This tutorial assumes you have already created an email you like and are ready to send to audiences. Once you are ready to send the email:
- Click the Send button in the top right corner of the screen. You will end up on the first step of the Send Email track. Here, youwill set all the final parameters for the email. The first step is to change the send classification to the one set up for your unit or product.
Note: Your unit may have several sender classifications
- Once you are done, click Next in the upper-right corner.
- On the Select Audience screen, you will select who to target in the email. Navigate the folder hierarchy to locate your department or unit’s folder and highlight the list. Then, drag it over to the Targeted panel to the right.
- Depending on the type of send you are performing, you may find your list in the Salesforce Reports or Salesforce Data Extensions folder.
- Don't forget to drag your Unsubscribes into the Excluded and Suppressed panel under your targets.
- Click Next in the upper-right when you are done.
- The next page is Configure Delivery. You will only do two things here:
- Set to send now or later
- Change the Tracking Destination folder
- This second part is important in allowing us to determine tracking statistics for College and units instead of sifting through all the emails that AAUM sends as well.
- Click Next when you are done.
The Review and Send page, is your last chance to look everything over before you actually send the email to anyone. The Send button will not become active until after you check off that This information is correct and this email is ready to send. Once you have done that, your email is on its way and you completed your first send! Congrats.