Email Marketing20% of the exam
List emails, templates and enhanced email content
When to build a one-time list email and when to build a reusable email template in the classic builder, which uses a template serves by default, and how enhanced email content records, Email Template Builder templates, Activate for Automation, copying and resending work in the Lightning App.
Distinguish between an Email and an Email Template.
~8 min read · 15 practice questions ·
What the exam expects
- Choose a list email or an email template from the send: one-time to lists versus automated or repeated.
- Know a classic template's default usage settings, how to add one-to-one use, and why Publish to Template matters.
- Place completion actions on the list email, not on the template.
- Reuse sent content: copy a sent classic list email, or resend an enhanced email content record.
- Explain how Email Template Builder templates, email content records and Activate for Automation fit together in the enhanced experience.
Key terms:
- List email: a one-time send to one or more lists, such as a newsletter.
- Email template: a reusable design that every automated send uses.
- Email content record: the enhanced experience's email, holding metadata and content for one or more sends.
- Send record: the record each enhanced send creates, related to its email content record.
- Activate for Automation: the action that makes an email content record available to automations.
Key facts
Automated sends
- Detail
- Always use email templates
Email Template report
- Detail
- Account Engagement only; can't be derived in Salesforce reports
Default template usage
- Detail
- Autoresponders, list emails, Engagement Studio; one-to-one is optional
Make a template selectable
- Detail
- Publish to Template
One-to-one from a prospect
- Detail
- Sales role or higher
Copied list email
- Detail
- Everything except the initial delivery date
Enhanced builders
- Detail
- Lightning App only
Body field limit
- Detail
- 384,000 characters for HTML Body and Text Body
HTML Body editing
- Detail
- Drag-and-drop editor only, not the record or API
Operational metrics
- Detail
- Not in the Email Sends related list or Engagement History
Reactivation
- Detail
- Required after every change to automated content
Sources for this section (8)
- List Emails Vs. Templateshelp.salesforce.com (opens in a new tab)
- Create an Email Templatehelp.salesforce.com (opens in a new tab)
- One-to-One Emailhelp.salesforce.com (opens in a new tab)
- Copy a Sent List Emailhelp.salesforce.com (opens in a new tab)
- Builder Versionshelp.salesforce.com (opens in a new tab)
- Considerationshelp.salesforce.com (opens in a new tab)
- Templates and Contenthelp.salesforce.com (opens in a new tab)
- Activate for Automationhelp.salesforce.com (opens in a new tab)
- Why can't the Email Template report be rebuilt as a Salesforce report?
- When is a layout blocked from use as the starting point of a content record?
- Why is the Email Preference Center tag risky in a layout shared beyond marketing?
- What happens to a classic template's unmarked elements once one element is marked editable?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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