In this article, you will learn how to save email drafts as templates for future use, and how to mass email your contacts from Rethink.
Creating Email Templates
Rethink provides a simple solution to either insert a template that has already been created OR to compose a new template, save, and send!
To compose, begin to draft your email template. Consider using Merge fields for a personalized touch.
For a one-off email using a template, simply open a new email and select from your menu, as seen below (notice this is where you'll insert or save a template):
For additional guidance on using Email Templates, please refer to Salesforce help articles - this link will get you started!
Mass Emailing Contacts
Currently, Contacts is the only object with mass email functionality.
Let's start by creating your email list. Go to Contacts and use the filter function to drill down your target audience. Refer to Creating or Editing List Views if you need more help with creating a custom list from a list view:
Next, select all contacts from your filtered list and click the Send List Email button.
This is where Merge Fields will come in handy as you personalize your content for your e-blast:
Select an email template or create one from scratch - then review your email and send!
Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about email templates and mass emailing.
