Note: Bulkmail service notifications should use the Default Transactional send classification.

Edit Content in Marketing Cloud

If you have not previously created a newsletter or publication in Marketing Cloud, refer to the team documentation for newsletter creation. These instructions focus on service announcements and bulkmail communications, which typically contain minimal formatting and no images.

1. Open Marketing Cloud > Email Studio > Content.
2. Navigate to 02_CIT_COMM > Emails > Bulkmail.
3. Locate a previous bulkmail message and select Duplicate.
4. Retain BulkMail in the message name and update the date or description as appropriate.
5. Edit the message content.
6. Determine whether personalization is required.
7. If using personalization, verify that all field names match the fields available in the associated Data Extension.

Preview and Test the Message

1. Select Preview and Test.
2. Review the message for formatting, accessibility, and content accuracy.
3. If the message does not contain personalization, use the Preview and Test window to validate the content.
4. Select the Envelope icon to send a test message to up to five email addresses.
5. If the message contains personalization, select the audience icon to access the Data Extension records.
6. Select a recipient record from the Data Extension to preview personalized content.
7. Confirm that all personalized fields display the expected data.
8. Review the test message in Outlook and other commonly used email clients.

Tip: Include yourself in the original Data Extension and use easily recognizable test values when validating personalized content.

Submit for Verified Communications

1. When content review is complete, select Save and Send.
2. Submit the finalized communication to security-services@cornell.edu for inclusion in the Verified Communications program, when appropriate.
3. If your Marketing Cloud session expires before the verification process is complete, reopen the message from the Bulkmail folder before continuing.

Send the Bulkmail Message

1. Open the message.
2. Select Send in the upper-right corner.
3. Complete the four-step send process.

Step 1: Define Properties

• Set Saved Send Classification to Default Transactional.
• Set the Sender Profile to CIT – Cornell University.

Step 2: Select Audience

1. Open Data Extensions > 02_CIT_COMM > Bulkmail.
2. Locate the Data Extension created for this distribution.
3. Drag the Data Extension into the Targeted Audience box.
4. When prompted to select a publication list, accept the default selection and choose Select.

Step 3: Configure Delivery

• Schedule the distribution date and time, or select Send Immediately.
• Set the Tracking Destination Folder to 02_CIT_COMM.

Step 4: Review and Send

1. Review the message content.
2. Verify that the correct Data Extension is selected.
3. Confirm sender information and delivery settings.
4. Select the checkbox labeled This information is correct and this email is ready to send.
5. Select Send or Schedule.

Send Additional Messages to the Same or Different Audiences

Send the Same Message to a New Audience

1. Duplicate the original message.
2. Update the date and naming information.
3. Create and associate a new Data Extension.
4. Complete testing and send the message.

Send a Different Message to the Same Audience

1. Duplicate an existing message or create a new one.
2. Edit the content.
3. Select the existing Data Extension used for the original distribution.
4. Complete testing and send the message.

Send a Reminder to the Same Audience

1. Duplicate the original message.
2. Add Reminder: to the subject line.
3. Update any dates referenced in the content.
4. Update the corresponding Verified Communications record to reflect the revised subject and dates.
5. Send a final test message for proofreading.
6. Send or schedule the reminder.