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Quick Send Messages
Quick Send messages enable your business users to rapidly send a single, personalized Marketing Cloud Engagement email or SMS message to contacts, leads, and person accounts from throughout the Salesforce platform.
There are two types of Quick Send workflows:
- Audience First: Users select the audience they want to target first. Then they search for the email or SMS message that they want to send.
- Content First: Users select the email or SMS message they want to send first. Then they select the audience to target.
Each of the following workflows has different audience size considerations. And each is designed to help users quickly send content depending on where they are on the platform.
| Workflow Name | Workflow Type | When Would You Use this Workflow? | Use Case Examples |
|---|---|---|---|
| Quick Send from Contacts, Leads, and Person Accounts | Audience | Send a message to one individual from a contact, lead, or person account record. | Meeting Follow-up:A Cumulus financial advisor had a 1:1 meeting discussing future investment options. The advisor has the client's contact record open and follows up directly, sending a pre-built white paper that discusses 401k vs IRAs. |
| DM Approval Mode | Audience | To select the override mode for these approvals. | |
| DM Manual Approval Threshold | Audience | To set an audience threshold if an approval override is set. | |
| Quick Send from Contacts, Leads, and Person Accounts | Audience | Send a message to one individual from a contact, lead, or person account record. | Meeting Follow-up:A Cumulus financial advisor had a 1:1 meeting discussing future investment options. The advisor has the client's contact record open and follows up directly, sending a pre-built white paper that discusses 401k vs IRAs. |
| Quick Send from List Views | Audience | Send a message to 1 through 75 individuals from a standard or custom list view. This workflow isn’t available in Experience Cloud experiences. We recommend Bulk Send for sending to list views. |
Market Update to High-Touch Clients:A Cumulus financial advisor uses a market update template to inform high-touch clients of significant market changes. The advisor navigates to a pre-built list view (must be fewer than 75 results), selects the template, and sends. |
| Quick Send from Cases | Audience | Send a message to the primary contact, lead, or person account on a case from a case record. | Requests for Service:Northern Trail Outfitters (NTO) uses cases in Service Cloud to manage inbound requests for product inquiries and support. Service reps, who spend most of their day on cases, can reply to inquiries using a pre-built template that includes inventory options and an interactive survey directly from the case objects. All sends are logged on the case for future reference. |
| Quick Send from Opportunities | Audience | Send a message to a contact associated with an opportunity from an opportunity record. | Information in an Open Deal Cycle:Cumulus financial advisors use opportunities to manage selling cycles. They’re able to send messages with product and service offerings, surveys, appointment scheduling, and more from the context of the opportunity. All sends are logged on the opportunity for future reference. |
| Single Quick Send from Quick Send Messages | Content | Send a message to one individual from a Quick Send message record. | Meeting Follow-up:A Cumulus financial advisor had a 1:1 meeting discussing future investment options. The advisor remembers seeing a new shared template called Investing After COVID-19 earlier that week. The advisor navigates to the content marketplace, selects New, finds the template, and sends it to the client. |
| Bulk Quick Send from Quick Send Messages | Content | Send a message to 1 through 100,000 individuals from a Quick Send message record. | Happy Holidays!A Cumulus financial advisor has 10,000 clients and wants to send a simple holiday card. The advisor decides that a simple thinking of you note is enough for all clients. The advisor can type the note one time for all 10,000 clients. Cumulus uses Quick Sends to manage this workflow because their reps like how simple it’s to find and send assets. However, they can also use Bulk Campaign Sends to tie this activity to ROI (Campaign Influence), or if the total audience is greater than 100,000. |
| Bulk Send from List Views | Audience | Send a message to 1 through 100,000 individuals from a standard or custom contact, lead, or person account list view. | Market Update to High-Touch Clients:A Cumulus financial advisor uses a market update template to inform high-touch clients of significant market changes. The advisor navigates to a pre-built list view (must be fewer than 100,000 results), selects the template, and sends. |
Each Quick Send message you enable with Distributed Marketing gets represented as a record on the Quick Send message custom object. This object behaves like a standard object, so you can add or remove fields to help bring important information to the surface for your users. You can also apply sharing rules to control the content that individual users see.
All Quick Send messages use Marketing Cloud Engagement Journeys with a single email or SMS message activity for sending.
When setting up Quick Send, keep these considerations in mind.
- You can’t send to the Recently Viewed list view.
- You can’t send to a list view or opportunity record in Experience Cloud.
- You can’t send to business accounts.
- To control the individual Quick Send messages users can access and send, create sharing rules.
- If person accounts are enabled, the record appears in the Contact list view and the Account list view.
When setting up Quick Send, keep these scale considerations in mind to tell your users:
- Don’t schedule more than a single Bulk Send for the same time.
- Don’t schedule more than 50 unique Segmented Sends for the same time.
- Don’t schedule Segmented and Bulk Sends for the same time.
Use this table to review which features are available in quick send workflows.
| Feature | Contact/Lead/Person Account | List Views | Cases | Opportunities | Single Quick Send From Message Record | Bulk Send Quick Send From Message Record |
|---|---|---|---|---|---|---|
| Sending: Send to contact, lead, or person accounts | Yes, maximum one recipient. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Yes, maximum 75 recipients. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Yes, maximum one recipient related to the case. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Yes, maximum one recipient related to the opportunity. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Yes, maximum one recipient. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Yes, maximum 100,000 recipients. You can limit the total number of messages sent using the Frequency Cap defined in Distributed Marketing Administration. |
Sending: Send from {X} Distributed Marketing supports sending from record owner and running user. |
Yes | Yes | Yes | Yes | Yes | Yes |
Sending: Schedule send |
Yes | Yes | Yes | Yes | Yes | Yes |
Message Personalization: Per-individual modifications Example: Select a single recipient and modify the email. |
Yes | Yes | Yes | Yes | Yes | Yes |
Message Personalization: Per-group modifications Example: From 100 recipients, select 5 and modify the email for the selected 5. |
N/A | No | N/A | N/A | N/A | No |
Message Personalization: Per batch modifications Example: Modify the email for all selected recipients. |
N/A | Yes | N/A | N/A | N/A | Yes |
| Message Personalization: Default modifications | Yes, through Quick Send defaults. | Yes, through Quick Send defaults. | Yes, through Quick Send defaults. | Yes, through Quick Send defaults. | Yes, through Quick Send defaults. | Yes, through Quick Send defaults. |
| Compliance & Approvals: Manual Approvals | Yes | Yes | Yes | Yes | Yes | Yes |
| Compliance & Approvals: Restricted Words | Yes | Yes | Yes | Yes | Yes | Yes |
| Compliance & Approvals: Submission Cap | Yes | Yes, but sending is disabled if the target audience is greater than your remaining sends. | Yes | Yes | Yes | Yes, but sending is disabled if the target audience is greater than your remaining sends. |
| Compliance & Approvals: Message Cap | N/A | N/A | N/A | N/A | N/A | N/A |
| Extend Distributed Marketing: Custom Personalization Interaction | Yes | Yes | Yes | Yes | Yes | No |
| Extend Distributed Marketing: Extend Entry Source Data | Yes | Yes | Yes | Yes | Yes | Yes |
- Set Up Quick Send from Contacts, Leads, and Accounts
To set up Quick Send to individuals, add the Quick Send Lightning component in Lightning App Builder or Experience Builder to Contact, Lead, or Account page layouts. You can’t set up Quick Send for business accounts. - Set Up Quick Send from List Views
To set up Quick Send to List Views, add the Send Quick Send Message custom button to the Contact, Lead, or Person Account List View Search Layout in Lightning App Builder. Users can send up to 75 recipients at once. - Set Up Quick Send from Cases
To set up Quick Send from a case, add the MCDM Quick Send Message Lightning component to the Case page layout in the Lightning App Builder or Experience Builder to a Case. - Set Up Quick Send from Opportunity Records
To set up Quick Send to Opportunity Records, add the Send Quick Send Email custom button to the Contact, Lead, or Person Account List View Search Layout in Lightning App Builder. Quick Send to Opportunity Records isn’t supported in Experience Cloud. - Set Up Quick Send from Quick Send Message Records
To set up Quick Send from a Quick Send Message Record, add the MCDM Quick Send Audience component to the Quick Send Message page layout in the Lightning App Builder or Experience Builder. When enabled, users can search for, select, and send a single contact, lead, or person account without leaving the message. - Enable Journeys for Quick Send
Marketers can make up to 1,000 Marketing Cloud Engagement journeys per connected Business Unit available in Distributed Marketing Quick Send workflows. Journeys are available in all Distributed Marketing Quick Send workflows and can be shared with users using sharing rules.
