Create and Send Targeted Emails

Course Description

Learn how to build and deliver personalized emails that create lasting customer relationships.

Course Objective

After completing this unit, you’ll be able to:

  • Take a tour of Email Studio and start setting it up for your users.
  • Build and test your marketing email.
  • Learn the three steps to creating effective marketing emails.
  • Learn how and when to communicate with customers through transactional messages.
  • Segment your audience and deliver the right message to the right person at the right time.
  •  Discover best practices to use when designing and sending an email

Course Developer

Salesforce is the #1 CRM, bringing companies and customers together in the digital age. Founded in 1999, Salesforce enables companies of every size and industry to take advantage of powerful technologies — cloud, mobile, social, voice, and artificial intelligence — to connect to their customers in a whole new way. They are coming to us as their trusted advisor, and together we are transforming their businesses around the customer.

Salesforce Customer 360 is our vision for how we help customers with their digital transformations. With Customer 360, all your teams — marketing, sales, service, commerce, IT, and analytics — have a single view of customer data on an integrated CRM platform powered by AI.  Collaboration is easier, so employees can work together to build lasting, trusted relationships and deliver the intelligent, personalised experiences their customers expect.

Salesforce is committed to a set of core values — trust, customer success, innovation, and equality of every human being. Salesforce is one of the leaders on Fortune’s Change the World list, and has been one of Fortune’s 100 Best Companies to Work For, for twelve years in a row. For information, please visit

Course Materials