Emailing is one of the best communication vehicles for marketing and other departments and is helpful to an organization in communicating with the current and the prospective constituents. This way of communication is highly personalized and cost-effective. But a question always arises in mind when using Salesforce CRM and that is – how to send a mass email in Salesforce. Should a Salesforce user use the native capabilities of the Salesforce CRM or a specialized email marketing application from AppExchange?
How to send a mass email in Salesforce?
For sending a mass email in Salesforce you need to do the following tasks.
- Choose the type of recipient in your mass email.
- Select a list view of the recipients
- Click Go!
- By default all the recipients in the list view are selected. You can select those only which you want
- Click Next
- Select an email template
- Click Preview if you want to view the template preview
- Click Next
- On the confirmation page select or deselect processing options
Native Salesforce mass emailing system
After you have understood how to send a mass email in Salesforce through native technique, here is an analysis of this method of mass sending.
Cost- Salesforce allows you to send a mass email to recipient list of contacts, leads, personal accounts or users at no extra cost.
Volume- Enterprise edition can send a maximum of 500 per day at no extra cost.
Recipients- You can email both leads and contacts. However you need to use separate blasts.
Email Sender- It is not possible to manipulate the sender’s address or change it. It is automatically populate the sender’s email address.
Templates- You can create 3 types of email templates in native Salesforce. Text, HTML and Visual force
Tracking- You can only track the date when the email was first opened, the number of times it was opened and the most recent date when it was opened.
White list- Salesforce mass emails are not white listed and can go to the spam folder which is not a good thing.
Mass emailing through AppExchange
AppExchange is another good solution if you are thinking of a solution for more complex needs. AppExchange is a great collection of applications in cloud, all which are already integrated with Salesforce. These mass email applications from Salesforce allow you to perform many functions. You can build the segmented lists, create customized email templates, and distribute them with tracking the post drop activity all of which possible within the Salesforce.
Thus if you need to learn how to send a mass email in Salesforce without complex customization and to smaller list you can use native email features in Salesforce but when you want complex functionalities then AppExchange mass email applications may be suitable for you.
