Define Your Email Send

After building email content, marketers define who to send the email to before sending it as a list email. Select a campaign, recipient and suppression lists, sender options like send from name and email, and completion actions. The send experience gives marketers full control over who receives the email, when it’s sent, and how replies are handled.

Where: This change applies to all Pardot editions in Lightning Experience with Salesforce Professional, Enterprise, Unlimited, and Performance Editions. It is not available in Pardot Classic or the standalone Pardot app.

Who: Pardot users with Manage Email Content user permission can send emails. Users also need the Pardot permissions Email Send, List Email Send, and Email Create, Campaign View and Segmentation List View.

How: Send and resend emails from the email content record. Emails are sent as list emails, and related email sends can be viewed from the Related tab of the record. Select send options, define completion actions, and schedule the email to send later in the modal.

Email in Lightning send modal.