How can I send an email template to a list of contacts? I am referring specifically to the 'one-to-one' email templates that can be created when clicking on the email icon from a contact record (or other activity feed), and clicking the 'insert, create, or update template' button at the bottom of the email editor. I have a number of templates saved here which I use regularly on a one-to-one basis, but I would like to be able to send those to a larger group of contacts.
If I view a list of contacts/leads/campaign members, check the box, and click 'send email', it opens a 'list sends' tab and an editor appears for me to create a marketing email with images, calls to actions etc. I'm not looking to create a marketing email, I just want to send the personalised looking email templates which I have already created and been using on a one-to-one basis.
Glad you tracked that down, Tom, and yes, that's confirmed correct.
Per official Salesforce documentation (List Email Limitations page): "Required Editions: Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions."
Starter isn't in that list, so List Email genuinely isn't available on Starter, this wasn't a config or permission issue at any point, it was an edition gap. Essentials is the correct minimum tier for what you're trying to do.
Reference:
https://help.salesforce.com/s/articleView?id=sales.limitations_email_list_email.htm&type=5Good call moving up, sounds like you're already past the point where Starter fits your workflow.
