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Choose Recipients to Email with List Sends

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Choose Recipients to Email with List Sends

Use the Send Email button on a list view to start the List Sends email flow. Choose whether to send a sales or marketing email. Then, define your recipients, craft your message, and send your email. The List Sends tab provides a unified table where marketing users can view, search, sort, and act on all list emails—both marketing (promotional) and sales (relational).

Required Editions

Available in: Lightning Experience
Available in: Free, Starter and Pro Suite Editions.

To use List Sends, activate the Marketing app.

  1. From the list view in either the Contacts or Lead page, select the recipients you want to target.
    Select individuals manually, or create a filtered list view. You can also choose recipients later, in the composer.
  2. Click Send Email.
    A filtered list of leads with the Send Email button highlighted
  3. In the composer window, select your message type. The choices are Sales or Marketing.
  4. Define your recipients.
    The choices you see are different depending on the selected message type and how you entered the composer.
    The list sends email composer with the Define Your Recipients box highlighted
  5. Craft your message, including selecting a template, editing the images, send time, and other options.
  6. When satisfied, click Send Message.

Use the List Sends tab to see a unified view of the processed emails.

 
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