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Admins

Send Mass Emails in Salesforce Lightning

By Ben McCarthy

February 08, 2018

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.

  1. 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.
  2. 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.
  3. After you have completed building or selecting your email template, you can hit the “Review” tab to preview your email.
  4. The final step, just click send!

 

The Author

Ben McCarthy

Ben is the Founder of Salesforce Ben. He also works as a Non-Exec Director & Advisor for various companies within the Salesforce Ecosystem.

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Leave a Reply

Comments:

    Jonathan
    February 19, 2018 4:07 am
    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?
    Reply
    yacol
    March 26, 2018 8:32 am
    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.
    Reply
    Idaliz Gonzalez
    May 15, 2018 6:12 pm
    A tool like Pardot will have all the analytical information to track those emails and click tracking.
    Reply
    Emily
    May 17, 2018 3:23 pm
    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....
    Reply
    Sharad
    June 01, 2018 7:45 am
    how to add Unsubscribe URL at the bottom of the email body?
    Reply
    Steve Swan
    June 12, 2018 11:35 pm
    Is there still a 5000/day limit?
    Reply
    Chris
    August 02, 2018 4:23 am
    Classics capability of "Mass Email Users" does not seem to be available in Lightning, Your thoughts please.
    Reply
    Sheila Johnson
    August 05, 2018 6:56 pm
    What email address will it show that it is coming from?
    Reply
    william
    August 22, 2018 6:57 am
    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/
    Reply
    Patricia Boyce
    September 05, 2018 7:35 pm
    Is there a way to schedule the email?
    Reply
    Simon Anlezark
    October 30, 2018 4:45 am
    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
    Reply
    Lisa Mensink
    October 09, 2019 11:16 pm
    Yes, is there a "Mass Email Users" in Lightning?
    Reply
    Niyati Shah
    March 24, 2020 9:33 pm
    Is there a way to change the 'From' name and email while sending the mass emails?
    Reply
    Alastair Dinning
    May 12, 2020 8:03 pm
    Can we use this to send from an Org Wide email address?
    Reply
    John Sexton
    December 08, 2020 5:58 pm
    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?
    Reply
    Christine Marshall
    March 12, 2021 1:30 pm
    When you click 'Send List Email' you do not have the option to change the 'From' email address.
    Reply
    Elinor
    May 19, 2021 9:54 am
    Hi, There is a permission set (under system permission) named "Mass Email" that you need to add/
    Reply
    Elinor
    May 19, 2021 10:04 am
    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.
    Reply
    Perry S. Hull
    February 15, 2022 12:43 pm
    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
    Reply
    Sarah
    April 22, 2022 2:27 am
    Can you attach a document to a "Send List Email"?
    Reply
    Edward Dalton
    September 29, 2022 11:17 pm
    You will be able to as of October 14, 2023: https://help.salesforce.com/s/articleView?id=release-notes.rn_sales_productivity_email_from.htm&type=5&release=240
    Reply
    Sandeep
    February 03, 2023 1:08 am
    When a List email is sent, I have received the sent notification - can I add more email addresses so that we all receive the sent email notification? Thanks
    Reply
    Alex
    February 15, 2023 6:59 pm
    Is there a tool that can send roughly 1.75 million emails at once or in a few batches?
    Reply
    Karen Wheeler
    April 27, 2023 4:15 pm
    I can't find anything about sending mass/bulk emails from a custom object. Insane.
    Reply