Sending emails to a list in Salesforce is a powerful tool that enables you to engage with your contacts and leads at scale. Whether you’re nurturing leads, promoting products, sharing updates, or delivering personalized content, Salesforce’s email capabilities provide the means to deliver your message effectively.
By targeting specific segments of your audience and tailoring your email content, you can increase engagement, drive conversions, and ultimately achieve your business goals.
In this comprehensive guide, we will explore the process of sending emails to a list in Salesforce, covering the various aspects of email marketing within the platform.
You’ll discover how to create and manage email lists, design compelling email templates, automate email campaigns, and track performance metrics. Whether you’re a marketing professional, a Salesforce administrator, or a business owner, this guide will equip you with the knowledge and strategies needed to leverage Salesforce’s email marketing features effectively.
Youtube Video
Before we jump too far into the post I want to mention that there is a corresponding youtube video on the Salesforce Emily youtube channel.
I will embed that here but keep scrolling to get to the good stuff!
Step by Step Tutorial
The first thing you’ll need to do is head into a campaign.
Once in a campaign go to the related list.
Then find the campaign members related list.
On the down carrot select the send list email option.
Next create the content you want to send out to your campaign members.
Once satisfied with it, click review to make sure it’s satisfactory.
Then click send.
The email will be placed in the queue to be sent out to your users.
This can take a while depending on the time of day and speed of salesforces servers.
With that being said, that’s how you send an email to an email list in salesforce!
Conclusion
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