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