Set Up Collaborative Campaigns (Auto Send)

Coordinate with your business users to plan your campaign launch at a specified date and time. With the proper permission set, you can set up an Auto Send for a Campaign. At the selected date and time, all campaign members not yet sent to and not part of a scheduled or bulk send are added to the Auto Send campaign journey. Your business users can add up to 25,000 members for an Auto Send campaign. If more than one campaign is scheduled by the same person for the same time and date, your business users can still send to a total of 25,000 members.

Required Editions

User Permissions Needed
To set up a collaborative campaign:	DMAdministrator License permission set and Administrator permission (mcdm_15 namespace) or DMStandard License permission set and Standard permission (mcdm_15 namespace), and the DM Auto Send permission set.

1. In Salesforce, navigate to your campaign.
2. Click the cog wheel icon, and select Auto Send.
   

   Note You can set up one Auto Send per campaign.
3. Choose the send date and time for the campaign to launch.
4. Submit your changes.

Example

Your insurance company has a centralized marketing team and individual smaller marketers or teams at dealerships who sell their insurance. You want the centralized marketing team to configure the automatic sending date and time when a Distributed Marketing Campaign is released to the insurance reps. The individual reps can then add up to 25,000 members to the campaign. The campaign sends at the time and date that the centralized marketing team set up.