Use Quick Send to personalize and send a single message to contacts, leads, or person accounts from throughout the Salesforce platform. Your access to email messages, SMS messages, or both depends on your organization's configuration.
There are two types of Quick Send workflows:
- Audience First: Select the audience you want to target. Then, search for the content you want to send them.
- Content First: Select the message you want to send. Then select the audience you want to target.
Each of the following workflows has different audience size considerations, and is designed to help you quickly distribute content to individuals or groups.
| Workflow Type | Workflow Name | Workflow |
|---|---|---|
| Audience | Quick Send from Contacts, Leads, and Person Accounts | Send a message to one individual from a contact, lead, or person account record. |
| Audience | Quick Send from List Views | Send a message to between one and 75 individuals from a standard or custom list view. |
| Audience | Quick Send from Cases | Send a message to the primary contact, lead, or person account on a case from a case record. |
| Audience | Quick Send from Opportunities | Send a message to a contact associated with an opportunity from an opportunity record. |
| Content | Quick Send from Quick Send Messages | Send a message to one individual from a quick send message record. |
| Content | Bulk Quick Send from Quick Send Messages | Send a message to between one and 25,000 individuals from a quick send message record. |
If your organization configured collaborative content, there could be areas of the email or SMS message you can edit and personalize. If not, some messages don’t have anything to personalize. Even if you can’t personalize the message, you can still send it.
- Send a Message from a Contact, Lead, or Person Account Record
Send a single message to an individual from a contact, lead, or person account record. - Send a Message from a List View
Send a single message to up to 75 individuals at once from a contact or lead list view. - Send a Message from a Case
Send a single message to the primary contact or lead on a Case. - Send a Message from a Quick Send Message Record
Send a single message to a single contact, lead, or person account from a Quick Send Message Record. - Send a Message from an Opportunity Record
Send a single message from an opportunity record. - Bulk Send a Message from a Quick Send Message Record
Send a single message to up to 100,000 contacts, leads, or person accounts from any Quick Send message record using Salesforce list views. SMS messages aren't available in Bulk Quick Send. - 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. - Review the Audience for a Bulk Quick Send Message
By default, you can view the first 2,000 results of a list view when you create the list view. For Bulk Send, you can review all recipients before sending in the Bulk Send Audience component on the Bulk Send Batch records linked to the Bulk Send Job. - View Send Errors for a Bulk Quick Send Message
If something happens to prevent Distributed Marketing from adding an individual to a journey, you can review errors on a record-by-record basis. For example, errors can happen if an individual is missing an email address or SMS mobile phone number. - Set Default Personalization for a Quick Send Message
Default personalizations allow you to streamline your Distributed Marketing experience by creating default customizations for Quick Send messages. You can modify these customizations for individual recipients before sending through any of the Quick Send workflows you can access. - Schedule a Quick Send Message
Schedule a single or bulk send Quick Send message. Messages are scheduled in your time zone and must be scheduled at least 5 minutes in the future. You can cancel a send up to 5 minutes before the scheduled time.