To increase productivity and maintain brand consistency, marketers can share approved email templates with sales reps and other Salesforce users. Distributed Marketing and Alerts makes it easier for non-marketing users to send email content that’s on brand and approved by marketing.
- Configure an Approved Email Template
Create a Distributed Marketing and Alerts template that includes approved content options, instead of creating content from scratch or uploading your own each time. Plus, set parts of the template as default or required to maintain brand compliance and consistency. - Make an Approved Email Template Available
To make marketer-approved emails and email templates available, first create an event-triggered flow manually or from a pre-built template. Then, customize the flow to include your approved template and configure the sender settings, scheduling options, and delivery preferences. When you activate the flow, users can personalize and send distributed messages by using the template. - Send an Email with an Approved Distributed Marketing Template
To create and send compliant Distributed Marketing and Alerts messages, choose a template or load a previously sent version, personalize with approved content, preview, and schedule or send immediately. - Monitoring Performance for Distributed Marketing Messages
There are a few ways to track how recipients engage with your Distributed Marketing and Alerts messages. To get engagement data across your individual and bulk sends, check the Distributed Sends Performance tab. To view engagement highlights on lead, contact, and person account record pages, check the Unified Engagement History dashboard.