I work in higher education. We have a custom object, Application, and a custom email template, to send emails to applicants based on the information in their Applications. I was given a list of applicants who have their Applications in place. Is there a way in SF to choose a email template and send emails in batch?
1 Answer
If you're just trying to do this declaratively on a one-off basis in lightning, you can watch the following video to see how it's done. You can also read the official documentation here.
Essentially, all you need to do is select your contacts from the Contacts tab, click add to campaign, and paste your email content or insert it from the template you've already created.