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            Send a One-to-One Email

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            3. Marketing Cloud Account Engagement

            Send a One-to-One Email

            You can send an email to a single prospect from the prospect record in Account Engagement. This feature is useful to test sending a one-to-one email. For communicating with leads and contacts, we recommend sending one-to-one emails in Salesforce rather than Account Engagement.

            Required Editions

            Available in: All Account Engagement Editions
            User Permissions Needed
            To send a one-to-one email from Account Engagement: Account Engagement Sales role or higher
            Important
            Important To make an email template available to use in one-to-one emails, edit the Basic Info for the template.
            1. From a prospect record, click the email address.
              Screenshot of the prospect record with the prospect email link highlighted.
            2. Enter a name for your email for internal reference. The prospect doesn’t see the name.
            3. To use an existing design, select an email template.
            4. Choose a campaign. If needed, select a folder and specify an email address to receive replies.
            5. Enter a subject for your email. The subject line is what the prospect sees in their inbox.
              Screenshot of the fields to fill out when sending a one-to-one email with the subject line highlighted.
            6. Select the email format. An HTML email also includes a plain-text version by default.
            7. Compose your email. To personalize your content, insert merge fields.
            8. To get a general idea of how your email looks, click Preview.
            9. Send your email directly to the prospect, or send a test email to an address that you specify.

            Emails sent to prospects appear on the prospect record under Prospect Activities and on the sent emails list view.

             
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