Monday, July 1, 2013

How To Create A Mass Email Distribution List in

Today we have a quick but common question from the Answers boards.  People often ask, "I want to email a bunch of people from at once.  How do I do that?"

Note that this post covers how to send an email from's default Campaign functionality.  Just prior to when this blog was posted, acquired ExactTarget, which is a much more industrial-strength solution for outbound email.  This blog post is intended for people that just need to send mass emails to 1000 or less people.

The answer is a little bit roundabout, but:

1.  Create a Campaign that will represent your mailing list.  If you can't see the Campaigns tab, be sure that in your user record Marketing User is checked on, and that in your profile you have create access for Campaigns.
2.  Either fill the campaign manually using the Edit Campaign Members button, or create a report on Contacts with the criteria as needed and press the Add To Campaign button to fill your campaign.
3.  Now go to the Contacts tab and click Create New View.  Set it to All Contacts, put no criteria on it, and enter your campaign in the Filter By Campaign box.  Save the view.
4.  Go back to the Contacts tab and click the link entitled Mass Email Contacts.  Select the view you created in step 3, select your email template, and you're off to the races.

Note that a campaign can contain either Contacts or Leads (or both), so if you want to email Leads instead, modify steps 3 slightly to say "Go to the Leads tab" and "click the link entitled Mass Email Leads."


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  3. As we all know there are limitations in Salesforce for sending Mass Emails i.e we can only send 250 Emails per day from Professional Edition, 500 from Enterprise Edition and 1000 Emails from Unlimited Edition.

    In order to make yourself Unlimited while sending the mass emails to Contacts, Leads, Users, sending emails to Campaign Members then you need to check an appexchange native app - Massmailer. This will let you bypass salesforce mass email limits and at the same time let you send simple marketing emails to Schedule one-off mass emails. With this you can keep track of your Emails i.e. it got delivered, opened, bounced, unsubscribed etc.

    For this you might need to visit and play with this app -

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