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Market to Your Customers with Account Engagement
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            Enhanced Email for Account Engagement

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            Enhanced Email for Account Engagement

            Connect to customers with emails that are easy to design on the Salesforce platform. After you build email templates or email content, customize them with HML merge fields. Then, choose whether to send an individual email or add it to a program in Engagement Studio. Streamline writing time by reusing email content, or send and resend email content to different segments. Tailor the send experience, and track email engagements to determine how well your email content is performing.

            Required Editions

            Available in: All Account Engagement Editions with Salesforce Professional, Enterprise, Performance, and Unlimited Editions
            • Using Email Templates and Email Content Together
              With the enhanced email experience in Account Engagement, you can select an email template before you start building your email content. An email template is a reusable layout. It can help you boost productivity and encourage consistency among content creators, but it isn’t a required component of an enhanced email send. It’s your choice whether email templates are a good fit for your business processes.
            • Enhanced Email Experience Permissions
              Various permissions are necessary to set up, create, and send enhanced email from Account Engagement.
            • Set Up Enhanced Email in Account Engagement
              To set up the enhanced email experience for interactive and engaging email design, we recommend that a Salesforce admin and an Account Engagement admin work together.
            • Design, Test, and Send Emails
              Interactively design emails from scratch or from a template and send emails from the email content record. You can also preview and test your email before sending it.
            • Activate an Email for Use in Marketing Automations
              To use an Account Engagement email in Engagement Studio, automation rules, and completion actions, you must activate it for use in automation. To automate the most recent content, activate an email content record each time you make any changes.
            • Boost Your Email Performance with Einstein
              Einstein features help you learn more about your prospects. Einstein Send Time Optimization identifies the optimal send time for the individual prospects. Einstein Engagement Frequency helps you better understand the volume of email your prospects prefer to receive.
            • Considerations for Using Handlebars Merge Language Fields in the Enhanced Email Experience
              Some Handlebars Merge Language (HML) fields in Salesforce aren’t supported in Account Engagement. To use these field values, map custom fields from Account Engagement to existing Salesforce fields. Keep these scenarios in mind when you use HML fields in the enhanced email experience.
            • Guidelines for Creating Custom Report Types for Email Content
              Create custom report types that include email content and list email data. Marketers can then create reports to analyze and better understand the performance of their email content. Review the following guidelines and examples of reports.
             
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