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Emails
Table of Contents
Content Page #
A. Upload and Download Files for CheetahMail V:2 – V:5
B. Activate or Deactivate SalesForce Emails V:6 – V:8
C. Check Usage of SalesForce Emails V: 9 – V:11
In order to deploy an email through CheetahMail, a Mail File, Creative File & Creative Request Form (CRF) must be
uploaded to the CheetahMail FTP Site.
V: 2
Click “Browse” to select your file and then click “Submit” when you have chosen a file.
You will then see a message that your file has been successfully uploaded.
V: 3
Click the box to the Left of the file you would like to download.
CheetahMail Process:
o Database team uploads mail(s) file directly to Cheetahmail FTP Site and emails PM when mail file(s) have been
uploaded.
o Mail file(s) must be a .txt or .csv (not excel).
o PM uses “DEPLOY IT” form from the IT Form to fill out the CRF for Cheethamail
o DEPLOY IT must contain the exact mail file name, should be-named using the campaign name/launch date and saved
on the drive.
o PM uploads DEPLOY IT to Cheetahmail FTP Site. (See below)
o PM emails Judith Cohen, CheetahMail generic Email (see below for contact info) & Database team to let them know
that all files have been uploaded to the CheetahMail FTP Site.
o CheetahMail team will send “test” email of email 1-3 days prior to deployment for PM to approve.
o PM reviews test email, sends to any other approvers and checks that all links work.
V: 4
o If email is not approved, PM emails CheetahMail team & cc Database team to make them aware of any issues. PM
should request new test emails.
o If email is approved, PM emails CheetahMail team & Database team to approve email for launch.
Notes -
V: 5
#1 –Go to https://login.salesforce.com/and login using user name/password.
V: 6
#4 – Under “Folder” select the folder your email is located in. Then click “edit” on the Left once you have found the
email you are looking for.
#5a – To activate an Email: Next to “Available for Use” check the box. Then, click “Save.”
V: 7
#5b – To deactivate an Email: Next to “Available for Use” uncheck the box. Then, click “Save.”
V: 8
#1 –Go to https://login.salesforce.com/and login using user name/password.
V: 9
#4 – Under “Folder” select the folder your email is located in. Then click on the title of email once you have found the
one you are looking for.
#5 – Next to “Times Used” you will see the # of times your email has been sent.
V: 10
V: 11