Send Mass Emails in Salesforce Lightning
Did you know you can send mass emails out of Salesforce? Well you do now!
I know very few people that use this feature within Salesforce classic, presumably because there are various limits against it. But since the Winter ’18 release, Salesforce has brought this feature to Lightning, with a really slick interface and extra features.
Mass Emailing essentially allows you to send an email template (Complete with images, merge fields and attachments), to a list of contacts, person accounts or leads. To separate these two features, Salesforce has renamed “Mass Emails” to “List Emails”.
Sending a List Email
List emails can be sent from any list view you have created on the lead or contact object. If you wish to send emails to Person Accounts, you have to create a list view on the contact object.
1. Firstly create your desired list view, and direct yourself to the actions top left of the panel where you can see the “New” button. By clicking on the drop-down arrow, the List Email button should appear.
- The simple, effective panel that pops up gives you everything you need to send an email template. Firstly type in the list view that you wish to send the mass email to.
- You now either have a choice to compose your own email using the tools on the bottom right (Including adding merge fields to give that personalised touch) or select a previously made Email template.
- After you have completed building or selecting your email template, you can hit the “Review” tab to preview your email.
- The final step, just click send!
Jonathan
Is there a way that you can do this to a campaign list? In the Classic mass email you could select a campaign – can you do this with Send a List Email?
yacol
What about tracking emails after having them sent? By “tracking” I mean if they are opened or not, when, how many times, have the links inside emails been clicked, etc.
Idaliz Gonzalez
A tool like Pardot will have all the analytical information to track those emails and click tracking.
Simon Anlezark
Add the HTML status related list to the page layout in Classic, or use the HTML status report in LEX
https://help.salesforce.com/articleView?id=000006731&language=en_US&type=1
Emily
Do you know of any way to reference another object’s record in the email template? For example, in Real Estate there will be a listing record with home images etc. Would like to send those to everyone in a specific contact list view list. Sending to all contacts is the easy part… trying to figure out how to add details from the listing….
Sharad
how to add Unsubscribe URL at the bottom of the email body?
Steve Swan
Is there still a 5000/day limit?
Chris
Classics capability of “Mass Email Users” does not seem to be available in Lightning, Your thoughts please.
Sheila Johnson
What email address will it show that it is coming from?
william
Totally agree. Depending on how many emails you want to send every day, you can opt for different Salesforce editions. In professional edition, you can send maximum 250 emails every 24 hours. In case of Enterprise edition, the limit extends up to 500 and 1000 for the Unlimited edition. Even in the case of the unlimited edition, there is an upper limit defined by the Salesforce Company that does not justify the name at all. Here is one of my blogs on the same topic. Tried to cover most of the info here . https://www.janbask.com/blog/send-mass-emails-salesforce/
Patricia Boyce
Is there a way to schedule the email?
Lisa Mensink
Yes, is there a “Mass Email Users” in Lightning?
Niyati Shah
Is there a way to change the ‘From’ name and email while sending the mass emails?
Alastair Dinning
Can we use this to send from an Org Wide email address?
Christine Marshall
When you click ‘Send List Email’ you do not have the option to change the ‘From’ email address.
John Sexton
We used VR in Classic SF but currently it is not supported in Lightning – is there a 3rd party mass email solution for SF lightning? I create my own email templates and use campaigns to send these out – what is comparable in Lightning?
Elinor
Hi, There is a permission set (under system permission) named “Mass Email” that you need to add/
Elinor
I found a workaround the changes the “Form” address:
1. Add permission set called “Send Email through External Email Service”
2. Go to your personal Setting and change your personal email from address
3.
Perry S. Hull
I tried Contacto App for mass email, and it worked pretty well.. You can explore features on their official website https://bigworks.co/contacto/. this is also lightning ready, and available for 14 days free trial.. Let me knw if this helped
Sarah
Can you attach a document to a “Send List Email”?