Slaesforce FAQ

can i send campaign emails via salesforce and not icontact

by Cornell Auer Published 2 years ago Updated 2 years ago

You should always send from an iContact Email Campaign because that's the campaign record type that has the iContact buttons, dashboards, and related lists. If you already have a Standard Salesforce Campaign built and ready to go, you can follow this tutorial to easily convert it to an iContact Email Campaign.

Campaigns - iContact for Salesforce:
To send email using iContact for Salesforce, Contacts and Leads need to be added as Members of a Campaign. iContact is only able to send email to Campaign members. The iContact App is not involved in selecting, adding, or removing Campaign Members.
Mar 31, 2021

Full Answer

How do I send email using iContact for Salesforce?

To send email using iContact for Salesforce, Contacts and Leads need to be added as Members of a Campaign. iContact is only able to send email to Campaign members. The iContact App is not involved in selecting, adding, or removing Campaign Members.

How to design an effective campaign email?

When you design your campaign email, use a clear call-to-action button embedded in the format. This way people can easily access your site or take the action you want. Customers should never have to copy and paste an HTML link or search for your site.

How can I increase traffic from my email campaigns?

To best direct traffic from your email campaigns, you’ll want a landing page dedicated specifically to your email campaign. This will not only ensure a cohesive user experience tailored around the email, but also provide a way for clear and unmuddled tracking. 9. Set up tracking.

How do I change the list of recipients in Salesforce?

Select a list view of recipients, and then click Go . By default, My Contacts, My Leads, Active Users, or My Cases views; include all records of that type with an email address. To change the list of recipients, create a Create a Custom List View in Salesforce Classic .

Can you send email campaigns through Salesforce?

4:3525:07Simple Email Campaigns using Salesforce List Emails & CampaignsYouTubeStart of suggested clipEnd of suggested clipYou can use it for additional email templates that you're using. The next step is to create theMoreYou can use it for additional email templates that you're using. The next step is to create the lightning email template itself and we'll go through that create a Salesforce campaign.

How do I send marketing emails from Salesforce?

Send Single Email with Marketing Cloud ConnectIn Sales or Service Cloud, navigate to a lead, contact, person account, or campaign.Click Send Marketing Cloud Email.To access Marketing Cloud emails, click Find.Select an email.Select a From email address.Select a Reply-to email address.More items...

What is iContact for Salesforce?

The iContact for Salesforce App is optimized for sending an email message to large numbers of contacts, or leads. You will need to add Contacts and Leads as Campaign Members, create email templates, and send email to your Campaigns.

How do I email a campaign in Salesforce lightning?

0:524:08How to Send Personalized Emails to a Group | Lightning ExperienceYouTubeStart of suggested clipEnd of suggested clipA really easy way to send to the entire list view is to click select all and then send list emailMoreA really easy way to send to the entire list view is to click select all and then send list email from the list.

How do Salesforce campaigns work?

A Salesforce Campaign is a group of Leads and Contacts exposed to specific marketing communication(s). It stores essential performance metrics and means salespeople can quickly see the customers and prospects that received marketing activity.

What are the ways to send email in Salesforce?

Sending an Email to a ContactGo the individual's contact record in Salesforce.Go the the HTML Email Status section.Click Send Email.Click Select Template.Select the template you just created.Preview the email and send it.

How do I send a mass email from a campaign in Salesforce?

You can send out mass emails to your Contacts or Leads by first creating a report, and then adding your Contacts or Leads to the Campaign....Use the Campaign for sending Mass EmailClick Contacts | Mass Email Contacts.Create a View, and then select the Campaign.Select a list view of recipients, and then click Go.

Can Salesforce send bulk emails?

Right now, the current Salesforce mass email limit is 5,000 emails per org per day sent to external email addresses. As to internal users, you can send an unlimited amount of emails.

How do I automatically send emails in Salesforce?

If you want Salesforce to be able to send automated emails, it is not possible. You can set up an email template in salesforce and have it sent out automatically when triggered by certain events or criteria, but this is just one way that using salesforce as your email marketing tool can be beneficial for your business.

What is iContact for Salesforce?

The iContact for Salesforce integration augments Salesforce email capabilities. The iContact App is best at sending email to many contacts and leads at one time. The primary features of the iContact for Salesforce App are;

What is a list of contacts in iContact?

Each time that you send an email to a Campaign, a list of contacts is created inside of your iContact account. As contacts are added to iContact, each contact is assigned a “subscription status”. All new contacts begin as "subscribed" - able to be sent email.

Does iContact have subscription preferences?

iContact for Salesforce does not offer subscription preferences. When a contact unsubscribes from one email message, the contact is unsubscribed from all Campaigns going forward. Salesforce offers one field for unsubscribing from email; the Email Opt Out field.

Is iContact for Salesforce compatible with automation?

iContact for Salesforce is not currently compatible with automation, workflows, or triggered email. iContact for Salesforce offers two options for sending email; immediately, and scheduled for a later time and date.

A complete email marketing automation tool right inside Salesforce

Your data already lives in Salesforce. Do more with it. iContact as a native app residing entirely within your Salesforce environment is a total game-changer and time saver.

Track your success

Track the success of your email campaign within Salesforce. Learn how your recipients behaved, who opened your emails, who didn’t, and who didn’t even receive the email. Get reports that give you valuable insight into your campaigns.

Give your emails a more personal touch

Data gives you the ability to see what resonates with what customer, and then you can use those patterns to determine who receives what email. This allows you to send relevant emails and start building a relationship with your prospects, leads and customers.

Highest rated Salesforce email marketing app

We were referred to iContact by a business partner and found their Salesforce integration amazing, very simple to implement.

Do more with your favorite CRM

Do more with your Salesforce account with iContact without ever having to leave your selling workflow. See how we can help.

What to do after launch of email campaign?

After you launch your email marketing campaign, use the fresh, incoming data to help create more successful campaigns in the future. Check both the standard reports and those you can customize to your needs to analyze these numbers.

How to be successful in email marketing?

To be successful in email marketing, you need to segment and personalize your campaigns for those on your email list. Certain members may want to subscribe to get offers while others may want to read every update you send, even if it’s a few times a week. You must give options.

How to segment email list?

The following are ways to segment a large email list by the kind of subscription people receive: 1 Customers only 2 Product updates 3 Newsletter 4 Daily updates (compared to weekly, biweekly, monthly, and so on) 5 HTML (some people prefer this option for text-only emails)

What is the best tracking tool for email marketing?

Be sure you measure the time spent on a page, engagements on the page, bounce rate, and conversions. Google Analytics is a great tracking tool, but there are others that also work.

What is segmentation in email?

Segmenting your audience is high on the list of email best practices. Segmentation is the practice of splitting your email list into more targeted groups. This can be extremely helpful when it comes to analytics and post-campaign reflection. It will be clear which groups benefit the most from your emails.

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