Following article provides step by footstep instructions on H ow to Due south terminate D rip Emails/Campaign to Leads in Salesfor ce through the Workflow process defined by Procedure Architect. ( Please note that yous can setup drip emails/campaign in Salesforce for other objects supported by MassMailer as per your requirement)

If you lot are looking to leverage Entrada Member/Entrada to send out drip emails, you can refer to the article at this link.

Email status values such as open, click, bounce, spam, unsubscribe etc gets logged under a custom object chosen 'MassMailer Email Status' related to the Lead object. Activity history also gets logged nether the Lead object.

Of import Note:

  • This article is just an example on how to send Drip Emails or setup Drip Campaign to leads in Salesforce. You lot can create the drip emails/campaign in salesforce for the other objects too such as: contacts, accounts, contacts, users, and cases.
  • MassMailer Drip e-mail alerts feature supports Leads/Contacts/Accounts/Users/Cases/Opportunity objects (The process architect will not show whatsoever error if any other records are used upon saving only volition not work).

  • Salesforce Process Architect is so powerful that you lot can perform many advanced actions such as creating tasks, updating records, notifying users while creating drip emails/campaigns in Salesforce.

i. Navigate to the Workflow Process builder in Salesforce:

Click on the Salesforce 'Setup' from meridian correct corner and search for process architect from the quick find box in the left side panel.

Click on the Process Builder link from the search results from the to a higher place pace and click on the 'New' push button. This will open a form to enter the workflow process details.

2. Create a new Workflow Process:

Enter the 'Procedure Name', 'Description', 'The process starts when' values as per your needs and click on the 'Save' button.

3. Choose Object and Specify when to outset the Workflow Process:

Select the respective Process from the summary page by clicking on the Procedure Name link.

Click on Add Object to choose the Pb Object from the list shown.

Under 'Start the process' section, select either 'only when a record is created' or 'when a tape is created or edited' option based on your requirement and click on 'Save' button.

4. Ascertain Criteria when to trigger the Workflow Procedure:

Click on 'Add Criteria' and enter 'Criteria Name', select 'Criteria for Existing Actions', make full the 'Prepare Conditions' section then add the conditions logic every bit per the instance bear witness in the following motion-picture show. In one case all the information is entered click 'Save' to save the criteria.

v. Define Immediate Action to trigger Drip 1 Electronic mail Alert:

Click on 'Add together Action' and practice the post-obit and click 'Relieve'.

  • Select the Activeness Type as 'Apex'

  • Enter Action Name

  • Choose 'MassMailer - Email Alert' as the APEX class

  • Set the Noon Variables ( * means Required )

    • Template Id * : This could exist the Salesforce Email Template Id or a field that contains the email template Id that you lot wish to use.

    • Record Id Field * : Id Field of the Lead record. An activity history will be created under this record when the email is sent successfully.

    • To Address : The recipient's electronic mail address, must exist a valid e-mail address (MassMailer's field mappings are used if this is not specified, to check those go to the 'MassMailer Setup' tab and check field information).
    • To Name: The recipient'due south name (the tape's standard 'Proper name' field is used if this is not specified).
    • CC Address : The CC recipient'due south electronic mail address, must exist a valid e-mail accost or a field reference that contains the e-mail address.
    • BCC Address : The BCC recipient's email accost, must exist a valid email address or a field reference or a field reference that contains the e-mail address.
    • From Address : Sender'southward email address, must be a valid email address (logged in user's email is used if this is not specified).
    • From Name : Sender's proper noun (logged in user'south name is used if this is non specified).

Once we are done with defining the firsthand action for Drip ane, we volition click on 'View All Processes' push and move to Pace vi to define the the process related to Baste 2 & Baste 3. Nosotros will come back to Drip 1 process to schedule the respective actions to invoke the newly defined Drip two & 3.

six. Define the Process related to Drip two:

Click on the 'New' push to ascertain the new process for case given below.

Enter 'Procedure Name'

Tab out to auto populate 'API Proper name'

Enter 'Description'

Brand sure you select 'It's invoked by another process' value from the dropdown list for the field, 'The process starts when' (This is a must selection if you are looking to implement a drip campaign)

Click on the process nosotros just created, 'New Lead Drip 2'.

Click on 'Add Object' and select 'Lead' and click Salvage push.

Now you can add any filter criteria past clicking on 'Add together Criteria' link and add whatsoever filter conditions.

The criteria you lot plan to add can also be an go out criteria that there won't be any baste email sent to the pb. The following instance shows the exit criteria as if the Pb is 'Airtight - Converted' or 'Airtight - Non Converted' and then don't take any action further. And so this becomes your get out criteria for any atomic number 82 to come out of the Drip. Once the criteria is entered, click on Salvage button.

 Yous besides take an option Non to add any criteria by selecting 'No criteria - just execute the actions!' selection and salvage.

At present click on 'Add Action' to add together the activeness to send the email alert for Drip 2. Enter the post-obit values for Template Id (you lot can choose any Salesforce electronic mail template id that is meant for Baste ii), Tape Id Field (in this example it is Lead Id), From Address, From Name, To Address, To Name, CC, BCC and click on Relieve to tape the changes.

Click on 'Activate' push to activate the process that we just defined.

7. Define the Process related to Baste 3 (required only if you have more than ii drips):

Click on the 'New' button to define the new process for example given below.

Enter 'Process Proper name'

Tab out to car populate 'API Proper noun'

Enter 'Clarification'

Make sure you select 'It's invoked by another process' value from the dropdown list for the field, 'The procedure starts when' (This is a must option if you are looking to implement a drip entrada)

Click on Salvage to save the process.

Click on the process we just created, 'New Lead Baste 3'.

Click on 'Add together Object' and select 'Pb' and click Save button.

Now you can add whatsoever filter criteria past clicking on 'Add Criteria' link and add any filter atmospheric condition.

The criteria you program to add can also be an exit criteria that at that place won't exist any drip email sent to the lead. The following case shows the exit criteria every bit if the Lead is 'Closed - Converted' or 'Closed - Not Converted' then don't accept any activeness further. And so this becomes your leave criteria for any lead to come up out of the Drip. Once the criteria is entered, click on Salve button.

 Y'all besides take an choice Non to add together whatsoever criteria by selecting 'No criteria - just execute the actions!' selection and salve.

At present click on 'Add Action' to add the activity to send the email alert for Drip 3. Enter the following values for Template Id (you can choose any Salesforce email template id that is meant for Drip 3), Tape Id Field (in this case it is Pb Id), From Address, From Name, To Address, To Proper name, CC, BCC and click on Save to save the changes.

After saving the procedure would similar something below. Click on Activate button to actuate

Now you can stop Drip 3 if you don't have any further drips that you want to define and become back on invoking Baste 2 and Drip three. If you have more drips to add, you tin continue the steps past defining Drip iv, Drip 5, Drip 6 etc.

8. Invoke Baste ii from Drip 1:

Go to 'View All Processes' summary folio and click on the process related to Drip 1 in this example, 'New Lead Drip 1'

Click on 'Set Schedule' link and enter the schedule for example, 1 Twenty-four hour period after Pb Created Date equally shown below. Set Time for Deportment to Execute depends on your business organisation need. Click Save push to record the changes.

Now click on 'Add Action' link for the scheduled action we are defining to invoke Drip 2.

- Select 'Action Type' every bit 'Processes'.

- Enter 'Action Name'.

- Select the respective process to invoke.

- At present we demand to set the process variable and so we let the system know that it needs to trigger the invokable process on the same Lead object in the context.

- Process Variable Type should exist 'Field Reference'. Click on 'Find a field' under 'Value' cavalcade.

It pops a window with options. Select the option, 'Select the Atomic number 82 tape that started your process' and click on 'Choose' button.

Now click on 'Save' button to record the changes.

It looks similar the following once the changes are saved.

9. Invoke Drip 3 from Drip i:

Now that y'all are done invoking Baste 2 from Drip ane let us repeat the aforementioned to invoke Drip 3.

Click on 'Set Schedule' and enter the schedule for example, 2 Days later on Pb Created Date equally shown below. Set Time for Actions to Execute depends on your business organisation need. Click Relieve push to tape the changes.

Now click on 'Add Action' link for the scheduled action nosotros are defining to invoke Baste 3.

- Select 'Action Blazon' as 'Processes'.

- Enter 'Action Name'.

- Select the corresponding process to invoke.

- Now nosotros need to prepare the process variable and then we let the system know that it needs to trigger the invokable process on the same Lead object in the context.

- Process Variable Type should be 'Field Reference'. Click on 'Find a field' under 'Value' column.

It pops a window with options. Select the option, 'Select the Lead record that started your process' and click on 'Choose' push button.

Now click on 'Salvage' button to record the changes.

It looks like the following once the changes are saved. Now click on 'Activate' button to actuate the procedure.

10. Track Email Status on the Pb Object for Baste Emails/Entrada in Salesforce:

E-mail status values such every bit delivered, open, click, spam, unsubscribe, bounce etc gets captured on the Lead in a related listing object called 'MassMailer Email Condition'.

eleven. Track Activity History on the Pb Object for Drip Emails/Entrada in Salesforce:

Activity history gets captured on the Lead object.