In general, you can use the standard Distributed Marketing help and training documentation to set up, configure, and use Distributed Marketing. However, use this guide when setting up Distributed Marketing in Experience Builder instead of Lightning App Builder.
Required Editions
| User Permissions Needed | |
|---|---|
| To create, customize, or publish a digital experience: | Create and Set Up Experiences AND View Setup and Configuration |
To access the Experience Builder, in Sales or Service Cloud, navigate to Setup. Use Quick Find to navigate to All Communities. Click Builder for the site that you’re editing.
- Add Campaign Messages Component
Customize your Campaigns page layout for Distributed Marketing to include this custom Campaign Messages component. This component provides access to review Marketing Cloud Engagement messages within the connected journey, preview content, review pending campaign members for approval, and more. Think of the Campaign Messages component as a Distributed Marketing campaign’s “home base.” - Add Pending Approvals Page
Add a Pending Approvals page to continue setting up Distributed Marketing in your Experience Cloud. Through this page, you can review contacts, leads, and others to approve or reject them for receiving campaign messages. - Add Settings Page
Add a Distributed Marketing Settings page to continue setting up Distributed Marketing in your Experience Cloud. Through this page, you can select the default personalization and create options for personalizing messages, such as selecting how the message recipient is greeted. - Expose User Settings
Add a Settings navigation menu item to continue setting up Distributed Marketing in your Experience Cloud. This navigation menu item provides quick access to the Distributed Marketing Settings page. - Add Quick Send Components
To help your business users send a single email to a part of their book of business, add one or more of the Distributed Marketing Quick Send components to their experience.