Use a Bulk Campaign Send when you want to message large groups of individuals at once without making individual modifications. You can modify content for the entire audience, and you can review the entire audience before sending. However, you can’t personalize messages for individuals or groups. Bulk Campaign Sends are optimized for speed, and they work best when your target audience is more than 1,000 individuals.
Required Editions
| User Permissions Needed | |
|---|---|
| To send a Bulk Campaign Send: |
|
To send a Bulk Send message:
- In Salesforce, navigate to a Campaign record.
-
In the Campaign Messages component, select the Bulk Send
button.
Note If Bulk Send isn’t an option, there aren’t any campaign members available to send to. -
Optionally, customize the message.
Note- Your organization determines the content you can customize, so in certain cases you can't modify some of the messages. You can still send the message.
- You can preview for the first 100 recipients.
- Any customizations made apply to all recipients.
- You can customize one SMS message per campaign.
-
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 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 25,000 members total across multiple campaigns to send to, consider staggering the sends in 5-minute intervals. -
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.
You manage a large book of business and work for an organization that publishes thought leadership articles and resources regularly. You publish a monthly newsletter that helps filter through the noise and highlight the most relevant topics and trends. This workflow is great because you want to reach your entire book quickly without personalizing for subsegments of individuals.