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.

1. In Sales or Service Cloud, go to the Marketing Cloud tab.
2. If you’re not automatically redirected, click Email Send.
3. If you’re using an Enterprise 2.0 account, use the look-up tool to select a business unit from which the email send originates.
4. To select an Engagement email, click Find.
5. To see the email before sending, click Preview Email.
6. Edit the subject line if needed.
7. Add up to 10 reports or campaigns to Recipients.
8. If needed, add reports or campaigns to the Exclusions field to exclude recipients from the send.
9. To create an email linkage, select Remember recipients and exclusions for this email. This selection associates an email to this specific list of recipients and exclusions. On subsequent sends, selecting this email automatically populates the Recipients and Exclusions fields with the reports or campaigns chosen here.
10. Select a From email address or send classification.

    If a contact has the Email Opt Out flag set, they don’t receive Engagement emails unless it’s a transactional send classification. The transactional send classification requires Marketing Cloud Connect version 5.18 or later.

11. Choose the Reply-to email address, used for receiving replies to this email.
12. To prevent sending more than one email to the same email address in this send, select Dedupe Subscribers.
13. To prevent subscriber level tracking for this send, select Disable Individual Tracking.
14. Set the Send Date and Time for the email send process to start.

    Update or cancel a scheduled send as needed.

15. Certify that all recipients have opted in and provided permission to receive the email.
16. Send the email.