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Send Offer Messages from Marketing Cloud Next with Outbound Engagement

Marketing managers get communication templates with an offer launch message and a follow-up reminder message for email, SMS, push notification, and WhatsApp channels. After an offer is ready for activation, marketing managers can create an outbound engagement to automate message delivery to offer target audiences.

Required Editions

Available in: Enterprise and Unlimited Editions with Real-Time Offer Management and Marketing Cloud Next
User Permissions Needed
To create an outbound engagement for offers:

Offer Designer permission set

AND

View and Edit permissions on Outbound Engagement Content Resource

Before marketing managers can use outbound engagement to send offer messages, admins must set up Marketing Cloud Next for Offers.

  1. From the Outbound Engagement component, click Start.
  2. Select the offer launch template for the channel that you want to send, and click Next.
    Templates are available for Offer Launch Emails, Offer Launch SMS, Offer Launch Push Notifications, and Offer Launch WhatsApp Messages. Create a separate outbound engagement for each channel that you want to use.
  3. Enter the details of the campaign.
  4. For target audience:
    1. From Audience Type, select Specific Segment.
    2. From Data Cloud Segment, select the offer target audiences to send messages to.
    You can't select segments other than the ones that are selected as the offer target audience.
  5. Click Done.
    It takes a couple of minutes to create the campaign and the flow that sends the offer messages. After the campaign is created, you’re redirected to the campaign page.
  6. From the Flows tab, you can:
    1. Open the flow that sends the offer messages and customize the flow logic based on the offer's activation requirements.
    2. Edit the messages and customize them based on your company's branding, voice, and tone.
      To personalize the content of the message, select the target offer and offer treatment, and then use its fields, such as Offer Heading, Offer Body, and Call to Action Text, in the message. If you update the offer treatment later, the message automatically reflects the change the next time it's sent. See Create Channel-Specific Communication Content for Targeted Outreach.
  7. After your flow and its messages are ready, activate the flow.

After the campaign flow is active, messages are automatically sent to the target audience based on the flow configuration.