Pardot Knowledge Base

Adding Send Engage Email Buttons

Last Updated: Jun 01, 2017 | 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, Contact, and Account Search Layouts and Detail Pages.

This feature is available in Classic and Lightning Experience.

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.

Account Search Layout

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

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, Lead, Account detail pages.

  1. Navigate to the Contact, Lead, or Account 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. To add the button to Lightning Experience, drag it to the Salesforce1 and Lightning Experience Actions section.
  4. Click Save.

Repeat these steps for Lead, Contact, and Account page layouts.

Adding Send Engage Email Button to the Contacts Related Lists on an Account

These instructions apply to Classic and Lightning Experience.

  1. Navigate to the Account Page Layout assigned to Engage Users.
  2. Click Edit.
  3. Scroll down to Related Lists > Contacts and click the wrench icon.
  4. Expand the Buttons section.
  5. In the Available Buttons list, click Send Engage Emails, then click Add.
  6. Click Ok.

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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