Create a Personalized Triggered Send

For this Marketing Cloud Connect for Marketing Cloud Engagement tutorial example, create a triggered send with personalization from a case and a custom object.

1. From Sales or Service Cloud, go to the Marketing Cloud tab.
2. Click Triggered Sends.
3. Click New.
4. Enter a name.
5. Select Case for the Object.
6. Select Contact for the Recipient Lookup.
7. Select the newly created triggered send data extension.
   
8. To create a triggered send that is sent when a new Case is opened or closed, set your Field Criteria to: Status equals Closed OR Status equals New
9. Enter 1 OR 2 for Filter Criteria filter logging.
   
10. Include an if/else statement in your email content.

%%[Set @mySObject = SObjectSet @myRecordId = RecordIdset @Case = RetrieveSalesforceObjects(SObject,"Subject,Status,Priority,CaseNumber","Id", "=", RecordId)Set @CaseRow = Row(@Case, 1)Set @Subject = FIELD(@CaseRow,"Subject")Set @Status = FIELD(@CaseRow,"Status")Set @Priority = FIELD(@CaseRow,"Priority")Set @CaseNumber = FIELD(@CaseRow,"CaseNumber")]%%<br><br>%%[ if @Status == "New" then ]%%A new case has been created.%%[ else ]%%Your case has been updated.%%[ endif]%%<br>Case #:%%=v(@CaseNumber)=%% <br>Case Subject:%%=v(@Subject)=%% <br>Case Status:%%=v(@Status)=%%<br><br>

This code creates a dynamic triggered send that is sent for both new and closed cases, generated from one triggered send definition and one email.

This example email displays a new case created with the status of New.

This example email displays an existing case updated to the status of Closed.