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Email Sends
Integrated users send Marketing Cloud Engagement emails through the Sales or Service Cloud with Marketing Cloud Connect. Send single emails to leads, contacts, and person account records, or send to a list through campaigns and reports.
Send from Sales or Service Clouds
Send emails from any of the following:
- Running User: the person currently logged in to Salesforce.
- Record Owner: the user who created the record as the sender.
- Org-wide Email Address: a list of users in the Sales or Service Cloud whose email address qualifies as a possible sender.
- Send Classification: uses the sender profile associated with it.
The first time a message is sent through Marketing Cloud Connect to a contact, lead, or person account from Sales or Service Cloud, that recipient is added to the All Subscribers list in Engagement. For example, when an Engagement email is sent from Sales Cloud to a report containing contacts, those contacts are added to the All Subscribers list. The Engagement status for that subscriber is set to Active in the All Subscribers list.
Also, the first time a message is sent through Marketing Cloud Connect to a contact, lead, or person account from Sales or Service Cloud, a unique Engagement subscriber key is created to identify that individual based on the LeadID or ContactID fields. Email tracking history, email opt-out, and preferences for that individual are tied to the subscriber key. If you use a lead conversion process to convert leads to contacts in Sales Cloud, when the ContactID is sent to Engagement, a new subscriber is added with a new subscriber key. Therefore, the tracking data, opt-out, and preferences aren’t automatically transferred for that individual.
Send from Engagement
You can also send Engagement classic emails and Content Builder emails to Salesforce reports, campaigns, and data extensions directly in Email Studio.
After your Engagement and Sales or Service Cloud user accounts are integrated, reports, campaigns, and Salesforce data extensions are available recipient options. Use one of these methods to send:
- Complete a Guided Send for classic emails
- Complete a Send Flow for Content Builder emails
- Select Salesforce Send Emails under Interactions for both classic emails and Content Builder
- Send a Single Email with Marketing Cloud Connect
Send a single Marketing Cloud Engagement email from within Sales or Service Cloud through Marketing Cloud Connect. - Send Emails to Campaigns or Reports
Send a Marketing Cloud Engagement email from Sales or Service Cloud to a campaign or report through Marketing Cloud Connect. Reports must contain Contact ID, ContactID, Lead ID, or LeadID fields. Store reports in a custom Salesforce folder for sending and ensure that the user who executes the send can access the folder. Marketing Cloud Connect doesn’t support sending to joined reports or reports stored in standard Salesforce folders. - Triggered Sends
Use triggered email sends to create and send automated messages to Salesforce contacts, leads, or person accounts when object records are created or updated. - Marketing Cloud Sends to Campaigns or Reports
Use this Marketing Cloud Connect for Marketing Cloud Engagement feature to create a Salesforce Send Definition and send to Salesforce campaigns or reports in Engagement. Reports must contain Contact ID, ContactID, Lead ID, or LeadID fields. Store reports in a custom Salesforce folder for sending and ensure that the user who executes the send can access the folder. Marketing Cloud Connect doesn’t support sending to joined reports or reports stored in standard Salesforce folders. - Dynamic Sender Profile
With Marketing Cloud Connect for Marketing Cloud Engagement, map Salesforce attributes with Engagement preference attributes. Send emails to reports or campaigns from multiple email addresses using sender profiles. - Tokenized Sending Across Clouds
Tokenized Sending lets you use data for your messages that is deemed too sensitive to store in Salesforce due to laws, regulations, or security policies. To protect sensitive information across clouds, use tokenized sending with Marketing Cloud Connect for Marketing Cloud Engagement.
