Best method for Salesforce users to mass email? | Community
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Anthony_Pica
Level 4
January 28, 2013
Solved

Best method for Salesforce users to mass email?

  • January 28, 2013
  • 3 replies
  • 1488 views
I know they can send individual emails via MSI, but what's the best way for sales agents to mass email contacts/leads from within Salesforce?
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Best answer by
Anthony,

You can send mass Marketo emails with Sales Insight.

Select Leads or Contacts using the Lead/Contact View on the Lead/Contact Tab.

When you select one or more Leads, you can then press Send Sales Insight Email button at the top of the panel. That will send all the selected records the same email from Marketo. This bypasses the SFDC email send limit.

3 replies

Accepted solution
January 28, 2013
Anthony,

You can send mass Marketo emails with Sales Insight.

Select Leads or Contacts using the Lead/Contact View on the Lead/Contact Tab.

When you select one or more Leads, you can then press Send Sales Insight Email button at the top of the panel. That will send all the selected records the same email from Marketo. This bypasses the SFDC email send limit.
Anthony_Pica
Level 4
January 28, 2013
Great, thank you. I had to add the "Send Marketo Email" button to the page layout.

On the email composition screen, it lists all of the emails in the "To" field. The emails are sent to each recipient separately, right? I wouldn't want to publicly expose our contacts email addresses.
January 29, 2013
As far as I know they should go individually. Maybe you should check with Support on that. That doesn't sound right.