Use this guide to set up Quick Send workflows in Distributed Marketing for Marketing Cloud Engagement.
What Is a Quick Send?
Quick Sends allow users to send a single, personalized email or SMS message to a part of their book of business, including: Quick Send messages are like opening an email inbox and typing an email, or opening your messaging app and sending a text. The difference is that Quick Send messages are more powerful because every send has the power of Marketing Cloud Engagement’s Journey Builder behind it.
- A single contact, lead, or person account from different contexts such as individual records, opportunities, and Quick Send message records
- Up to 75 individuals at a time from a list view
- Up to 25,000 individuals at a time from the Quick Send message record
What kind of messages can you send using Quick Send? The possibilities are endless, but some examples include:
- Personalized e-cards for birthdays or holidays
- Empathetic notes after a world event, like a natural disaster
- Thank-you messages after a customer meeting
- Instructions for a time-sensitive issue
- Promotions or offers you want to give to one customer
- Follow up emails on a specific topic
You can learn more about Quick Send messages here.
A unique Marketing Cloud Engagement Journey powers every Distributed Marketing Quick Send message and includes the same ingredients:
- An email or SMS message activity
- A sender profile for email messages
- A data extension for the journey’s API entry source
Create the individual ingredients in any order you prefer, and combine them together in a journey. Then share that journey with your users in some, or all, of the Quick Send workflows. If one workflow doesn’t fit your business strategy, skip that task. You can use sharing rules to control what content individual users can see and send.
Set Up a Journey for Quick Send Message
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Create Content for Distributed Marketing.
Content is the first ingredient. Create an email or SMS message in Journey Builder for any content you want to give your users. You can also create emails in Content Builder directly.
When creating emails for Distributed Marketing, remember to include the necessary sections to remain legally compliant in your region, such as the ability to unsubscribe. All messages sent through Distributed Marketing are considered Commercial. You can use Distributed Marketing’s collaborative content to allow users to edit content, or skip this option if editing doesn’t fit your content or business strategy.
When creating SMS messages for Distributed Marketing, recipients must be opted into their country code before users can send. You can use AMPscript to let users write their own SMS messages, or you can provide pre-written messages instead.
A user with access to create and modify content in Marketing Cloud Engagement completes these steps.
- Create an email or SMS message. Optionally include Distributed Marketing content blocks or AMPscript to enable custom SMS messages (MC).
- Save the content.
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Create an Entry Event Data Extension.
The entry event data extension is the second ingredient. Distributed Marketing uses Marketing Cloud Engagement data extensions to store information about the send, like who sends it and who receives it. Create a data extension for any message you want to send with Distributed Marketing.
A user with access to Contact Builder and Journey Builder in Marketing Cloud Engagement creates a data extension for the quick send message (MC).
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Create a Journey for a Quick Send Message.
Distributed Marketing uses Journey Builder’s sending engine to send.
A user with access to Journey Builder in Marketing Cloud Engagement creates a journey for quick send messages. We recommend creating a unique journey for each Quick Send. For a journey to be available for Quick Send, re-entry must be allowed. A single Email or SMS message activity can be used, but you can use multiple non-message activities and flow controls.
Set Up Quick Send Workflows
Set up one or more Quick Send workflows to let your users send a one-off message from throughout the platform. If one of the workflows doesn’t fit into your business strategy, you can skip that task.
When setting up a workflow, think about how you want to control who can see the component. Anyone without access receives a friendly message telling them such, but you can avoid this notification by setting component visibility.
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Set up Quick Send from a Contact, Lead, or Person Account.
Add a Quick Send component to your contact, lead, or person account page layouts to let a user send a single message from the recipient’s message. Quick Send can only be added to the account layout if you’re using person accounts.
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Set up Quick Send from a List View
Enable users to send messages to up to 75 individuals at once using List Views. To set up Quick Send to a List View, add the Send Quick Email custom buttonto the Contact, Lead, or Person Account List View Search Layout in Lightning App Builder. Quick Send to a List View isn’t supported in Experience Cloud.
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Set up Quick Send from a Case
Add the Quick Send component to a Case page layout to allow a user to send a single message to an individual associated with the case from the case record.
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Set up Quick Send from an Opportunity
Add a Quick Send component to an Opportunity page layout to allow a user to send a single message to an individual associated with the opportunity from the opportunity record.
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Set up Quick Send from a Quick Send Message Record
Set up Quick Send from the message record to allow users to send a single message to an individual or bulk send to up to 25,000 individuals at once.
Share Content with Quick Send
You enabled the Quick Send workflows and created the content that makes sense for your users. Now it’s time to share that content. Enable the journeys you want available in Distributed Marketing Administration. Then define sharing rules to allow users to see and send specific messages.
- Add or remove the journeys from Quick Send in Distributed Marketing Administration.
- In Setup, create and apply sharing rules for the Quick Send Journeys object.
- Set up a Content Marketplace for Quick Send. Create list views of Quick Send messages. Then create content marketplaces to help users discover content they can access.
You’re a financial institution offering banking, insurance, and retirement solutions. You have about 50 assets that are categorized into:
- Banking Quick Sends
- Insurance Quick Sends
- Retirement Quick Sends
These marketplace categories give administrators and other users the ability to group content in useful ways to help with content discovery.
Let’s say you set up sharing rules so bankers only see Quick Sends that have a custom field “Category” = Banking. It’s likely that the category has dozens, if not hundreds, of different emails, including some related to holidays, taxes, different account types, and investment options. Giving the bankers a large content list means that they have to search through everything to find the right content using just the Quick Send name. That's what currently happens on the Quick Send component for the contact record.
To help the bankers, marketplaces, also called list views, can be created for each of the categories, and then shared. So, if one of the bankers speaks with someone about investment opportunities, the banker can quickly find the “Investment Opts Assets” custom list view and see the 7 investment-related emails rather than the 50 other non-investment-related emails.