Step 1. Click on your avatar image at the upper right-hand corner of the screen.
Step 2. Click Settings.
Step 3. In the Quick find box start entering Email notifications
Step 4. Click Email notifications.
Step 5. Check or uncheck email options for different actions
Step 6. Click Save.
If you have an email field available on a custom object Ascendix Search allows the option to the email from that object.
Step 1. Click on the gear icon in the top right next to the pop-out window icon to open Ascendix Search Setup.
Step 2. From the Asendix Search Setup go to the Configuration tab and select the Email subtab then select + Add Object.
Step 3. Select those objects you want to be able to email to and Save when done.
Now, you can send mass emails to the added objects!
Watch the video to see how you can send mass emails with Ascendix Search:
Watch this video to learn how to send mass emails from AscendixRE CRM.
Email Template usage allows you to automate the mailing process, increase its productivity and consistency. With AscendixRE for Salesforce, you can create Email Templates with merged fields right from the record page.
To do that:
Step 1. Select any Object from Navigation Bar (we’ve selected Property for the example), go to Activity Tab and select Email
Email Activity Navigation
Step 2. Create content in the Body of the Email and name the Email Template in a Subject
Email Body and Subject
Step 3. Select Insert Icon and choose “Save as a new template”
Saving a new Template
Step 4. Name the template, add a description and choose Public or Private folder in a Folder section
Step 5. Save
Name, Description, Folder and Save the Email Template
Note: Insert Use Icon to select different Email Templates
Inserting an Email Template
That’s it!
Looking to mass email your records? Watch this video:
Also, check our Salesforce Mass Email Guide: Functionality, Limits, And Alternatives