This post is focused on learning about Sender Profiles in the Email Studio module within Marketing Cloud. If you are not yet familiar with this Marketing Cloud module, we invite you to read the following article, which discusses in depth what Email Studio is: Email Studio in Marketing Cloud: what it is and what it offers . On the other hand, if you are not yet familiar with the Marketing Cloud platform or some concepts about it are not clear to you, you can visit the following article to familiarize yourself with it and find out What is Marketing Cloud? The Salesforce Digital Marketing Hub .
What is a Sender Profile?
A Sender Profile in Marketing Cloud, as its name suggests, is a profile that specifies sending information and can be reused as many times as you like by simply selecting the correct profile in the send.
The Sender Profile has its own name, which is very useful when identifying the different Sender Profiles (for example, if we manage Marketing Cloud for an international company, we can create different Sender Profiles for each country and differentiate them by name).
Within each Sender Profile we find two very important configuration sections:
Sender Information . The name of the Sender in the emails is specified here, as well as the email address through which the shipments will be made ( “from name” and “from email” fields respectively).
Custom Reply Mail Management Settings . Through this section, Marketing Cloud allows you to configure a “from name” and “from email” to perform forwarding, as well as configure auto-responses and forwarding through Triggered Send, which we will explain later.
Sender Profiles can also be set up based on users we have in Marketing Cloud. This is useful for companies that send personalized emails through their employees.
What does a Sender Profile allow us to do in Marketing Cloud?
As previously mentioned, the main functions of a Sender Profile are to differentiate the sending name and email address, as well as to manage forwarding and auto-responses based on Triggered Sends. All this through the possibility of creating as many Sender Profiles as we want and being able to use them by simply changing the sending profile at the time of sending.
But you may be wondering, isn’t there a way to customize Sender Profiles based on the contact information of my company’s employees? The answer to this question is yes. Salesforce Marketing Cloud allows accounts that have the “Enhanced Sender Profile” feature the ability to create a “Dynamic Sender Profile” .
Dynamic Sender Profiles
A Dynamic Sender Profile is a dynamic Sender Profile that, thanks to AMPscript technology, changes its “from name” and “from email” information based on attributes previously loaded in the Salesforce CRM module for our clients.
The Dynamic Sender Profile will only work if the customers to whom the mailing is to be sent have previously loaded two information fields with the attributes “from name” and “from email” in the Data Extension and in the Sales Cloud. Once these attributes have been loaded, using AMPscript technology and having created a Sender Profile that uses this technology to map the information loaded in Marketing Cloud and Sales Cloud, the “from name” and “from email” will change based on the data loaded for each customer.
This is very useful when you have to send emails from different email addresses that correspond to employees of a company, and the content of the email is the same for all customers.
This particular Sender Profile may have problems when there is a client that does not have information loaded for these two attributes mentioned above, or the information loaded between Clouds is different. If this happens, Marketing Cloud will recognize the error and load the “from name” and “from email” information by default.
How to create a Sender Profile?
Creating a Sender Profile is a very simple process that will only take a minute. To do this, go to Email Studio and within the Admin tab in the Send Management section choose the Sender Profiles option .
Once inside the Sender Profiles menu you just have to click the Create button and once you are inside the menu the only thing you have to do is fill in the requested fields with the data you want to put in your Sender Profile.
In the following image, you can see the steps to follow to reach the Sender Profiles menu and create one:
create-sender-profile
What is a Triggered Send and how lebanon phone number library to assign it to a Sender Profile?
Triggered Sends are commonly used to send relevant, personalized and timely messages to users. These types of messages are usually welcome emails, automatic no-reply emails, or thank you emails for making a transaction, among others.
This type of sending allows you to associate it with a Sender Profile to show the sending information of the same and associate it with a specific email previously created so that this type of email is always displayed. In addition, they allow you to manage whether you want that Triggered Send to be excluded from any list or data extension, as well as add users of that Triggered Send to different lists or data extensions.
To associate a Triggered Send to a Sender Profile, all you need to do is go into the Sender Profile settings (as we showed you above) and in the Custom Reply Mail Management Settings choose the options to use an auto-reply or forward via a triggered send, it's that simple.
sender profile triggered send
Advantages of creating Sender Profiles
As mentioned above, the main advantage of creating a Sender Profile is not having to fill in “from name” and “from email” information every time we send an email in Marketing Cloud.
This advantage is reinforced by the possibility of creating Dynamic Sender Profiles, since once a Dynamic Sender Profile is created we can use that same profile to send emails for an entire department, as long as the content of the emails is the same between all the Senders.
Finally, we would like to highlight the main advantage that Marketing Cloud allows us to have when it comes to configuring Triggered Emails to configure the auto-responses and forwarding of a Sender Profile.
