How to Send List Emails in Salesforce Lightning

In this Salesforce tutorial, we will learn how to send list emails in salesforce lightning step by step.

While working for an organization for a client in the United States of America that uses salesforce as a CRM solution, I was given the responsibility of sending one email to several customers or employees.

So, after doing some research, I discovered that Salesforce offers us the list email functionality in lightning mode. If you are a salesforce user and are interested in learning how to send out one email to numerous clients you’ve come to the right place.

The topics that we will cover in this Salesforce tutorial are as follows.

• What is List Email in Salesforce Lightning
• Uses of List Email in Salesforce Lightning
• Functions in Salesforce Lightning List Email
• Advantages of List Email in Salesforce Lightning
• Features of Salesforce List Email
• How to send List Email in Salesforce Lightning
• How to send List Email with email template in Salesforce Lightning

What is List Email in Salesforce Lightning

Instead of sending one email to a group of people, a list email enables us to send individual emails to each one.

The primary goal of list email is to ease organizational operations. It is not to replace the current email program or manage massive marketing campaigns.

As a result, we can send unique and personalized emails to users on our contact and lead lists as well as campaign participants in Salesforce.

Moreover, we can choose certain contacts from a list or campaign view and email them. And each email can be personalized using email templates with merge fields.

With this, we have learned about List Email and its purpose. Now, let’s proceed and explore its uses.

Uses of List Email in Salesforce Lightning

The following are the uses of List Email in Salesforce Lightning:

• To help business processes
• To rapidly follow up with customers
• Invite leads to a webinar
• It might be used by our service team to send surveys

With this, we explored several common list email applications in salesforce. Now, we will move ahead and proceed to discuss its features.

Functions in Salesforce Lightning List Email

The following are the features available in List Email in Salesforce Lightning.

• Font Styles: We change the font style of the email text.
• Alignment: We can set the alignment of the email text, according to our desire.
• Insert & Removed numbered list: We can easily insert or remove email text points in the numbered list or bullet list.
• Use email template: We can easily use any email template.
• Insert Merge fields: We can insert merge fields easily in the compose email.
• Link: We can add a link in the compose email.
• Attach file: We can even attach as many files as we want, to the email.

With this, we have learned functions available in salesforce list email. Now, let’s move further and learn the advantages of List Email in salesforce.

Check out, How to Create Surveys in Salesforce

Advantages of List Email in Salesforce Lightning

The following are the advantages of the List Email in Salesforce Lightning:

• Using Merge fields and existing Email templates, user can customize their emails.
• It takes less time to send emails to 200 records at once.
• List Email can able to send emails with few clicks.
• The user has a daily limit of 5000 List Email to send. Individual emails are not included in this.
• The received List Email is visible to the recipients in the previous activities section of the activity timeline.

With this, we have learned the advantages of Salesforce List Email. Now, let’s move further and learn its features.

Features of Salesforce List Email

The following are the features of Salesforce Lightning List Email:

• Only accessible for Campaign member objects, Lead, and Contact.
• For merge fields, campaign fields are not available.
• Even if the Send List Email button is removed from the List View section, it still appears in the Recently Viewed list view.
• The list email record does not store the attachment when a user sends the List email using the Classic Email template.
• The List email does not support the Classic Visualforce email template.

With this, we have learned the features of Salesforce List Email. Now, let’s move further and learn how to send List Email in Salesforce Lightning.

How to send List Email in Salesforce Lightning

If you want to learn how to send one email to multiple users individually in salesforce lightning follow the below-given steps.

Suppose, we want to send mass emails to sales users of an organization. So, follow the steps given below.

Step 1: Click on the App Launcher, and select Sales app.

Step 2: Choose the appropriate object tab. Here, I select Contacts.

Step 3: Select the required List View using the top-left drop-down arrow. Here, I select All Contacts.

Step 4: Check the checkbox next to Name to choose the records to whom you want to send an email.

Step 5: Click on the Send List Email button. If it is not visible, click the drop-down arrow at the top right corner.

Step 6: Fill in the subject and compose the mail’s body.

Step 7: If you want to add merge fields, click the Insert Merge Field button at the bottom left.

Step 8: Based on the recipient, sender, and organization information, choose the required fields.

Step 9: Click on the Insert.

Step 10: If you want to add an attachment, click Attach File icon at the left bottom.

Step 11: Choose the required file or document from the relevant folder, add click the Add button.

Step 12: Click on the Send button.

Note: If your organization has met its list email limit, you are not able to send it. Try it on another day. Otherwise, the list email sends successfully.

With this, we have learned to send List Email in Salesforce Lightning. Now, we are going to learn how we send List Emails with an email template in Salesforce Lightning.

Also read, How to create Visualforce Email Template in Salesforce

How to send List Email with email template in Salesforce Lightning

If you want to learn how to send List Email with email template in Salesforce Lightning follow the below-given steps.

Suppose, we want to send mass emails to marketing users of an organization. So, follow the steps given below.

Step 1: Click on the App Launcher, and select Marketing app.

Step 2: Choose the appropriate object tab. Here, I select Contacts.

Step 3: Select the required List View using the top-left drop-down arrow. Here, I select All Contacts.

Step 4: Check the checkbox next to Name to choose the records to whom you want to send an email.

Step 5: Select the Send List Email button. If it is not visible, click the drop-down arrow at the top right corner.

Step 6: Fill in the subject and compose the mail’s body.

Step 7: Click the Insert, Create, or Update template icon.

Step 8: Next, click Insert a Template.

Step 9: To display a list of the available email templates, select the Templates and Templates Folder.

Step 10: Select the required email template, then click on Insert.

Step 11: Click on Send.

Step 12: If you want to send it later, click on the arrow and select Send Later. Then choose the Date, Time, and Time Zone.

Step 13: Click on Save.

Step 14: Click on Send Later, it will automatically send an email to all the selected records on the selected date, time, and time zone.

With this, we have learned to send List Email with email template in Salesforce Lightning.

Conclusion

In this tutorial, we have learned about List Email, its uses, features, and important points. We have also learned the advantages of the List Email in salsforce.

Additionally, we have learned to send List Email with or without email template in Salesforce Lightning step by step.

• What is List Email in Salesforce Lightning
• Uses of List Email in Salesforce Lightning
• Functions in Salesforce Lightning List Email
• Advantages of List Email in Salesforce Lightning
• Features of Salesforce List Email
• How to send List Email in Salesforce Lightning
• How to send List Email with email template in Salesforce Lightning

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• How to Test Email Deliverability in Salesforce
• How to use Classic Email Template in Salesforce
• Setup Email Deliverability Setting in Salesforce
• How to add Quick Text in Salesforce