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Create the Send Account Engagement Email Button for Person Accounts

Create the Send Account Engagement Email Button for Person Accounts

The Send Account Engagement Email button makes it easy to email prospects from Salesforce. Create the custom button, and then add it to account page layouts. Don’t add this button if your layout already has the Send Engage Email button.

Required Editions

User Permissions Needed
To create custom buttons and customize page layouts: Customize Application
Note
Note Pardot is now known as Marketing Cloud Account Engagement. We wish we could snap our fingers to update the name everywhere, but you can expect to see the previous name in a few places until we replace it, including in the app itself.
  1. If your account allows multiple prospects with the same email address, create a formula field. If your account doesn’t allow multiple prospects with the same email address, skip this step.
    1. From the management settings for the account object, go to Fields & Relationships.
    2. Click New.
    3. Select Formula as the data type, and click Next.
    4. Enter PersonContactId as the field label.
    5. Select Text as the formula return type, and click Next.
    6. In the formula text box, enter PersonContact.Id, and save your field.
  2. From the management settings for the account object, go to Buttons, Links, and Actions.
  3. Click New Button or Link.
  4. Enter Send Account Engagement Email as the label.
  5. Choose Detail Page Button for the display type.
  6. Configure the behavior.

    In accounts that allow multiple prospects with the same email address:

    1. From the Behavior dropdown, choose Display in existing window with sidebar.
    2. Set the Content Source to URL.
    3. Paste this code in the code box, and make sure to remove the line breaks. https://pi.pardot.com/email/create/prospect_email/ {!Account.PersonEmail}?sessionid={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90} &contact_id={!Account.PersonContactId__c}&Account_id={!Account.Id}
    4. Save the button.

    In accounts that don’t allow multiple prospects with the same email address:

    1. From the Behavior dropdown, choose Display in existing window with sidebar.
    2. Set the Content Source to URL.
    3. Paste this code in the code box, and make sure to remove the line breaks. https://pi.pardot.com/email/create/prospect_email/{!Account.PersonEmail}?sessionid ={!$Api.Session_ID}&serverurl={!$Api.Partner_Server_URL_90}&contact_id={!Account.Id}
    4. Save the button.
  7. Open your person account page layout for editing.
  8. Add the Send Account Engagement Email button to your page layout.

See Also