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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.

Note

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.

  1. Navigate to a contact, lead, or person account record.
  2. In the Quick Send Messages component, click the Message search field and select a message.
    The Quick Send Messages component with a mouse clicking a message.
  3. To personalize and send the message, click Edit.
    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.
    The Quick Send window. To edit a message, click the Click to Edit button in an editable block.
  4. Click Edit to begin modifying the message.
  5. 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.
  6. 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.
    The Quick Send window with new text added to the Introduction block and the preview showing the new text.
  7. When you’re ready, click Send to send the message.

In the next unit, we review how to personalize and send campaign messages.

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