How To Send Mass Email – Want to bulk email in Salesforce? In this post, we’ll look at the Salesforce mass email feature in Lightning, Salesforce’s current mass email limitations, apps and tools that can help you mass email your Salesforce records like Search, ContactMonkey, Mailchimp, and Pardot, and we will offer the best optimization methods. bulk email in your CRM.
In the Winter’19 Release Notes it will be possible to track email open rates and bounce rates (inaccurate emails or emails that were not delivered).
How To Send Mass Email
Salesforce has been consistently at the top of the most popular CRM tools for years, and it will only gain more market share as it expands its product offerings. For example, in response to current demand, Salesforce launched Vaccine Cloud to manage vaccine administration. And, it seems, they don’t stop there.
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But one thing remains the same for all Salesforce clouds, regardless of their purpose: effective email management. It is difficult to imagine a successful business without a strong sales and marketing strategy. And email marketing, as one of the communication channels, is an integral part of these strategies.
Powered by expert CRM consultants, Salesforce can easily automate this tedious process for you, so you can send 500 emails in minutes instead of spending all day.
But before you plan your first mass email campaigns in Salesforce, let’s take a look at how it’s done here and what limitations you should expect.
To begin with, Salesforce’s bulk email has actually been renamed and is now called “Email List.” So how do you send them to Lightning (Salesforce’s new interface)?
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Step 1: Click Contacts to view your contact list. Make sure your contacts section is “All Contacts” and not “Recently Viewed” which is the default.
Step 2: Once you’ve selected all the recipients, you’re ready to email your list. Click the arrow box in the right-hand corner to see a drop-down menu and select “Send List Email.”
Step 3. You will see a classic email editor where you can attach some files to the recipients and you are done. Click Send. done
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But what if you don’t want to send your email to all recipients? Let’s go back to step 2. Before you click the arrow button and select Send Email List, you can filter your contacts and select only the ones you want. You can manually unmark entries if you have up to 10-20 contacts in the list. But what if there are 100 people?
Step 1: Make sure you select All Contacts. Check the top right corner to see the settings button. Click on settings and select Edit List Filters.
Step 2: By default, you only have one filter, but you can add more by clicking Add Filter. From the drop-down menu, you can select a filter such as “Campaign Participant Status” for the email list.
Step 3: After filtering the contacts, you can create a new email list. Click the arrow box and select Send email to list.
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Depending on your goal, you can try to find an email template or use the merge options yourself to include custom options from the contact record. Above the send button, you can click “Insert Email Template” to choose your template. If you can’t find one, you can also create an email template in Salesforce itself.
You can also insert “Merge Fields” if you want. Select what you need and click “Paste”. When the email is ready, click Send.
Watch the video below to see all these steps in action. (RE is a Salesforce-based commercial real estate CRM that uses Salesforce’s mass email functionality).
With any email campaign, there is always a risk that the recipient’s email service provider will view your email as suspicious and send it to their spam folder instead of their inbox. However, you can avoid being blacklisted by activating Email Relay.
Using The Mass Mailing Tool
Email relaying in Salesforce has many benefits. For example, by enabling it, you can automatically record/record every email you send, including its content. This is useful for organizations that must comply with certain government regulations or for businesses that want to have a digital copy of sent emails.
But the most important features of Email Relay are the ability to mitigate filtering with spam filters, apply existing content filters to scan messages for data and content not approved for corporate email, and run outgoing email through anti-virus software before sending to clients. .
Email relay is available in Professional, Enterprise, Performance, Unlimited, and Developer Editions, and to request this feature, you must create a request with Salesforce Customer Support. Learn how to set up this feature in your Salesforce org and what it requires in the Enable Email Relay article.
Now that you know how to send bulk emails in Salesforce, it’s a good idea to review Salesforce’s current limitations. Currently, Salesforce’s current bulk mailing limit is 5,000 emails per organization per day sent to external email addresses. As for internal users, you can send unlimited emails. Although this is the information on the Salesforce website, many users claim completely different numbers.
Sending Mass Emails In Salesforce
“Salesforce is like a set of puzzles that you have to solve to see the big picture,” says Varsha Venkatesh, Salesforce implementation expert.
This is really a set of puzzles and some of the solutions show that you can only send 250 mass emails in 24 hours if your plan is corporate.
However, we will follow Salesforce’s documentation and feel that the best way to find out Salesforce’s exact pricing or limitations is to contact their support team. Prices range from $25 per user to $300 per year.
Faced with all these limitations of Salesforce, sooner or later you might ask yourself, is there software out there on the web that extends this missing functionality?
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Let’s start with our own app for Salesforce Search. Search is not designed to send newsletters, but you can send text emails with images or files.
Note that Search is a Salesforce-based application, so it can’t extend your Salesforce sending limits, but you can create more complex bulk email lists and then export them for use in another marketing tool.
Search has no hidden costs at $15 per user per month. In addition to the search and email features, you can further upgrade your plan for $10 and get a reporting tool called Composer that allows you to create customizable reports. This can be a great option in conjunction with Search. Start a free trial of Search.
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Let’s say we need to send a message to our contacts in Texas who have not yet been contacted and those who work in the financial industry.
Open Search, select Contacts in Search and fill in the required fields. Click Save if you want to save this search for future updates. And click “Search”.
Step 2: In our example, we found no entries for these options. This is a good opportunity for us to see how Salesforce bulk contact editing works. We will bulk add new parameters to the selected contacts from the unfiltered contact list.
Note. Make sure you select “Accounts” for the “Search” field. The income and industry settings apply to accounts, not contacts.
How To Set Up A Mass Email System
Step 3. Now that we’ve made these changes, we can go back to the contact list and apply the saved search. After filtering your contacts, you can send them your first mass email.
Here you can add images, PDF files, DOC documents, reports and other files that your clients, managers, tenants and others can easily download. You can also add images to the text.
Using this software, you don’t need to ask your Salesforce administrator or anyone else to create your email list or export the necessary records for bulk email. Instead, you can do it with a few clicks and save a lot of time. Search has other features that make everyday Salesforce easier, so head over to the AppExchange and try it out for free for 30 days.
ContactMonkey is a smart email marketing platform that offers Salesforce integration and email tracking services. Using ContactMonkey, you can integrate your Salesforce with Outlook and Gmail and manage your email inbox.
Faqs On Email
You can easily send follow-ups, notifications, and invitations to your contacts or prospects in Salesforce. Lead or contact information is updated automatically, so you don’t have to enter the data manually.
You can also easily send bulk emails with ContactMonkey. The bulk email limit is 200 for the professional plan, which starts at $15 per user per month, but you can save money by paying annually.
In addition to bulk email features, ContactMonkey offers an amazing ability to track email activity such as email
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