{"id":15942,"date":"2023-05-26T05:07:56","date_gmt":"2023-05-26T05:07:56","guid":{"rendered":"https:\/\/bigworks.co\/?p=15942"},"modified":"2023-05-26T05:07:56","modified_gmt":"2023-05-26T05:07:56","slug":"the-ultimate-guide-for-mass-emailing-within-salesforce","status":"publish","type":"post","link":"https:\/\/bigworks.co\/the-ultimate-guide-for-mass-emailing-within-salesforce\/","title":{"rendered":"The Ultimate Guide for Mass Emailing within Salesforce"},"content":{"rendered":"<p><span style=\"font-weight: 400\">Mass emails are a cost effective and efficient way for businesses to reach out and engage with their audiences via email marketing. Email marketing is a digital marketing strategy that involves sending communications to current and potential customers in the form of mass emails. These emails typically have a fixed goal in mind.\u00a0<\/span><\/p>\n<h2><span style=\"font-weight: 400\">Benefits of email marketing:\u00a0<\/span><\/h2>\n<p><span style=\"font-weight: 400\">Email marketing can drive brand loyalty, 65% customers lean more towards personalized emails that directly appeal to them.\u00a0<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Conversions: as your emails get consistent open rates, you can get regular conversions and generate revenue by delivering relevant information about your products. One can also add links that directly lead to products or services.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Brand awareness: as you keep customers engaged, emails can help build your brand. Digital marketing emphasizes a lot on emails as they can be targeted towards audiences of specific age, location, buying history and more. Hence your audience gets exactly what it\u2019s looking for, and hence you get higher engagement.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Promotion of content: you can market pretty much anything via emails. Not just your products, it can social content, blogs, resources or updates about your company that could shed some light on how well your business is performing.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Cost effective: email marketing is the most cost effective form of marketing as it doesn\u2019t involve an extensive budget. The conversion of potential leads to paying customers via emails is also seamless and quick when executed well.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Direct access to your customers: With the advent of smartphones that enable people to check their email from anywhere, mass email has given marketers a great power: direct access to their customers&#8217; pockets.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Better insights with email: When you send out printed direct mail, or put an ad in the paper, it becomes difficult to really know how many people actually saw your promotional piece. To measure the effectiveness of that advertisement, you might need to set up a campaign-specific phone number or ask people how they found you when they do get in touch. With mass email, you have greater insights into what is happening without that extra effort of going back to measure.\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">Also, you can automatically track how many people your email was sent to, how many actually opened it, what buttons or links they clicked on, how much time they spent looking at the message, etc. All of this data, over time, allows you to identify trends with your customers, and to establish a strategy that will help ensure that your mass email attempts get more effective over time.<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Option for personalized emails: Sending a mass email that is personalized for each customer is a great way to get feedback on your website. By adding the customer&#8217;s name in the subject line and body of the email, you create a sense of connection that will make the customer more likely to take the time to read your message. The sales force app automatically does this for you.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Allows sales tracking: a mass email allows you to quickly track leads and conversions. If a target customer is interested in your product, they will purchase it and the sale will be saved, allowing you to create a conversion report for your business. Email marketing can be an effective strategy for small business owners as well as large.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">You can read more about email marketing and its benefits <\/span><a href=\"https:\/\/bigworks.co\/want-a-low-cost-yet-effective-marketing-tactic-as-a-fintech-company-email-marketing-is-here-to-save-the-day\/\"><span style=\"font-weight: 400\">here<\/span><\/a><span style=\"font-weight: 400\"> and <\/span><a href=\"https:\/\/bigworks.co\/gain-and-retain-customers-through-email-marketing\/\"><span style=\"font-weight: 400\">here<\/span><\/a><span style=\"font-weight: 400\">.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Based on the goal, emails can be divided into different types of emails businesses can utilize to communicate with their potential and current customers. These mass emails primarily fall into two categories:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Promotional emails\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Transactional<\/span><\/li>\n<\/ol>\n<h2><span style=\"font-weight: 400\">\u00a0Promotional marketing emails:<\/span><\/h2>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Newsletter: Can be sent out regularly and are a great way to stay relevant in the eyes of your customers. Newsletters can be about company updates, thought leadership, or announcements.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Deals and offers: Drive downloads and conversions by marketing deals and new updates about products. These can also be seasonal in nature.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Relational: A simple welcome email, blog articles, surveys and social updates, it\u2019s important to show your customers you value their opinion. Here you can also plug in your social channels.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Interactive: Design emails that enable customers to add items to cart, watch videos, book meetings without leaving the page, much like a website.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Revival emails: 30% users usually churn out after a point. It\u2019s important to regularly reach out to them, remind them about any latest offers and updates, and try to get them back.<\/span><\/li>\n<\/ol>\n<h2><span style=\"font-weight: 400\">Transactional Emails<\/span><\/h2>\n<p><span style=\"font-weight: 400\">A transactional email is an email that is automatically triggered by an event or a specific action taken by the user like a transaction or an activity. Types of emails are sent to users for providing important information about their account, purchase confirmation, password reset steps, and other similar messages.<\/span><\/p>\n<p><span style=\"font-weight: 400\">There are several types of transactional emails, each with their own purpose and characteristics. Some of the most common types of transactional emails include:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400\">Welcome Emails: Can be sent to users that you have boarded and registered for an account. Introduce the user to your services and let them know about any information they might need getting started.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Confirmation Emails: Provide customers with important details about their transactions such as order number, delivery details, booking details etc.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Receipts and Invoices: Provide the customer details about the transaction, amount paid, payment method used etc.\u00a0<\/span><\/li>\n<li><span style=\"font-weight: 400\">Password Reset Emails: Provide users with a link or instructions on how to reset their password<\/span><\/li>\n<li><span style=\"font-weight: 400\">Shipping and Delivery Emails: Update users with information about the delivery of their order, such as tracking information and estimated delivery dates.<\/span><\/li>\n<li><span style=\"font-weight: 400\">Account Update Emails: Usual emails sent to users to inform them of any updates to their account, such as changes in account information or a new feature that has been added.<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">You can read more about transactional emails <\/span><a href=\"https:\/\/bigworks.co\/how-are-transactional-emails-different-from-marketing-emails-how-can-they-benefit-your-business\/\"><span style=\"font-weight: 400\">here<\/span><\/a><\/p>\n<p><span style=\"font-weight: 400\">Now that we have discussed the different types of emails and how they can be used, let&#8217;s figure out how to send them. To see how you can start with planning your email marketing campaign check our guide here.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Let\u2019s discuss the 3 ways to send mass emails and their advantages and limitations:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400\">Built-in mass emailing feature in Salesforce\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">Due to its distinctive characteristics, Salesforce is the most used CRM platform globally. One core service provided by Salesforce is Customer relationship management (CRM) software as well as apps for sales, customer care, marketing automation, analytics, and application development. To maintain a better relationship with customers and to\u00a0 market your services, you can send frequent bulk emails to leads, and contacts through salesforce.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Advantages:<\/span><\/p>\n<ul>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">The Salesforce mass emailing tool is cost-effective as a marketing strategy for businesses who are signed up to the salesforce platform.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Since the app is integrated in the platform, the data sync happens automatically and it doesn&#8217;t require constant updating.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Sending emails via salesforce is secure and has very low chances of beaches or landing up in the spam folder of your customers.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Salesforce as a platform has a huge team dedicated to supporting customers. Hence whenever businesses run into problems or don\u2019t know how to utilize the mass emailing tool, they can quickly speak to support and get any queries cleared.\u00a0<\/span><\/li>\n<\/ul>\n<h4><span style=\"font-weight: 400\">Limitations\u00a0<\/span><\/h4>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Emails will not be delivered to users outside of the contact list.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Emails are limited to 5000 per day<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Tracking open rates, unsubscribes and click through rates are limited<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Not the best option for transactional emails<\/span><\/li>\n<\/ol>\n<h3><span style=\"font-weight: 400\">2. Third party emailing apps:\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400\">These are external applications developed by third party vendors. They do not use proprietary tools developed by Salesforce and whenever these platforms have to interact with the Salesforce platform they need to do so through Salesforce APIs.<\/span><\/p>\n<p><span style=\"font-weight: 400\">Advantages:\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Email marketing can be more economical. Compared to traditional advertising methods, it offers lower cost to reach new and existing customers.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">And while the native email app can focus on the business side of things, the third-party\u00a0 app can be used for other efforts such as reaching out to potential leads.\u00a0\u00a0<\/span><\/p>\n<p>Disadvantages:<\/p>\n<p><span style=\"font-weight: 400\">\u00a0As the app will not be integrated with Salesforce, you would need to export all the data.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Additionally, the risk of spamming can affect the email performance and the response wanted. The third party emailing apps also don\u2019t offer great analytics or user friendly dashboards.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">For example, Mailchimp, while can be integrated with Salesforce, needs to be synced and updated constantly.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400\">3. Native Salesforce Emailing Apps:<\/span><\/h3>\n<p><span style=\"font-weight: 400\">These are applications developed using Salesforce\u2019s proprietary development tools. As a result these apps have direct access to the Salesforce database, business logic and user interface. Additionally these apps undergo a security review by Salesforce before they\u2019re listed on the Salesforce Appexchange.<\/span><\/p>\n<p><span style=\"font-weight: 400\">\u00a0A foolproof way to get the best of both worlds. A native Salesforce app built on the Salesforce platform.\u00a0<\/span><\/p>\n<p>Advantages:<\/p>\n<p><span style=\"font-weight: 400\">Integration is a piece of cake. Data is stored in the platform which enables you to send unlimited emails whenever you want.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400\">Now that we have spoken about the different types of email automation tools you can use, here are must have features the ideal email automation tool should cover:<\/span><\/p>\n<ol>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Easy to integrate:<\/span><span style=\"font-weight: 400\"> The right email marketing solution will be CRM friendly so that it can be effective when clubbed with your other systems and processes. For example Contacto is an email marketing software that can help you conduct business practices within salesforce.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Easy to use:<\/span><span style=\"font-weight: 400\"> This one goes without saying, the solution should be easy to use by the likes of everyone, whether it\u2019s developers or marketing executives.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Data Driven:<\/span><span style=\"font-weight: 400\"> Automated email marketing can work wonders for your business with the right data. It\u2019s essential for small businesses to collect and analyze customer data so that they can create campaigns to identify their core demographic and their habits. This is exactly what the right email marketing solution will help them achieve, by delivering clear and reliable automated services for their customers.<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Unlimited mass emails:<\/span><span style=\"font-weight: 400\"> Contacto is the most useful emailing app for Salesforce users. With Contacto, you can send mass marketing or transactional emails to hundreds of users with just a click! As it&#8217;s a native Salesforce app, your emails can be sent from sales cloud, service cloud, custom cloud or out of any salesforce objects. Essentially built on Salesforce, it\u2019ll be like using one of its features.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Schedule recurring emails:<\/span><span style=\"font-weight: 400\"> If your emails fail to deliver from time to time, worry not, as with Contacto you get high deliverability rates. With no limits on the numbers of emails you can get, you can ensure you\u2019re sending emails which your customers are getting on time. Whether it&#8217;s monthly, weekly, or daily, you can also send emails triggered by process flows. For example, you can customise the flow such that every time a user clicks on a certain option, he gets an email.\u00a0<\/span><\/li>\n<li style=\"font-weight: 400\"><span style=\"font-weight: 400\">Track all emails:<\/span><span style=\"font-weight: 400\"> Contacto also allows you to check your email open rates, clicks, unsubscribes, bounce rates, with native salesforce reporting. Not just that, you can also notify your customers of various features and transactions via notification emails.\u00a0<\/span><\/li>\n<\/ol>\n<p><span style=\"font-weight: 400\">So what\u2019re you waiting for? Sign up with Contacto now and start sending emails to your customers, as many as required! <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Mass emails are a cost effective and efficient way for businesses to reach out and engage with their audiences via email marketing. Email marketing is a digital marketing strategy that involves sending communications to current and potential customers in the form of mass emails. These emails typically have a fixed goal in mind.\u00a0 Benefits of [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":15943,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[28],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.10 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>The Ultimate Guide for Mass Emailing within Salesforce - Bigworks<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/bigworks.co\/the-ultimate-guide-for-mass-emailing-within-salesforce\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Ultimate Guide for Mass Emailing within Salesforce - Bigworks\" \/>\n<meta property=\"og:description\" content=\"Mass emails are a cost effective and efficient way for businesses to reach out and engage with their audiences via email marketing. 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Email marketing is a digital marketing strategy that involves sending communications to current and potential customers in the form of mass emails. 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