CRM Integration: Adding a Request Recommendation Button

You can create a custom button in your Saleseforce.com or other CRM that automatically formats an email for sending a recommendation request.  Here is how it works:
  • Have a button on the clients contact/info page labeled "Request Recommendation"
  • When clicked, it opens the users default email program (ex: Outlook, gmail, etc.)
  • Automatically adds the relevant to:, from:, Subject:, and text of the body
Here are the steps to create this in Salesforce.com:
  1. Navigate to the Contact page
  2. From Setup, click 'Customize' and select 'Buttons'
  3. Click 'New Button'
  4. Add button attributes:  content source of button = URL, and put this:
mailto:[client_email]?subject="Please write me a recommendation"&body="Hi "[client_name]","<br> ,<br>  "This is "[SENDER_NAME]" and I have a favor to ask of you.  If you feel I've done a good job for you, please consider writing me a recommendation that I can share online with others interested in my service.",<br> ,<br> 
To do so, please click on the link below.  You will NOT need to create an account.
,<br> 
[REQUEST_LINK]
,<br> 
"Thank you!"
[SENDER_NAME]

For other CRM systems the above flow for creating this button or link will be similar.  Please contact Reach150 for any assistance.


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