You can send an Email Blast using any of the options below:
- Use the Send Email Blast from the menu bar
- Use the PK4Connect Email Campaign button or the Quick-Send button in the Salesforce Campaigns
If you are sending an email blast using Salesforce Campaign, then you must add the PK4Connect Email Campaign button or the Quick-Send button manually to Salesforce Lightning or Salesforce Classic mode and use them for sending an Email Blast. Add the PK4Connect Email Campaign button or the Quick-Send button to the campaign screen by following the instructions here
If you are sending an email blast using the Send Email Blast tab then it is not necessary to add the PK4Connect Email Campaign or the Quick-Send button in the Campaigns tab. You can send an email blast to any Salesforce object that has an Email ID field in it.
Email Blast using the Salesforce Campaign:
Go to the Campaign tab and click the Campaign name. If you have already added Leads / Contacts to the Campaign, click the PK4Connect Email Campaign button. If you have not added the Leads/Contacts, then add Leads/Contacts to the Campaign and then send the Email Blast by clicking the PK4Connect Email Campaign button or the Quick-Send button.
4 steps that need to be completed to send out an Email Blast.
- Set up the audience of recipients to whom you want to send an email blast to
- Select the email template that you want to send out
- Setup the email content with any personalization that you want
- Send an email blast
Each of these steps requires you to set up some simple data and templates. Set up the data, select the templates, and Send out an email blast.
Quick-Send button can be used to send an email blast in one click.
i.e., if you are using the same template and sending an Email Blast to the same recipients every time, then you can use the Quick Send button. By using the Quick-Send button, you can skip all the steps that are in the
- Setup Audience
- Setup Email Template
- Setup Email Content
To use the Quick-Send button, an email blast should be sent at least once using the PK4Connect campaign button. We suggest you send the Email Blast using the PK4Connect Campaign is because you should select the recipients, email template and save it for future use.
The next time when you click the Quick-Send button, the PK4C app will automatically select the recipients and the template that was selected earlier and send the email blast immediately to the recipients added to the selected Campaign.