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Manage Marketing Channels for Business Units

You can assign channels to all business units or a single business unit. Channels include email, SMS, WhatsApp, and Mobile App Messaging. Assign channels to all business units for a single sender address, such as an SMS code or email domain, to be used across the entire organization. Alternatively, assign channels to a single business unit so that individual divisions can use dedicated sender addresses. You can also unassign channels from business units.

Required Editions

Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Advanced Edition
User Permissions Needed
To assign or unassign channels to business units: Marketing Cloud Admin permission set

Before you begin, set up the required channels for your marketing communications. For more information, see these resources:

Note
Note It may take some time for new business units to fully provision channel assets, such as the default communication subscription and channel preference pages.
Channel Resources
Email Configure Required Email Settings
SMS Set Up SMS Messaging
RCS Set Up RCS in Marketing Cloud Next
WhatsApp Set Up WhatsApp
All channels Domain Settings in Marketing Cloud Next
All channels Ensure Compliance with Consent Settings

Assign Channels to All Business Units

  1. From Setup, in the Quick Find box, enter Business Units and select it.
  2. Select a channel type and click Assign.
  3. Select the channels that you want to assign to all business units and click Done.
    Changing a channel's assignment from a single business unit to all business units automatically removes its previous assignment and makes it available across the entire organization.

Assign Channels to a Single Business Unit

  1. From Setup, in the Quick Find box, enter Business Units and select it.
  2. From the Business Units list page, select a business unit.
  3. In the Channels section, select a channel type and click Assign.
  4. Select the channels that you want to assign and click Assign.
    Channels assigned to all business units aren’t available for selection. To change the assignment of a channel that’s assigned to all business units, you must first unassign it and then remove any dependencies of the channel on flows and subscription.

Unassign a Channel from All Business Units

  1. From Setup, in the Quick Find box, enter Business Units and select it.
  2. Select a channel type.
  3. Make sure that the channel that you want to unassign isn’t in use in any flows or subscriptions.
  4. In the row of the channel that you want to unassign, click channels menu and select View Dependencies.
  5. Remove the channel from all the dependent flows and subscriptions.
  6. In the row of the channel that you want to unassign, click channels menuand select Unassign.

Unassign a Channel from a Business Unit

  1. From Setup, in the Quick Find box, enter Business Units and select it.
  2. From the Business Units list page, select a business unit.
  3. In the Channels section, select a channel type.
  4. Make sure that no flows or subscriptions are by using the channel that you want to unassign.
  5. In the row of the channel that you want to unassign, click channels menu and select View Dependencies.
  6. Remove the channel from all the dependent flows and subscriptions.
  7. In the row of the channel that you want to unassign, click channels menu and select Unassign.