Sending Transactional Emails from Salesforce

Essentials feature: Available on Essentials, Pro, and Ultimate plans.

Send transactional emails from Salesforce using Visualforce templates. You can use transactional emails to understand how respondents felt about using your website, making a purchase, interacting with your company after a sale, and more.

Build a survey, then connect your survey to Salesforce. From your survey, go to Mappings > Salesforce Custom Mappings to connect the survey to your integrated Salesforce environment. You don’t need to build any mappings yet.

Create a Visualforce email template in GetFeedback that you can copy and paste into Salesforce. To create and export your email template:

  1. From your survey, select Distribute > Email > Visualforce.
  2. Create your Visualforce template. Select the object that triggers the email and enter any merge fields.
  3. When you’re ready, scroll to the bottom of the sidebar and select Export.
  4. Copy the HTML, or enter an email address to send it to. You’ll paste the HTML template into Salesforce later.

After copying your template code, you can create your Visualforce email in Salesforce. To import your Visualforce template code:

  1. In Salesforce, create a Visualforce email template using the Classic email builder.
    You don't have to re-enter the correct Email Subject and Recipient Type. The Email Subject and Recipient Type you enter will be replaced later when you paste your template code from GetFeedback.
  2. Save the template when you’re done.
  3. In the Email Template section, select Edit Template.
  4. Delete the existing code.
  5. Paste your template code in the box.
  6. Adjust the email as needed.
  7. When you’re done, select Save. Your template preview displays in the Email Template section.

Salesforce will start blocking new workflow rules in Winter 2023. Learn more

After setting up your email template, you can create a workflow in Salesforce. If possible, work with your Salesforce administrator to make sure you create your workflow correctly.

When creating your workflow:

  • Create your flow and set your rule criteria.
  • Attach your email template to the flow.

Create mappings to tell GetFeedback where to place survey response data, such as NPS or CSAT score, in Salesforce. You can use our managed mappings package or create your own custom mappings.

  • To install the managed mappings package, go to your survey in GetFeedback and select Mappings > Salesforce Managed Mappings.
  • To create custom mappings, go to your survey in GetFeedback and select Mappings > Salesforce Custom Mappings.

Before turning on your workflow, send a test email to make sure your merge fields and mappings are working correctly.

To test your email and merge fields:

  1. In Salesforce, go to your Visualforce email template.
  2. Select Send test and verify merge fields.
  3. Choose the contact, account, or case to use as fake data in your test email.
  4. Enter the email address to send the test email to, then check the box to Send email preview.
  5. Select OK to send a test email to the address you entered.

If you’re satisfied with the test email, you can turn on your workflow and start sending transactional emails.