Digital Content: Send an Email in Salesforce

Once you've created an email, you can send it using Salesforce Marketing Cloud (SMC).

Sending the Email

When you are ready to send your email:

1. If you still have your email open, select Save and Send from the Save drop-down menu in the upper right corner of the page.
   
2. If you're on the Content landing page, select your email in the Content Items list and select Send from the carrot drop-down to the right of your selected email.
   

Defining Properties for Sending

After preparing your email to send:

1. Under Email Properties: 
   1. Select Default Transactional from the drop-down menu.
   2. Select a Sender Profile from the drop-down menu.
      1. The Sender Profile specifies the From information for a send. Typically, this is the sign-off from your source (Google Doc).
      2. Leaving the Sender Profile as Default will use IT Communications as the From information.
      3. If you do not have a sender profile, use the Creating a Sender Profile article to make one.
   3. Leave Delivery Profile as default.
      
2. Select Next.

Selecting Audiences

After defining the send properties, you will select audiences.

1. Select My Lists from the left column.
   1. If you need to create a list, refer to the Find or Create a Mailing List article.
2. Search for your Subscriber List and drag it to the Targeted box on the right side of the page.
   
3. If sending to IT@UMN:
   1. Select Data Extensions, then Systemwide from the left column.
      1. Search for All IT Jobs and drag it to the Targeted box.
         • You will be prompted to select a Publication List. Be sure All Subscribers is checked and choose Select.
   2. Select Data Extensions from the left column.
      1. Search for ITatUMN supplemental and drag it to the Targeted box.
         
4. Select Next.

Configuring Delivery

After selecting your audience, you will configure delivery.

1. Confirm the Send Immediately radio button is selected.
2. To schedule the send for a later time, choose Schedule and select the Date and Time.
3. Select Next.

Reviewing and Sending

The final step in sending your SMC email is Review and Send.

1. Confirm all information is correct:
   • Targeted audience in the left column.
     • Confirm total targeted number.
   • Sender profile (From:).
   • Subject line.
   • Footer (Recipients).
2. When you are sure everything is correct, check the box that says This information is correct and this email is ready to send.
3. Select Send/Schedule.

Additional Resources

• Create an Email in Salesforce
• Test an Email in Salesforce
• Create a Sender Profile in Salesforce