---
schema_version: "1"
id: 26212552ffddb9099f141ba971b1974dfe8c5adf8618f1605b7c7599cf9fea45
title: Promote My Business
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/easy_marketing.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.easy_marketing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ad38101debb8e93e36c558a6e39056af571f5b1104d36f71dc5633528d3740a3
description: Salesforce Suites bring powerful tools into one marketing experience to make the most of customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks.
products:
  - Cross Cloud
release: "264"
---
# Promote My Business

Salesforce Suites bring powerful tools into one marketing experience to make the most of customer data and engage the people who follow your brand. A streamlined campaign experience brings contacts and content together, while flows enhance and automate your daily tasks.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Free</strong>, <strong>Starter</strong> and <strong>Pro Suite</strong> Editions.</td></tr></tbody></table>

![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/images/icon_tip.png)

Tip More of a learn-as-you-go type of person? Check out the Guidance Center inside Salesforce Suites for interactive tutorials and setup shortcuts. To find it in Free and Starter, click the ![Help icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/easy/images/help_menu_icon.png) icon in the toolbar of any page. To find it in Pro Suite, click the ![Trailhead icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/easy/images/Pro_GC.png)icon in the toolbar of any page.

## Get Started with Email

With your leads and contacts gathered in one place, it’s easy to carve out your intended audience and get started sending emails. From the list view in either the Contacts or Lead page, select the recipients you want to target, either by selecting individuals or by creating a filtered list view.

To open the email composer from there, click **Send Email**. Select the messaging type and confirm the recipient list. Then, explore templates and craft your email content. When you've finished composing your email, send it directly from the composer. The List Sends feature sends emails directly to your Contact or Lead list. If you send a marketing email, Salesforce creates an Actionable List for you, which you can reuse later. See [Sending Emails in Salesforce Suites](https://help.salesforce.com/s/articleView?id=xcloud.suites_sending_emails.htm&release=264.0.0&type=5 "Use Salesforce Suites to send sales and marketing emails with the List Sends composer. You can define your audience from list views, Actionable Lists, or segments. Where you start determines how you define your audience.").

## Campaigns Are Key

In addition to providing the tools to send emails, Salesforce Starter and Pro Suite also provide access to the full functionality of the Marketing app. The Marketing app provides streamlined access to powerful platform tools from other parts of Salesforce. You get power with less complexity, and the campaign record helps guide you as you build a marketing plan.

Let’s look at the parts of a campaign.

![Campaign record for a Meet & Greet email.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/easy/images/starter_campaign_record.png)

- Choose to open campaign content immediately or schedule it for later. Use Einstein Send Time Optimization to automatically send each message when its recipient is most likely to open it.
- To target your ideal campaign audience, create a segment or choose a list. You can easily build your audience with preconfigured filters or with campaign members. See [Marketing Segments](https://help.salesforce.com/s/articleView?id=xcloud.easy_marketing_segment_reference.htm&release=264.0.0&type=5 "When you target a group within your audience, we call that a segment. In email campaigns, you can easily build an audience segment with common filters or from a list of campaign members. Segments apply to campaign audiences; the List Sends feature uses Actionable Lists instead.") and [Actionable Lists in Salesforce Suites](https://help.salesforce.com/s/articleView?id=xcloud.suites_actionable_lists.htm&release=264.0.0&type=5 "In the Marketing app, the List Sends feature targets an Actionable List, which is a saved collection of leads or contacts. Because the recipient list comes from an Actionable List instead of a segment, your email goes out without waiting on Data 360 processing.").
- Build emails and landing pages in the Salesforce CMS content builder. Drag components into the layout, and then edit text and insert images. To maintain a consistent style for your emails, select a brand. Use preview and test options to make sure your content looks great before you open.

## Choosing a Campaign Starting Point

Instead of building a campaign from scratch, you have options for campaigns that make it easy to get started. Your edition determines which options you have.

A campaign starts with a flow, which visualizes and automates multistep processes and connects data and publishing pipelines behind the scenes. Campaign flows come configured with one or more elements, or automated actions, to get you started. You can add and edit flows from the campaign record. See [How Campaigns and Flows Work Together.](https://help.salesforce.com/s/articleView?id=mktg.mktg_campaigns_flows_concepts.htm&type=5&language=en_US)

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
          <col style="width:33.33333333333333%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d1466e170">Use This Option…</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d1466e173">…To Use These Features…</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d1466e176">…In These Editions</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Use This Option…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e170 ">Single Email</td>

            <td data-label="…To Use These Features…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e173 "><a name="easy_marketing__ul_hc2_b25_ydc"><!-- --></a>
              <ul id="easy_marketing__ul_hc2_b25_ydc">
                <li>Batch email campaigns consisting of a single email</li>

              </ul>
            </td>

            <td data-label="…In These Editions" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e176 ">Free, Starter, and Pro Suite</td>

          </tr>
          <tr class="">
            <td data-label="Use This Option…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e170 ">Message Series</td>

            <td data-label="…To Use These Features…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e173 "><a name="easy_marketing__ul_rnq_jnz_qhc"><!-- --></a>
              <ul id="easy_marketing__ul_rnq_jnz_qhc">
                <li dir="ltr">
                  <p dir="ltr">Drip campaigns consisting of multiple emails with customizable wait
                    steps between them</p>
                </li>

              </ul>
            </td>

            <td data-label="…In These Editions" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e176 ">Starter and Pro Suite</td>

          </tr>
          <tr class="">
            <td data-label="Use This Option…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e170 ">Blank Email</td>

            <td data-label="…To Use These Features…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e173 "><a name="easy_marketing__ul_dwx_c25_ydc"><!-- --></a>
              <ul id="easy_marketing__ul_dwx_c25_ydc">
                <li>Flow you can customize with one or multiple emails, waits, splits, and
                  more</li>

              </ul>
            </td>

            <td data-label="…In These Editions" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e176 ">Starter and Pro Suite</td>

          </tr>
          <tr class="">
            <td data-label="Use This Option…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e170 ">Blank Event</td>

            <td data-label="…To Use These Features…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e173 "><a name="easy_marketing__ul_clk_d25_ydc"><!-- --></a>
              <ul id="easy_marketing__ul_clk_d25_ydc">
                <li>Automated actions based on form submissions or abandoned cart</li>

              </ul>
            </td>

            <td data-label="…In These Editions" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e176 ">Starter and Pro Suite</td>

          </tr>
          <tr class="">
            <td data-label="Use This Option…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e170 ">Signup Form</td>

            <td data-label="…To Use These Features…" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e173 "><a name="easy_marketing__ul_yjz_d25_ydc"><!-- --></a>
              <ul id="easy_marketing__ul_yjz_d25_ydc">
                <li>Form</li>

                <li>Landing page</li>

                <li>Creates lead records</li>

                <li>Updates consent status (requires configuration)</li>

              </ul>
            </td>

            <td data-label="…In These Editions" class="slds-cell-wrap" style="vertical-align:top;" headers="d1466e176 ">Free, Starter, and Pro Suite</td>

          </tr>
        </tbody>
      </table>

## Prioritize Your Best Leads

Starter and Pro Suite come with People Scoring. Score your leads and contacts based on how engaged they are with your marketing efforts, how closely they resemble your ideal customer, or how likely an individual is to buy from you.

People Scoring in Suites comes with preconfigured scoring rules to get you started. To customize and publish your rules, go to the Home app, then enter and select **Marketing Features** in the Quick Find box. After you publish your rules, allow up to 24 hours for the system to calculate scores for all your leads and contacts.

To learn more, see [People Scoring](https://help.salesforce.com/s/articleView?id=mktg.mktg_data_scoring_parent.htm&type=5&language=en_US).

## Tracking Success

Monitor the success of your campaigns so you can set marketing goals and refine your marketing strategy. Salesforce Suites come with engagement reports, dashboards, and folders to get you started. Starter and Pro Suite also make it possible to share reports and dashboards, a user with the System Administrator profile can grant users access to engagement folders from the Browse tab in Analytics.

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/images/icon_example.png)

Example At Ursa Major Solar, Erin and Lance are working on plans for the Alternative Energies Expo. To engage attendees beyond their booth, they decide to host a mixer for recent leads and contacts. They develop an email invitation and boost engagement with Einstein Send Time Optimization. [Check out Trailhead to see how they do it.](https://trailhead.salesforce.com/content/learn/modules/email-marketing-with-salesforce-starter)

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-easy-264-0-0-production-enus/85637838-197d-42ec-93c2-1ad43a7c3e30/images/icon_example.png)

Example Erin and Lance are working on plans to host a mixer for the Alternative Energies Expo. They decide to offer a QR code that links to an interest form hosted on a landing page. Erin creates a sign-up form campaign and customizes the content. After Erin activates the URL alias for the landing page, Lance copies the public URL to use with their QR code. [Check out Trailhead to see how they do it.](https://trailhead.salesforce.com/content/learn/modules/lead-generation-with-marketing)

- **[Marketing Considerations for Salesforce Small Business Suites](https://help.salesforce.com/s/articleView?id=xcloud.starter_marketing_considerations.htm&release=264.0.0&type=5)**  
    The marketing tools and objects that you use in Salesforce Small Business Suites have some nuances to understand.
- **[Consent Management](https://help.salesforce.com/s/articleView?id=xcloud.starter_marketing_consent.htm&release=264.0.0&type=5)**  
    Before you send promotional emails, make sure that you’re in compliance with regulations such as CAN-SPAM. After you update consent data, allow time for your data to sync before you send messages.
- **[Sending Emails in Salesforce Suites](https://help.salesforce.com/s/articleView?id=xcloud.suites_sending_emails.htm&release=264.0.0&type=5)**  
    Use Salesforce Suites to send sales and marketing emails with the List Sends composer. You can define your audience from list views, Actionable Lists, or segments. Where you start determines how you define your audience.
- **[Marketing Segments](https://help.salesforce.com/s/articleView?id=xcloud.easy_marketing_segment_reference.htm&release=264.0.0&type=5)**  
    When you target a group within your audience, we call that a segment. In email campaigns, you can easily build an audience segment with common filters or from a list of campaign members. Segments apply to campaign audiences; the List Sends feature uses Actionable Lists instead.