How to Send List Email from Campaign in Salesforce

In this Salesforce tutorial, we will learn about sending List Email from a Campaign in Salesforce. We are going to discuss the method of sending List Email in Salesforce Lightning and Classic editions respectively.

While working in the Sales team of an organization that uses Salesforce as its primary CRM tool to track and manage customer data and other activities related to sales, I recently got a task to send emails to the Campaign members for the follow-up event, and instead of sending an email in a group, I decided to send an email individually to all campaign members with the help of List Email feature.

Send List Emails in Salesforce

In Salesforce, we have a feature for sending list emails and this feature allows us to email an individual email to each recipient in a list instead of one email to the entire group. With this, we can send emails to recipients on contact and lead lists and members of a Salesforce campaign.

To send a list email in Campaign we need to choose individual records in Campaign view and send an email to all contacts individually.

In the below examples, I will explain the method to send a list email in Salesforce Lightning and Classic editions.

Considerations and Limitations of List Email

There are a few considerations and limitations that we should be aware of before sending list emails to Salesforce.

  • We can add only up to 10 list views in the Recipients field, and every time we send a list email the view will be reduced by one.
  • If you haven’t mentioned the email or wrong email of the contact or account, the email will be sent to the rest of the users except the one with the wrong or blank email field.
  • Unlike Salesforce Lightning, you have to manually select the contacts’ email to send the list email.
See also  How to Send Email Alerts using Workflow Rule in Salesforce

Send a List Email from a Campaign in Salesforce Lightning

To send a List email from a Campaign in Salesforce, login to your Salesforce account and follow the below steps.

1. First, we need to go to the Sales application, and for that click on the App Launcher search for the Sales, and under the heading Apps select Sales.

Send list email from Campaign in Salesforce Lightning

2. In the Sales app of the org. Click on the click on the Campaigns tab.

Salesforce Lightning Send List email from Campaign

3. In the Campaign window, select an active campaign from which you want to send an email to the members within the campaign. In this example, I have selected the campaign GC Product Webinar.

Send list email in Salesforce Campaign

4. In the campaign record, go to the section Campaign members, and on the right-hand side click on the dropdown arrow and select the option Send List Email.

Salesforce Lightning Send List email in Campaign

5. As we click on the Send List Email, a pop-up window will appear. In this window, we will enter the Subject of the email and then compose the email in the text area, and lastly click on the Send button.

We can also review the email by clicking on the Review tab.

Send list email in Salesforce Lightning Campaign

As we click on the Send button the Email will be sent to the members of the Campaign.

In this way, with the help of the above steps, we have successfully listed emails for the Campaign contacts in Salesforce Lightning.

Send a List Email from a Campaign in Salesforce Classic

To send a list email from a campaign in Salesforce Classic, login to your Salesforce account, switch to the classic version, and then follow the steps below.

See also  Salesforce Chatter

Unlike Salesforce Lightning we don’t have an inbuilt feature to send list emails in the Classic edition, so we will try a different approach to get the same output as a list email.

1. On the Home page of Salesforce Classic, click on the Campaign tab.

Salesforce Classic Send List email for contacts in Campaign

2. In the Campaigns window, we can see a list of the recently opened campaigns and to open all campaigns click on the Go button.

Send list email from Campaign in Salesforce Classic

3. In this window we can view all the campaigns in the org. and from here select a campaign. In this example, I have selected a campaign User Conference.

Salesforce Classic Send List email in Campaign

4. On the record page of the selected campaign go to the section Activity History and click on the button Send an Email.

Send list email in Salesforce Classic

5. In this step, we will enter the following required details to list emails for the accounts in the campaign.

  • In the To field enter the name of any user from the contacts of the campaign.
  • In the Related To field select the option Campaign.
  • In the Additional To field add all the remaining emails of the accounts related to the campaign.
  • In the Subject field, write the relevant subject for the email.
  • In the Body field compose the email message.
  • After entering the above fields click on the Save button.
Create List email for campaign in Salesforce Classic

As we click on the Send button the email will be sent to the Contacts’ emails that we have added in the To and Additional To field.

We can see this sent email in the Activity History section of the campaign’s record page as shown in the below picture.

List email for campaign in Salesforce Classic

Here we can see that email is listed but unlike Salesforce Lighting we don’t have a feature to schedule a list of emails for later.

See also  How to Create a Custom Lightning Record Page in Salesforce

In this way, we have successfully listed emails from a Campaign in Salesforce Classic with the help of the above steps.

Conclusion

In this tutorial, we have learned about Listing Emails from Campaigns in Salesforce. In the Lightning edition, we listed the emails in Campaign with the help of the built-in feature of listing emails. While in Classic we didn’t have any inbuilt feature to list emails from campaigns so, we took a different approach to get a similar output.

With the help of the definition and scenario explained in the beginning we came to know about the functions and use of list email in Salesforce.

You may also like: