Send Personalized Emails to a Group
Use list email in Lightning Experience to send an email to individuals on contacts and
lead lists, as well as campaigns. You can even personalize the content efficiently through
templates. Take your company email outreach to another level!
The list email tool has four components; the recipient, subject, content and review.
Let’s say you’re an account representative sending out an invite to contacts about an
upcoming golf tournament.
We’ll go to the Contacts tab and look at the list view. Then select the list view you
want to choose recipients from.
Let’s choose Golfers.
A really easy way to send to the entire list view is to click Select All and then Send
List Email from the list view.
Or, from this list, select all or some of the leads to send an email to. You might sort
by title or city, or choose the contacts you know will benefit the most from the event.
Then, click the drop down and select Send List Email
The list looks good, with 6 recipients total. The maximum number of external addresses you
can include in one email depends on the Salesforce edition you’re using.
Next, let’s customize the email content. We’ll save time with
an email template. Let’s find the existing template for this golf tournament and select
it. If none of the existing templates meet your
needs, you can simply create a new draft for the email in the space provided.
Merge fields allow you to personalize the email. A merge field is a placeholder in the
email template. Once the email is sent, it is replaced with the data of the individual
recipients.
Let’s incorporate a merge field to address the recipients by their first name. We’ll
select “Recipient: First Name” to personalize the email.
Notice that the first name merge field works for leads and contacts. You can use one template
for both of these recipients!
You can also add Attachments with your email and they will be saved as a part of the template.
Once you’re done, you can choose to “Save as New Template”. If you save it, the template
is available for future emails! If you’re interrupted while creating your
list email, just click Save As Draft. Then you can come back to it when you’re ready.
Let’s get back to our list email. Since we’re almost ready to go, you can
preview your list email on the Review tab. Confirm that the preview looks correct. You
can also click on the recipients’ names to see any personalization.
Now let’s send this email! Once you click send, it’s sent to everyone you specified.
In this case, you want it to hit everyone’s inbox tomorrow morning, so let’s schedule
the list email.
If you change your mind about when to send the list email, go to the List Email home
page to adjust things.
By the way, you can also easily send a list email to a campaign. Just click Send List
Email from a Campaign record, or specify individual campaign members.
You’ll automatically receive an email with the status and details of the list email you
sent. Back in Salesforce, you can see this email
in the Activity Timeline of one of your emailed contacts.
Of course, if you convert a lead, you will see all activities, including a list email,
on the Activities Timeline. And that’s it! We just walked through how
you can send out a personalized list email to a group.
To learn more, check out these resources. Or join us on the trail at trailblazer dot
salesforce dot com.