Create Send

Options for sending email in Salesforce Marketing Cloud

On this page:


Before you send

  1. After you create your email message and your subscriber list, follow this checklist before sending your mail:
  2. Always test your email send prior to sending.

Send options

Test send

The test send will only send from you, not a previously created sender profile. UITS recommends using guided send with a test list.

  1. Open the email message you want to send. Click Send and select Test Send.

    Salesforce Marketing Cloud: Send menu (select Test Send)

  2. Enter up to five email addresses for the test email. Click Send.

Simple send

  1. Open the email message you want to send. From the toolbar, select Send, and then select Simple Send.
  2. Enter the subject (required) and preheader (optional). For a test send, UITS recommends including TEST in the subject line.
  3. Under "From Options", select one of the following:
    • Use the following from name and address: From the drop-down menu, choose a name and email address.

      Salesforce Marketing Cloud: From Options screen (select name and address

    • Select a send classification: Choose from the drop-down menu that appears. If you would like to change the sender profile or delivery profile within the send classification, you may overwrite to a different saved profile. For more about send classifications, see Create a send classification in Salesforce Marketing Cloud.

      Salesforce Marketing Cloud: From Options screen

  4. Under "Select Recipients", select your previously created subscriber list.
  5. Under "Set Send Date and Time", select whether to send it immediately or on a certain date and time.
  6. Click Send.

Guided send (recommended to test send with a list)

  1. Open the email message you want to send. Click Send and select Guided Send. The Send Wizard will open and guide the send.
  2. Click Next.
  3. Under "Choose Recipient Source", select which source you want. For the Marketing Cloud, choose Recipients: lists, groups or audience. Click Next.
  4. Under "Choose Recipients":
    • If you select List(s) and/or Group(s), navigate to the subscriber list created for the email send.
    • If you select Data Extension, select the data extension created for the email send.
    • If you select Data Filter, select the data filter created for the email send. Click Next.
  5. Do not choose items under "Choose Excludes and Suppressions". Click Next.
  6. In "Set Send Options", enter a subject. If testing, UITS recommends including TEST in the subject line.

    Salesforce Marketing Cloud: Set Send Options screen

  7. Under "From Options", choose one of the following:
    • Use the following from name and address: Select an individual whose information will display as the sender.
    • Select a send classification: Choose the previously created send classification from the drop-down menu. You may overwrite the existing sender or delivery profiles of the send classification.

      Salesforce Marketing Cloud: From Options

  8. For "Testing Options", check Send all emails to:. This will send email messages for all subscribers to your email address. Click Next.
  9. In "Schedule Send", you can send the email immediately or at a specified time and date.

    Salesforce Marketing Cloud: Schedule Send

  10. If you have many recipients, you can enable send throttling by checking Throttle send at the rate specified below. Select the start time, end time, and the limit of recipients. Use either "Send Throttling" or "Schedule Send", not both. Click Next.

    Salesforce Marketing Cloud: Send Throttling

  11. In "Confirm Send", review the summary of the send. If everything is correct, check the This information is correct. Click Send.

    Salesforce Marketing Cloud: Confirm Send screen

  12. If the send is successful, you will see a confirmation message. If your test send has errors, troubleshoot the email message content or send classification, and test send again. When all testing is complete and there are no errors, send your email message.

Send throttling in Salesforce Marketing Cloud

Send throttling allows you to select a range of hours during which you want to send your email. Use send throttling to:

  • Control inbound traffic to a website. This is helpful in instances where an email message results in a large number of people visiting a website, which could potentially cause a server crash.
  • Limit the number of messages sent to a particular domain each hour.

If your list contains over 100 external email addresses, you should use send throttling.

When sending an email message, under "Schedule Send", check the box for Send Throttling, and select a start time and end time. Specify a limit of how many messages per hour to send, if desired.

Salesforce Marketing Cloud Send Email options

After you send the message, the system processes the email send job at the start time you specify. The system will continue sending during the specified time range until the send is complete or the specified end time is reached, whichever comes first. Subscribers are processed according to their order in the subscriber list. The system starts at the top of the subscriber list and works to the end. The sending pauses if the hourly limit is reached or the time window closes. The send resumes when the throttle opens again. This process continues until the send is complete.

Note:
Setting a throttle for a job does not ensure that a certain number of email messages will be sent during a particular time period. The throttle ensures that the system will not send a greater number of messages than the throttle limit during the specified time period. The system may send fewer messages due to system load, message complexity, or deliverability issues.