How to Send Emails Using Salesforce Engage: Plus Templates

Salesforce Engage is a Pardot product, but it acts like a window into ... the content of the email template within the allowable limits. StartherePardotMarketingCloudSalesforceB2BMarketingAnalyticsCloseGetCertified!AboutAboutTheDRIPMeetOurSponsorsCloseContact.SignUpLogIn Courses WrittenBy... JenniferContino Jenniferisamarketingautomationconsultant,whospecializesindemandgeneration,atRoyConTechnologies. Sharethisarticle...SalesforceEngagefallsunderneaththePardotproduct,butitactslikeawindowintoSalesforcesoyourSalesforceuserscanleverageapieceofPardot. SalesforceEngageconsistsof4components,EngageCampaigns,Alerts,ReportsandEngageforGmailandOutlook.Let’sbreakthisdown. WhatisSalesforceEngage? AsImentioned,SalesforceEngageactslikeawindowintoSalesforcesosalesuserscanaccesssomePardotfunctionality.Forinstance,marketingcreatesbeautifulHTMLemailtemplatesinvitingleadstovisitthematatradeshowbooth;bypushingtemplateintoSalesforce,thesalesteamcansendthemarketingapprovedtemplatetotheprospectstheywanttoattend. InthispostwewilltakeadeeperlookintohowtostartEngageCampaigns,thensharethreedifferentusecaseswithsampleemailtemplates,soyoucangetstartedusingSalesforceEngagetoday. HowtoSendanEngageEmailtoaLeadorContact Onceyou’vecreatedyouremailtemplatesinsideofPardot,youcanletyourcolleaguesknowthetemplatesarereadytouse.Justbesureyouhavecheckedoff“one-to-oneemail”optionontheemailtemplateinPardot–thatwillmakethetemplateavailableinSalesforceEngage. SendinganEngageEmailfromSalesforceissimpletofollow: Navigatetotherecipientleadorcontactrecord. Onthetopright-handcornerthereshouldbeabuttoncalled“SendEngageEmail”. Selectoneofthepre-populatedemailtemplatesfromtheleft-handside. Customizethecontentoftheemailtemplatewithintheallowablelimits.Marketingcanlockdowncertainareasforeditingsotheycanpreservetheirbrandwhileallowingsalestocustomizetheirmessage. Besuretohitpreview.Youcanseeallofthedynamicfieldspopulated,andverifyitisthecorrectinformationismerged. 6.HitSend. UseCase1:InvitationtoMeetataTradeshow Usethetemplatebelowasaguideline,salescanaddmoreofapersonaltouchandadescriptionaboutthemeeting. User:Sales Recipient:Leads Subject:CanIbuyyoulunch? Hi%%first_name%%, Iknowwe’regettingclosetothebigeventnextweek,Ijustwantedtocheckintoseeifyouhadsometimetoconnectnextweekattheshow.Iamsureyourscheduleisreallybusy,butmaybeIcanbuyyoulunch. {salesinsertcustomnote} Ifnot,justletmeknow,maybeIcanfindsometimeonyourcalendarwhenwegetback. Thanksforyourtime, Best, %%user_html_signature%% BonusTip: AddalinktoaPardothostedfile,thenaddanotificationasacompletionactiontoseeiftheleadclickedonthefile. UseCase2:CustomerServiceFollowUpEmail SalesforceEngageisnotjustformarketing,we’veseensomanyserviceusersleveragingPardotintheirday-to-dayactivities.Thisissomethingyoucanautomatetoo,butifyou’renotquitethereyet,youcanusethistemplate. User:CustomerServiceRepresentative Recipient:Customers Subject:Wehopeyouweresatisfiedwithourservice. Hi%%first_name%%, Thanksforcontactingusabout{Inserttopic}. Ourrecordsshowtheissuehasbeenresolved,andyourtickethasbeenclosed.Ifyouhaveanyotherquestionsorneedmyassistancepleasefeelfreetoreachout. We’recontinuouslytryingtoimprove,andwe’dappreciateyourfeedback!Wouldyoumindcompletingthesurveybelow?Itwilltakelessthan5minutes. {Insertlinktosurvey} Thanksagainforreachingout! Best, %%user_html_signature%% BonusTip: Ifyou’reusingasurveytoollikeGetFeedback,youcanembedthequestionintotheemail,ifnotyoucanlinkouttoanothersurveyprovider. UseCase3:DemoFollowUpEmail Thisisagreatusecasewhenyouhaveasalesteamonthego.Theycansendthesetemplatedemailsfromtheirphoneastheytravelfrommeetingtomeeting,orfromtheirdeskiftheydon’thavetotraveltoofar.Oncethemeetingisfinished,theycansendafollowupemailthatalreadyliststhefeaturesandbenefitsandcontainsalinktoaprepopulatedbrochure,savingsalestimeandeffort. User:Sales Recipient:Leads Subject:Thanksfortakingthetimetoday. Hi%%first_name%%, Thanksfortakingthetimetodaytodiscuss{product}.Itreallyseemslikethisisagreatfitforyouandyourteam.Justtorecapsomeofourconversationtoday: {Feature}willallowyouto{benefit}. {Feature}willallowyouto{benefit}. {Feature}willallowyouto{benefit}. Ialsowantedtosharewithyouthis{product}brochureasithasalittlemoreinformation.Asalways,pleasefeelfreetoreachouttomewithanyquestionsyoumighthave.Otherwise,I’llfollowupwithyouovertheweektoseehowelseIcanassist. BestRegards, %%user_html_signature%% BonusTip: I’drecommendcreatingseveraloftheseemailsthatareproductspecific,soyoucanincludethemostrelevantinformationineachone. Summary Thesearejust3waysyoucanuseSalesforceEngagewithyoursales,marketing,andcustomerserviceteam.It’sagreatwaytohelpbridgethegap,byprovidingmeaningfulemailtemplatesthatsaveyourteamtime. Youmightalsolike...MigratePardotEmailsandLandingPagestotheLightningBuildersWrittenByMigenaMarinaPardotScoringvsGrading:PinpointHotProspectsWrittenByLucyMazalonHowTo25xYourWebinarDeliveryWrittenByLucyMazalon PreviousPost:30PardotConsultantInterviewQuestions&AnswersNextPost:HowMarketingCanGetYouMoreLeads 5thoughtson“HowtoSendEmailsUsingSalesforceEngage–PlusTemplates” James May6,2020at5:11pm Reply Hi,aretheseemailsavailableforanyPardotlicenses?andsameforSalesCloud? LucyMazalon May7,2020at12:08pm Reply HiJames,SalesforceEngageisaseparateproduct(likeanaddonforPardot),soyouneedtobuyEngagelicenses:https://www.pardot.com/solutions/salesforce-engage/ Gretchen May21,2020at7:16pm Reply IsthereawaytoaccessaPardotEmailTemplatethroughOutlookSalesforcePlug-in? LucyMazalon May22,2020at12:11pm Reply HiGretchen,apparentlynot: EngageforOutlookusesSalesforceemailtemplates.Pardottemplatesareunavailable. https://help.salesforce.com/articleView?id=pardot_sf_engage_outlook_considerations.htm&type=5 Whichisashame! CallumWells August7,2020at11:36am Reply Hi, Onaleadwehaveaprimarycontactandsecondarycontact.Althoughwhensendinganengageemailitonlyselectstheprimarycontact AddCommentCancelreplyName(required) Email(required) Website(optional) SubmitCommentΔ PopularPosts Spring’22TreasureHunt:PreviewOrgsAreLive! SalesforceProductRoadmaps:NewDestinationforFutureFeatures [Interview]LessonsLearnedfromSellinga$360MillionAppExchangeCompany SalesforceSpring‘22ReleaseDate+PreviewInformation 30SalesforceDeveloperInterviewQuestions&Answers SUBSCRIBETOOURNEWSLETTER Connectwithus Stayuptodate onthelatestin SalesforceMarTech- Pardot,Marketing Cloud&more.   SUBSCRIBE YouhaveSuccessfullySubscribed! AllowCancel