Distributed Marketing allows you to enhance your CRM with Marketing Cloud Engagement content to send relevant, on-brand content at every touchpoint. With administrator access, typically granted to marketers, connect a Marketing Cloud Engagement journey to a campaign, enable Quick Send, and customize Distributed Marketing to fit your needs.
- Administer Default Greeting Options
To help control voice and tone, select the greeting options for standard Distributed Marketing users to choose from. Distributed Marketing automatically includes First Name and Full Name options, which can’t be edited or removed. If you use custom fields, such as Preferred Name, add up to eight more greeting options. - Administer Org-Wide Pending Member Table Defaults
After contacts, leads, or person accounts are added to campaigns, standard Distributed Marketing users review campaign members to personalize content and to approve or reject them for receiving messages. You can define the default fields your users see. By default, the list of pending campaign members is sorted by the creation date, which is when the member was added to the campaign. - Administer Compliance and Approvals
Ensure that your content remains on brand and legally compliant. Use a Salesforce Approval Process to route Distributed Marketing content to other Salesforce users to review, automatically block sends containing customer-defined restricted words, and define a list of domains that user-defined images can come from. - Administer the Personalization Experience Default Mode
Help business users more efficiently engage with distributed content by defining whether their personalization experience opens in edit or preview mode. - Administer the Email Header
Show business users who an email is going to, and who it is sent from, as part of the Distributed Marketing preview. The To information displays the standard Name and Email Address fields on the recipient’s contact or lead record. The From information displays the standard Name and Address fields on the record of the running user or record owner. - Administer Frequency Capping
Define the maximum number of sends a user can initiate through Distributed Marketing. Users see the number of messages remaining before they send a message. When the cap is reached, sending is disabled until the cap is reset. The frequency send cap can be reset daily, weekly, or monthly. The cap resets at midnight in the user’s time zone and is a rolling reset. Sends are credited back 1, 7, or 30 days after they’re consumed. If your organization uses Bulk Sends, users can’t target an audience with more recipients than remaining sends. - Administer the Campaign Send Audience Batch Cap
Set the maximum number of campaign members that can be sent to at once when performing a Segmented Send. Reducing the number of individuals included in segments can help improve performance for customers who have backend processes based on campaigns or campaign members. If your organization uses Bulk Send, the batch cap doesn’t apply. - Track Activities with Distributed Marketing Reports
Distributed Marketing administrators can enable tracking for Distributed Marketing sends to provide visibility on what activities Distributed Marketing uses most. - Enable Send Scheduling
Allow business users to schedule single and bulk send Quick Send messages for a future time and date. Messages are scheduled and sent in the running user’s time zone. Messages must be scheduled at least 5 minutes in the future and can be canceled up to 5 minutes before the send. - Enable Segmented Sends
You can specify which users can view segmented sends within a campaign. Segmented sends were previously the default. - Restrict Sending
Prevent business users from temporarily using content, or retire content permanently.