Checklist
- In Content Builder, create a new email:
- Select create email from:
- Template: select if you have a prebuilt template
- Existing Email: select if you want to start with an email previously built and sent
- Follow the steps to create the email
- Define properties
- Add content (including subject line, header, email body and footer)
- Preview and test (preview the look of the email and send a test email)
- Select create email from:
- Once email tested and approved, prepare email to send
- Follow the steps to send the email
- Define properties
- Select the audience: the CRM report created for your team
- Configure delivery (immediate or scheduled)
- Review and send
- Follow the steps to send the email
- In Email Studio, go to Tracking to review email send results
- Click on Tracking, then Sends
- Find and select the email name
- Review tracking results (including delivery rate, opens, clicks, unsubscribes…)
- Export or email tracking results
- For more reports, go to Analytics Builder and click on Reports
- View all available reports in the catalog
- Select the report you want to run and follow instructions
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