The document provides information on using Salesforce for mass email campaigns. It discusses: 1) Limits of 5,000 external emails per day and that mass emails count each address separately even if duplicated. Internal users and contacts/accounts can be emailed without limit. 2) How to create email lists based on record views and use merge fields. Activity is logged for each recipient. 3) Factors like bounced emails and security compliance that impact deliverability. Reports exist to view bounced addresses. 4) Methods for acquiring email opt-ins like web forms and in-person. Welcome emails and onboarding can then build profiles. 5) Examples of potential client nurture campaigns using blog

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Kick Off
Meeting
Above It All Email Drip Campaigns

2. z
LIMITS: emails through Salesforce
 Max of 5,000 external email addresses per day per org based on
(GMT).
 Single and mass email limits don't take unique addresses into
account.
 For example, if we have johndoe@example.com in our email list 10
times, that counts as 10 against the limit.
 We can send unlimited emails to our internal users.
 We can send mass emails only to contacts, person accounts, leads
and our internal users.
 We can’t send a mass email using a Visualforce email template.

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Salesforce mass email sending
 We can make custom views of recipients segmented by lifecycle category
 If the record contains no email address, or Email Opt Out is selected, a contact,
lead, or person account isn’t included in any email list views. Person accounts
are included in contact list views.
 We can use merge fields to pull information from the record into the emails.
 When Store an activity for each message is selected (default), the Activity
History item is associated with the contact, lead, or person account and is
displayed as “Mass Email:<Template Description>.” The email subject, body, and
attachments aren’t stored in the Activity History item. Logging Activity History
items requires access for viewing or editing the records in the recipient list and
the “Edit Task” permission.
 We can have an email notification sent to us when a mass email send out is
complete.
 We can cancel or change mass email send outs if necessary.

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Deliverability Issues
 Two things affect email deliverability:
 1) Past bounced emails (When an email message cannot be
delivered to an email address) to the same email domain
 2) Email that doesn’t comply with a recipient's email security
framework.

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Bounced emails report
 Use the Bounced Contacts and Bounced Leads standard report to
view a list of email all addresses that have bounced email.
 The report includes
 the reason the email was bounced
 the date the bounce occurred
 the contact, lead, or person account that bounced the email
 There are app add ons for SF that can validate phone numbers,
email addresses and address information based on public records.
Call with Experian tomorrow but expected cost is in the thousands
($4k+ for a year with no monthly payment option).

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Email Security Compliance
 Check ”Enable compliance with standard email security
mechanisms”.
 This setting modifies the envelope From address of emails sent from
Salesforce. The header From address remains set to the sender's
email address. Usually security frameworks only check the envelope
address.
 If you have recipients using the sender ID email authentication
protocol, which isn’t widely used, check ”Enable Sender ID
compliance”. This setting modifies the Sender field in the envelope
of emails sent from Salesforce to automatically include no-
reply@Salesforce.

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How to Acquire Opt Ins
 1) Utilizing a Web Collect Form, we are able to capture a subscriber’s opt-in
through a simple form on our organization’s website.
 We can also utilize a custom-built form, and pass the subscriber information along to
the Marketing Cloud via an API call or batch automation.
 2) In-person/ manual opt-in (intake or discharge) we can use a mobile opt-in
tablet where a client can text their email address to a short code to be opted-in
to receive email communications OR they can be instructed to do so by an agent
on the phone

To increase the likelihood that a visitor takes the steps necessary to opt-in, it’s
best to keep the opt-in process short and simple.
 We can then utilize welcome emails and onboarding campaigns to progressively
build out more in-depth subscriber profiles for our emarketing efforts.

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Potential Client Nurture
Campaign- Recent Blog #1
Subject: Contact First Name, thought you’d find this
helpful…
Contact First Name,
Our last conversation got me thinking.
I think this article on [INSERT ARTICLE TITLE] may
be helpful as you move forward.
Here’s the link to read it. [INSERT ARTICLE LINK].
Hope you find it helpful,
[AGENT NAME]

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Nurture Continued-
Check in #1Subject: Did it help?
Hi Contact First Name,
I was really grateful for the chance to talk to you on the
phone the other day. Did you find our conversation useful?
Were you calling just to learn about your options for
treatment? Or, are you looing to take the next step?
I actually did some thinking after our conversation and have
the following tips:
[INSERT TIP]
[INSERT TIP]
Have you thought of doing this? Let’s talk. Call or text me at
[owner’s local agent line number]
Best,
[AGENT NAME]

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Nurture Continued-
Check in #2
Check in Email #2)
Subject: Calendar in [Current Month]?
Hi, [Contact First Name].
Do you mind if we put something on the calendar in [current
calendar month] for us to connect? That way we can have a
quick check-in call rather than having to go back and forth over
email.
How does your calendar look in [current calendar month] for us
to connect? What’s a good day/time? You can also text me
with a reply at [agent local line]
I really look forward to talking to you,
[YOUR NAME]
***Maybe we can even look into adding a calendar widget that
let’s the client request a meeting right in the email***

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Nurture Campaign
Continued- Recent Blog #2
Subject: Saw this and thought it might be helpful for you
Hi, Contact First Name.
I don’t know if you saw this article that appeared today…it’s
related to the issue we were talking about.
[LINK TO ARTICLE]
I hope you find it interesting. Remember that I’m still here for
you and I’d love the chance to help. Contact me any time by
phone, email or text.
Best,
[AGENT NAME]

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Re-Engagement Campaign
Sample Wireframe
1) Recent Blog Post 1 (similar to nurture email)
2) Free Offer (come up with value item- free intervention,
counseling session with Teddy, family hope kit, etc)
3) Recent Blog Post 2 (similar to nurture email)
4) Promotional Offer: (come up with value item- 30% off cash
pay for 30 days, free program upgrade to include family
circle, rehab guarantee with 60 days of tx rather than 5
months/ reduced length to take advantage, etc)

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Competitor Offset Campaign
1) E-mail highlighting differences (infographic with guarantee,
wellness services, etc VS other tx centers)
2) Client Case Study (Testimonial video)
3) Special Offer (family hope kit/ facility tour offer)
4) Comparative Email (outcome stats AIA VS US infographic)

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Alumni sample
email

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Sample email
asking if they want
to get our emails
still

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Salesforce as a mass email platform
Email Opt Out PersonHasOptedOutOfEmail Checkbox
Field Label Field Name Data Type
Email Subscriber
Email_subscriber__c Checkbox
Robert Ruelas,
7/12/2017 9:23 AM
Field Label API Name Installed Package Data Type Indexed Controlling Field Modified By

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Sample automated email in SF- Sending
an email to a client on their birthday
 Sample Birthday Email How To