You are here:
Considerations for Sending List Email in Lightning Experience
Before you send a list email—an email to a list of contacts, leads, or campaign members—consider a few key points.
Required Editions
| Available in: Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
- You can add these types of list views as a list email recipient.
- Contact list view
- Lead list view
- Campaign list view
- In Experience Cloud sites, list email is only available to company communities.
- Campaign merge fields can’t be used in list emails.
- To send a list email to person accounts, create a contact list view.
- When sending a list email, it’s possible to select list views and campaigns with contact, lead, and person account entries in common. If the different entries represent the exact same record, the recipient gets one email only. If the entries are for different records, but each record has the same email address, then the recipient gets multiple emails.
- A list email isn’t sent to a recipient if any of the following are true:
- A previous email to the recipient has bounced, indicating a bad email address.
- The recipient is missing an email address.
- The recipient (contact, lead, or person account) selected Email Opt Out.
- If Enforce email privacy setting is enabled, a list email isn’t sent to a recipient if any of
the following are also true:
- The recipient selected Don’t Process.
- The recipient selected Don’t Market.
- The recipient selected Forget this Individual.
- The Individual record is missing.
- You can’t create a list email in the Salesforce app, but you can see the activity in the Activity History related list.
- You can use Salesforce Classic to view list email activity in the Activity History list. However, to show the list email record when you click the list email activity, enhanced email must be enabled.
- Removing the Send List Email button from the List View doesn’t remove it from the Recently Viewed page.
- The Send List Email button isn’t available in Kanban view.
- When you send a list email from a Classic email template with an attachment, the attachment isn’t shown in the list email record.
- Attachments are sent as links rather than as physical files. When recipients click the
attachment link in the email, a preview opens in a separate browser window. From that window,
they can download the file if they want.
A link is available until it's removed manually.
- When a list email is sent, the content in the email is processed by various HTML parsers.
During this process, character sequences that contain an ampersand (&) can be
interpreted as an HTML entity. For example,
¶can become¶, which can lead to broken links. To avoid broken links, encode all ampersands in URLs as&and avoid using strings that can be interpreted as HTML special characters. - You can’t send a list email using a Classic Visualforce email template. Similarly, Classic Visualforce email templates aren’t supported in the Lightning List Email action.
- The From address for list emails differs depending on whether you’re using Einstein Automatic Capture.
- With Einstein Automatic Capture: the From address is the email address that’s specified in your user record only. For example, you can’t use any of the email addresses in your connected accounts.
- Without Einstein Automatic Capture: the From address is your return address or, if your
return address isn’t specified, your email address.
To specify how your name appears to recipients and which return address to use, open your personal settings. In My Email Settings enter the preferred Email Name and Email Address.
Did this article solve your issue?
Let us know so we can improve!
