking for donations for fundraisers will be more effective.

Pay Attention to Your Limits

There are three limits you should consider when you start a marketing campaign:

Frequency. Educational institutions can often get away with fairly frequent messaging, as they are not in a “high risk” industry and are generally less prone to trigger spam filters. Nevertheless, recipients may decide to drop a newsletter if it’s too frequent. Most educational institutions shouldn’t exceed one email per day per recipient, and they should try to remain on a consistent schedule.

Volume. Educational institutions contact a lot of individuals, and this means that they may run into Salesforce daily email limits. Services such as MassMailer.io make it easy to get around these limitations, letting you send la3rge volumes of email at once.

Size. Apart from per day Salesforce email limits, there are also some other forms of Salesforce email limitations, such as the actual volume of data that you’re allowed to send. Salesforce requires that attachments be under a certain size; you’ll need a service like MassMailer if you want to send larger files.

You can begin email marketing for Salesforce  and completely integrate your Salesforce campaigns  with third-party add-ons and tools. These tools make it easier to avoid any potential limits while still taking advantage of Salesforce email tracking and analytics.

For an educational institution, email marketing is all about making a connection and keeping relevant. As long as you can keep your clients interested, you’ll have a valuable resource that you can reach out to when fundraising, running events, and finding new students. For more information about running an email marketing campaign (and to get started with your educational marketing plan), contact the experts at MassMailer.io.


  • WhatNonprofitMarketersNeedtoDotoSucceed

What nonprofit marketers need to do to succeed in the Email Marketing

January 19, 2018 | by

Nonprofit marketing is a different breed of animal from many other industries. Much of the marketing involved in nonprofit enterprises involves acquiring and scoring leads and maintaining a connection to existing donors. Email marketing for Salesforce, in combination with tools such as MassMailer, can make it easier to develop a consistent and effective marketing strategy.


The Unique Needs Non Profit Email Marketing Strategies

Nonprofits need to be able to identify leads that are most likely to engage with the organization. This often requires large amounts of data analysis and lead scoring. Salesforce campaigns can use data collected over time to score existing leads, but nonprofits still need to be able to reach out to new individuals.

Nonprofit organizations regularly need to complete fundraising initiatives, meet metrics, and build their relationships with the donors and volunteers that have already worked with them. Salesforce email tracking is a way to measure engagement and pursue individuals who have connected the most with the organization.

Building Relationships With Email Marketing

Email on a consistent basis. MassMailer can help an organization develop a schedule and a strategy, so organization contacts are continually reminded of the nonprofit’s goals and initiatives.

Score leads. Salesforce combined with MassMailer can be used to appropriately score leads, so different email strategies can be personalized to the recipient and will, therefore, be more effective.

Maintain a solid reputation. Avoid any blacklisted or “spammy” email terms and try to avoid overly promotional materials; people want to be reminded of the organization’s mission.

Provide valuable and timely data. Update leads about the progress that the organization has made, particularly projects that they themselves have worked on or contributed to.

Integrate your email. Direct leads to social media accounts and other owned media through email, to expand your reach and ensure that they are continuing to engage.

Have a clear call to action. At the end of each email, tell leads exactly what they should do next to find out about the nonprofit’s current project, goals, and initiatives.

Getting Around Salesforce Email Limits

Because nonprofit organizations require so many different points of contact, it’s easy for a nonprofit organization to reach Salesforce email limits. Nonprofit organizations have to contact large volumes of potentially interested leads, in addition to connecting with volunteers, prior donors, and prospective donors. Salesforce has specific limitations on how often emails can be sent, which can interfere with the email marketing campaign.

But MassMailer can be used to get around Salesforce daily email limits, making it easier for nonprofit organizations to keep up with their marketing strategies without having to worry about their email limitations per day. MassMailer also adjusts the limits Salesforce has on other issues, such as attachment sizes.

Nonprofit organizations need to develop out their marketing strategies in a way that lets them build uniquely strong relationships with their potential donors, volunteers, and other participants. Salesforce can be used to create a comprehensive strategy, and MassMailer can be used to remove restrictions that would otherwise make Salesforce difficult to use. For more information, download the trial of MassMailer today.


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How lifestyle resort clubs use MassMailer to increase sales productivity – The Bay Club Success Story

April 10, 2016 | by

Being in a business that depends on long term relationships with customers, email marketing is a key component of a lifestyle resort’s sales efforts. Resort clubs typically have a list of thousands of customers who’ve stayed at their properties. An important part of growing their business is to nurture these customers via email campaigns. A resort club that stays on top of its customers’ minds is more likely to have repeat visits from their customers.


MassMailer vs iContact vs Vertical Response vs MailChimp – The best mass email app for Salesforce

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