Salesforce Docs Portal

Send a List Email in Lightning Experience

Create and send a list email, which sends an individual email to each recipient in the list.

Required Editions

Available in: Lightning Experience
Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To send and view list emails: Allow sending of List Emails

Before creating the list email, verify that you have a contact or lead list view, or a campaign, with the recipients you want. To email everyone on a report, run the report and add the resulting records to a campaign. Then send a list email to that campaign.

To use an email template from Salesforce Classic, create the template before creating the list email. You can’t create a list email in the Salesforce app, but you can see the activity in the Activity History related list.

  1. Go to a contact or lead list view, or a campaign member view.
    Unless you want to email all campaign members, filter the campaign members list or select individual campaign members.
  2. Select the checkbox next to the individual records that you want to email, or select all records on the page.
    If you’re on any view except Recently Viewed, and there are no records selected, clicking Send Email selects all the records as list email recipients.
  3. Click Send Email, then Sales List Email.
    Create a list email
  4. If you want, add the names of list views or campaigns in the Recipients field. You can add contact and lead list views for the same list email.
    If you’re sending a list email to at least one campaign, use the Related To field to select a campaign. The campaign tracks all the engagement metrics from the list email, such as total sent.
    List email campaign related to field
  5. Add content or insert an email template.
  6. Customize the content or add attachments.
  7. On the Review tab, confirm that the preview looks correct. Click each recipient’s name to see any personalization.
    Review list email
  8. Click Save as Draft, Send, or Send Later.

    To continue editing a list email draft or updating a schedule, go to the List Emails home page.

    Choose Send Later to get an email when the list email is sent. You can also see that the email was sent by looking in the recipient’s activity timeline, or on the List Emails home page.

    Enable Roll up activities to a contact’s primary account to show the list email in the activity timeline for the recipient and the recipient’s account. Click the activity to see more details. Details include a sample of the sent list email in its original format, the recipients and attachments, and statistics such as total sent. If the email includes merge fields, the stored sample shows the merge field syntax, not the personalized values that each recipient received.

After sending a List Email in Salesforce, you can confirm its delivery status through the List Email object. If the email was sent successfully, you can optionally generate an HTML Email Status Report to view engagement metrics such as email open rates. To see the HTML Email Status report, go to the Reports page, click New Report, and search for HTML. Select HTML Email Status. This report shows the results of all list emails.

See Also