Email Templates & Mass Emailing

In this article, you will learn how to save your email drafts as templates for future use and how to mass email contacts in 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

Are you ready to create a list of people to reach out to? Currently, the only object with the functionality to create a list that is email-ready is the Contacts object.

First, go to Contacts and use the filter function to drill down your target audience. Please refer to Creating or Editing List Views if you need more help with creating a mailing list of your target audience:

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

Now, you will be able to select a template or create one from scratch, review, and send away!

Please reach out to Product Support (rethinkcrm@buildout.com) if you have any questions about email templates and mass emailing.