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Andrew Kulik
Email to users with action link
Hi, I have a use case that I want to send out a mass email to users with the below requirments. What's the best way to acive this in Saleforce? I see marketing cloud might offer a way to do this?
- The email should have a power point file attached
- The email should have a button or link that the user has to click to say they have read the email. I want to store the users id in a customer object.
You can make use of the email template functionality for attaching the file
Steps in Lightning Experience
- Go to any object that has Email publisher available.
- Go to the Email tab.
- Select the Email template that you wish to add an attachment to by clicking on the Insert, create or update Template button.
- Select Insert Template.
- Click the Attach file button and select the file you wish to attach to the template.
- If you would like to save this template with the attachment for future use, click Insert, create or update Template and select Save Template.
See https://help.salesforce.com/articleView?id=000325759&type=1&mode=1Salesforce provides email tracking functionality that needs to be enabled as mentioned in https://www.salesforceben.com/how-do-i-track-email-opens-clicks-in-salesforce/
If this information helps, please mark the answer as best. Thank you