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Overview of email automation Salesforce

BySakshi Chandwani

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Can Salesforce send automated emails? Yes, Salesforce, a leading and powerful customer relationship management (CRM) platform, offers robust email automation capabilities that can enhance your email marketing strategy and drive business growth. In this comprehensive guide, we will explore the different types of email automations available in Salesforce, how to set up email automation, and discuss an alternative solution.

Table of Contents

6 perks of email automations with Salesforce:

Here are some of the key advantages of email automations available in Salesforce:

1. Readily available in all native solutions

You can create an email right away if you're signed in to Salesforce and any native platform solutions. This feature is embedded into every Salesforce-based product, including Accounting Seed.

2. Messaging streamlining

Send emails straight from personal accounts or from any type of data you have access to, such as leads, contacts, opportunities, case records, and campaigns. Send an email with attachments from within Salesforce to any functional email address.

3. Attachment of file

You can securely include file notes or pertinent information in your email, such as a bill. Of course, you can also transfer and upload files that are not on Salesforce.

4. Complete security Securely send emails containing important financial or personal information. To prevent people from viewing attachments, employ page layouts and Salesforce permissions. Additionally, you can keep track of every email action for your records. You may see the correspondence's times, senders, and other details. Managers can also impose internal limitations as needed.

5. Targeted messaging

Need to send messages for a specific event or at a specified time? Schedule Salesforce emails to notify personnel of tasks to be completed or information to be updated. Sales representatives, for instance, can plan emails to prospects and contacts as a follow-up to calls.

6. Send group emails

Send a copy of an email to a list of people to speed up communication and maintain consistency in content and updates. Salesforce provides templates with merge fields that you may use to customize each copy of the email in addition to generating email lists.

How to set up email automation in Salesforce

To set up email automation in Salesforce, you can utilize Salesforce Flows, which provide a powerful and customizable automation tool. Here is a step-by-step guide to configuring email automation using Salesforce Flows:

1. Create a flow

Navigate to Flows in Salesforce and click on the "New Flow" button. Give your Flow a name and select the "Autolaunched Flow (No Trigger)" type.

2. Design the flow

Add elements such as loops, assignments, and decisions to configure the Flow according to your automation requirements. These elements allow you to run logical operators and define the conditions for triggering automated emails.

3. Add email actions

Include the "Send Email" action element in your Flow. Customize the element by selecting the email template, recipients, subject line, and any other necessary details. You can utilize merge fields to personalize the emails based on customer data.

4. Test and debug

Use the Flow Builder menu to debug your Flow and test different scenarios. Verify the email recipients and content with test data to ensure everything is functioning as intended.

5. Activate the flow

Once you are satisfied with the configuration and testing, activate the Flow to start the email automation process. The Flow will now automatically send out emails based on the specified triggers and conditions.

Is there an alternative?

While Salesforce provides robust email automation capabilities, there are alternative solutions available in the market. One such alternative is Mailmodo, an email marketing platform that offers advanced automation features and seamless integration with Salesforce. Mailmodo provides a user-friendly interface and a range of automation options to enhance your email marketing campaigns.

With Mailmodo, you can:

  • Sync Salesforce CRM records into Mailmodo, allowing you to import contact and lead records for personalized email campaigns.

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  • Leverage Mailmodo's advanced segmentation and campaign statistics to target your audience effectively.

  • Customize email templates and create engaging, interactive emails using Mailmodo's drag-and-drop editor.

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  • Integrate Mailmodo with Salesforce to track campaign activities, manage subscribers, and generate detailed reports within your CRM.

Pricing and plans

Both Salesforce and Mailmodo offer different pricing plans to cater to the needs of businesses of all sizes. Here is a comparison of their pricing tiers:

Salesforce Mailmodo
Pricing based on Salesforce CRM Affordable pricing options
Enterprise, Unlimited, and more Flexible plans for all sizes
Additional costs for add-ons Transparent pricing structure

For detailed information on the pricing plans and features offered by Salesforce and Mailmodo, visit their respective websites.

Conclusion

Email automation is a valuable tool for businesses to streamline their communication process, engage with customers, and drive business growth. Salesforce offers robust email automation capabilities, allowing businesses to personalize their communication and track the success of their email campaigns. Alternatively, Mailmodo provides an alternative solution with advanced automation features and seamless integration with Salesforce. By utilizing the power of email automation, businesses can optimize their email marketing strategy and enhance their customer relationships. Choose the solution that best suits your business needs and start automating your email communication today.

What you should do next

Hey there, thanks for reading till the end. Here are 3 ways we can help you grow your business:

  1. Talk to an email expert. Need someone to take your email marketing to the next level? Mailmodo’s experts are here for you. Schedule a 30-minute email consultation. Don’t worry, it’s on the house. Book a meet here.

  2. Send emails that bring higher conversions. Mailmodo is an ESP that helps you to create and send app-like interactive emails with forms, carts, calendars, games, and other widgets for higher conversions. Get started for free.

  3. Check out our AI prompts library. If you need AI prompts for ChatGPT or Bing, here's a ready-made database we’ve built to help marketers succeed at prompt engineering. Get your AI prompts here.

  4. Get smarter with our email resources. Explore all our knowledge base here and learn about email marketing, marketing strategies, best practices, growth hacks, case studies, templates, and more. Access guides here.

FAQs

Yes, Salesforce can send automated emails based on specific events or customer actions. These automated emails can be triggered by actions such as downloading content, completing forms, or specific website interactions.

Salesforce offers automated email campaigns, reminder emails, transactional emails, and extensive personalization based on customer data points.

Mailmodo is an email marketing platform that offers advanced automation features and seamless integration with Salesforce. It provides a user-friendly interface, customizable email templates, and comprehensive campaign statistics.

To set up email automation in Salesforce, you can use Salesforce Flows. Create a Flow, design the flow elements, add email actions, test and debug the Flow, and activate it to start the email automation process.

Salesforce offers pricing based on their CRM editions, while Mailmodo provides flexible and affordable pricing options. For detailed pricing information, visit their respective websites.

What should you do next?

Thanks for reading till the end. Here are 3 ways we can help you grow your business:

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Get smarter with our email resources

Explore our email marketing guides, ebooks and other resources to master email marketing.

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Do better email marketing with Mailmodo

Send app-like interactive emails with forms, carts, calendars, games, etc. to boost email ROI.

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Talk to an email expert

Get a 30-min. free email consultation with a Mailmodo expert to optimize your email marketing.

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