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Sending email using Apsona

Apsona offers three features for sending email, depending on your requirements:

Composing a quick email

The Email Composer can be used to send quick email messages to one or more of your Contacts without having to create a template or a Campaign. Simply select the Contacts or Leads you want, and click Tools - Compose Email. In the popup, provide the subject and message body, and optionally a copy-to address. Then click "Send" to send off the message.

Some things to note: Normally these emails are sent through the Salesforce SingleEmailMessage mechanism, so that you are limited to a maximum of 1,000 emails a day. If you need to send higher volumes, please see below or contact us.

Sending mass email from a template

You can also send mass email to selected contacts by clicking Tools - Send mass email. This mechanism uses an Email Template that you will have created in your Salesforce org. (You can create Email Templates in Salesforce by navigating to Setup - Communication Templates - Email Templates.) When you invoke this tool, the resulting popup shows you a list of the available email templates in your org. When you select one of those templates and click Send, the template is processed to produce one email for each of the Contacts or Leads you have selected.

Some notes:

Using the mail merge tool

You can also use Apsona's Document and Email Generator add-on to produce and send personalized or customized emails to Contacts or Leads. Please see our documentation about this add-on.

Sending transactional emails and larger email volumes

By default, emails sent through any of the above mechanisms are routed through Salesforce, and you are therefore limited to 1,000 email messages per day. For larger mail volumes, we now offer an Email Connector component that integrates with the Email Service Provider Mailgun. Using this Connector, you can send as many emails as needed, customized according to your requirements. More details are available on our email connector page.

Sending emails containing non-English characters

If your email templates contain non-English characters, they should use the UTF-8 encoding. To ensure that such emails are delivered correctly, you must set the character encoding for the email templates to UTF-8 by editing the email template's properties in Salesforce. Additionally, you must set your user's preferred email encoding to UTF-8. Please see this Salesforce help article for details.