A lot goes into getting a quality marketing email out the door. It takes time to build your content, preview and test your email, and configure your send settings. Refer to these high-level steps as you build and send a classic email in Account Engagement.
Required Editions
| Available in: All Account Engagement Editions |
| User Permissions Needed | |
|---|---|
| To send a list email: | Account Engagement Administrator or Marketing role |
Before you start, have the assets that you need in place. For example, a recipient list, a suppression list, and an email template.
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Create a list email.
- In Account Engagement, select Marketing | Emails | New List Email.
- In the Lightning app, select Account Engagement Email and then Drafts | + Send New List Email.
- In the Basic Email Information window, complete all the fields and then click Save.
- Select an email template and click Apply.
- On the Building tab, edit and design your email.
- On the Testing tab, use the tools available to test and preview your email.
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On the Sending tab, configure your send settings.
- Select at least one recipient list. If needed, select a suppression list.
- Choose a sender. The sender is what shows as the From email address in a prospect’s inbox.
- If needed, add completion actions for your email.
- Send your email, or schedule it to send on a specific date and time.