--- schema_version: "1" id: 4d6e43c964a383cccda8156e6e4321ae96ec703fd9310ecdc273247591821de5 title: Create an Email in Marketing Cloud Next collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/mktg/264-0-0/mktg_content_email_create.md canonical_url: https://help.salesforce.com/s/articleView?id=mktg.mktg_content_email_create.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 9ab57f413d294f5de54aff4d264bce4c1477fd9281193bee89f543fbe92d3f2a description: The content editing experience in Marketing Cloud Next provides tools to build an email, preview and test it, and publish it for use with a campaign. To make major changes to a published email or to prevent it from sending in a campaign, you can unpublish it. products: - Marketing release: "264" --- # Create an Email in Marketing Cloud Next The content editing experience in Marketing Cloud Next provides tools to build an email, preview and test it, and publish it for use with a campaign. To make major changes to a published email or to prevent it from sending in a campaign, you can unpublish it. ### Required Editions [View supported editions](https://help.salesforce.com/s/articleView?id=mktg.mktg_editions.htm&release=264.0.0&type=5 "Marketing Cloud Next is available in Growth and Advanced editions, and requires Salesforce Enterprise or Unlimited editions. Some features are limited by edition or purchased add-on. All functionality is available in Lightning Experience only.").
User Permissions Needed
To create or edit content:

Marketing Cloud Manager permission set

AND

any CMS workspace contributor role
To publish or unpublish content:

Marketing Cloud Manager permission set

AND

a CMS workspace contributor role of content admin or content manager
- **[Add Required Consent Details to Promotional Emails](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_email_canspam.htm&release=264.0.0&type=5)** To comply with privacy and consent laws and regulations, including the U.S. CAN-SPAM Act, add an opt-out link and a physical mailing address to emails. Use the corresponding merge fields in text-based components in the email body. - **[Create an Email Template in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_create_email_template.htm&release=264.0.0&type=5)** To keep your marketing campaigns consistent with brand guidelines and save time, create reusable standard and custom email templates. ## 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](https://help.salesforce.com/s/articleView?id=xcloud.easy_help.htm&language=en_US). Not sure where to start? Check out these [basics for creating content in](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_create.htm&release=264.0.0&type=5 "From the Content tab, you can create and edit any content type. After you select a content type, a curated selection of components appears for you to choose from. You can also edit messaging content and landing pages from Flow Builder or the campaign record.") Marketing Cloud Next. ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/images/icon_note.png) 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
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](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_personalization_merge_fields.htm&release=264.0.0&type=5 "Use merge fields to personalize your marketing content with customer data. For example, personalize an email with your customer's name or customize a landing page with products you know they're interested in."). 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](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_email_canspam.htm&release=264.0.0&type=5 "To comply with privacy and consent laws and regulations, including the U.S. CAN-SPAM Act, add an opt-out link and a physical mailing address to emails. Use the corresponding merge fields in text-based components in the email body."). 9. Save your work. To make an email available to send in a campaign, publish it. You can’t activate a campaign flow that contains an email that’s unpublished. ## 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 ![an icon with three four-pointed stars ("sparkles"), which indicates that you can use Agentforce to generate content](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/mktg_content_icon_sparkle_white.png). - 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. ![screenshot of the main toolbar at the top of the email editor with the plain text view icon highlighted](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/mktg_email_plain_text.png) 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. ![Email preview and test window highlighting the Segment and Sample Recipient fields](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-mktg-mktg_all-264-0-0-production-enus/e92be4e1-4bef-47a5-a11d-95f4ea1f7d7a/mktg_all/images/mktg_content_email_preview_test.png) 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. A complete physical address, including an alphanumeric value in the State field, must be included in every marketing email that you send. If your business address doesn't use a state, region, or province name, insert a placeholder. For orgs that use a region picklist, add a placeholder to the picklist first, and then select the placeholder from the dropdown menu. ## 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. #### See Also - [Manually Create a Segment in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_audiences_segment_create_manual.htm&release=264.0.0&type=5 "To create a segment, you drag in attributes that describe your target audience. When you build segment rules, make sure that you select objects and fields that align with your data model.") - [Manage Data Sources for Personalizing Content](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_personalization_data_sources.htm&release=264.0.0&type=5 "To embed personalized data in your marketing content, add a data source. A data source represents an object or element from your org that contains fields and data. After you select a data source, its fields and attributes are available to use in merge fields, expressions, repeater components, and dynamic content.") - [Personalize Content with Merge Fields in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_content_personalization_merge_fields.htm&release=264.0.0&type=5 "Use merge fields to personalize your marketing content with customer data. For example, personalize an email with your customer's name or customize a landing page with products you know they're interested in.") - [Agentforce Agents in Marketing Cloud Next](https://help.salesforce.com/s/articleView?id=mktg.mktg_einstein_copilot_in_mc.htm&release=264.0.0&type=5 "Use AI to draft, refine, and generate multichannel and conversational marketing campaigns. Start by drafting a campaign brief and describing your campaign objective when prompted. View and refine campaign previews directly in the brief record for faster, more effective campaign creation. Use AI to refine saved campaign content directly in Content Builder, and use AI to analyze and optimize campaign performance.") - [_Trailhead_: Email Personalization in Marketing Cloud Next](https://trailhead.salesforce.com/content/learn/modules/email-personalization-in-marketing-cloud-next) - [_Trailhead_: Email Marketing with Salesforce Starter, Pro, and Marketing Cloud Next](https://trailhead.salesforce.com/content/learn/modules/email-marketing-with-salesforce-starter)