2

We have recently connected our Marketing Cloud and Sales Cloud instances using marketing cloud connect. I am trying to see if we can send one-off email to specific contact records from the Contact detail page in salesforce.

I can see a "New Email Send" button on the Contact page under the "Email Sends" related list but from this screen it asks me two choose a recipient as a report or a campaign. I just want to send this email to a single contact and not to an entire list.

I went through the online documentation and it seems that it is possible to send single emails to contacts and leads, as mentioned here -

Send Single Email - Follow these steps to send a single Marketing Cloud email from within Sales or Service Cloud.

  1. In Sales or Service Cloud, navigate to a lead, contact, person account, or campaign.
  2. Click Send Marketing Cloud Email.
  3. To access Marketing Cloud emails, click Find. Select an email. Select a From email address.
  4. Select a Reply-to email address.

Link to the above help page

I am unable to locate this button "Send Marketing Cloud Email" anywhere on the contact detail page, contacts tab or under any Contact related lists. Is there any specific setting I need to enable to get this up and running ?

Improve this question

1 Answer 1

Reset to default
2

Ok, so I was able to dig this out from one of the help pages -

The "Send Marketing Cloud Email" wasn't a button but a link on a VF component available for the Contacts detail page.

Go to Contacts > Edit Layout > Visualforce Pages > ContactActions

Add this and you will be able to send single emails from the contact page.

Improve this answer

You must log in to answer this question.

Not the answer you're looking for? Browse other questions tagged .