Email Sending and Journeys22% of the exam
Send Flow steps, classifications and exclusions
The four Email Studio Send Flow steps and what each one sets: subject, preheader and send classification; target, excluded and suppressed audiences with publication lists; schedule, throttling and tracking; and the final review, plus de-duplication on user-initiated sends.
Given a scenario, identify the recommended configuration for the email send wizard settings.
~6 min read · 7 practice questions ·
What the exam expects
- Place a requirement in the right Send Flow step: Define Properties, Select Audience, Configure Delivery or Review and Send.
- Choose a Commercial or Transactional send classification, including when the classification is unclear.
- Tell a sender profile, a delivery profile and a send classification apart.
- Combine target, excluded and suppressed audiences correctly, and use a publication list to honour opt-outs on a data extension send.
- Stop duplicate addresses from receiving several copies of a user-initiated send.
- Key terms: Send Flow (Email Studio's four-step interface for sending Content Builder emails); send classification (saved send parameters: sender profile, delivery profile and CAN-SPAM classification); sender profile (the From name and address); exclusion (an audience removed from the send); publication list (the list that records opt-outs for a type of email sent to a data extension).
Key facts
Send Flow steps
- Detail
- Define Properties, Select Audience, Configure Delivery, Review and Send
Subject line
- Detail
- Required, 200 characters maximum
Default From option
- Detail
- Default Commercial Send Classification
Send classification parts
- Detail
- Sender profile, delivery profile, CAN-SPAM classification
Unsure classification
- Detail
- Commercial with an unsubscribe link
Target plus exclusion
- Detail
- The subscriber is excluded
Suppression lists
- Detail
- One per send; can't be targeted
Scheduled send data
- Detail
- Records at send time, not schedule time
No de-duplication
- Detail
- Every address in the audience is sent to
Sources for this section (6)
- Improve Email Campaignstrailhead.salesforce.com (opens in a new tab)
- Define Propertieshelp.salesforce.com (opens in a new tab)
- Send Classifications for Email Studiohelp.salesforce.com (opens in a new tab)
- Audience Ruleshelp.salesforce.com (opens in a new tab)
- Configure Deliveryhelp.salesforce.com (opens in a new tab)
- User-Initiated Email Messageshelp.salesforce.com (opens in a new tab)
- What does a delivery profile hold that a sender profile does not?
- When Send Flow opens, which From option is already selected?
- When must a data filter be the only audience in the target area?
- When are exclusions and suppressions treated differently?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
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