How do I troubleshoot a transactional email not being sent?

Transactional emails have three parts:

1. Campaign Monitor email template

2. Smart email mappings in Salesforce

3. Salesforce Flow

We'd first suggest testing the transactional email itself (parts 1 and 2) and our code that triggers the send from Campaign Monitor. This removes the Salesforce flow from the equation and specifically focuses on the transactional email.

Test the email send (parts 1 and 2):

• Open the Salesforce transactional email template in question.

• On the email mappings table, next to the mapping, click the dropdown, and then Run Test.

• You will be prompted to enter a Salesforce Id from a test record (ensuring it matches the root object you mapped).

Once the code has been executed, the email can take up to 10 minutes to receive. If the email has not been sent, please contact us for further help.

Testing the flow (part 3):

While we don't support building or extensive flow troubleshooting, we have some tips below:

• Check that the action is on an asynchronous path. Salesforce requires this for callout actions like ours, so a flow built before that rule was enforced can fail on an immediate path.

• Be sure the record ID you are passing into the action is the same as your mapping root object.

• Check that you have the correct mapping ID in your action. See the setup guide for a walkthrough.

• Debug the flow with a record to ensure the input values are correct. Note that we won't actually send the email from this test, as debug does not run callouts.

Note: Your Campaign Monitor account must also be enabled for transactional emails. If you have any questions on this point, please contact Campaign Monitor directly.