Mass Emailing & Templates

Have more questions? Submit a request

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.

2019-08-15_13-46-27__1_.gif

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):

mceclip3.png

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:

mceclip4.png

Next, select all contacts from your filtered list and click the Send List Email button.

mceclip7.png

This is where Merge Fields will come in handy as you personalize your content for your e-blast:

Screen_Shot_2021-02-12_at_2.53.21_PM.png

 

Screen_Shot_2021-02-12_at_2.53.40_PM.png

Screen_Shot_2021-02-12_at_2.53.57_PM.png

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. 

 

Articles in this section

Was this article helpful?
0 out of 0 found this helpful