Skip to main content
Uncategorized

Salesforce.com – Running an Email Blast Using a Template

By September 29, 2016No Comments

Now that we’ve got our template created, let’s make the blast happen.  For this, we need to go to our Contacts area as I always say, “we do business with accounts; we communicate with contacts”.

Once there at the bottom of the contact home page (one with the “recently viewed”) and scroll to the bottom – select “Mass Email Contacts”.

2-1

On this first page, you can use a view that you already created, or you can create a new view for the contacts.  Here I’m using an existing view.  Once you click “GO”, it will show you all the contacts you’re going to mail to (to which you can uncheck some if you’d rather not email them).

2-2

Now you choose your email template.  You can choose a folder and even preview them as well if you forgot what they look like.

2-3

Click Next to get to the final screen (this is point of no return here if you click SEND).  Here you just have to decide what to do with the history of the email.  For instance, I prefer to NOT bcc myself, I do add history for each and then just put in a topic for the mass email (the body of the email will NOT store in history, only the subject and date it was sent to save on space).  You can schedule it which I always recommend as well.

2-4

Now, keep in mind that there are some limits to how many emails you can send so check with your administrator before doing any of this, making sure you won’t use up your quota or you don’t have too many contacts to send to.  Also, there’s a simple change that has to be done or your emails will say something like “no-reply@salesforce.com on behalf of Corey Babka” which no one likes.  See this post on this setting:  https://help.salesforce.com/HTViewHelpDoc?id=emailadmin_deliverability.htm

Skip to content