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            Activate an Email for Use in Marketing Automations

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            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.

            Required Editions

            Available in: any Account Engagement Edition with Salesforce Professional, Enterprise, Performance, and Unlimited Editions
            User Permissions Needed
            To activate an email for automation: Activate Email for Automation
            1. Open the email content record that you want to use in an automation.
            2. Click the action menu, and select Activate for Automation.
              The email content toolbar shows an expanded action menu with "Activate for Automation" selected.
            3. Select a campaign to attribute your email sends to.
            4. Select a tracker domain to use for vanity URLs and link rewriting.
            5. Enter the sender and reply-to information to use each time the email is sent, and click Done.
            6. If prompted, review where the email is being automated, and then click Overwrite.
              Each time you activate an email for automation, changes are made everywhere that the email is used. To make changes only in certain automations, clone the email and update the rules where needed.

            After you activate an email for use in automation, it appears as an option for actions in Engagement Studio, completion actions on Account Engagement assets, and as automation rule criteria.

             
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