Navigate to Salesforce Send Emails

1. Hover Email Studio in the top left of the navigation >> click Email in the dropdown
2. Hover Interactions in the top navigation>> Select Salesforce Send Emails >> Click the Create button

Create a Salesforce Send Email

Properties

1. Select the Create button at the top
   • Name | Provide your email with a descriptive name - this will only be seen by you.
   • Message | Select the message content you want to deliver
   • Subject Line & Preheader | Confirm you are happy with these two elements

From Information or Send Management

1. Send Classification | A combination of the Sender Profile and Delivery Profile. 
   • Sender Profile | The friendly name and email address your message comes from. This can be overwritten from what is automatically selected by the Send Classification.
   • Delivery Profile Email | Commercial emails use CU FOOTER FOR ALL EMAILS. Those with Transactional send needs will have an alternative Delivery Profile (and Send Classification).

Recipients

Select Edit Recipients

Select Recipients -

1. Targeted
   1. Your audience might be a Salesforce Report(s) or a Salesforce Data Extension(s). You will NEVER include a Campaign.
   2. You cannot combine Reports with Data Extensions.
   3. Read the name carefully. View your report(s) in Salesforce to see a full audience description.
2. Excluded (optional) | Audiences can be excluded from a send (based on Subscriber ID). 
   1. If the Targeted audience includes Data Extensions, Data Extensions can be Excluded.
   2. If the Targeted audience includes Reports, Reports and/or Campaigns can be Excluded. 
3. Select Save to confirm the audience(s) you selected

 Save New Email Send

1. Confirm the recipients
2. Select the Tracking Destination Folder
3. Select Save

Send Email

1. Check the box next to the email send name
2. Select Send Email
3. A new window will appear.
   1. Please review all the information to confirm it is accurate.
   2. Send or Schedule when the email will be delivered to your audience
   3. Check the box next to ‘This Information is correct and this email is ready to send’.
   4. Select Send Email across the top

Print Salesforce Send Tutorial

For many Marketing Cloud users, sends are recurring meaning the email content will change, but other elements such as the audience, from information, tracking folder destination, and more remain the same. Re-using a send is efficient and minimizes room for error compared to a send created from scratch. Good candidates for re-using a send include a newsletter (any frequency), event invitations, updates/alerts, and more. Once identified review all the email details to confirm the accuracy of the previous send, then:

1. Rename the send
2. Select the new email content (after being finalized).
3. Review the audiences. If Data Extensions, successfully re-run them before sending the email.
4. Send/schedule Email