A marketing tactic is the execution work that delivers a campaign or program: a
specific email, a paid social ad, or a landing page. Unlike a campaign, which is the effort you
plan and track, a tactic is the individual piece of work that carries it out. Each tactic
gathers the content that runs it from Salesforce CMS and tracks its own progress from draft to
complete.
Required Editions
Marketing Tactic Basics
Planning work, such as initiatives and plans, describes what success looks like and who
owns it. A marketing tactic is the piece that executes the plan.
A tactic gathers the content that runs it, such as ad creative or a landing page. The tactic then goes out as one piece of work. Salesforce CMS manages that content.
A tactic is also different from a goal. The goal sets the target for the work, and the tactic
is the work that drives the result.
Marketing Tactic Creation
Every tactic runs under a campaign or a marketing program. Build one from scratch or from a marketing tactic template, so you reuse a proven tactic instead of rebuilding it each
time.
