If You Enabled Pardot Email Builder Before the Winter ’22 Release? KNOW THIS!

You’re a first-mover, and you turned on Pardot’s Email Builder before the Winter ’22 release (Before October 2021).

Nice!

Follow these steps if you want to use Email Builder templates for Engagement Studio email drip campaigns.

Email Builder

Go into the Email Template tab and click on an email template. Do you see Activate for Automation in the top right corner?

If you see “Activate for Automation,” you are good to go!  Skip to point #4.

Can’t see “Activate for Automation” in the Email Builder? You need to edit your permissions.

1. Go to Setup > Permission Sets.

Choose the “Use CMS with Email Templates and Email Content” permission set. (You need to be a Salesforce System Administrator to do this.)

Pardot Use CMS with Email Templates and Email Content

2. Go to System Permissions

Salesforce System Permissions

 

3. Now, check “Activate Email for Automation”

If you don’t see “Activate Email for Automation” checked, edit the permission and check the box.

Pardot Permission CMS Activate Email for Automation

4. Activate for Automation

Every time you need an email template in Engagement Studio, go into Email Content and choose Activate for Automation.  When you make changes to the Email Builder template, you must choose “Activate for Automation” again to apply the changes.  

Pardot Activate for Automation

Classic Temples

If you’re sending emails through the classic email send, enable your templates for Engagement Program Emails. Otherwise, you won’t see the email templates in Engagement Studio.  

Pardot Engagement Program Emails

 


 

This Pardot article written by:  Jen Kazin

Greenkey Digital

Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.

Original Pardot Article: https://greenkeydigital.com/email-builder-permissions/?utm_source=rss&utm_medium=rss&utm_campaign=email-builder-permissions

Find more great Pardot articles at https://greenkeydigital.com/

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This Pardot article written by:  Jen Kazin

Greenkey Digital

Unlock the Power of Pardot. Don’t spend tens of thousands of dollars on marketing systems to simply… send emails.

Original Pardot Article: https://greenkeydigital.com/email-builder-permissions/?utm_source=rss&utm_medium=rss&utm_campaign=email-builder-permissions

Find more great Pardot articles at https://greenkeydigital.com/