September 25, 2024

IEX Trading Witnessed a 50% Improvement in Email Management

IEX Trading Witnessed a 50% Improvement in Email Management

Key Highlights

  • Create a custom list view for Accounts & related Contacts.
  • Send bulk emails to Accounts and Contacts.
  • Add customized signatures to email.
  • Add custom salutations for selected accounts and contacts.
  • Easily preview the email before sending it to recipients.
  • After the email is sent, a CSV file is generated with successful and failed messages.

Key Highlights

  • Create a custom list view for Accounts & related Contacts.
  • Send bulk emails to Accounts and Contacts.
  • Add customized signatures to email.
  • Add custom salutations for selected accounts and contacts.
  • Easily preview the email before sending it to recipients.
  • After the email is sent, a CSV file is generated with successful and failed messages.

Overview

Discover how the team of HIC Global Solutions streamlined email management with custom list views, bulk emails, personalized signatures, dynamic salutations, email previews, and CSV reporting.

What You Need to Know

The client of the IEX Exchange wanted a customized list view, bulk email capabilities with personalized salutations & signatures, and email preview functionality for their Salesforce communications and data management challenges.

Why It Matters

You can enhance efficiency, and ensure accurate & tailored communication with custom list views, bulk emails with personalized signatures, and email previews in Salesforce. It further helps streamline processes, improve outreach, and drive stronger customer engagement.

What HIC Did

Our team developed a LWC Apex class, created a batch class to send bulk emails, implemented dynamic salutations, and added a preview feature for a better user experience.

Overview

Discover how the team of HIC Global Solutions streamlined email management with custom list views, bulk emails, personalized signatures, dynamic salutations, email previews, and CSV reporting.

What You Need to Know

The client of the IEX Exchange wanted a customized list view, bulk email capabilities with personalized salutations & signatures, and email preview functionality for their Salesforce communications and data management challenges.

Why It Matters

You can enhance efficiency, and ensure accurate & tailored communication with custom list views, bulk emails with personalized signatures, and email previews in Salesforce. It further helps streamline processes, improve outreach, and drive stronger customer engagement.

What HIC Did

Our team developed a LWC Apex class, created a batch class to send bulk emails, implemented dynamic salutations, and added a preview feature for a better user experience.

Key Improvements

90%

Increase in successful email delivery rates

75%

Reduction in reporting errors

60%

Increase in campaign effectiveness

Key Improvements

90%

Increase in successful email delivery rates

75%

Reduction in reporting errors

60%

Increase in campaign effectiveness

About the Client

IEX Exchange is a well-known financial technology company that operates a stock exchange. The company’s goal is to make trading fair in the stock market and more transparent. They focus on creating a trading environment where all participants have equal access to market information and can trade without unfair advantages.

About the Client

IEX Exchange is a well-known financial technology company that operates a stock exchange. The company’s goal is to make trading fair in the stock market and more transparent. They focus on creating a trading environment where all participants have equal access to market information and can trade without unfair advantages.

Challenges Faced

The client wanted to create a custom list view for Accounts & Contacts, send bulk emails, add customized signatures, preview emails, and much more. Below are the key challenges faced by the client

Initially, the client struggled to manage data efficiently between Accounts and Contacts in Salesforce.

They needed a solution to send personalized bulk emails, including custom salutations and signatures. One can use Salesforce email templates as well while sending emails.

The client wanted to ensure that emails were previewed before sending to avoid errors and ensure consistency.

Lastly, they didn’t have a proper method to track email success and failures through a CVS report.

Challenges Faced

The client wanted to create a custom list view for Accounts & Contacts, send bulk emails, add customized signatures, preview emails, and much more. Below are the key challenges faced by the client

Initially, the client struggled to manage data efficiently between Accounts and Contacts in Salesforce.

They needed a solution to send personalized bulk emails, including custom salutations and signatures. One can use Salesforce email templates as well while sending emails.

The client wanted to ensure that emails were previewed before sending to avoid errors and ensure consistency.

Lastly, they didn’t have a proper method to track email success and failures through a CVS report.

Challenges Faced

The client wanted to create a custom list view for Accounts & Contacts, send bulk emails, add customized signatures, preview emails, and much more. Below are the key challenges faced by the client

They were facing issues with
  • Custom List View for Accounts & Contacts
  • Initially, the client struggled to manage data efficiently between Accounts and Contacts in Salesforce.

  • Sending Bulk Emails with Custom Salutations & Signatures
  • They needed a solution to send personalized bulk emails, including custom salutations and signatures. One can use Salesforce email templates as well while sending emails.

  • Email Preview Option
  • The client wanted to ensure that emails were previewed before sending to avoid errors and ensure consistency.

  • Tracking Email Success and Failures
  • Lastly, they didn’t have a proper method to track email success and failures through a CVS report.

Solutions Offered by HIC Global Solutions

Our development team built a custom list view using LWC to seamlessly manage Accounts and Contacts. We created an intuitive user interface with a data table and accordion feature to showcase Account details and their associated Contacts in a unified view.

Leveraging their expertise, the team created a batch class to enable email distribution to Contacts associated with Accounts. The system maps email addresses from account records and validates them to ensure data accuracy.

We built an “Email Signatures” object where users can create and manage personalized signatures, including logos and branded elements. These signatures will dynamically be integrated into the email body.

Now, before sending emails, users can easily preview the email’s content from where they can see the recipient’s name, subject lines, and signatures. With the help of this feature, the chances of errors are reduced.

After each email campaign, the CSV report will be automatically generated, capturing success and failure statuses for each email. This CSV file contains crucial details like Account ID, email status (Success/Failed), and failure reasons when applicable.

Solutions Offered by HIC Global Solutions

Our development team built a custom list view using LWC to seamlessly manage Accounts and Contacts. We created an intuitive user interface with a data table and accordion feature to showcase Account details and their associated Contacts in a unified view.

Leveraging their expertise, the team created a batch class to enable email distribution to Contacts associated with Accounts. The system maps email addresses from account records and validates them to ensure data accuracy.

We built an “Email Signatures” object where users can create and manage personalized signatures, including logos and branded elements. These signatures will dynamically be integrated into the email body.

Now, before sending emails, users can easily preview the email’s content from where they can see the recipient’s name, subject lines, and signatures. With the help of this feature, the chances of errors are reduced.

After each email campaign, the CSV report will be automatically generated, capturing success and failure statuses for each email. This CSV file contains crucial details like Account ID, email status (Success/Failed), and failure reasons when applicable.

Solutions Offered by HIC Global Solutions

The solutions which we offered to them
  • Enhanced Custom List View for Accounts and Contacts
  • Our development team built a custom list view using LWC to seamlessly manage Accounts and Contacts. We created an intuitive user interface with a data table and accordion feature to showcase Account details and their associated Contacts in a unified view.

  • Efficiency Bulk Email Sending Mechanism
  • Leveraging their expertise, the team created a batch class to enable email distribution to Contacts associated with Accounts. The system maps email addresses from account records and validates them to ensure data accuracy.

  • Custom Email Signature Management
  • We built an “Email Signatures” object where users can create and manage personalized signatures, including logos and branded elements. These signatures will dynamically be integrated into the email body.

  • Email Preview for Accuracy
  • Now, before sending emails, users can easily preview the email’s content from where they can see the recipient’s name, subject lines, and signatures. With the help of this feature, the chances of errors are reduced.

  • Comprehensive CSV Reporting for Email Campaigns
  • After each email campaign, the CSV report will be automatically generated, capturing success and failure statuses for each email. This CSV file contains crucial details like Account ID, email status (Success/Failed), and failure reasons when applicable.

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