A lot goes into getting a quality marketing email out the door. It takes time to build
your content, preview and test your email, and configure your send settings. Refer to these
high-level steps as you build and send a classic email in Account Engagement.
Required Editions
Available in: All Account
Engagement Editions
User Permissions Needed
To send a list email:
Account Engagement Administrator or Marketing
role
Before you start, have the assets that you need in place. For example, a recipient list,
a suppression list, and an email template.
Create a list email.
In Account Engagement, select Marketing | Emails | New List Email.
In the Lightning app, select Account Engagement Email and
then Drafts | + Send New List Email.
In the Basic Email Information window, complete all the fields and then click
Save.
Select an email template and click Apply.
On the Building tab, edit and design your email.
On the Testing tab, use the tools available to test and preview your email.
On the Sending tab, configure your send settings.
Select at least one recipient list. If needed, select a suppression list.
Choose a sender. The sender is what shows as the From email address in a prospect’s
inbox.
If needed, add completion actions for your email.
Send your email, or schedule it to send on a specific date and time.
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