Pardot Knowledge Base

Adding Send Engage Email Buttons

Last Updated: Apr 26, 2016 | Print this Article
 

Engage Campaigns give Salesforce® Engage users the ability to send one-to-one emails to leads and contacts. In order to use this feature, you'll need to add the Send Engage Emails buttons to your Lead and Contact Search Layouts and Detail Pages.

These instructions are for a Salesforce Administrator.

Adding Send Engage Emails Button to Search Layouts

Adding Send Engage Email button to your Salesforce lead and contact search layouts will let Salesforce® Engage users send one-to-one emails to multiple recipients at once.

Lead Search Layout

  1. In Salesforce, navigate to Setup > Build > Customize > Leads > Search Layouts.
  2. Click Edit next to Leads List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.
Contact Search Layout
  1. In Salesforce, navigate to Setup > Build > Customize > Contacts > Search Layouts.
  2. Click Edit next to Contacts List View
  3. In the Available Buttons list, click Send Engage Emails and then click Add.
  4. Click Save.

This video walks through adding the Sending Engage Email button to a Search Layout. Click here to expand.

Adding Send Engage Email Button to Detail Pages

Completion of this section will allow your Salesforce® Engage users to send single Engage Emails from the Contact and Lead detail pages.

  1. Navigate to the Contact and/or Lead Page Layout assigned to Sales Engage Users.
  2. Click Buttons.
  3. Find the Send Engage Email button, and drag it to the Custom Buttons box on the layout.
  4. Click Save.

Repeat these steps for both Lead and Contact page layouts.

This video walks through adding the Send Engage Email button to a Contact Page Layout. Click here to expand.

Notes

  • You may already have the Send Pardot Email button on your page layout (from previous Pardot packages).  If so, remove this button by dragging the button back into the buttons section.
  • The connector setting Sync Engage emails with CRM is enabled by default when you purchase Salesforce® Engage. See Salesforce Connector Optional Settings Reference for detailed information.

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