Use Quick Send for Individual Messages
Learning Objectives
After completing this unit, you’ll be able to:
- Explain what a Quick Send message is.
- Send a Quick Send message.
Quick Send and Individual Messages
First up, let’s look at instances when you need to quickly send one message to an individual customer. You can open your email inbox and type up a personal message, but it would lack that branded experience your customer expects, and chances are you’ve written dozens of the same email before, with only minor modifications. Plus, if you need to share a lot of information, it takes time to draft, review, edit, review, and send—only to find you included an embarrassing typo. What if there’s a better way?
Good news! Quick Send in Distributed Marketing is uniquely designed for you to send a single, branded and compliant message—and still personalize it for the recipient. What kind of email can you send using Quick Send? The possibilities are endless, but it does need to be a single message (not a series). Some examples:
- Thank-you message after a customer meeting
- Set of instructions for a time-sensitive issue
- Promotion or offer you want to give to one customer
- Specialized content that is legally compliant
Quick Send is especially useful for content that is vetted by a legal or marketing department for compliance and branding.
Your Distributed Marketing administrator configures Quick Send for your use. The administrator adds the Quick Send Lightning component to pages and enables single-send journeys for use in Quick Send.
Send Individual Messages
After the Distributed Marketing administrator enables messages for Quick Send, you can send individual messages directly from a contact, lead, or person account record.
- Navigate to a contact, lead, or person account record.
- In the Quick Send Messages component, click the Message search field and select a message.
- To personalize and send the message, click
.
The message editor opens with a preview of the message. Here’s your opportunity to add a personal message to your customer.
Note: Did you select the wrong message? No problem! Just close the window and select a different message. - Click Edit to begin modifying the message.
- Editable sections of the message include a Click to Edit button. As you click those editable blocks, the Edit pane provides a space for you to customize text or select images. You can instantly preview your changes to the message.
- To view a final version as it appears to your message recipient, click Return to Preview.
Note: Not seeing anything to edit? You’re probably using a template that isn’t designed for you to edit. It’s up to your corporate marketing teams to decide what areas of content are collaborative. - When you’re ready, click Send to send the message.
In the next unit, we review how to personalize and send campaign messages.