5 Ways to Send Salesforce Mass Email: A Solutions Overview

Ways to Send Salesforce Mass Email


In today’s world of technology, businesses must be able to reach out to their clients or perish. Every sector is faced with severe competitiveness making it critical for a business organization to remain closely engaged with its operational context that will guarantee growth and prosperity. Salesforce is a leading CRM consulting services provider that knows all this as they provide communication tools required to create sustainable relations between salespeople and customers. Through this, businesses are facilitated by the salesforce through the development of various salesforce mass email campaign management tools aimed at streamlining the process of sending mass emails.

To help you select the Salesforce mass email solution that best fits your objectives and budget, this in-depth blog explores 5 of the most popular options.

Salesforce Mass Email with Salesforce Lightning Email Campaigns

Salesforce Lightning provides a modern interface where users can create, manage, and run email marketing campaigns using its simple setup, easy-to-use graphical interface, as well as its integration with other Salesforce mass Email applications including Pardot, and List Email among others. This allows even experienced marketers or beginners to make the most out of their efforts when reaching out to their customers via email.

Salesforce Lightning Email Campaigns Key Features

Key Features:

1. User-Friendly Interface: It has been designed with an intuitive user interface and comes packaged with drag-and-drop features along with customizable layout options promising a seamless user experience regardless of skill levels.

2. Integration with Other Tools: The platform easily blends with third-party programs such as Salesforce mass Email, Pardot, and also Salesforce CRM for coordinated email promotion operations across the board. Thus, it ensures that user data and campaign metrics are shared over different interfaces thus providing comprehensive reporting and analysis capabilities.

3. Enhanced Customization Options: The system administers enhanced customization options for both templates and textual content employed in mass emails thereby assisting users in adjusting these messages according to their corporate identity or current marketing preferences.

4. Automated workflows: It employs automated workflow functioning to allow setting triggers and actions for initiated mass emails based on pre-specified conditions. For instance, this feature is ideal for delivering communication on time and relevance to the target audience through mass email campaigns.

5. Mobile Accessibility: Salesforce Lightning is mobile-responsive – you can check your email campaigns on the go, even when you are at your client’s premises or using public transport modes.

Benefits of Using Salesforce Lightning Email Campaigns:

1. Efficiency: Marketers save time when designing and managing email campaigns.

2. Integration: All other salesforce mass Email tools work with lightning in perfect synchrony hence providing an integrated platform that handles all aspects of email marketing strategy.

3. Customization: The level of personalization available in Lightning among multiple choices which gives marketers the freedom to shape their communication with customers.

4. Automation: Users can set up triggers and actions allowing them to send emails at the right time more effectively than ever before.

5. Mobile Accessibility: It has a mobile responsive design letting users stay connected wherever they are while being able to manage email campaigns from their smartphones.

Salesforce Lightning Email Campaigns Usage Steps

Salesforce Lightning Email Campaigns Usage Steps:

1. Email Composer Access: To initiate a new email campaign, navigate to the section of Salesforce Lightning that deals with Email Composer.

2. Audience Selection: Preferably, choose clients or prospective customers from the Salesforce database to whom you wish to send email campaigns to determine the audience for your email campaign.

3. Customise Email Content: Here, customize your email content using drag and drop editor or by selecting pre-designed templates from the library. Address each person’s name and give relevant information through personalized messages made possible by merging fields.

4. Preview and Test: Before you send it, preview how the email will look for each recipient and do a test send just to confirm everything looks as good as intended.

5. Delivery Schedule: Choose a date and time when an email should be sent considering factors like time zones at which recipients are likely to check their emails and higher levels of engagement for them.

6. Performance Monitoring: Find out about the performance of your mail campaign with Salesforce Lightning’s built-in analytics and reporting. Evaluate open rates, click-through rates, and conversion rates among other metrics to determine the efficiency of your advertisement. Also, see areas that can be improved upon.

Marketing Cloud Account Engagement (Pardot)

Pardot being a marketing automation tool under Salesforce mass Email is used in more advanced mailing processes. With advanced segmentation, targeting, and automation capabilities marketers can deliver personalized engaging mass emails to their audiences through Pardot. Robust analytics and reporting features provide valuable insights into campaign performance allowing you to optimize your strategies for maximum impact.

Key Features:

1. Advanced Segmentation: Using Pardot marketers can segment their audience based on different criteria such as demographics, behavior, engagement history, etc., thus making it easier to run highly targeted localized mailing campaigns depending on particular needs or preferences of every segment.

2. Automation Workflows: Automation workflows within Pardot allow marketers to automate sending emails, lead nurturing sequences, and complex follow-up communications. The process makes it easy to engage leads and communicate with them promptly as they continue their journey as customers.

3. Dynamic Content: This enables marketers to develop emails with dynamic content so that individual attributes can be used to deliver personalized messages and offers. Higher conversion rates and engagement levels result from more effective marketing campaigns using email, because of the relevance of what you are saying to them.

4. A/B Testing: It features an in-built testing mechanism termed A/B where marketers can experiment with different emailing subject lines, content variations, and send times to optimize campaign functionality. In this way, by scrutinizing the figures involved one can tell which approaches were most successful for winning attention from clients regarding your proposed solutions.

5. Integrations: Marketers can take advantage of Pardot’s seamless integration with other Salesforce products and third-party applications to boost their email campaigns. It facilitates the unification of customer interactions and preferences via CRM data linkage.


Pardot prices vary based on the edition features selected. Prices range between $1250 per month up to $4000 per month or even higher depending on some extra costs for implementation or training services that may arise.


ContactMonkey is a third-party app integrated with Salesforce mass Email for enhancing bulk emails within the internal communications and sales teams. Through real-time tracking and analytics, customizable email templates, and deep integration with Salesforce CRM data, ContactMonkey enables users to come up with captivating mass emails that provoke engagement and conversions.

Key Features:

1. Real-Time Tracking and Analytics: ContactMonkey provides real-time tracking and analytics functionality which allows users to monitor email opens, clicks, and responses as they occur. This insight helps users determine how effective their email campaigns are so they can be improved using data-driven decisions.

2. Customizable Email Templates: Contact Monkey has a variety of customizable email templates in its library from which one can choose according to one’s preferences and needs. These range from simple plain text emails to visually awe-inspiring designs; this makes it possible for people to create professional-looking emails matching their brand identity, message, or style.

3. Deep Integration with Salesforce CRM Data: Allowing recipients’ information to stay current and accurate, Ascendix Search will deeply integrate with your company’s Salesforce CRM data. By doing this customers can modify their messages by taking into account specific characteristics of individual clients or even the history of interaction between them thereby increasing relevance as well as participation.

4. Email Tracking & Engagement Alerts: One of the features that make Ascendix Search unique is that it makes use of alerts on whether the recipient has opened the mail or clicked on any link provided in the mail; hence making it easier for one to do follow-ups faster thus resulting into an increased probability of conversion made through personalized conversation.

5. Mobile Accessibility: ContactMonkey offers mobile accessibility meaning that you can manage your campaigns anytime anywhere while on the move. Thus if you’re in the office or traveling around you can always keep an eye on your campaign performance.


The pricing for ContactMonkey varies depending on the plan chosen as well as some other features. On average plans start at about $5 per user per month for basic functionality with additional costs for advanced features and enterprise-level solutions.

Ascendix Search

Ascendix Search is a powerful tool that integrates smoothly with Salesforce list Email to improve its mass email capabilities for internal communications and sales teams. Through real-time tracking and analytics, customizable email templates, and deep integration with Salesforce CRM data, Ascendix Search enables users to come up with captivating emails that provoke engagement and conversions.

Key Features:

1. Real-Time Tracking and Analytics: This feature of Ascendix Search is built on real-time tracking as well as the ability to analyze what has been sent, opened, clicked, or replied to by the recipients. Using this information you can determine how efficient your email campaigns are by basing them on data-informed decision making.

2. Customizable Email Templates: In its library, Ascendix Search has an assortment of customizable email templates that match individual preferences regarding their needs. You can make professional-looking emails from simple text ones to visually stunning designs that go well with your brand identity and message.

3. Deep Integration with Salesforce CRM Data: The seamless usability of the database has immensely improved accuracy in recipient information when Ascendix search is integrated into your company’s SalesForce CRM data. This means customers can develop messages that they base on specific customer attributes or interactions thereby enabling them to become more relevant at least somehow engaged via personalized mail.

4. Email Tracking & Engagement Alerts: Moreover there are a few unique features about Ascendix search; it alerts one whenever his/her mail is opened or any link therein clicked thus faster follow-ups accomplished through personalized interaction leading to higher conversion chances.

5. Mobile Accessibility: With mobile accessibility offered by ContactMonkey, users can now be able to keep track of their emails anywhere at any time whether in the office or while traveling around.


The cost for Ascendix Search varies with the plan and features selected. The plans start at around $10 per user per month for basic functionality, while an additional price is charged for advanced functionality and enterprise-class solutions.


Mailchimp is a widely-used email marketing platform that synchronously incorporates into Salesforce list Email to provide all sizes of businesses with powerful mass email capabilities. By making campaigns friendlier to users, a well-stocked template library, and sophisticated automation functions, Mailchimp enables its customers to devise and distribute interesting emails that induce responses.

Mailchimp Key Features

Key Features:

1. User-Friendly Interface: In addition, this mail service provides an easy-to-use interface that makes it simple for users to generate as well as edit email campaigns according to their needs; the drag-and-drop editor allows everyone to create good-looking emails without knowing how to code.

2. Extensive Template Library: Moreover, the service has numerous customizable templates created by professionals for various industries and types of campaigns; subscribers can choose from different design options to adjust them according to brand image or messaging.

3. Advanced Segmentation: Furthermore, there are advanced segmentation tools provided by the provider so that people can divide their audience based on demographics and other variables such as behavior or engagement history; this way, they will manage to send specific messages targeting individuals’ preferences.

4. Automation Workflows: Similarly, the company allows marketers to automate some parts of their email strategy by setting up its workflow sequences involving automated responses once predefined actions occur; this saves time on writing multiple welcome letters or abandoned cart reminders.

5. Integration with Salesforce: Besides syncing recipient data across both platforms in real-time, its integration with Salesforce list Email ensures that customer information is used in personalizing every message sent via its system; thus leading relevant communication throughout sales funnels based on each recipient’s location within the funnel/segmentation criterion.


Mailchimp’s price depends on the package one chooses and the features they need. The cheapest plan starts at merely less than $10 per month for basic features and also runs an additional charge for more advanced functionality or increasing the number of recipients.


To thrive in the modern competitive environment, firms must communicate effectively with their customer base. Thus, Salesforce as a leading customer relationship management (CRM) platform offers diverse tools and solutions that facilitate efficient mass email campaigns and enhance your email marketing strategy.

From simple Salesforce List Email to complex Pardot implementations and seamless integrations with third-party apps such as ContactMonkey, Ascendix Search, Mailchimp, etc., there is a well-rounded ecosystem for marketers within this system.

You can also find more information here  General Availability of Lightning for Gmail

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