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1. Can I setup, design, test and launch an email marketing sequence using workflow rules at Essentials edition?

 

2. Can I setup a Dashboard to track Open Rate, Bounce Rate and CTR in the above email marketing sequence using Essentials edition?
4 answers
  1. Nov 29, 2020, 3:02 PM
    Hi Julio, 

     

    Can you provide more insight into your marketing sequence? Typically with Salesforce, Marketers use the Campaign object in Salesforce, in which they can create one or more campaigns and then add leads and contacts to track engagement on that campaign. You can use this functionality within Salesforce Essentials

     

    Workflow rules or more meant for more automated notifications rather than automated marketing communication. Additionally, workflow rules are supported in Salesforce Essentials, but Process Builder is available which offers similar functionality. 
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