Send an Email

Navigation

You can initiate the send process by doing any of the following:

From Content Builder

1. Click the [ ▾ ] arrow in the content list

2. Click Send in the drop-down menu

-OR-

1. Click the email in Content Builder

2. In the details screen, click [ Send ] at the top right

Send Email

Define Properties

The Define Properties tab allows you to preview the email you have selected

Note: By default, the Subject and Preheader are inherited and saved from the selected email. Edits made to the subject or preheader here only applies to this send.

1. Subject

   • Click subject text to edit (optional)

   • Click [ Done ]

2. Preheader

   • Click preheader text to edit (optional)

   • Click [ Done ]

3. From Options

   • Saved Send Classification

     • Leave Default Commercial selected

     • Select a Sender Profile (optional)

     • Leave Delivery Profile as default unit

4. Click [ Next ▸ ] at the top right

Select Audience

1. Click Data Extensions in the left sidebar

   • Individual data extensions will appear in the center panel

2. If your data extension is stored in a subfolder, click the [ ▸ ] arrow next the Data Extension folder in the left sidebar to expand the list

   • Select the folder that contains your target audience

3. Drag-and-drop your data extension from the center panel to the Targeted box on the right

   • Select Publication List window

     • Leave All Subscribers checked

     • Click [ Select ]

4. Depending on the email send, repeat Step 2 to locate your Opt Out group

5. Drag-and-drop your Opt Out data extension to the Excluded and Suppressed box on the right (optional)

6. Click [ Next ▸ ] at the top right

*Note: Marketing Cloud is configured to auto-suppress audience members whose profiles include “No Contact” and “No Email” special handling criteria at both the UC and Unit-specific levels.

Configure Delivery

The Configure Delivery tab lets you set the desired timing of your sends and configure additional delivery options

Send Timing

• Send Immediately: Email sends immediately after you review and send it

• Schedule: Email sends on the selected date and time, which must be in the future

  • Click the Select Date field to select delivery date

  • Click the Select Time field to select delivery time

Advanced Options

• Leave Track Click checked

• Leave Send Tracking Results to Sales Cloud checked

• Leave Multipart MIME checked

• Leave Suppress From Send report unchecked

• Leave Tracking Destination Folder as my tracking

Click [ Next ▸ ] at the top right

Review and Send

From the Review and Send tab, you see configurations made in the previous three tabs and confirm that all information is correct and ready to send

1. Hover over any blue text to view more information

   • Hover the From Name to display all From Options information for that specific From Name

   • Hover over selected audiences to display the full folder path for those audiences.

2. Click the checkbox next to “This information is correct and this email is ready to send.”

3. Click [ Send ] to send the email immediately

   • -OR- Click [ Schedule ] to send the email based on your Send Timing configuration

Oh no!

If you schedule an email send but need to make changes, follow these steps to cancel the send

1. Click Overview in the top navigation bar

2. In the right Sends panel, click the | Pending | tab

3. Click the blue text email name

4. Classic Content screen

5. Click Cancel Send button

6. Click [ OK ]