How to setup email campaigns in Salesforce

Posted on: Jul 8, 2023
Email marketing is a powerful way to reach your target audience and promote your business. Salesforce makes it easy to set up and send email campaigns, and with a few simple steps, you can be up and running in no time.Email campaign concept image
In this blog post, we will walk you through the process of setting up email campaigns in Salesforce. We will cover everything from creating a campaign to sending an email to tracking your results.

Let's dive right in

1. Create a Campaign

  • From App Launcher, choose Marketing> Campaigns, then click on New Campaign.
  • Enter:
    ○ A name for your campaign
    ○ The currency (USD or Euro or other depending on your organizations configurations)
    - You can choose to set any of the optional items below.
    ▪︎ Select a type of campaign
    ▪︎ Select a status for the campaign
    ▪︎ Enter a start date and end date.
  • Press Save

    • 2. Add Members to Your Campaign

    Once you have created a campaign, you can add members to it. Members can be leads or contacts. You can add members manually or you can import them from a CSV file. To add members to your campaign:
  • Click on the Add Leads or Add Contacts button on the Campaign Members section of your Campaign record page

    • 3. Create an Email Template

    * (This step is only necessary only if you want to reuse the email you're sending out.If you are not reusing the email, then you can skip to step 4)
    An email template is a pre-made email that you can use to send out to your campaign members. To create an email template:
  • Go to Setup > Classic Email Templates> New Template.
  • Choose whether the template will be a textor and HTML template.
  • Enter a name for your email template and fill in all the fields with the red highlight on their left.
  • Start writing your email message.

    • 4. Send Your Email Campaign

    There are 2 ways to do this. You can choose either to use the button on the Campaign Members tab or, under the record options at the top right. Whichever method you choose, follow the steps below.
  • Press Send List Email
    • This opens up a page where you can either:
    a - Enter the email details OR
    b - Choose a template to modify or use. To choose an email template, select the insert, create or udpate template button from the button options in the bottom left and choose "Insert a template".
    After you proceed with one of the options above, you can choose to either:
    a. Immediately send the email, or
    b. choose to send later by clicking the dropdown button next to Send.
    (Also, you can save as draft for you to edit and send later.)

    5. Track the Results of Your Email Campaign

    Once you send your email campaign, you can track the results to see how it performs. To track the results of your email campaign:
  • Go to your Campaigns record page
  • Click on the Reports tab
  • Choose All Reports and in the "Search all reports..." field, type Campaign.
    • From there, you can see pre-built reports that are come with your Salesforce org. The Reports tab will show you a variety of reports, including open rates, click-through rates, and conversion rates.
    You can also create a new report on this page. New reports allow you to create a view of custom metrics that are most important to you and your use case. If you need help creating reports, (Reach out to us text here).
    And that's it!

    Conclusion

    Setting up email campaigns in Salesforce is easy. By following these simple steps, you can be up and running in no time. And with a few simple tips, you can create email campaigns that are effective and engaging.

    Here are some additional tips for setting up email campaigns in Salesforce:

  • Use a clear and concise subject line
  • Write a compelling email message that is relevant to your target audience
  • Use a call to action that tells your recipients what you want them to do
  • Track the results of your email campaign to see how it performs

    • Need help?

    It takes quite a bit of work to make sure everything is set up correctly. At Adnab, we are trained and certified to set up email campaigns and more! We're more than happy to help so you can get the most out of Salesforce!

    Start the conversation by filling out this form.
    Credit: Photo by storyset on Freepik