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Sending Mass Email with Templates
Michelle Emanuel
mtemanuel@yahoo.com








I have been blogging about my intern project with
Coquisoft, Inc. as we are developing the
entertainment mobil...
1.

2.

Select setup

Then select
Communication
Template
3.Select Email Template

4. Create a template and make it
available for use then select it.
Make sure you make it availabl...
6.To modify the
text in the HTML
version select this
button

5.To modify the text in the plain text version
select this bu...
7. Once you have the email as you would like
you may attach a picture from your computer
using this button. Click this and...
8.Follow the steps to attach the file you would
like to send following the size limitations.
9.Once you have properly attached the file
you will see the information on the bottom
- you are good now your email is rea...






The email is ready to go
The next step is to generate the list of who to
send it to
Select Contacts tab on the H...
10. Select Contacts on your main screen

11.

Then select Mass Email
Contacts
12.

14.

To leave someone off
the list “de-select them
from this list

The view to get the contact
list of trip leaders w...
15.After you select next you will see
this screen and you will want to
select the template that you
updated. It is a good ...
When you are finally ready to send your email you can send a
copy to yourself and then record a copy in salesforce. You ca...




Developing a presentation on Cloud Flow for
a presentation in March this should be posted
in the coming weeks.
Devel...
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Email template documentation

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Transcript of "Email template documentation"

  1. 1. Sending Mass Email with Templates Michelle Emanuel mtemanuel@yahoo.com
  2. 2.     I have been blogging about my intern project with Coquisoft, Inc. as we are developing the entertainment mobile app. #CoquisoftInternProject in addition to documenting it under Developing the Next Generation I am also theTechnical Architect/Project Manager for Hug it Forward and supporting all aspects of their Salesforce.com org activity#CoquisoftSFHugs. Here are the steps to generate the mass email to contacts using the template that was defined by the organization. The steps will include the ability to include an attachment of a picture of the latest school to be inaugurated or other such event that is to be shared with the target of the email. Enjoy….
  3. 3. 1. 2. Select setup Then select Communication Template
  4. 4. 3.Select Email Template 4. Create a template and make it available for use then select it. Make sure you make it available for use.
  5. 5. 6.To modify the text in the HTML version select this button 5.To modify the text in the plain text version select this button (you cannot see this version right now) There are two versions of the template available one is the html version and the other the plain text version. The name will be replaced with the name from the Contact Object when the emails are generated. Make sure you save any changes you make and be careful if you modify the merge fields as it may impact the contents of the email. The merge fields will appear as {!<name>} in my case it is the full name of the Contact.
  6. 6. 7. Once you have the email as you would like you may attach a picture from your computer using this button. Click this and follow the steps.
  7. 7. 8.Follow the steps to attach the file you would like to send following the size limitations.
  8. 8. 9.Once you have properly attached the file you will see the information on the bottom - you are good now your email is ready to send 
  9. 9.     The email is ready to go The next step is to generate the list of who to send it to Select Contacts tab on the Home page Create a New View filtering on the flag that is set to true for the field you are using in my case I created used the field that I had created in the Object and looked for it equal to true.
  10. 10. 10. Select Contacts on your main screen 11. Then select Mass Email Contacts
  11. 11. 12. 14. To leave someone off the list “de-select them from this list The view to get the contact list of trip leaders with emails 13.I have only selected to show their name and the email for the view we can show more. I have hidden the information for the privacy of the volunteers.
  12. 12. 15.After you select next you will see this screen and you will want to select the template that you updated. It is a good idea to hit preview just to make sure it is the right one and the right attachment is included. .
  13. 13. When you are finally ready to send your email you can send a copy to yourself and then record a copy in salesforce. You can either send it immediately or schedule it for later.
  14. 14.   Developing a presentation on Cloud Flow for a presentation in March this should be posted in the coming weeks. Developing email using junction objects stay tuned on this one this requires Visualforce and Apex development.
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