As a Distributed Marketing user, you can personalize the message content for contacts, leads, or person accounts to receive campaign messages.
Required Editions
| User Permissions Needed | |
|---|---|
| To personalize messages: | DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required. |
- In Salesforce, navigate to a campaign.
Tip The Campaign Messages component displays all Email and Text (SMS) messages that can be sent as part of the campaign.- Under Preview, Email messages display the subject line. Text (SMS) messages display the message to send.
- Text (SMS) messages can’t be modified.
- In the Campaign Messages component, click Segmented Send.
Note If View Pending Members isn’t an option, there aren’t any campaign members to review. - To personalize messages for specific campaign members, select up to 500 campaign members and click Personalize.
- Click the pencil icon on the left navigation column to edit.
- Hover over and select any highlighted content area to edit it. Note The personalization you enter applies to all selected campaign members.
- On campaigns with multiple messages, click the dropdown on the top navigation bar to select
another message. Tip To preview your customizations without annotation, click the eye icon on the left navigation column.
- Save personalization changes.