Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
Email Actions - FREE interactive emails
Send e-mails easily, connect with your customers and engage actions
- Business Need
- Mass Emails
- Requires
- None
With E-mail Actions, send surveys, collect feedback, calculate NPS score. Design beautiful e-mails and collect data from your customers. You can also collect the consent from your prospect or your customers to be compliant with the GDPR law.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 5 of 5 Reviews
Great tool for simple survey delivery, even includes personalization capabilities
Extremely easy to set up and use. We deliver surveys directly from both custom objects and standard Case objects, bringing in personalized merge fields into our survey email text. We got great support from LYS as well.
Very helpful tool
Very handy tool and the installation explanation is very clear. Maybe you can make a video how it works in practice, when it is installed with the process builder, for example via a case. To show how well it works after it is completely installed. That is separate from the fact that it is a perfect app. Thank you.
it is easy to setup and works great for surveys where ratings are given, or an option is picked.
Pros: - The installation and setup process is very straight forward; and very well explained in the installation guide, - It is also very easy to customize the surveys, and they look good in email inboxes, - It works well for NPS-like and Rating surveys. - Responses are reflected in salesforce and a simple report is already there to present the results. - Automation is possible using process builder (Eg. The process creates a new Interaction record everytime a case is closed, so the survey will be sent to the contact on the case) Cons: - It does not support Merged fields (Not possible to have field values from for example Case or Contact record in the surveys), - I did not manage to add a free-text field in the surveys to get the customer feedback in text format. Not sure if this is not available or if I am missing anything.
Very useful to create a NPS Survey.
We wanted to update our standard NPS survey to a clickable link options in an email and "Email Action" is the perfect choice for that. Very easy to implement and works with. An option to activate/deactivate signature from emails sent would be nice but overall the tool is really great.
An helpful appexchange which permits to extend the standard approval process to customers
We had an issue : we wanted to extend the standard approval process to our customers. Email actions gave us an easy way to send email to our customers with buttons or links to interact with them and then to trigger actions in Salesforce. The setup is also quiet easy and permits to configure the email template. Thank you for this appexchange
Just as an update in Oct '25 this tool does indeed support merge tools and I was given great support from Julien at LYS to point out how. You must set your workflow up to bring in the LinkedRecordID (custom field included in the package) from the triggering record related to your survey. With this I was for example able to bring in Case Number/Subject fields and personalize survey email content. Many thanks!