Salesforce Mass Email Guide: How to Send, Limits And ...

Admins can set up Pardot mass email limits which range from 0 to 500 emails. However, the default limit ranges from 200 to 500. Email builder is too advanced ... OurCRMConsultingServicesJourney:WhatWe’veLearnedFor25YearsOurCRMConsultingServicesJourney:WhatWe’veLearnedFor25YearsAscendixRECRMCommercialRealEstateCRMontopofSalesforceAscendixSearchAdvancedSearch&ProductivityAppforSalesforceusersAscendixRECapitalMarketsCRMforCapitalMarketsComposerBrochure&ReportGenerationAppfromSalesforce&Dynamics365AscendixRELandCRMforLandBrokersMarketSpacePropertyListingsPortalandSecureDealandCollaborationRoomsHowtoSendMassEmailinSalesforce,MassEmailLimits,AndAlternativesJuly27,202110minAscendixSearchCRMBestPracticesSalesforceLookingtosendmassemailsinSalesforce?Inthispost,wewillreviewSalesforcemassemailfunctionalityinLightning,currentSalesforcemassemaillimits,appsandtoolsthatmighthelpyoutomassemailtoyourSalesforcerecordslikeAscendixSearch,ContactMonkey,Mailchimp,andPardotandsuggestthebestwaystooptimizemassemailinginyourCRM.InWinter’19Releasenotes,:itwillbepossibletotrackopenratesandemailbounces(inaccurateemailsoremailsthatwerenotdelivered).Overyears,SalesforceconstantlyappearsontopofthemostpopularCRMtoolsandit’sonlygoingtoconquermoreandmoremarketsharebyexpandingitsproductofferings.Forexample,followingthecurrentdemand,SalesforcereleasedVaccineCloudformanagingvaccineadministration.And,theyseemnotgoingtostoponthis.ButonethingremainsunchangedforallSalesforceClouds,regardlessoftheirpurpose:effectiveemailmanagement.Wehardlycanimagesuccessfulbusinesswithoutapowerfulsalesandmarketingstrategy.Andemailmarketing,asoneofthecommunicationchannels,isanintegralpartofthesestrategies.Salesforce,poweredbyexpertguidanceofCRMconsultants,caneasilyautomatethistediousprocessforyou,soyou’llbeabletosend500emailsinafewminutesinsteadofspendingonitthewholeday.ButbeforeplanningyourfirstmassemailcampaignsinSalesforce,let’sseehowitisdonehereandwhatlimitationsyoushouldexpect.Top8Must-HaveAppstoIntegratewithSalesforcein2021Checkwhatappswillimproveyourbusinessproductivityinouroverview ReviewApps HowtoSendMassEmailinSalesforceLightning Let’sstartwiththefactthatSalesforcemassemailhasactuallybeenrenamedandisnowcalled“ListEmail”.So,howdoyoudosendtheminLightning(thenewinterfaceofSalesforce)?Step1.ClickContactstoseeyourlistofcontacts.Makesureyourcontactssectionis“AllContacts”andnot“RecentlyViewed”thatissetbydefault.ClickContactstoSeeYourAvailableListofContactstoSendMassEmailSalesforce Step2.Whenyou’veselectedalltherecipients,you’rereadytosendthelistemail.Clickthearrowboxintherightcornertoseethedrop-downmenuandchoose“SendListEmail”.SelectYourContactsfromtheListbyCheckingtheNameBox Step3.You’llseeaclassicemaileditorwhereyoucanattachsomefilestotherecipients,andyou’regoodtogo.ClickSend.DoneAClassicEmailEditorLookingforWaystoMaximizeYourSalesforceInvestment?Bookafreeconsultationwithourconsultantsandcheckwhatwehaveforyou!RequestaConsultation Wait,Wait,Wait Butwhatifyoudon’twanttosendyouremailtoalloftherecipients?Let’sgetbacktothestep2.Beforeyouhitthearrowboxandchoose“SendListEmail”youcanfilteroutyourcontactsandchooseonlythosewhomyouneed.Youcanmanuallyunchecktherecordsifyouhaveupto10-20contactsinthelist.Butwhatifthereare100people?Step1.Makesureyouhave“AllContacts”selected.Checktherightuppercornertoseethesettingsbutton.Clicksettingsandchoose“EditListFilters”.HowtoEditListFilterstoSendMassEmailSalesforce Step2.Bydefault,youhaveonlyonefilter,butyoucanaddmoreofthembyclicking“AddFilter”.Fromthedrop-downmenu,youcanchoosethefilter,forexample,“CampaignMemberStatus”forlistemail.HowtoAddMoreFilterstoSendMassEmailSalesforce Step3.Whenyou’vefilteredthecontacts,youcannowcompileanewlistemail.Clickthearrowboxandchoose“SendListEmail”. HowtoCompileaNewListEmail Step4.SelectorcreateemailtemplateinSalesforceDependingonyourgoal,youcantrytosearchforthetemplateemail,oryoucanaswellusemergeoptionsyourselftoincludecustomparametersfromthecontactrecord.Rightabovethesendbutton,youcanclick“InsertEmailTemplate”tochooseyourtemplate.Ifyouhaven’tfoundany,youcanalsocreateanemailtemplateinSalesforceyourself. HowtoCreateanEmailTemplatetoSendMassEmailSalesforce Youcanalsoinsert“MergeFields”ifyouwant.Choosewhatyouneedandclickinsert.Whentheemailisready,clicksend.HowtoMergeFieldstoSendMassEmailinSalesforce Step5.You’llreceiveanemailnotificationwhenyourSalesforceemailissent. AnEmailNotificationWhenYourSalesforceEmailisSent Step6.Done.Watchthevideobelowtoseeallthesestepsinaction.(AscendixREisacommercialrealestateCRMontopofSalesforceandusestheSalesforcemassemailfunctionality).HowAvoidYourMassEmailsBeingSenttoSpamFolder Ineveryemailcampaignthereisalwaystheriskthattherecipient’semailserviceproviderwillconsideryouremailsuspiciousandsendittothe“Spam”folderinsteadoftheInbox. However,oucanavoidbeingblacklistedbyactivatingEmailRelay.EmailRelayinSalesforcehasmanybenefits.Forexample,byenablingityoucanautomaticallylog/recordeveryemailsent,includingitscontents.Thisisusefulfororganizationsthathavetocomplywithcertaingovernmentregulationsorforcompaniesthatwanttohaveadigitalcopyoftheemailssent.ButthemostimportantfeaturesofEmailRelayarethetheabilitytomitigatefilteringbyspamfilters,toapplyexistingcontentfilterstoscanmessagesfordataandcontentnotapprovedforcompanyemail,andtorunoutboundemailthroughantivirussoftwarebeforesendingittocustomers.EmailRelayisavailableinProfessional,Enterprise,Performance,UnlimitedandDeveloperEditionsandtorequestthisfeatureyouhavetocreateacasewithSalesforcecustomersupport.LearnhowtosetupthisfeatureinyourSalesforceorgandwhatrequirementsithasinthearticle“EnableEmailRelay“.SalesforceMassEmailLimits Now,whenyouknowhowtomassemailinSalesforce,it’swisetoreviewcurrentSalesforcelimitations.Rightnow,thecurrentSalesforcemassemaillimitis 5,000emailsperorgperdaysenttoexternalemailaddresses.Astointernalusers,youcansendanunlimitedamountofemails.EventhoughthisistheinformationontheSalesforcewebsite,therearealotofusersclaimingabsolutelydifferentnumbers.“Salesforceislikesetofriddlesthatyouneedtosolvetoseethebigpicture.”,saysVarshaVenkatesh,SalesforceAdoptionExpert.It’sindeedasetofriddles,andsomeofthesolutionsshowthatyoucansendonly250massemailsin24hoursifyourplanisbelowEnterprise. MassEmailLimitsinSalesforceEditions We,however,willsticktotheSalesforcedocsandwebelievethatthebestwaytoknowtheexactSalesforcepricingorlimitationsistocontacttheirsupport.Thepricesvaryfrom$25peruserto$300,billedannually.Apartfromtheamountofemailslimit,therearealsootherlimitationsthatareworthmentioning:Youcanattachfilesbuttheywillbeshownaslinks,andauserwillberedirectedtoanotherpagetodownloadthefile.Ifyouhaveaduplicateemailaddress,[email protected],theywillbecountedasiftheywereunique.Ifauserisnotinyourcontactlist,youcan’tsendthemanemail.Youcansendanunlimitedamountofemailstoyouremployeeswithinthecompany.Inyourtrialperiod,youcanonlysend10emailsperday.Youcan’tsendmassemailsbuiltwithaVisualforcetemplate.Filteringisanovercomplicatedprocessthatrequiressomedetectiveandlogicskills,forexample,youcan’tfiltercontactsbyindustrybysimplychoosingthefilterfromadrop-downlist.Youcan’tfilteroutcontactswithoutemailaddresses.Rightnow,thereisnosearchoperator‘isnotblank’.UPDATE:youcanfilteroutcontactswithoutemail.SettheOperator=‘notequalto’andleavetheValueblank. SalesforceAvailableFiltersfortheField‘Email’ FacingallthoseSalesforcelimitations,youmaysoonerorlateraskyourselfisthereanysoftwareonthewebthatextendsthatlackingfunctionality?StillaSalesforceClassicUser?LearnWhyYouShouldHurryUpwithMigrationtoLightningReadNow SalesforceMassEmailAppAlternatives AscendixSearch Let’sstartwithourownappforSalesforceAscendixSearch.AscendixSearchwasn’tbuilttosendnewsletters,however,youcansendtextemailswithimagesorfiles.AscendixSearchInterface Also,therearefeaturesthatwillsimplifylistpreparationforyourmassemailcampaigns:It’seasytocreategranularemaillistsofleads,contactsorotherobjectstomassemail: filteroutemailsthatareblank,addmultiplecriteriaincludingcriteriaacrossobjects.YoucanattachimageswhensendingemailsusingAscendixSearch(Imagescannotexceed1MB).Youcanexportcreated/savedListviewstoExcelwithoneclickanduploadtoothermarketingsoftware.Salesforcemassupdatefeatureletsyoumassedityourlistofrecords,e.g.youmightcreateafield‘LastNewsletterDate’andcanaddthedateofmassemailcampaigns.CheckoutthevideotoseesendingmassemailswithAscendixSearchinaction:Note,thatAscendixSearchisanappontopofSalesforcesoitcan’textendyoursendinglimitsinSalesforce,however,youcancreatemorecomplexmassemaillistsandthenexportthemtouseinanothermarketingtool.HowMuchDoesItCost?AscendixSearchdoesn’thaveanyhiddencosts,itspriceis$15peruserpermonth.Apartfromthesearchandemailfunctionalityyoucanadditionallyupgradeyourplanfor10$andgetareportgeneratingtoolcalledComposerthatallowsyoutocreatehighlycustomizablereports.ItcanbeagreatoptioncombinedwithAscendixSearch.StartyourfreetrialofAscendixSearch.HowtoSendSalesforceMassEmailsWithAscendixSearchUsingAscendixSearch,youcansendplaintextemailstoyourleads,clients,andpartners.Let’simaginethatweneedtosendamessagetoourcontactsfromTexasthathavenotbeenyetcontactedandthosewhoareinthefinanceindustry.Step1.CreatingamailinglistOpenAscendixSearch,selectContactsintheSearchForandfillintherequiredfields.Clicksaveifyouwanttosavethissearchforfutureupdates.Andclick“Search”.AscendixSearch:CreatingaListView.NoticethatEmailShouldn’tBeBlankAccordingtoOurFilters Step2. Inourexample,wehaven’tfoundanyrecordsfortheseparameters.Forus,it’sagoodopportunitytoseehowtheSalesforcemasscontacteditingworks.Wewilladdnewparametersinbulktoselectedcontactsfromtheunfilteredcontactlist.Note:Makesureyouhaveselected“Accounts”forthe“SearchFor”field.Revenueandindustryparametersareappliedtoaccountsandnotcontacts. SelectContactsandclick“Edit” Intheopenedformeditthenecessaryfieldsandclicksave. AscendixSearch:MassEditofSalesforceContacts Step3.Now,whenwe’vemadethesechanges,wecangobacktoourcontactlistandapplyoursavedsearch.Onceyou’vefilteredyourcontacts,youcansendyourfirstmassemailtothem.HowtoSendYourMassEmailstoYourFilteredContacts Step4.Clickontheemailicontosendamassemailtotheselectedcontacts.SendEmailtotheSelectedRecords Hereyoucanaddimagery,PDFs,DOCs,reports,andotherfileswhichyourcustomers,leads,tenants,andotherscaneasilydownload.Youcanalsoaddimageswithinthetext.Step6.Uploadyourfiles,enterthemessageandclick“Send”.Done.That’sit!Usingthisapp,youdon’tneedto askyourSalesforceadministratororsomebodyelsetocreate anemaillistforyouortoexporttherecordsyouneedtomassemail.Instead,youcandoitwithafewclicksandsavelotsoftime.AscendixSearchhasotherfeaturesthatsimplifytheeverydaySalesforceusage,sogotoAppExchangeandtryitforfreeduring30days. ContactMonkeyContactMonkeyHomePage ContactMonkeyisasmartemailmarketingplatformthatoffersSalesforceintegrationandemailtrackingservices.UsingContactMonkeyyoucanintegrateyourSalesforcewithOutlookandGmailandmanageyouremailsinyouremailbox.Youcaneasilysendfollow-ups,notificationsandinvitationstoyourSalesforcecontactsorleads.Theinformationaboutleadsorcontactsisupdatedautomatically,andyoudon’tneedtoenterthingsmanually.YoucanalsosendmassemailswithContactMonkeyprettyeasily.Thelimitofmassemailsis200foraprofessionalplanthatstartswith$15peruserpermonth,however,youcansavesomemoneywithannualpayment.Apartfrommassemailsfunctionality,ContactMonkeyoffersanamazingopportunitytotrackemailsactivity,suchaswastheemailopened,when,howmanytimes,fromwhatdeviceandotherfunctionality.TherearecertainContactMonkeylimitationsoftrackedemails:Theopenwon’tbecountediftherecipienthasimagesdisabled;Iftherecipientusesplaintextemail,itwon’tbecountedasanopenedemail.FormoreinformationaboutwhatContactMonkeyisyoucancheckoutContactMonkeyhelpcenter.DoYouUseYourSalesforceatFullExtend?CheckifyoufollowedallthestepstosucceedwithSalesforceimplementationReadNow MailchimpMailchimpHomepage IntegrateSalesforcewithMailchimptostartsendingmassemails.Mailchimpisasimple-to-useyetacomplexmarketingplatformthatallowsyoutosendasmanyemailsasyouwant.Theonlylimitisyourmoney,youcancalculateyourcostsbasedonhowmanyemailsyouneedtosend.ThegoodnewsaboutMailchimpisthattheyofferafreeplanwith2,000subscribersand12,000permonths.It’sgoodifyouneedtotestabulkemailsendbeforeupgradingtoahigherplan.LimitationsinMailchimpmostlyconcernhigh-volumeemaillistsupload,itmayrequireadevelopertouploadalistofafewhundredthousandsubscribersthroughAPI.Workingwithanextremelylargeemaillistmaycauseaslowloadofstatisticsandotherlistpages.Mailchimpbulkactionslimittouchesthreemajorpoints:listcombining,subscribermoving,andlistdeleting.Mailchimpoffersvariousplanfromfreeto$199andhigher.Dependingonyourneedsanddesiresyoucanchecktheirwebsitetochooseaplanthatfitsbestforyou. PardotPardotisaSalesforceproduct,aB2BmarketingautomationsoftwarethatmaydramaticallyincreaseyoursalesandmarketingperformanceandhelpyouclosemoredealsandgetmoreROI.Pardotplatformhelpsyoubuildanincrediblycustomizablecustomerjourneyanddeterminethebehavioralpatterns,andwhat’smoreistofollowupthosemicrointeractionsalongtheway.CheckoutthevideotolearnmoreaboutPardot.Pardotmassemaillimitations:AdminscansetupPardotmassemaillimitswhichrangefrom0to500emails.However,thedefaultlimitrangesfrom200to500.Emailbuilderistooadvancedthatsomeemailclientscannotrenderallthetemplates;Issueswithmultipleusersworkingononeemail.Editsmaynotbesaved.Aprospectmayreceivethesameemailtwice.Otherlimitations.Pardotisacostlysolutioneventhoughitmaybehighlybeneficialforbigcompanieswhoarereadytoinvestalotofresourcesandmoneyintomarketingautomation.Thepricesrangebetween$1,250and$4,000.IfyouarelookingforlesspriceycompletemarketingautomationsolutionsthatintegratewellwithSalesforce,considerMakesbridge(from$330permonth)andAct-On(startingat$900permonth).Conclusions TherearealotofSalesforcemassemailsolutionsthatyoumaychoosefrom.Regardlessofyourchoice,bearinmindthatthebestsolutionsarethosethatofferyouapossibilitytointegrateyouremailproviderswithaCRMsothatyoucanmanageyourdataproperly.Keepingallyourdatarelevantandupdatingitquicklyisthebestoptionforasalesrep,broker,agencyorentirecompany. IfyouneedhelpwithSalesforceemailmarketinglikecreatingcustomemailtemplates,trackingyouremailsaftertheyhavebeensent,orovercomingSalesforceemaillimits,Ascendixconsultantsarereadytosolvethistechnologychallengeforyou.WewilltailorthisprocessexclusivelytoyourprojectneedsandpeculiaritiesofyourorganizationviaSalesforcecustomization,configuration,orPardotintegration.ContactusandourteamwilldriveyourSalesforcerevolution. Share:AscendixTeamWeareateamofCRMconsultants,developers,dataanalystsfromtheUnitedStatesandUkraine.Since1996,we'vebeenhelpingcompaniesmakethemostoutofCRMsoftwareandimprovetheirsoftwaresystems.ContentsHowtoSendMassEmailinSalesforceMassEmailLimitsMassEmailAppAlternativesSeeHowYouCanUpgradeYourSearchandProspectinginSalesforceLearnNowLeaveacommentCancelreplyYouremailaddresswillnotbepublished.Requiredfieldsaremarked*CommentFirstname*Email*ΔCommentsVeryvaluablemessageYouMayAlsoLikeHowtouseEnhancedNotesinSalesforceLightningJuly29,20212minAscendixSearchUpdate:ImprovedSalesforceDateFiltersNovember30,20215min10MicrosoftDynamicsCaseStudies:HowCompaniesUseDynamics365November30,20219minUpgradeYourSalesforcewithAscendixSearchAscendixSearchletsyoudomorewithyourSalesforcedata:createlistsofprospects,trackallactivities,keepyourSalesforcecleananduptodate,automaterepetitiveactions,andgetmoretimeforhigh-valuework.TalktoUsWeusecookiesonourwebsitetogiveyouthemostrelevantexperiencebyrememberingyourpreferencesandrepeatvisits.Byclicking“Accept”,youconsenttotheuseofALLthecookies.HoweveryoumayvisitCookieSettingstoprovideacontrolledconsent.CookiesettingsACCEPTManageconsentClosePrivacyOverviewThiswebsiteusescookiestoimproveyourexperiencewhileyounavigatethroughthewebsite.Outofthesecookies,thecookiesthatarecategorizedasnecessaryarestoredonyourbrowserastheyareessentialfortheworkingofbasicfunctionalitiesofthewebsite.Wealsousethird-partycookiesthathelpusanalyzeandunderstandhowyouusethiswebsite.Thesecookieswillbestoredinyourbrowseronlywithyourconsent.Youalsohavetheoptiontoopt-outofthesecookies.Butoptingoutofsomeofthesecookiesmayhaveaneffectonyourbrowsingexperience.NecessaryNecessaryAlwaysEnabledNecessarycookiesareabsolutelyessentialforthewebsitetofunctionproperly.Thiscategoryonlyincludescookiesthatensuresbasicfunctionalitiesandsecurityfeaturesofthewebsite.Thesecookiesdonotstoreanypersonalinformation.CookieTypeDurationDescription__cfduid129days23hours59minutesThecookieisusedbycdnserviceslikeCloudFaretoidentifyindividualclientsbehindasharedIPaddressandapplysecuritysettingsonaper-clientbasis.ItdoesnotcorrespondtoanyuserIDinthewebapplicationanddoesnotstoreanypersonallyidentifiableinformation.cookielawinfo-checkbox-necessary111months29days23hours59minutesThiscookieissetbyGDPRCookieConsentplugin.Thecookiesisusedtostoretheuserconsentforthecookiesinthecategory'Necessary'.cookielawinfo-checkbox-non-necessary111months29days23hours59minutesThiscookieissetbyGDPRCookieConsentplugin.Thecookiesisusedtostoretheuserconsentforthecookiesinthecategory'Non-necessary'.viewed_cookie_policy111months30days5hours48minutesThecookieissetbytheGDPRCookieConsentpluginandisusedtostorewhetherornotuserhasconsentedtotheuseofcookies.Itdoesnotstoreanypersonaldata.AdvertisementadvertisementAdvertisementcookiesareusedtoprovidevisitorswithrelevantadsandmarketingcampaigns.Thesecookiestrackvisitorsacrosswebsitesandcollectinformationtoprovidecustomizedads.CookieTypeDurationDescriptionbscookie11years11months29days11hours37minutesThiscookieisabrowserIDcookiesetbyLinkedshareButtonsandadtags.IDE11years23days23hours59minutesUsedbyGoogleDoubleClickandstoresinformationabouthowtheuserusesthewebsiteandanyotheradvertisementbeforevisitingthewebsite.Thisisusedtopresentuserswithadsthatarerelevanttothemaccordingtotheuserprofile.test_cookie114minutesThiscookieissetbydoubleclick.net.Thepurposeofthecookieistodetermineiftheusers'browsersupportscookies.VISITOR_INFO1_LIVE15months26days23hours59minutesThiscookieissetbyYoutube.UsedtotracktheinformationoftheembeddedYouTubevideosonawebsite.AnalyticsanalyticsAnalyticalcookiesareusedtounderstandhowvisitorsinteractwiththewebsite.Thesecookieshelpprovideinformationonmetricsthenumberofvisitors,bouncerate,trafficsource,etc.CookieTypeDurationDescription_ga11years11months28days23hours59minutesThiscookieisinstalledbyGoogleAnalytics.Thecookieisusedtocalculatevisitor,session,campaigndataandkeeptrackofsiteusageforthesite'sanalyticsreport.Thecookiesstoreinformationanonymouslyandassignarandomlygeneratednumbertoidentifyuniquevisitors._ga_9ZXHTPZ8QW01years11months28days23hours59minutesNodescription_gat_UA-185604394-10Nodescription_gid123hours59minutesThiscookieisinstalledbyGoogleAnalytics.Thecookieisusedtostoreinformationofhowvisitorsuseawebsiteandhelpsincreatingananalyticsreportofhowthewbsiteisdoing.Thedatacollectedincludingthenumbervisitors,thesourcewheretheyhavecomefrom,andthepagesviistedinananonymousform.GPS129minutesThiscookieissetbyYoutubeandregistersauniqueIDfortrackingusersbasedontheirgeographicallocationlissc111months29days23hours59minutesThiscookieisprovidedbyLinkedIn.Thiscookieisusedfortrackingembeddedservice.vuid19years11months27days23hours59minutesThisdomainofthiscookieisownedbyVimeo.Thiscookieisusedbyvimeotocollecttrackinginformation.ItsetsauniqueIDtoembedvideostothewebsite.FunctionalfunctionalFunctionalcookieshelptoperformcertainfunctionalitieslikesharingthecontentofthewebsiteonsocialmediaplatforms,collectfeedbacks,andotherthird-partyfeatures.CookieTypeDurationDescription__sharethis_cookie_test__1sessionThiscookieissetbyShareThis,totestwhetherthebrowseracceptscookies.bcookie11years11months29days11hours37minutesThiscookieissetbylinkedIn.ThepurposeofthecookieistoenableLinkedInfunctionalitiesonthepage.lang1sessionThiscookieisusedtostorethelanguagepreferencesofausertoserveupcontentinthatstoredlanguagethenexttimeuservisitthewebsite.lidc123hours59minutesThiscookieissetbyLinkedInandusedforrouting.Save&Accept