KELL Solutions and KnowledgebaseGeneral Salesforce Resources Helpful Configuration Tips & TricksHow to contact a group of Contacts or Leads via email (Not Mass Email or Email Marketing)

How to contact a group of Contacts or Leads via email (Not Mass Email or Email Marketing)

This is a way to email a small set of your Contacts at a time from inside of Salesforce.

NOTE: You are limited to a daily amount of emails per Organization, so this method will not work for email marketing needs. You'll want to use a third party tool for those needs.

Go to the Contacts (or Leads) tab and click Mass Email Contacts (or Mass Email Leads)

Select a View and click Go or create a new View that contains the Contacts you wish to be included in the email.

NOTE: The number of Contacts must be less than your daily email limit.

Learn more about creating new Views here: http://kell.screenstepslive.com/s/knowledgebase/m/16056/l/169792-how-to-create-a-new-list-view

Uncheck anyone who shouldn't receive the email or just click Next.

Choose the right template folder and choose the email template you wish to use and click Next

More information about Email Templates can be found here: https://help.salesforce.com/HTViewHelpDoc?id=admin_emailtemplates.htm&language=en_US

Confirm your settings, give the email blast a name, and determine when the email should be sent (i.e. now or later) and click Next

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