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Set Default Personalization for a Campaign

As a standard Distributed Marketing user, streamline your Distributed Marketing experience by creating default customizations for message templates within specific campaigns. These customizations can be modified for individual recipients when you review them before sending.

Required Editions

User Permissions Needed
To set default personalization for campaign messages: DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace) is required.
  1. In Salesforce, navigate to your campaign.
  2. In the Campaign Messages component, click Message Settings in the Settings menu.
    Tip
    Tip You can also click the eyeball icon to open up message defaults for specific messages.
  3. On the Edit tab, select a message to preview.
  4. To open a preview where editable content areas are highlighted, select Edit.
  5. Hover over and select any highlighted content area to edit it.
    Tip
    Tip You can modify customizations for individual campaign members when you review them before sending.
  6. For campaigns with multiple messages, click Previous Message Next Message Buttons to select another message.
  7. Save your campaign personalization defaults.

See Also