How To Send Mass Email In Salesforce

How To Send Mass Email In Salesforce

1. Log in to Salesforce: Access your Salesforce account.
2. Go to the App Launcher: Click on the grid icon in the top left corner.
3. Select 'Campaigns': Find and click on the 'Campaigns' option.
4. Create a New Campaign: Click on 'New' to set up a new campaign.
5. Fill in Campaign Details: Enter the name, type, and other relevant information.
6. Add Campaign Members: Include contacts or leads you want to email.
7. Choose Email Template: Select a pre-designed email template or create a new one.
8. Compose Your Email: Write your message and customize it as needed.
9. Review Your Email: Check for errors and ensure everything looks good.
10. Send Test Email: Send a test email to yourself to see how it appears.
11. Schedule or Send Immediately: Decide if you want to send now or schedule for later.
12. Monitor Campaign Performance: Track opens, clicks, and responses after sending.