Bulk Send a Message from a List View
Business users can start a bulk Quick Send message directly from a contact, lead, or account list view. List views can contain up to 100,000 recipients, and they support audience-level user personalization.
Required Editions
| User Permissions Needed | |
|---|---|
| To use Bulk Send from a List View: |
|
- In Salesforce, navigate to a list view.
- Select the Bulk Quick Send button.
- Select a message.
- Click the pencil icon.
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Optionally, customize the message.
Note- Your organization determines the content you can customize, so it's possible you can't modify certain messages. You can still send the message.
- You can preview for the first 100 recipients.
- Any customizations made apply to all recipients.
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Select Prepare Bulk Send. The system redirects you to the new Bulk
Send Job record. The message is ready to send when the system updates the Status field to
Waiting.
Note
- If the user who prepares the send is different from the user who starts the send, the User ID stored in the Marketing Cloud Engagement event data extension (sfUserId) is the user who prepares the send.
- If your organization uses the Collaborative Campaigns (Auto Send) feature, you can add up to 100,000 members for a given Auto Send campaign, or a total of 100,000 members across campaigns scheduled at the same time by the same person. If you exceed the 100,000 member limit, the Auto Send only sends 100,000. If your audience is greater than 25000 members total across multiple campaigns to send to, consider staggering the sends in 5-minute intervals.
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To start the send, select Start on the Bulk Send component. The send
is complete when the Bulk Send Job’s Status changes to Complete.
Note Sending is complete when the system updates the Status field to Complete. You can view send errors after the Bulk Send is finished.
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