Enhance marketing campaigns by creating and connecting Personalization campaigns.
Required Editions
| Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition. Creating personalization campaigns requires editions with the Salesforce Personalization add-on. |
| User Permissions Needed | |
|---|---|
| To manage and edit Campaigns: |
Marketing Cloud Manager permission set, Marketing Cloud Admin OR View Flows and Create and Edit Flows user permissions AND Permissions to all elements in the flow |
| To configure a Personalization campaign: | Personalization User |
When adding a personalization campaign to a marketing campaign, keep these considerations in mind:
- Before you begin, make sure to set up Salesforce Personalization. See Set Up Personalization Features in Marketing Cloud Next for more information.
- Creating and connecting a personalization campaign from a marketing campaign requires defining a business unit for the data space that the personalization campaign runs on. You can connect only one business unit to a data space. See Business Units in Marketing Cloud Next for more information.
- You can connect only one personalization campaign to a marketing campaign at a time.
To add a personalization campaign to a marketing campaign:
- From the Campaigns tab, create or edit a campaign.
- Specify or modify the name of your campaign, enter the details that you need, and save your changes.
-
Click Get Started next to Personalization
on the Campaign page.
Adding Personalization to a campaign requires that the campaign flow have a business unit assigned. If you don’t have a business unit configured for use by the campaign, contact your Salesforce admin to add one.
- Click Go to Guided Setup to start configuring your personalization campaign.
-
Create a personalization campaign.
See Create a Personalization Campaign for more information.