Configure Marketing Cloud Engagement+

Before your marketing team can access the next-generation features of Marketing Cloud Next, complete these setup steps. For many customers, the setup process takes about 1–2 hours to complete.

Required Editions

Available in: Marketing Cloud Engagement Pro+, Corporate+, and Enterprise+ Editions

This video provides an overview of the process of setting up Marketing Cloud Engagement+.

  • Connect Marketing Cloud Engagement
    Start the setup process by identifying the Marketing Cloud Engagement account to connect to Marketing Cloud Next.
  • Set Up Marketing Performance
    Configure the Marketing Performance dashboards to give your marketing team deep insights into the performance of their campaigns.
  • Configure Data 360 Components for Marketing Cloud Engagement+
    Integrate your Marketing Cloud Engagement data with Data 360. Data 360 uses the data to create unified customer profiles, evaluate conditions in flows, and personalize your message content.
  • Assign User Access
    Create accounts for your marketing users and assign them the permissions that they need to complete their work.
  • Assign Workspace Contributors
    Marketing Cloud Next gives you a dedicated content workspace where you can store message content, images, and notes to use with your campaigns. To give a user the ability to interact with the content in the Marketing workspace, add them as a contributor.
  • Assign Contributors to the Marketing Landing Pages Site
    Salesforce Experience Cloud helps you create branded digital experiences using no-code, low-code, and pro-code tools. With Marketing Cloud Next, you can use Experience Cloud to create landing pages for your marketing campaigns. You can assign permissions to your users based on the level of access they need for your landing pages.
  • Configure Consent Mapping from Marketing Cloud Engagement to Marketing Cloud Next
    The next-gen marketing app uses communication subscriptions to manage list membership. To share consent between Marketing Cloud Next and Marketing Cloud Engagement, map engagement lists and publication lists to communication subscriptions for email and SMS.
  • Unify Legacy Engagement Data
    Some legacy Marketing Cloud Engagement data isn’t compatible with Marketing Cloud Next features. If it’s necessary to modify your Engagement data, you can do it in Setup.
  • Configure Test Environments in Marketing Cloud Engagement+
    Marketing Cloud Next and Marketing Cloud Engagement use different approaches to non-production environments, also known as sandbox or test environments. If your organization uses Marketing Cloud Engagement+, these different approaches impact the way that you test your marketing programs.
  • Share Email Sending Domains with Marketing Cloud Next
    Share your established sending domains from Marketing Cloud Engagement with Marketing Cloud Next to preserve your domain authentication and brand identity and simplify setup. Shared domains remain active in Marketing Cloud Engagement, so you can send emails concurrently from both products during and after your transition.