Email Creation and Sending

              In Salesforce Marketing Cloud (SFMC), emails are created and sent using Email Studio. Here’s a step-by-step guide on how to create and send emails in SFMC.

  1. Email Creation in SFMC
 

Step 1: Access Email Studio

  1. Log in to Salesforce Marketing Cloud.
  2. Navigate to Email StudioContent Builder.

Step 2: Create a New Email

  1. Click Create → Select Email Message.
  2. Choose how to create your email:
    • Templates: Pre-designed layouts that can be customized.
    • HTML Paste: Upload your own HTML email.
    • Text-Only Email: For plain-text emails.
    • Drag-and-Drop Editor: For easy design without coding.
  3. Enter email name, subject line, and optional preheader text.
 

Step 3: Design the Email

  1. Use Content Blocks (text, images, buttons, etc.) to build your email.
  2. Add personalization using AMPscript or Dynamic Content.
  3. Preview the email to ensure formatting is correct.
  4. Click Save & Close.
 
  1. Email Sending in SFMC
 

Emails can be sent using different methods depending on your use case:

  1. User-Initiated Send (Manual Batch Send)
  • Used for one-time, bulk email sends from a Data Extension.
 

Steps to Send:

  1. Navigate to Email StudioEmail Sends.
  2. Click User-Initiated Sends.
  3. Select your email from Content Builder.
  4. Choose the Audience (Data Extension or List).
  5. Define send options (from name, reply-to email, suppression lists).
  6. Click Send or Schedule.
  1. Salesforce Sends (Sending from Sales/Service Cloud)
  • Used for sending to Salesforce Leads, Contacts, or Campaign Members.
 

Steps to Send:

  1. In Salesforce, select a Campaign, Lead, or Contact list.
  2. Click Send via Marketing Cloud.
  3. Select the email template.
  4. Configure the send settings (subject, from name, etc.).
  5. Click Send.
 
  1. Triggered Send (Automated Email via API or Journey Builder)
  • Used for automated, real-time email sends based on an event (e.g., form submission, order confirmation).

 

Method 1: Triggered Sends in Email Studio

  1. Go to Email StudioTriggered Sends.
  2. Create a new Triggered Send Definition.
  3. Select the email from Content Builder.
  4. Define the API trigger settings.
  5. Activate the Triggered Send.
 

Method 2: Using Journey Builder

  1. Open Journey Builder in SFMC.
  2. Create a New Journey (Single Send or Multi-Step).
  3. Add an Entry Source (e.g., API Event, Data Extension).
  4. Drag Send Email activity into the journey.
  5. Select the email template.
  6. Configure send settings and activate the journey.
 
  1. Testing & Tracking
 

        Test Your Email

  • Use Preview & Test in Content Builder.
  • Send a Test Email to yourself before the final send
 

        Track Email Performance

  • Go to Email StudioTracking.
  • Monitor open rates, click rates, bounce rates, and unsubscribes.
 

Final Notes

  • For One-Time Campaigns → Use User-Initiated Sends.
  • For Salesforce Contacts → Use Salesforce Sends.
  • For Real-Time Emails → Use Triggered Sends.
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