Salesforce How to Send Mass Emails vs List Emails [Video]

In this video, we review how to send mass emails and list emails in Salesforce. We will show the differences in how they function, things you should be aware of and limitations you may run into. List emails or mass emails in Salesforce are meant for sending emails to your known customer contacts for business purposes. You should not use these methods for emailing thousands of people from a purchased list of people you do not have a relationship with.

Salesforce Resources:
Send List Email in Lightning: https://help.salesforce.com/s/articleView?id=sf.email_list_email.htm&type=5
Send Mass Email in Classic: https://help.salesforce.com/s/articleView?id=sf.mass_email_parent.htm&type=5

It is recommended to use a marketing automation system like Mailchimp, Marketing Cloud, Pardot, Campaign Monitor to handle mass marketing email campaigns. These systems allow you to setup dedicated IP addresses and custom email domains for sending emails. This protects your main company domain from being blacklisted due to spam reports from the email recipients.

Mailchimp Resources:
Dedicated IP Address: https://mailchimp.com/resources/dedicated-ip/
Email Domain Authentication: https://mailchimp.com/help/about-email-authentication/

Before sending emails, make sure you are familiar with CANSPAM laws. Violations can be costly for your company. There are differences between countries and even between US States. California requires a double opt in process before you can send promotional emails to the email address. Transactional emails have less requirements because they are considered to be emails that are needed to facilitate the business relationship or business transaction.
CANSPAM Law: https://www.ftc.gov/business-guidance/resources/can-spam-act-compliance-guide-business

Make sure you emails comply with these laws. All emails need to contain the following:
• Business name and physical address must be in the body of the email
• Originating name and email address must be accurate
• No deceptive subject lines
• Message must be clear and identified as an ad
• Recipients of email need the ability to opt out of email and the process to do so must be clear to the recipient

CHAPTERS:
—————————————————

0:00 Intro
0:32 When to Use Mass/List Email Feature
2:13 How to Send Mass Emails in Classic
8:18 How to Send List Emails in Lightning
12:30 How to Send List Email from Contact Tab
14:53 Wrap-up

Music:
Song: perfect smile
By: Paisley Pink on Epidemic Sound

Song: Slo Ryderz
By: Fox Morrow on Epidemic Sound

Song: Gather Round
By: Fox Morrow on Epidemic Sound

Song: Break Away
By: Fox Morrow on Epidemic Sound

Song: Funk This Up
By: Fox Morrow on Epidemic Sound

Song: Hanging On
By: Fox Morrow on Epidemic Sound

About the Moderator: Cheryl Fernandes is a certified Salesforce Architect with 12 years of experience working on the Salesforce platform with a focus in the insurance and financial services industries. Despite not having an IT background, Cheryl found herself becoming the accidental admin at her previous company, and it turned out to be a life-changing opportunity.

Fueled by her passion for Salesforce and the remarkable transformations it can bring, Cheryl took a leap of faith 7 years ago and started her own consultancy, Blu Ninjas. As a registered Salesforce partner, she has been providing exceptional services and solutions to clients, while continuously honing her expertise in the Salesforce ecosystem. Now, Cheryl is on a mission to inspire and empower Salesforce professionals worldwide through Blu Tiger Academy. Let us know what you are interested in, what business problems you cannot solve and what you would love to learn more about.

Follow us on LinkedIn and check out our website for other how to articles:
LinkedIn: https://www.linkedin.com/in/fernandescheryl/
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Blu Ninjas How To’s: https://bluninjas.com/how-tos/

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