Create an Email in Marketing Cloud Next

Create or Edit an Email

There are multiple ways that you can create or modify an email such as in a campaign, in a flow, or from the Content tab.

The email functionality in Marketing Cloud Next is also available in Salesforce Starter and Pro Suite. For more information, see Salesforce Starter and Pro Suite Help.

Not sure where to start? Check out these basics for creating content in Marketing Cloud Next.

Note

A marketing admin can lock email settings such as global styles, layouts, or personalization data sources in templates. They can also add and lock the subject line or preheader, and specific content blocks, such as a footer or header, to ensure brand consistency. If you’re unable to edit a message, contact your admin for help.

1. Create or open an email for editing.

   To create an email	On the Content tab, click Add | Content | Email. Then, select the creation method.
   To edit an email in a campaign	On the Campaigns tab, open a campaign. Then, on the campaign record, next to the email that you want to work with, click Edit.
   To edit an email in a flow	In the flow, open a Send Email Message element, and then edit the email.
   To copy an email	From the Content tab, open your marketing workspace, open the email, and click Copy to another folder. Enter a name for the email, and select a folder to copy it into. You can also add the copy into the same folder as the original version. Note If you copy an email that includes personalization, the copied email doesn’t include some elements from the original. Marketing Cloud Next copies the default variations of dynamic content components, but doesn’t copy other variations or personalization rules. If the email has a Personalization recommender data source, the recommender isn’t copied, but the related merge fields and repeaters are. Remove or replace the recommender, or add it to a new email.

2. In the editor, enter or edit a title for the email.
   The title that you specify is visible only to other Marketing Cloud Next users in your org.
3. Specify a brand, subject, and preheader text.
4. Add or move components to create the layout that you want. Use the rich text editor to customize font, font size, font colors, and line height for your content. You can insert emoji, block quotes, and horizontal lines.
5. Set the Message Purpose to Promotional or Transactional.
6. To attach a document to the email, in the property panel under File Attachment, click Add Document, and select a PDF file from Salesforce CMS.
   You can attach files up to 5 MB.
7. To add a placeholder for personalized data, for your subject or preheader, click Add Merge Field, or click the merge field icon in the content editor.
   Depending on the data sources for the email, you can insert data graph attributes, recipient unified profile values, offer data, event data, and so on. See Personalize Content with Merge Fields.
8. To comply with consent and privacy regulations for a promotional email, or if you enabled consent validation for a transactional email, include your organization’s address and an opt-out link.
9. Save your work.

Edit Content with Agentforce

1. Use Agentforce to generate and refine content.
   • Next to the subject or preheader of an email, or in the editing toolbar of a text-based component, click the sparkle button .
   • Or, to open a chat window to interact with the agent, click the Agentforce icon.
   The agent drafts or refines the text for you. The agent grounds the content it creates in your campaign brief, the assigned brand, and existing content on the canvas.
2. To refine the text, click Try Again, or directly ask the agent to add and refine text and components.
   For example, ask the agent to create an entire section for your email and also specify the number of columns to create for the section. You can tell the agent which components to add to each column and to create content for the components.

Create a Plain Text Version of an Email

Add a plain text version of your email to make sure that it can be delivered to recipients whose email clients don’t render HTML. Plain text emails don’t support formatting, font styles, colors, or inline images. When you manually edit the plain text version, it’s no longer in sync with the original version of the email. Also, future changes to the original version aren’t included in the plain text version.

1. In the email editor, click the Plain Text View icon in the main toolbar.
   
2. Click Edit.
3. To add a placeholder for personalized data, click Add Merge Field.
4. To discard your edits and restore the content to the original version, click Restore.
5. Save your work.

Preview and Test an Email

To make sure that your customers get the best experience from your content, preview and test your email. Before you can preview and test, publish at least one segment. You can preview and test an email in any status. Test sends count toward message credits.

1. Open the preview window.
   • When editing your email, in the main toolbar, click Preview.
   • From the email content detail page, click Preview.
2. Select a segment and a sample recipient.
   
3. To configure a test send, open the Test tab.
4. In the Test Send Email Address field, enter up to five email addresses that you can access, separated by a comma.
5. To change the email address that sends the test, update the From Name and Address field with a From name from an authenticated domain.
6. To send a test email, click Send Test.
7. Check the inbox and verify that the test email appears as expected.
   1. Make sure that merge fields appear properly.
   2. Test any links and buttons, especially the opt-out links.
8. When you’re ready to use an email with a campaign, publish it.

Unpublish an Email

To change your email back to draft status and prevent it from sending in an email campaign, unpublish your email.

1. From your marketing workspace, open the email that you want to unpublish.
   • From the content detail page, click Unpublish.
   • When you’re editing your email, from the main toolbar, click Unpublish.
2. Review the list of related flows and content to determine whether other changes are required.
3. To unpublish the email immediately, click Unpublish Now.
4. To unpublish the email later, click Schedule Unpublish, and then schedule a date and time to unpublish it.