UNH Outreach - Salesforce MCAE: Creating an Email from an Email Template

Summary

This guide walks users through how to create an email from an associated Email Template within Marketing Cloud Account Engagement in Salesforce.

How-To

Instructions

To begin, navigate to the Email Template you’d like to use to create an email. Click the Related tab, find the Email Content list, and click New. 

Picture 7, Picture 

The New Email Content modal will appear. 

Picture 8, Picture 

  1. Name – This is the internal name of the email content you’re creating. 

  1. Email Template – This is the related Email Template that you’re creating the Email Content from. 

  1. Description – This is the internal description of the email content you’re creating. 

Click Save. Then, click on the newly created Email Content from the list. You’re now looking at the page for the Email Content record you just created. 

To edit the Email Content, click Edit in Builder. Choose Current email experience. This builder is very reminiscent of the Email Template Builder used to create this Email Template. You can review this Content Builder here. 

Once your Email Content is done, click Save. Click the back arrow in the top left of the Content Builder. 

Now, we’ll need to Test the Email Content. To do this, click the Test button on the Email Content page. 

Picture 9, Picture 

The Test modal will appear. You may choose a pre-built Pardot Test List to email to, or type in individual email addresses to send the Test to. 

Picture 10, Picture 

 

Once sent, review the Test email. When you’re ready to send, click the Send button. The Send modal will appear.Picture 11, Picture 

  1. Campaign – This field allows you to associate the email with the previously-made Campaign. 

  1. Tracker Domain – This field should remain as the default https://outreach.unh.edu. 

  1. Recipient Lists – This field allows you to select the Lists you’ve made that you want to send this email to. 

  1. Suppression Lists – This field allows you to include any Suppression Lists you’ve made. A Suppression List is a list that filters out Contacts based on criteria. Since Prospects are managed at the Campaign level in Salesforce, most users will not need to worry about this. If you need assistance with this functionality, please reach out to the Salesforce team. 

  1. Primary Sender – This field allows you to select who the email will appear to be sent from. 

  1. Reply-To User – This field allows you to select a Reply-To User or email address for the email. 

  1. Completion Actions – These checkboxes allow you to mark Prospects as Complete if they take the selection action(s). 

  1. Send Time – This allows you to select if you’d like to send the email immediately or schedule a future send. 

  1. Send – This is the button that will schedule the email to be sent. 

Once you click the Send button, the email will be sent out based on the criteria you selected. 

 

Further Readings

Salesforce MCAE: Creating an Email Template

 

Need additional help?

If you have any additional questions, please submit a ticket by using the ECRM Services Support Form.

Print Article