How to Send List Emails From Salesforce
A list email allows you to email to an individual email to each recipient in a list instead of one email to the entire group. So you can send individual and personalized, emails to recipients on contact and lead lists and members of a Salesforce campaign. You can also, choose individual records on a list or campaign view and send an email. You can use email templates with merge fields to customize each email.
Here’s how to send List Emails in Salesforce:
- While in a List View, check off the boxes of users you want to send an email to.
- In the top right, select the down arrow next to Add to Campaign and select Send List Email.
- Type in your subject and content. If you have an email template you’d like to use, you can insert it using the second button in the bottom left.
- Select Send.
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