Messaging

Messaging allows you to send e-mails to welcome Members to a Program, encourage them to participate, notify them about new Promotions and Challenges, and congratulate them on earning Points and Rewards. It's your way of communicating with your base in a friendly and encouraging way!

Messaging allows you to use an external e-mail provider to send bulk e-mails to your Members without overloading Salesforce resources.

Templates

Make your life easier by using our pre-made E-mail Templates. Some templates come ready-made when you install Fielo packages, but if you'd like to create a new template, it's a straightforward process. You can use those Templates for both Transactional E-mails and Campaign E-mails.

Emails and Campaigns

Use the Email Temples to feed Messaging. Choose the type of Messages you can send, depending on your needs:

• Transactional E-mails: sent to individual recipients when specific activities are fulfilled.
• Campaign E-mails: create a standard email campaign and send it to multiple recipients (a list of eligible Members) all at once.

Email Sender

E-mails should be sent to Members from an e-mail address that represents the organization. Salesforce automatically adopts one of the e-mail addresses configured in Organization-Wide Addresses as its sending e-mail account.

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Multiple Organization-Wide Addresses

If your ORG has more than one Organzation-Wide Address, any one of those addresses may be chosen as email sender. If you want to guarantee that a particular sender address be displayed, make sure it is the only Organization-Wide Address in your ORG.