Since the recipient is found in your Salesforce account, first select their name from the list of contacts on the left and choose "send an email" on the right-hand side. You'll then have access to all of the fields and can compose your message in your preferred language. You can also use attachments if you need to and send it off!
Can iContact for Salesforce send email to contacts and leads?
iContact for Salesforce is able to send email to Contacts and Leads, on the Account Object. iContact for Salesforce can only send email to the standard email field for Contacts and Leads. Salesforce Campaigns should be used to organize your Contacts/Leads into groups.
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 .
How do I create a custom list view in Salesforce classic?
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 . Enter the View Name and View Unique Name. Select the 'Campaign' option and Add Campaign. Then select the list view and filter.
How do I send out mass emails to contacts or leads?
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. Click Reports . Click New Report . Select the Report Type for the custom object with Contacts. Create a Custom Report Type for the custom object with Contacts if you do not see the object.
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How do I use iContact in Salesforce?
0:011:38iContact for Salesforce Demo - YouTubeYouTubeStart of suggested clipEnd of suggested clipEnvironment as contacts and leads create a Salesforce campaign. Using the eye contact record typeMoreEnvironment as contacts and leads create a Salesforce campaign. Using the eye contact record type identify members and add them to your campaign.
What is iContact for Salesforce?
iContact for Salesforce allows you to build custom reports to see only data that matters most to you and adjust your strategy to drive results.
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.
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