I have been WAITING for Email in Drawloop for about 2 years now. Yep 4/12/2014 is when I specifically requested it from Drawlop. So, does it work. Let's see. Here is the blog post. Here are the help docs.
Scenario
You know how HTML Emails in Salesforce are completely ridiculous, right? Well Visualforce emails are great (See Emails), but they are a lot of work, and people who don't know HTML are scared off by them. (Oh, and I don't do VF Emails with Apex Controllers - just the standard controllers, so it's not like there is deployable code or anything).
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- NO CALIBRI - make your document plain Arial BEFORE you start. Modify the Normal Style. Go for Arial 12.
Setting up the Document
- The blog post says nothing special is required. The help doc says include all your text in a single cell table.
- The help doc says images must be embedded in the file - hmm, I hope that means I can merge images in. I need my letterhead logo.
Steps
- Use the wizard to create a basic DDP - oops sorry, Document Package now.
- Set the document properties to send as an Email Body - this is the main thing that makes it an email. This is in that weird cog icon in the weird flash based part of the screen. I do hope they fix this in Lightning.
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