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Automate Your Business Processes with Salesforce Flow
Send Personalized Marketing Emails from a Flow

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Send Personalized Marketing Emails from a Flow

Add content variables to a marketing email template to capture personalized information, such as the recipient name and date. When building a marketing flow, map the variables to flow resources in a Send Email Message element to provide the personalized information.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Marketing Cloud Growth or Advanced Edition
Available in: All editions supported by Data 360. See Data 360 edition availability
User Permissions Needed
To create and edit flows:

Marketing Cloud Manager permission set

OR

View Flows and Create and Edit Flows user permissions

AND

Permissions to all elements in the flow
To create and edit workspace content:

Content Author

OR

Content Manager

OR

Content Admin
  1. In your marketing workspace, create an email template.
    1. On the Data Source tab, add content variables that match the data you want to use in the email. You can add individual data variables, such as today's date, or record variables, which gives you access to all fields in a record. Select the object type of the record, which determines which fields are available in the template.
    2. In the template, add a merge field and select Add content variable.
    3. Select one of the content variables that you added on the Data Source tab. If you added a record variable, select one of the fields from that record.
    4. Repeat for each content variable that you want to use in the email template.
    5. Save the template.
  2. In Flow Builder, create a flow or edit a flow that has a Get Records element or some other method of collecting data.
  3. Add a Send Email Message element to the flow.
  4. Select the email template that you created.
  5. Under Personalize Message, map the flow data that you want to use to each content variable that you defined in the template.
    If you use a record variable, set the value to the record ID. Don’t select Entire Resource.

When you test the flow, it generates an email populated with the mapped flow data collected.

 
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