Guided Setup: Campaign Send

What Is Campaign Send?

Campaign sends allow users to add contacts, leads, or person accounts to single or multi-step journeys. These journeys can be simple, linear drip campaigns, engagements with engagement splits, AI, and more. Most messages can also be personalized for specific individuals or groups of people.

What kind of messages can you send using Campaign Send? The possibilities are endless, but some examples include:

• A welcome series to onboard a new customer
• An event management campaign to help drive attendance and follow up after the event
• A selling campaign to help reach the most individuals based on their channel preference and engagement

Your Setup Tasks

Tip If you haven’t installed and set up Distributed Marketing, first check out Guided Setup: Install and Set up Distributed Marketing.

A unique Marketing Cloud Engagement Journey powers every Distributed Marketing Campaign Send and includes the same ingredients:

• A message
• A sender profile
• An entry event data extension

Create the individual ingredients in any order you prefer and combine them in a journey. Then share that journey with your users using the standard Salesforce Campaign object or campaign marketplaces. If you manage multiple brands or have different tiers of users, you can use sharing rules to control what content users can see and send.

When thinking about your campaign creation strategy, here are a few things to keep in mind:

• A single journey can power multiple campaigns, but a single campaign can only be powered by one journey.
• You can have all your users access the same campaign, or you can create a unique campaign for each user or team. Both approaches have pros and cons that depend on how you want to use campaigns and which of the powerful out-of-the-box tools, such as campaign influence, that you use. Your organizational structure is also a factor. We suggest creating a unique campaign for each user and using campaign hierarchy to relate them all together. You can decide on these options on a campaign-by-campaign basis. Regardless, users can only use Distributed Marketing to message individuals they have access to.

1. Create Content for Distributed Marketing

   Create an email or SMS message that you want to let your business users send. This process is the same way you create content for any Distributed Marketing send.

   1. Create an SMS message in Mobile Connect or an email in Content Builder with Distributed Marketing content blocks (MC).
   2. Save the content.

      Distributed Marketing emails are like Marketing Cloud Engagement content for CAN-SPAM (or equivalent) requirements.

2. Create an Entry Event Data Extension

   The entry event data extension is the second step. Distributed Marketing uses Marketing Cloud Engagement data extensions to store information about the send, such as who sends it and who is receives it. Complete this step for any message you want to send with Distributed Marketing.

   Create a data extension for the Quick Send message (MC).

3. Create the Journey for the Campaign Send

   Distributed Marketing uses Journey Builder’s sending engine. For more information about the steps in this section, see Create a Marketing Cloud Engagement Journey.

   A user with access to Journey Builder in Marketing Cloud Engagement completes these steps.

   1. Create a journey for this Quick Send.
   2. Add an API Entry Source activity, and configure with the new data extension.
   3. Drag on a Send Email activity, then add and configure the content created for this Quick Send using the Distributed Marketing sender profile.
   4. Configure Contact Entry
   5. Save and Activate your journey.