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Send Mass Email to Contacts or Leads Associated to a Salesforce Campaign

Дата публикации: Apr 2, 2026
Описание

You can send out mass emails to your Contacts or Leads by first creating a report, and then adding your Contacts or Leads to a Campaign.

Решение


Add Contact Records to your Campaign


First, you'll need to create a new report using these steps: 
 

  1. Click Reports
  2. Click New Report
  3. Select the Report Type for the custom object with Contacts.
  4. Create a Custom Report Type for the custom object with Contacts if you do not see the report.
  5. Run the report to list all the Contact records for the custom object.
  6. Click Add to Campaign (You can select an existing Campaign or create a new Campaign to add Contact records to).

For more information on using reports to add members to your campaign, see Add Campaign Members from Standard and Custom Reports.

 

Use the Campaign for sending Mass Email

  1. Click Contacts | Mass Email Contacts
  2. Create a View, and then select the Campaign. 
  3. Select a list view of recipients, and then click Go
     


By default, My Contacts, My Leads, Active Users, or My Cases views; include all records of that type with an email address.
 

  1. To change the list of recipients, create a Create a Custom List View in Salesforce Classic
  2. Enter the View Name and View Unique Name. 
  3. Select the 'Campaign' option and Add Campaign.
  4. Then select the list view and filter.
  5. Click Save.
  6. Click Next.
  7. Choose an email template, and Optionally, click the Preview links to view the templates.
  8. Click Next.
  9. On the confirmation page, select from the available Processing Options:
  • BCC me on one message
  • Store an activity for each message
  • Mass Email Name
  • Enter a name you can use to identify this mass email in the mass email queue.
  1. Select Send Now if you wish to send emails right away, or select Schedule for delivery on if you wish to schedule a mass email in the future.
  2. Click Send to submit the mass email.
  3. Click Finished to complete the process in the mass email wizard.

To see this information in video format, watch Sending Mass Email (Salesforce Classic).

Номер статьи базы знаний

000382759

 
Загрузка
Salesforce Help | Article