To use an Account Engagement email in Engagement Studio, automation rules, and
completion actions, you must activate it for use in automation. To automate the most recent
content, activate an email content record each time you make any changes.
Required Editions
| Available in: any
Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and
Unlimited Editions
|
| User Permissions Needed |
| To activate an email for automation: |
Activate Email for Automation |
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Open the email content record that you want to use in an automation.
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Click the action menu, and select Activate for Automation.
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Select a campaign to attribute your email sends to.
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Select a tracker domain to use for vanity URLs and link rewriting.
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Enter the sender and reply-to information to use each time the email is sent, and click
Done.
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If prompted, review where the email is being automated, and then click
Overwrite.
Each time you activate an email for automation, changes are made everywhere that the email
is used. To make changes only in certain automations, clone the email and update the rules
where needed.
After you activate an email for use in automation, it appears as an option for actions in
Engagement Studio, completion actions on Account Engagement assets, and as automation rule
criteria.
