Salesforce Docs Portal

Reuse Email Content for List Emails

Edit and reuse existing email content to create and send new emails. Resend email content to different recipients and segments as unique list email sends. You can also view related email sends for specific email content.

Required Editions

Available in: any Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To send an email:

Manage Email Content

AND

Access Drag-and-Drop Content Builder
  1. From the Email Content tab, select an email content record to resend or edit.
  2. Edit the email information and content from the record, or click Edit in Builder to add components and customizations.
    Editing an existing email content record changes the content for that record. It doesn’t change previously sent emails or create a unique email content record.
  3. Click Send from the record and define recipients, campaign association, and completion actions.
    Each email sent creates a new send record and relates it to the email content record.

You can view list emails sent from an email content record on the Related tab of the record.