To make it easy for you to check out the PK4Connect app, we have it installed in a Demo org. You can use the credentials given below to check out how PK4Connect works before you install it to send out mass emails from YOUR Salesforce org. 

Note: Since this is a Demo org, it will be cleared out on a regular basis. So we cannot guarantee that any templates, Contacts/Leads, or other data that you set up here will always be there.

  • Login to our demo org using the following credentials:
  • Launch the PK4Connect app-related tabs (click here to know more about how to do that)

You can now test sending Email Campaigns using PK4Connect.

There are 2 ways that you can send mass Email Campaigns using PK4Connect:

  1. Using the Send Campaign wizard
  2. Using the PK4Connect Email Campaign button on the Salesforce Campaigns.

We'll explain how you can use both these options below. After that, we'll take a quick look at the level of detail you can get in analyzing the responses to your campaigns.

Running a Campaign

A  Using the Send Campaign Wizard

Click on the Send Campaign link on the PK4Connect menu tabs that you see. This will open up the Send Campaign Wizard. The wizard has 4 steps that you need to complete to send out a mass email campaign.

Step 1: Setup your Audience

In this step, you select how and to whom your email campaign will be sent.

You need to give your Email Campaign Instance a name. You could set up something like "Friday Night Mailer, 13 Jul 1990". Then, select the Salesforce object you want to send your email to. It could be to a Campaign, Leads, Contacts, Cases - pretty much any Standard or Custom object in Salesforce. You can send a PK4Connect Email Campaign to any object that has an Email field. If you are using an object other than Leads and Contacts, you need to identify which field has the Email ID in it. Once you make your selections, PK4Connect will tell you how many emails will be sent out in this Campaign Instance.

Click the Next button on the right-hand-top to go to the next step.

Step 2: Setup your Email Template

In this step, you select/design the email template that you want to send out. If you have already created and Saved email templates, you can pick that from Saved Templates. You can otherwise use one of our pre-designed templates from the gallery. We keep adding new templates here, so you'll probably find something that works for you. Alternatively, you can use our easy block-based editor to build your own template. 

If you select Use pre-designed templates and click Next, you will be taken to our gallery, where you can select a template that suits you. 

Clicking Next will take you to the third step of the wizard.

Step 3: Setup Email Content

You can insert fields from the object that you selected in Step 1, to include in your email. In any text area, you will see a drop-down of fields, to select from. Edit your template as needed, click Next.

Step 4: Send Email

Finally, you can set up a couple of other things: the domain that you are sending from, for example, and the email ID you would like to send from. 

Like the second screen-shot shows, you can schedule a campaign to go at a later time, if you like.

Key in the relevant info, click Next.

Sending Scheduled Emails

You're done! Your first few updates will appear on the Sent Message Updates tab in a few minutes. Future updates to campaigns - Opens, Clicks, Unsubscribes, etc. - will appear every ten to fifteen minutes.

B  Using the PK4Connect Email Campaign button

You can send emails to all the Members of a Salesforce Campaign using this option. Since Campaigns can only include Contacts and Leads, this means that, using this button, you can only send emails to Contacts or to Leads. If you use the Send campaign tab as described in Part A above, you can send an email campaign using ANY Salesforce object.

Moving on: Go to the Campaigns tab and click on any Campaign to which you want to send emails to. Make sure that the Campaign has Contacts / Leads/ both added as Members. Now click the PK4Connect Email Campaign button. This will open the PK4Connect Wizard. You can now move forward as described in Part A above.

Analyzing a Campaign

Here's a quick overview of what's available about each campaign that you run, regardless of whether that's based on a Salesforce Campaign or on any other object.

  • Every time you run a campaign, we create something we call a "Sent Instance". It includes all the emails that were sent at that time, with counts of how many you submitted to send, how many were actually delivered, bounced, opened, clicked, unsubscribed and complained about.
  • For each message that was actually sent, you will see a record in the Send Messages object, with its most recent Status. Remember that, when someone opens an email and then clicks on a link, the Status will be Clicked, not Opened. If that link happens to be the Unsubscribe link, the Status will be Unsubscribed. Not to worry, there are other things out there to track what happened, in more detail.
  • The Sent Message Updates object has a record for every single "event" on your emails. Events are the following: Submitted, Delivered, Bounced, Opened, Clicked, Unsubscribed, Complained.

You can build all kinds of reports on this data, apart from the ones that are already in there.

Have fun connecting to people!

By the way, if you have questions, please look for more articles about PK4Connect.