Send an Einstein Optimized Email

When you choose Einstein Optimized sending, select a time frame for sending emails. During that period, Einstein’s model evaluates the best time to send for each prospect and handles each delivery for you.

Required Editions

Available in: Account Engagement Advanced and Premium Editions with Salesforce Professional, Enterprise, Performance, and Unlimited Editions
User Permissions Needed
To send Einstein Optimized emails:

Manage Email Content

AND

Email Send to List

AND

View Lists

AND

View Campaigns

Einstein Send Time Optimization isn’t available for classic emails in Account Engagement.

  1. From the email content record, click Send.
  2. Select Einstein Optimized.
  3. Enter the time frame for sending optimized emails.
    1. Enter the date and time when you want sending to begin.

      It takes an hour for Einstein to identify the ideal sending times for each prospect. We recommend that you select a time that’s earlier than you want emails to begin arriving.

    2. Enter the number of hours, between 3 and 168, during which sending can take place.
  4. Click Schedule Send.

Email reports for optimized emails are saved with other emails in Account Engagement Reports, but aren’t available until the email’s start time. To find them, open the Account Engagement Email tab and filter by Scheduled. The number of queued emails is available on the report. Click the value to see a list of prospects alongside the scheduled send times that Einstein recommended.