Hi Community,
I'm new to account engagement and am navigating the learning curve to start creating email templates for communication. Although I've gone through several Account Engagement (Pardot) trails, I still feel unclear about some aspects.
Could anyone please help clarify the following points?
- To start emailing my existing leads and contacts, do I need to export them as prospects in the Account Engagement app? Note that these are historical contacts.
- I want to email a list of prospects/leads/contacts using custom pre-built templates. Should I create these templates in the Account Engagement Email wizard or the Email Templates wizard?
- The email builder in the Email Content wizard is different from the ones in the Account Engagement Email wizard and the Email Template wizard. If I create a template in the Email Templates wizard, how can I use that specific template in the Account Engagement Email wizard?
I've always used drag-and-drop email builders and have limited HTML/CSS experience. Also, if anyone could point to me to some additional documentation, that would be great.
Thank you!
1 个回答
Hi @Gourab Das ,
Check this link:
https://help.salesforce.com/s/articleView?id=000382710&language=en_US&type=1May be this will helpful.
Thanks,