Support Center | Transactional Emails

Transactional Emails

  • Send one off emails based on changes to Salesforce records

  • Build customer journeys based on the Salesforce Process builder

Our transactional email solution allows you to send individual emails through Campaign Monitor when a Salesforce record is updated. This allows you to take advantage of the Campaign Monitor templates right from within Salesforce. Emails can be triggered via the Salesforce process builder.

Transactional Examples: Email order details to a customer details, or fire off an email to partners when there is an update to Salesforce case.

There are 3 steps in this process, explained in full detail below:

  1. Create a Smart Email template in Campaign Monitor

  2. Map your Smart Email to Salesforce

  3. Build a Salesforce Process Builder flow to trigger the email.

To use transactional you must be on a monthly billing plan with Campaign Monitor. You will also need to set up email authentication for your Campaign Monitor account. Triggering smart transactional emails requires knowledge of Salesforce Process Builder. Triggering smart transactional emails requires knowledge of Salesforce Process Builder.

1. Smart Email Templates

Smart email templates are where you design how the email looks, add content and set up variables to populated with Salesforce data.  The templates are set up in Campaign Monitor to learn more click here. Should you have question on how to create a smart email template please contact Campaign Monitor directly.

2. Map Your Smart Emails To Salesforce

After you have set up a smart email template in Campaign Monitor you are ready to map the variables and define recipients.

  1. In Salesforce, click the app menu at the top right, then select Campaign Monitor.

  2. Click the Smart Emails tab.

  3. Next to the View dropdown, select All.

  4. Click Refresh List to import and update the Smart Email Templates.

  5. Select the template you want to work with by clicking the Template Name.

  6. On the Smart Email page, click the New on the Smart Email Mappings table.

  7. Enter a Smart Email Mapping Name, optionally enter a Description.

  8. Set Create Tasks to True if you would like to create a Salesforce task when an email is sent.

  9. Select a Root object.

  10. In Field mappings, click Map next to a variable then select a Salesforce field to map it to.

  11. In Recipients you can map a Salesforce email field to receive the transactional email, and whether they receive it normally, as a CC, or as a BCC.

  12. Click Save to finish

Click to play

When working with recipients you can apply filters on related objects.

3. Trigger smart transactional emails from Salesforce

There are two ways to trigger a transactional email. The first, and most common is to use the Salesforce Process Builder to trigger the emails. The second is to set up a global action.

If you plan to use Salesforce Process Builder you will need the Smart Email Mapping ID see the animation below.

Click to play

Process Builder

To automatically send smart transactional emails using Salesforce process builder, you need the smart email mapping ID. This is to tell the system which email to send. To get the ID.

Set up a process to trigger the email

  1. Click setup near the top right of your Salesforce account.

  2. On the left in the Quick Find search box type process builder.

  3. Below Workflow & Approvals, click Process Builder.

  4. On the My Processes page, click New.

  5. Enter a name and an API name for the new process, then click Save.

  6. Build out the process

  7. Click Add Action to open the Select and Define Action

    1. From the Action Type dropdown menu, select Apex.
    2. Give the action a name.
    3. From the Apex Class dropdown menu, select Transactional Email.
  8. In the Set Apex Variables table, edit the Record Id as follows:

    1. From the Type menu select Field Reference.
    2. In the Value field, navigate to the record ID (for example, the Contact ID if you're working with the Contact object).
  9. In the Set Apex Variables table, edit the Smart Email Mapping Id as follows:

    1. From the Type menu select ID.
    2. In the Value field, paste the smart email mapping ID you copied earlier.
  10. Click Save.

  11. Click Activate, then Confirm to turn the process on.

2. Global Action

  1. Click setup near the top right of your Salesforce account.

  2. On the left in the Quick Find search box type Global Actions.

  3. Click New Action

    1. Action Type - Custom Visualforce Page
    2. Visualforce Page - Smart Email Action
    3. Height - 110px
    4. Standard Label Type - None
    5. Label -  Send Smart Email
    6. Name - Send_Smart_Email

Once the action is in place it should appear in a records feed.  If not check the object page layout to see if the global actions have been overridden.

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