Send a mass email

In the SalesforceIQ Communication Center, you can send a mass email to multiple recipients at once. Mass emails use templates containing merge tags to customize the email content.

Sending mass email is available to customers on the SalesforceIQ Growth and Business plans.

Note: You can send mass email to a maximum of 200 recipients per day. A message at the bottom of the send mail screen indicates how many recipients you have emailed via mass email in the last 24 hours.

Video: Send a Mass Email (Communication Center) (~3.5 min)

Steps for Sending a Mass Email

  1. Click at the top of any screen.
  2. In the left navigation panel, click Send Mass Email.
  3. Enter a name for the email. This name is used for reporting purposes.
  4. To select the email recipients, do one or both of the following. You can add recipients both from the Contact Gallery and from a List filter for the same mass email.
    • To search for recipients from the Contact Gallery: Click Search for recipients and enter the Contact name. Select the Contact when it appears. Repeat these steps for all Contacts you want to add.
    • To enter recipients based on a List filter: Click Select recipients from [List name] list. Then select which basic or saved filter you want to use to pull Contacts.
    Note:
    • The option to select recipients from a List appears for Contact-based Lists only.
    • If you select a Contact that is missing information from one of the merge tags, and you selected the option not to send the email if that merge tag was missing data, a message appears indicating that the message will not be sent to that Contact.
    • After the Contacts are entered, you can remove individual Contacts by clicking X to the right of the Contact name.
  5. Click Send.

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