With Distributed Marketing and Alerts, marketers can help ensure quality content and consistent branding by sharing approved email templates with other users. To make Distributed Marketing and Alerts available, an admin must turn on the feature, assign permissions, and add the Distributed Marketing and Alerts components to campaign, lead, contact, and person account records.
Required Editions
| User Permissions Needed | |
|---|---|
| To turn on Distributed Marketing and Alerts: |
Modify All Data OR Marketing Cloud Admin permission set |
| To assign content workspace and builder permissions: | Content Admin role |
- From Setup, use the Quick Find box to search for and select Distributed Marketing & Alerts.
- Turn on the feature.
- Assign permissions to marketers and other users. See User Permissions for Distributed Marketing and Alerts.
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Assign the permissions for viewing dashboards with engagement data.
- To view the Unified Engagement History Dashboard, assign the Tableau Next Included App Business User and View Unified Engagement History Dashboards permission sets. See Turn on Unified Engagement History Dashboards.
- To view the Distributed Sends Performance dashboard, assign the Tableau Next Included App Business User and Send Distributed Marketing Messages permission sets. See Monitoring Performance for Distributed Marketing Messages.
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Install or update the Marketing Performance Intelligence
app. This process can take several minutes to complete.
If the install button is unavailable, Marketing Performance Intelligence is installed already.
- Add the Unified Engagement History Dashboard component to the record pages. See Create and Configure Lightning Experience Record Pages.
- To add the Distributed Sends Performance tab to your users' Lightning app, go to App Manager and add it as a navigation item.
- From Setup, go to Lightning App Builder and add components to record pages.
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Add components to record pages.
- To open the Distributed Marketing and Alerts window from a lead, contact, or prospect record, insert the Distributed Messages component.
- To add a performance dashboard of aggregate email data to the campaign record, create a tab, and then insert the Total Email Performance component.
- To add the Send Distributed Message button to the Campaign Members related list on the campaign record, insert the button from the Related List section of the campaign page layout.
- To add the Send Distributed Message button to lead, contact, and prospect list views, insert the button on each page layout.
- Verify that the components appear on records as expected.
- Optionally, configure a custom Lightning Web Component that opens the Distributed Marketing and Alerts window from anywhere in Salesforce.
After you set up the feature, a marketer can create a template and configure a flow to make the template available to other users.