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
- If you enter a contact or lead’s name, and a list view has the same name, the email is sent to everyone on the 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.
- If any of the following are true, a list email isn’t sent to a recipient.
- 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, you must enable enhanced email.
- When you send a list email that contains merge fields, recipients see the evaluated merge field values in the email they receive. However, the HTML Body field in the email activity record shows the original merge field syntax from the template, not the personalized values.
- 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 list email record doesn’t show the attachment.
- List emails send attachments 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 you send a list email, various HTML parsers process the email content. These parsers
can interpret ampersands (&) in URLs as HTML, breaking your links. For example,
¶can become¶. To avoid broken links, encode ampersands in URLs as&and avoid strings that parsers interpret as HTML special characters. - You can’t send a list email by using a Classic Visualforce email template. Similarly, the Lightning List Email action doesn’t support Classic Visualforce email templates.
- The From address for list emails differs depending on whether Einstein Automatic Capture
is turned on.
- 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. If your
return address isn’t specified, the From address is 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.