Send Mass Email Salesforce Campaign – In Salesforce Classic, users can send bulk emails to leads, contacts, and campaign members using the Send Bulk Email feature, but Lightning doesn’t have this feature. Bulk email functionality is now available in Lightning as “Send List Emails”.
In Salesforce Classic, users can send bulk emails to leads, contacts, and campaign members using the “
Send Mass Email Salesforce Campaign
But the Lightning experience doesn’t have this feature. Bulk email functionality is now available in Lightning as “Send List Emails”.
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When you send an email to a group of people using an email list, it will be sent to the recipient as an individual email instead of a group email with multiple recipients. The main purpose of an email list is to streamline business processes, not to replace existing email programs or manage mass marketing campaigns. The “Email List” action is available in the Linked List View section. A user can use the “Email List” action in their list view. So they can easily select lead posts or contact posts based on their views.
An email list is nothing more than a mass email. In the Winter 18 release, Salesforce added some additional features to Lightning to improve mass email capabilities. To distinguish these features, “Mass Email” has been changed to “List Mail” because additional features are only available in Lightning.
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In the Winter 19 release notes, you will be able to track email open and bounce rates (incorrect or undelivered emails).
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Over the years, Salesforce has consistently risen to the top of the most popular CRM tools and will only gain more market share with its product offerings. For example, to keep up with the current demand, Salesforce released Vaccine Cloud to manage vaccine administration. And it looks like they won’t stop there.
But regardless of the purpose, one thing remains the same for all Salesforce Cloud: efficient email management. We cannot imagine a successful business without a strong sales and marketing strategy. Email marketing as one of the communication channels is an integral part of these strategies.
With expert guidance from CRM consultants, Salesforce can easily automate this tedious process for you, so you can send 500 emails in minutes instead of spending a whole day.
But before you start planning your first mass email campaign in Salesforce, let’s take a look at how it’s done and what limitations you can expect.
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Let’s start with Salesforce Mass Email, which has actually changed and is now called “Email Lists”. So how do you send them to Lightning (Salesforce’s new interface)?
Step 1. Click on Contacts to view the contact list. Make sure the Contacts section is “All Contacts” and not “Recently Viewed” which is set by default.
Step 2. Once you’ve selected all the recipients, you’re ready to send your list email. Click on the arrow in the right corner to see the drop-down menu and select “Send email from list”.
Step 3. You will see a classic email editor where you can attach some files to the recipient. Click Submit. made
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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. You can filter your contacts and select only the ones you need before clicking the arrow and selecting Send Email List. If you have 10-20 contacts in the list, you can delete the account manually. But what if there are 100 people?
Step 1. Make sure “All Contacts” is selected. 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 Member Status” for your email list.
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Step 3. After filtering your contacts, you can create a new email list. Click on the box with the arrow and select “Email List”.
Depending on your goals, you can browse email templates or use the merge option yourself to include custom parameters from your customer account. Click “Insert Email Template” right above the send button to choose your template. If you haven’t found one, you can create your own email template in Salesforce.
You can include “Merge Fields” if you want. Select what you need and click “Insert”. When the email is ready, click Send.
Watch the video below to see how to do all these steps. (RE is a commercial real estate CRM on top of Salesforce that uses Salesforce’s mass email functionality).
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With any email campaign, there is always a risk that the recipient’s email service provider will treat your email as suspicious and send it to the “Spam” folder instead of the inbox. However, you can avoid blacklisting by enabling Email Relay.
Email forwarding in Salesforce has many advantages. For example, if you enable it, you can automatically log/record every email you send, including the content. This is useful for organizations that must comply with certain government regulations or for companies that want digital copies of sent emails.
But the most important features of Email Relay are the ability to reduce filtering by spam filters, use existing content filters to scan company emails for unauthorized data and content, and the ability to run emails that are being routed through anti-virus software before sending them to clients. . .
Email Relay is available in Professional, Enterprise, Executive, Unlimited, and Developer editions, and you must open a case with Salesforce Customer Support to request this feature. Learn how to set up this feature in your Salesforce organization and what the requirements are in the Enabling Email Relay article.
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Now that you know how to send bulk emails in Salesforce, it’s worth reviewing Salesforce’s current limitations. Currently, Salesforce’s bulk email limit is 5,000 emails per organization sent to external email addresses per day. For internal users, you can send an unlimited number of emails. Although this is the information available on the Salesforce website, there are many users who claim that it is a completely different number.
“Salesforce is like a set of puzzles that you have to solve to see the big picture,” said Varsha Venkatesh, Salesforce adoption specialist.
It’s a really big number puzzle, and some solutions show that if your plan is below Enterprise, you can only send 250 bulk emails in 24 hours.
However, we will follow the Salesforce documentation, and the best way to find out Salesforce’s exact pricing or limitations is to contact their support. Prices range from $25 to $300 per user and are billed annually.
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Faced with all these limitations of Salesforce, sooner or later you may wonder if there is software to extend the missing functionality on the web.
Still a Salesforce Classic user? Contact our team and we’ll help you transition from Migration to Lightning. Please contact us
Let’s start with your Salesforce Search app. Search is not designed for sending newsletters, but you can send text emails with images or files.
Note that app search sits on top of Salesforce, so you can’t extend the sending limits in Salesforce, but you can create more complex bulk email lists and then export them for use in other marketing tools.
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Search has no hidden costs and costs $15 per user per month. In addition to search and email functionality, you can upgrade your plan for $10 to get a customizable report generation tool called Composer.
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