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Bulk Email

For clients who use AWS for emails, there is an email composer component which is designed to support high volume use cases, such as marketing, which are not achievable via other email functions. The composer can be used to send an email to all members of a specific Hotlist in a single transaction and is accessed via a packaged quick action on the Hotlist record page, Email All Hotlist Members. Alternatively it can be made available via custom buttons, links etc. by using the following URL structure:

/lightning/cmp/seven20__bulkEmailList?seven20__recordId=HOTLIST_ID
info

Access to the bulk email composer can be granted via the packaged permission set seven20 - Mailing List Sender User.

Email All Hotlist Members

The UI for the bulk email composer, Email All Hotlist Members, is divided into two panels: the lefthand panel provides a summary of the relevant Hotlist and its Hotlist Members; the righthand panel contains the email composer itself.

Hotlist Detail

The top section of the lefthand panel displays the fields configured for the Hotlist page layout; below is the same information as is available in the Hotlist Member Summary and Hotlist Health Lightning components.

Email Composer

The email composer supports templates associated with the Hotlist object and makes use of the Mailing List template context. The 'From' field provides users with the option to send the resulting emails either from their own email address or from any organisation-wide email addresses to which they have access. Attachments are also supported.

Generative email support

The email composer on Email All Hotlist Members supports the use of generative email content by configuring a custom action with the Process value Email Template Generation: Mailing List.

The record Ids for the following objects are available as inputs for the generic generative email template flows:

Variable NameObject
whatIdHotlist

Email Sending

Bulk emails sent via Email All Hotlist Members are sent asynchronously - when the user clicks 'Send' and confirms the action, a single Email Send is created and then all of the recipients are added to the Email Envelope in batches and, once complete, the emails will be sent. The exact time it takes from clicking 'Send' to all emails being sent will vary depending on the volume of recipients, system utilisation and the maximum send rate on the AWS instance.