Set Default Personalization for a Quick Send Message

Default personalizations allow you to streamline your Distributed Marketing experience by creating default customizations for Quick Send messages. You can modify these customizations for individual recipients before sending through any of the Quick Send workflows you can access.

Required Editions

User Permissions Needed
To set default personalization for a Quick Send Message DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required.

To set a default personalization for a Quick Send message, follow these instructions.

  1. In Salesforce, navigate to a Quick Send message record.
  2. In the Quick Send defaults component, click Edit.
  3. Click Save and Close when you’re finished modifying the content.