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Email Sends and Reports
Answers to your questions about Marketing Cloud Connect for Marketing Cloud Engagement email sends and reports.
How Do I Send Engagement Emails from the Sales or Service Clouds?
After Marketing Cloud Connect is configured, send emails to campaigns and reports through the Marketing Cloud tab. Send emails from a Campaign, Contact, or Lead by clicking Send Marketing Cloud Email after adding the custom Visualforce page to the page layouts.
Can I Send to Sales or Service Cloud Campaigns or Reports?
Yes. You can send to one or more campaigns or reports from the Marketing Cloud tab. Reports must contain either a Lead ID or Contact ID field, and you must have permission to view the report.
Can I Send to Multiple Reports and Campaigns at the Same Time?
Yes. You can send to up to 10 campaigns, reports, or a combination of both from the Marketing Cloud tab.
Can I Send to Reports in My Personal Custom Reports Folder?
Yes, but only if the Scope by User option was selected when integrating or the Tracking User and the View My Personal Custom Reports options were enabled during configuration of Marketing Cloud Connect.
Can I Send to Sales or Service Cloud Person Accounts?
Yes. You can send to Person Accounts.
Can I Send to a Single Sales or Service Cloud Contact or Lead?
Yes. Click Send Marketing Cloud Email on the Lead or Contact record after adding the custom Visualforce page to the appropriate page layout.
What Objects Can I Send to in Salesforce?
You can send to Contacts, Leads, Campaigns, and Person Account objects.
Can I Create Emails in Sales or Service Cloud to Send Through Marketing Cloud Connect?
No. Email content must be created in Marketing Cloud for use within Marketing Cloud Connect sends.
Can I Preview Emails in Sales or Service Cloud Before Sending?
Yes. You can preview a thumbnail version after selecting an email. If you select an email and report or campaign, a dynamic preview with subscriber-specific content is also available.
Can I Verify My Counts in Sales or Service Cloud Before Sending?
Yes. If you can access the report you’re sending to, you can verify counts in advance.
Can I Associate an Email with a Report or Campaign?
Yes. Associate email content with a list of recipients (reports or campaigns) through email linkages. Check the box for “Remember recipients and exclusions for this email” after selecting an email and a recipient list from the Send Email page. The audience box is automatically populated the next time you select the email content.
Are Joined Reports Supported by Marketing Cloud Connect?
No. Learn more about joined reports.
What Are Exclusions?
Exclusions allow you to exclude specific customers from a send. Both reports and campaigns can be excluded at time of send.
What Are My Options for a Send-From Address?
You can send from your own email address, the owner of a record, an organization-wide email address, or an Engagement send classification.
What Time-Based Options Are Available for Sending?
You can send immediately or schedule a future time and date.
Can I View a Thumbnail Preview of My Triggered Sends?
View a thumbnail preview of triggered sends on the Individual Email Results record. Previews include triggered sends created with Content Builder after the 209 managed package release. Thumbnails don’t include rendering of any personalization or AMPscript.
