In Salesforce Summer ’18, you can Mass Email All Campaign Members from the Campaign. This cool feature from Salesforce Lightning in Salesforce Summer ’18 offers you the ability to send emails directly to your campaign members.
To do this, simply navigate to your Campaign Record and Send an Email right to your members. (We’ll walk you through the details below).
You can send a basic email from scratch, turn it into a template, or utilize existing email templates.
The awesome thing about templates is that they’re a lot like bulk-customized emails. Though the information is the same, you can give it a personal touch.
Remember, with this new feature, your email limits per day still apply. Keep those in mind as you’re building and planning to send emails to all of your campaign members.
Here’s how you can do this in Salesforce Summer ’18 …
When you’re in Salesforce, navigate to Campaigns, create your campaign with members or choose the one you’ve already built, then scroll down to your Campaign Members.
Select the drop-down menu on the righthand side of your Campaign Members box, and select “Send List Email”.
A screen will pop-up and you can start to create your email in the “Content” tab. You can add attachments, insert merge fields, or insert templates. You can also create your email and save it as a new template in this screen.
You also have a “Review” tab where you can see how each email is individualized for members.
You get a preview and have one more chance to review your content. Once you’re ready, click send, and that’s it! You’re done.
Are you interested in learning more about the exciting updates with Salesforce Summer ’18?
Get demos and take advantage of what’s new in Salesforce’s Summer ’18 release!
Watch “What’s New in the Salesforce Summer ’18 Release” by Ledgeview Partners to see how to use all of Salesforce’s new features here.