Campaign Record vs. Flow Canvas

A campaign record includes a detailed summary for each flow that's designed to reflect certain elements from the Flow Builder canvas. Some features and settings that appear in Flow Builder aren't available on the campaign, and vice versa. A campaign also includes a comprehensive overview to help you keep tabs on campaign content across flows, and monitor campaign performance.

Required Editions

Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition, and in Starter and Pro Suite Editions. Your edition determines the options that you have.

Campaign Record: Navigation

In the campaign sidebar, access the campaign overview, find related assets, and switch between flows. After an admin adds performance components to campaign layouts, the sidebar is where you can find available campaign metrics.

The sidebar also contains these items, when they're available.

Campaign Insights—Engagement data across flows in your campaign, such as email opens and clicks. See Set Up Marketing Performance Intelligence.
Influenced Opportunities—Revenue attributed to a campaign with Opportunity Influence. See Enable Opportunity Influence.

The campaign record showing the sidebar options.

Campaign Record: Overview

From the Overview tab in the sidebar, review performance insights and deliverability insights (1). If Opportunity Influence is enabled, you can access influenced opportunity records from here. In the Content section, get an at-a-glance view of your campaign content across flows (2). For any piece of content, review its status and which flows it's used in.

The campaign overview showing the performance and content sections

Campaign Record: Flow Summary

The main content area of a campaign record shows the flow summary. The components vary depending on the type of flow you’re working with, but you can always open the flow in Flow Builder from the campaign.

The summary shares information about the Start element of the flow, as well as any message or time-based wait elements. When a flow contains more than 5 elements, the messages are listed in a table.

A segment flow summary shows the Schedule and Start sections.

For most basic campaigns, add message or wait elements in the Next Steps section of the campaign record.

Next Steps section shows on a campaign record with message options.

Flow Builder: Canvas

To add additional content or actions to a flow and to configure certain wait elements, work in Flow Builder. Flows can support advanced elements, such as decision branching. For details about available flow elements, see Flow Builder Elements for Marketing.