Send a List Email in Lightning Experience
- Navigate to a contact or lead list view, or a campaign member view.
- Select the checkbox next to individual records you want to email, or select all records on the page.
- Click Send List Email.
- If you want, add the names of list views or campaigns in the Recipients field. You can add contact and lead list views for the same list email.If you’re sending a list email to at least one campaign, use the Related To field to select a campaign. The campaign tracks all the engagement metrics from the list email, such as total sent.
- Add content or insert an email template.
- Customize the content or add attachments.
- On the Review tab, confirm that the preview looks correct. Click each recipient’s name to see any personalization.
- Click Send.You get an email when the list email is sent. You can also see that the email was sent by looking in the recipient’s activity timeline.The activity timeline of each recipient shows the list email in the Past Activities section of the activity timeline. Click the activity to see more details. A sample of the sent list email is stored in its original format along with details like recipients and attachments, and statistics such as total sent.