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.

1. In Engagement, go to Email Studio.
2. Click Salesforce Send Emails under Interactions.
3. Click Create.
4. Enter a name and description for the email.
5. Select an email to send.
6. Select a send classification.
7. Click Edit Recipients.
8. Add Salesforce reports, campaigns, or data extensions to the Targeted recipient list.
9. Select a report, campaign, or data extension from the lookup window.
   

   Tip To return all reports or campaigns, leave the search field blank and click Find Now.
10. Add Salesforce reports, campaigns, or data extensions to the Exclusions list if needed.
11. Save the recipients list.
12. Save the Salesforce send definition.
    The Salesforce send definition is created.
13. In Engagement, go to Email Studio.

    Any changes made to an email after you’ve scheduled a send are reflected in your scheduled send.

14. Click Salesforce Send Emails under Interactions.
15. Select a Salesforce send definition.
16. Click Send.
17. Select the date and time to start the send.
18. Certify that all recipients have opted to receive the email.
19. Click Send.
    The send is complete.