If you're looking to test your Jacquard-created user-initiated emails (UIEs) or add something additional to them (e.g. a seed list) prior to scheduling, we've got a feature for that.
Before proceeding, please keep in mind that altering or removing the data extensions, queries, or AMPscript Jacquard created on your behalf could result in unforeseen sending or deliverability errors.
Start by navigating to the Jacquard experiment via the AppExchange Jacquard App you added to your Salesforce account.
Click the Salesforce integration button to open the integration drawer on the right side of the screen.
How to create assets
Select your existing user-initiated email from the dropdown menu.
Scroll down and click Create emails.
You don't need to select any of the other options in the form unless you are scheduling. Any options you do select won't be saved.
After the asset creation process is complete, the following are created and/or updated in your Salesforce Marketing Cloud account:
Split test email
Final email
Data extensions for Subject Lines/Results, Split Audience, and Winner (to notify us to collect final results)
If you need to make changes to subject lines after your emails are created, you will need to delete the emails first and edit your subject lines in directly Jacquard. You will then need to create your emails again and retest or remake any changes you made after creating your emails the first time.
To delete your created emails, access the experiment through the Jacquard App. Open the integrations drawer like you did to create the emails initially and click on Delete emails.
Scheduling
Once you're happy with your UIEs, you can schedule via the Jacquard App as your normally do for your Jacquard experiments by setting your deployment date/time and wait period.
As you proceed to scheduling it is vital to bear in mind the following:
The only validation check we run during scheduling ensures the AMPscript in the subject lines within the created/modified UIEs has not changed.
We can't account for and are unable to provide validation for any other changes you may have made to your emails in the interim. In other words, make changes to these email assets at your own risk.
Errors
If any errors occur during the email creation or scheduling processes, the experiment and your original UIE will be reset back to their default states.
Known issues
Scheduling an experiment with emails created from a different Business Unit will cause an error and will reset your UIE.
Attempting to create emails using a UIE with an attached data extension smaller than the audience size you entered during your experiment setup in Jacquard will throw an error. If you get that error at this time, you will have to recreate your experiment in Jacquard in order to use the integration and schedule properly.
The following error checks happen during scheduling. Each one will result in an error and the UIE being reset during scheduling:
Using a data extension audience that is less than 20% larger than the Jacquard split calculation.
Salesforce Approvals workflow only: The AMPscript approvals subject line doesn't match what's in the approved content.