Steps to send a Marketing cloud Email by using Triggered send in sales cloud
Note – First you have to enable the Triggered send in sales cloud.
Steps to Enable “Triggered Sends” in Sales Cloud
- Click on Setup >>> Customize >>> Triggers >>> Click on New eg. – Lead object – you have to write this code and Activate this Trigger.
trigger Marketingcloud_TriggeredSend_Lead on Lead (after insert, after update) { et4ae5.triggerUtility.automate('Lead'); } - Click on Marketing Cloud tab >>> Configure Marketing Cloud Connector
- Edit Settings >>> Enabled Object (it is an object which you are using)
- Save Settings
Steps to send a Marketing Cloud Email by using Triggered send in Sales Cloud
- Click on Triggered send —> click on New button
- Enter the Name
- Choose the object whatever you want
- Choose the Recipient Lookup (for eg: lead object is leadId)
- Apply the Field Criteria
- Choose the Action Trigger to send when the record is created or updated like this
- Choose the Business Unit
- Choose the Email which has to send(from the content builder)
- Subject is automatically populated
- Choose Send Classification
- Select the DataExtension
- Add subscribers to All Subscribers List(check this if you send an email to All Subscribers)
- Select the Send Time (a) – immediate(b)- Delayed
- Check the checkbox Name as ‘I certify all of these people will have opted in’
- Click on save button
- Click on Activate button
- When you create New record It will be fired (when the criteria meet your condition).
