How to send a mass email in Salesforce
This guide provides step-by-step instructions on how to send a mass email in Salesforce. It is useful for anyone who needs to send a message to a large number of recipients efficiently and effectively.
Amber Kahr
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9 steps
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25 seconds
Salesforce
1
Click "Campaigns"
2
Find the campaign you want to send a mass email to.
3
Click "Related" to see the contacts and/or leads in the campaign. Add and remove campaign members as needed.
4
Click "Show more actions"
5
Click "Send List Email"
6
You can compose your email directly into the editor, or select a pre-built email template.
7
Click "Insert"
8
Click "Review" to see a preview of your email, including how merge fields will function for each recipient.
9
Click Send when you're ready, or schedule for a later date/time.