Salesforce Marketing Cloud: Sending an Email

Summary:

This article will cover the aspect of sending an email to a selected group of recipients in Salesforce Marketing Cloud (SFMC) once approved.

Related Video:

Salesforce Marketing Training video

 

Content:

  1. Select Send in the upper right on the page, this will direct the user to the Send process
    1. At this time no additional edits can be made as the email has been approved
  2. Under the Defined Properties page on the left side, the user must define the ‘From Options’ to specify the email sender and reply to details. Select the appropriate ‘Saved Send Classification’ from the drop down list that defaults as ‘Default Commercial’

 Note 1 -- Do not use the ‘From Name’ tab to select an individual user as the sender, this will result in replies not getting properly routed to the appropriate address, make sure you are on the ‘Saved Send Classification’ Tab  

Note 2 -- If you do not see the saved send classification details you require, please log a ticket using the SFMC Webform to request it be added.

Note 3 -- Do not leave the send classification as ‘Default Commercial’ this could result in users not receiving your email if they actively manage their SPAM filters or email subscriptions. It also allows users to "Unsubscribe", if we provide this option they could miss very important directed communications.

  1.  Once completed click Next in the upper right
  2. Within the Selected Audience area, navigate using the Blue Folder icon:  Shared Data Extension > UNH >  DC > either expand Ad-Hoc Lists to see your group’s ad-hoc list folder or click on their groups folder to see available lists
    1. Once the user has navigated to the appropriate group they can drag and drop the name from the middle of the screen to the right within the Targeted Area
    2. If needed, multiple audiences can be added to the targeted area.
  3. Click Next in the upper right
  4. In the Configure Delivery Tab, on the left the user can select "send immediately" or "schedule" which will allow the user to select a date and time when the email will be sent by the system
  5. Click Next in the upper right
    1. Keep the defaults checked on the right of the screen by doing so it allows the system to track metrics that can be accessed by users in the future

9. On the Review and Send Tab do a final review of the following points for accuracy:

  • Email Header Information:
    • From Line displays the expected name and email address
    • Subject Line is correct
    • Preheader (if being used) is populated and correct
  • Email Body:
    • All content appears as expected in Desktop and Mobile view
    • Images are displayed as expected
    • Links are all accurate and working
  • Audience:
    • Name of audience is selected and is as expected
    • Count of Total Targeted recipients is accurate
    • To Review names/emails of Targeted recipients
  • Confirm Tracking is ON

10.  Once the user and any other reviewer(s) have completed a final review the user must check the box "This information is correct and this email is ready to send" before the Send icon becomes active in the upper right

 11.  Click the Send icon in the upper right and the email will be queued up to be sent by the system

 

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible.

 For additional Training please visit the AT Docs & Training site

 

 

 

 

Details

Article ID: 1494
Created
Fri 7/19/19 6:08 PM
Modified
Tue 9/22/20 8:43 AM