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Using Cross-Cloud Products with Marketing Cloud Engagement
Triggered Sends

Triggered Sends

Use triggered email sends to create and send automated messages to Salesforce contacts, leads, or person accounts when object records are created or updated.

  1. Marketing Cloud Connect Triggered Sends
    Automatically send relevant, timely, personalized messages using triggered sends. Welcome emails to new customers or thank you notes for purchases are examples of how triggered sends are commonly used. Review important prerequisites and learn how to effectively use triggered sends with Marketing Cloud Connect for Marketing Cloud Engagement.
  2. Configure Objects and Triggers
    Complete the steps to create triggers, enable objects, and configure triggers with Marketing Cloud Connect for Marketing Cloud Engagement.
  3. Create a Salesforce Triggered Send in Marketing Cloud Connect
    To send an automated message through Marketing Cloud Connect for Marketing Cloud Engagement, build the Triggered Send.
  4. Personalize with Custom Objects
    Use custom objects and AMPscript to personalize your messages in Marketing Cloud Connect for Marketing Cloud Engagement.
  5. Testing an Object Trigger Before Sending
    Before sending a triggered email through Marketing Cloud Connect for Marketing Cloud Engagement, use a test script. Repeat the script for each object with a trigger setup. Ensure that the object’s defined properties account for all required properties on an object.
  6. Tracking Triggered Sends
    Find related lists to help track the triggered sends through Marketing Cloud Connect for Marketing Cloud Engagement.
 
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