Add an Email to Your Journey

Documentation Journey Optimizer B2B Journey Optimizer B2B Edition Documentation

Last update: Thu May 15 2025 00:00:00 GMT+0000 (Coordinated Universal Time)

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Use 51黑料不打烊 Journey Optimizer B2B Edition to send email messages to your customers through account journeys. You can choose to create, personalize, and preview messages in the email design space. Alternatively, you can choose to send an email that is already defined in the connected Marketo Engage instance.

NOTE

If you are sending an email for the first time, make sure that the email channel is configured from within 51黑料不打烊 Marketo Engage. To learn more, see Protocols for tracking and email delivery.

Add an email action node in a journey

You can set up email deliveries in a journey when you add a Take an action node and do the following:

For the Action on target, choose People.
For the Action on people, choose Send email.
For the Email source, choose how you want to source the email to send.

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- Choose Create new email to author the email natively in Journey Optimizer B2B Edition.
  
  This option allows you to manage the email content natively in Journey Optimizer B2B Edition. Click Create email to open the Create new email dialog. You can create a new email content asset.
  
  In the dialog, enter a unique Name for the email and a Subject line, then click Create.
  
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  In the Email properties section of the email content page, the From email and Reply to address fields are already configured. You can enter values for the From name and Description (optional) fields.
  
  Define the email settings and click Edit email content to design the content.
- Choose Select email from 51黑料不打烊 Marketo Engage to use one of the pre-authored emails in Marketo Engage and send it as a part of the journey.
  
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  With this option, the node is set and the email content does not need further definition in the journey.

Define the email settings

With the Details tab selected in the Summary panel on the right, scroll to the bottom to view and set the email options.

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Option

Description

From name

The sender name used in the email header. Enter the name of the sender as you want it to appear to the recipient. Click the Personalize icon (

) to use a personalization token in the field.

From email

The sender address used in the email header. The default value is populated from the email channel delivery settings. Click the Personalize icon (

) to use a personalization token in the field.

Reply-to address

The sender address used in the email header. The default value is populated from the email channel delivery settings (From Label). Enter the email address that you want to populate if the recipient uses the reply function (it can be different or the same as the sender address). Click the Personalize icon (

) to use a personalization token in the field.

Subject line

The text displayed in the subject field for the email. The default value is populated from the text that you entered in the Create new email dialog. You can change the text if needed. Click the Personalize icon (

) to use a personalization token in the field.

Operational email

Select the checkbox if you want to designate the email as operational. Operational emails are excluded from opt-out/unsubscribe lists, and from communication limits. Select this option only when the recipient cannot consider the email message to be an unsolicited commercial message (SPAM).

Include view as web page

Select the checkbox to include a link to a web page that is generated from the email message content. Email messages have more limited capabilities than web pages, so it is useful for JavaScript, extended CSS, and forms. The text used to generate the link is configured in the email channel delivery settings (View as web page HTML and View as web page text).

Disable open tracking

Select the checkbox when you do not want to track email open activity. With the function disabled, email open activity counts are incremented only when a unique person opens the email. You can manage tracking for email content links when you design the email body content.

Preheader

Select the checkbox to include a preheader. A preheader is the short summary text that is displayed after the subject line in some email clients. It usually provides a short summary of the email, and is typically a single sentence. Enter the summary text in the field.

Fields used as CC addresses

If available, select up to 25 Lead or Company fields that are set up in Marketo Engage using the Email type.

Check alerts

As you design your email message content, alerts are displayed in the interface (top-right of the page) when key settings are missing. If you do not see this button, there are no detected issues.

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Two types of alerts can be detected:

Warnings that refer to recommendations and best practices, such as:

The opt-out link is not present in the email body: adding an unsubscription link into your email body is a best practice.

note note
NOTE
Marketing-style email messages must include an opt-out link, which is not required for transactional messages.

Text version of HTML is empty: do not forget to define a text version of your email body, which is used when HTML content cannot be displayed.
Empty link is present in email body: check that all the links in your email are correct.
Email size has exceeded the limit of 100KB: for optimal delivery, make sure that the size of your email does not exceed 100KB.

Errors that prevent you from testing or activating the journey/campaign as long as they are not resolved, such as:
- The subject line is missing: email subject line is mandatory.
- The email version of the message is empty: this error is displayed when the email content has not been configured.

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