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Send Mass Email in Salesforce Classic
Send an email to a group of contacts, leads, person accounts, or coworkers.
Required Editions
| Available in: Salesforce Classic |
| Available in: Professional, Enterprise, Performance, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To send mass emails to contacts, person accounts, or leads: | Mass Email |
| To send mass emails to coworkers: | Mass Email AND Manage Users |
| To send mass emails and log them in the Activity History related list: | Mass Email AND Edit Tasks |
| To send mass emails through a campaign | Mass Email AND Marketing User selected in User Details |
Note You can’t use an organization-wide address to send a mass email.
Watch a Demo:
Sending Mass Email (Salesforce
Classic)
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Depending on who the recipients of your mass email are, do one of the following.
- For contacts or person accounts, on the Contacts or Cases tab, in the Tools section at the bottom of the page, click Mass Email Contacts. If you use person accounts, the link also appears on the Accounts tab.
- For leads, on the Leads tab, in the Tools section at the bottom of the page, click Mass Email Leads.
- For coworkers (other Salesforce users), if you have the Manage Users permission, from Setup, enter Mass Email Users in the Quick Find box, and then select Mass Email Users.
- For mass emails for a campaign, see
- Send Mass Email to Contacts or Leads Associated to a Salesforce Campaign. If you have Marketing Cloud, see the Marketing Cloud online Help for mass email options.
- Select a list view of recipients, and then click Go!.
- All recipients in the list view are selected by default. To remove recipients, deselect them.
- Click Next.
- Choose an email template.
- To view the templates, click the Preview links.
- Click Next.
- On the confirmation page, select the processing options to use. The mass email name that you specify appears in the queue and status messages that you receive from Salesforce, not in the email that you’re sending.
- In Delivery Options, send the email, or select a date and time zone for sending the email in the future.
- Click Send, and then click Finished.
See Also
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