After contacts, leads, or person accounts are added to campaigns, review the new campaign members and personalize messages before sending. Use data filters to personalize messages for segments of campaign members, or select a single campaign member to make modifications for just one recipient.
Required Editions
| User Permissions Needed | |
|---|---|
| To review pending campaign members: | 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 your campaign.
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In the Campaign Messages component, click Segmented Send.
Note If this option isn’t available, there aren’t any campaign members to review. - To add columns to your Pending Member Table, click the settings gear on the table, and then click Select Fields to Display to add, remove, or reorder accessible fields.
- To search, enter the first or last name of a campaign member in the Quick Search box.
- To sort, click the header of any field. Click the header again to reverse the sort order. Results are sorted alphabetically or in ascending or descending order based on the field type. You can sort unencrypted fields.
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To filter pending members, click the filter icon, select a campaign member field, and enter
a filter value. You can filter on unencrypted fields.
Tip To filter on multiple criteria at once, select Add Filter. Filter criteria use the AND operator. - To personalize messages for campaign members, select campaign members, and click Personalize.
- To approve campaign members for receiving messages, select campaign members, and click Ready.
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To opt campaign members out of receiving messages, select campaign members, and click
Reject.
Tip If you approved or rejected a campaign member and want to reset the status, select the campaign member, and click Reset to Pending.
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Click Submit Members.
Tip If your organization uses manual approvals, sometimes you see a Submit button to click instead. Your messages send after they’re approved.
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Repeat this process to message more segments.
Tip Your organization can decide how many individuals you can include in a segment, up to 500 per segment. If your total audience is more than the maximum segment size, create and submit your first segment. You can then create a segment to personalize and submit.