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Send an Email with an Approved Distributed Marketing Template
Customize an approved email template to send Distributed Marketing and Alerts messages.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition and the Distributed Marketing and Alerts add-on |
| Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Engagement+ Edition and the Distributed Marketing and Alerts add-on |
| Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Account Engagement Edition that includes access to Marketing Cloud Next Growth or Advanced Edition with the Sales Emails and Alerts add-on |
| User Permissions Needed | |
|---|---|
| To send a Distributed Messages and Alerts message | Send Distributed Marketing Messages permission set AND Marketing Cloud Manager permission set |
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Open the email composer.
- From a lead, contact, prospect, person account, or campaign record, in the Distributed Messages component, select Send Email Messages.
- From a lead, contact, or prospect list view, select Send Distributed Message.
- From a campaign members related list, use the checkbox to select specific campaign members. Then from the dropdown menu, select Send Distributed Message.
- Select the campaign that includes the template that you want to use.
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To personalize the email, edit unlocked sections or choose approved content.
You only see approved content variations if the marketer who created the template configured them.
- Select a recipient to preview your email and its merge fields.
- Select a From and Reply to address.
- Schedule the email or send it immediately.
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