Manage the Distributed Marketing Experience

Learning Objectives

After completing this unit, you’ll be able to:

  • Connect a campaign to a journey.
  • Enable personalization for campaign messages.
  • Administer default greeting options.
  • Enable journeys for Quick Send.
  • Test your setup.

As we explored in the first unit, Distributed Marketing lets the customer-facing people in your company focus on customer relationships, while marketers manage the brand and messaging. The Distributed Marketing administrator, who is typically a marketer, can access and manage settings for Distributed Marketing. Let’s take a look at how the administrator connects campaigns to journeys, enables message personalization, sets options for greetings, adds Campaign Marketplace, and enables Quick Send journeys. 

Note

Note

All of these settings require the DMAdministrator License permission set and Administrator permission (mcdm_15 namespace).

Connect a Campaign to a Journey

The Marketing Cloud journey includes the events and messages you create as part of your customer journey strategy. Connecting a journey to a campaign in other clouds lets your users add their leads and contacts to that journey so they receive messages. In the previous unit, you added a campaign message component to the Campaign object and Quick Send component to the Contact or Lead object. Follow these steps to connect a campaign to a journey, which you then access through that campaign message component.

Navigate to Campaigns in Salesforce and click the campaign you want to connect. The Campaign Messages component displays a Connect Campaign button for unconnected campaigns. Click Connect Campaign.

Campaign Messages component interface for an unconnected campaign

Search for and select the active Marketing Cloud journey associated with this campaign. If you’ve added multiple business units to Distributed Marketing, you’ll select the BU first. That’s it! Your campaign and journey are connected. The Campaign Messages component now displays email activities for the connected journey. This component also shows a list of campaign members that your users can approve to add to the journey.

Enable Message Personalization

Marketers or content creators can create campaign messages with specific sections that users can personalize, including introduction and conclusion. Distributed Marketing stores personalization data in data extensions and inserts the personalized content when sending messages.

AMPscript is our home-grown scripting language that you can embed within messages and landing pages to render personalized content from your data extensions. 

Note

Note

We recommend creating reusable HTML content blocks in Marketing Cloud Content Builder that contain the AMPscript for the introduction and conclusion personalization. Then you can easily add them to messages within Distributed Marketing journeys. To be ready to run the setup test at the end of this unit, go ahead and create these content blocks. 

Want to learn more about creating reusable content? Check out the Create Compelling Content with Content Builder trail.

Personalization
AMPscript
Greeting
%%greeting%%
Introduction
%%[
   Set @sfOrgId = sfOrgId
   Set @intro = intro
   Set @objectId = IIF(EMPTY(sfCampaignMemberId), id, sfCampaignMemberId)
   Set @journeyId = RegExMatch(journeyId,"(^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$)",1)
   Set @personalizeDE = Concat("PersonalizationDE", "_" , @sfOrgId, "_", @journeyId)
   Set @personalizeId = Concat(@objectId,_emailId,"intro")
   IF EMPTY(@intro) THEN
       set @introMsg = Lookup(@personalizeDE,"value","id",@personalizeId)
   ELSE THEN
       set @introMsg = @intro
   ENDIF
]%%
%%=v(@introMsg)=%%
Conclusion
%%[
   Set @sfOrgId = sfOrgId
   Set @closing = closing
   Set @objectId = IIF(EMPTY(sfCampaignMemberId), id, sfCampaignMemberId)
   Set @journeyId = RegExMatch(journeyId,"(^[0-9a-f]{8}-[0-9a-f]{4}-[1-5][0-9a-f]{3}-[89ab][0-9a-f]{3}-[0-9a-f]{12}$)",1)
   Set @personalizeDE = Concat("PersonalizationDE", "_" , @sfOrgId, "_", @journeyId)
   Set @personalizeId = Concat(@objectId,_emailId,"closing")
   IF EMPTY(@closing) THEN
       set @closingMsg = Lookup(@personalizeDE,"value","id",@personalizeId)
   ELSE THEN
       set @closingMsg = @closing
   ENDIF
]%%
%%=v(@closingMsg)=%%

Administer Default Greeting Options

As the Distributed Marketing administrator, you can set the default greeting for every message sent through Distributed Marketing (unless users select another available option). Remember the Distributed Marketing Administration app that we checked out in an earlier unit? This app is where you set up and administer greeting options.

In Salesforce App Launcher, select Distributed Marketing Administration. In the Greeting section, note that Full Name and First Name are already listed as options for greeting customers in messages. Click Set Default next to an option to make it the default setting. Click Add Another Greeting to search for a Contact or Lead field to add as another option. Click Apply Changes to save. 

The interface to set the default greeting or add another greeting in the Distributed Marketing Administration app

Don’t worry. You can come back anytime to change the default setting or add greetings.

Test Your Setup

Now that you completed the installation and setup of Distributed Marketing, it's time to test your setup and make sure everything works as expected. We test by creating an email in Marketing Cloud Email Studio, activating a journey in Marketing Cloud Journey Builder, and interacting with that email and journey in Sales Cloud.

Create Marketing Cloud Content 

In Marketing Cloud, navigate to Content in Email Studio. Create an HTML email, drag in the Distributed Image and Distributed Text content blocks, and configure them to your liking.  

Next, we create a journey and add this email to the journey.

Create Marketing Cloud Journey

As you learned in the first unit, journeys are integral to the Distributed Marketing experience. Let’s create a journey in Marketing Cloud to use as a Quick Send or Campaign Send.

  1. In Marketing Cloud Journey Builder, click Create to create a journey.
  2. Drag the API Event entry source onto the journey canvas.
  3. Configure the entry source with the unique event data extension you created for Distributed Marketing setup.
  4. Drag a single send email activity onto the canvas.
  5. Configure the activity with the content and sender profile you created for Distributed Marketing setup.
  6. Define the contact entry mode. To use this with Quick Send, choose either Re-entry at any time or Re-entry only after exiting.
  7. Name the journey and add a description. Let’s name this one My first Distributed Marketing Journey.
  8. Activate the journey.

Now we check Sales Cloud to confirm that the journey and email appear.

Preview in CRM

Remember the steps we walked through earlier to connect a campaign to a journey? In Sales Cloud, navigate to a campaign record that you can use for testing. Connect the campaign to the test journey you created. After the campaign connects to the journey, verify that the test email you created appears in the list. To preview the content, click the message in the campaign messages component.

You can test personalization by sending the message to yourself. Create a test Contact record for yourself and add yourself to the campaign, then check the campaign messages component to confirm that you appear as a pending campaign member. Approve yourself as a campaign member and add personalization to the introduction and conclusion. Send the email and check that your personalized information appears correctly.

Let’s check out a few more Distributed Marketing features you can enable.

Add Campaign Marketplace

With Campaign Marketplace, you can display preapproved campaigns for business users. Setting up the campaign marketplace is a breeze. Create a list view, and add filters to create different categories, such as Recommended and High ROI. Create multiple categories, and display them as tabs to make it easier for users to search for the campaigns they need. You can also add a custom image to your campaign with the campaign image field.

Check out Set Up Campaign Marketplace on Salesforce Help for more information.

Enable Quick Send Journeys

Quick Send is a feature in Distributed Marketing that allows users to send single Marketing Cloud messages to contacts, leads, or person accounts directly from the individual’s record. Quick Send is a great way for your customer-facing employees to send branded messages quickly and on-demand. For example, they can personalize and send a marketing-designed thank-you message to a customer after a meeting.

There are two steps to enable Quick Send: Add the Lightning component to appropriate objects and enable single-email journeys for sending.

Add Quick Send Lightning Component

Before you get started, determine what objects you want to add Quick Send to, including Contact, Lead, and Person Account.

  1. To add the Quick Send Lightning component to an object in Sales, Service, or Financial Services Cloud, navigate to Setup in Salesforce.
  2. Use Quick Find to navigate to Lightning App Builder.
  3. Click New or modify an existing page.
  4. Click Record Page.
  5. Click Next.
  6. Create a label, for example Distributed_Marketing_Contact.
  7. Select an object, such as Contact, Lead, or Person Account.
  8. Click Next.
  9. Select a page template or click Clone Salesforce Default Page.
  10. Click Finish.
  11. Drag the Distributed Marketing Quick Send component onto the page layout.
  12. Save and activate the page.
  13. Assign a default page setting.

The component is added to record pages for the object you selected.

Enable Quick Send Journeys

Finally, add some journeys to Quick Send so users can send them. Journeys with a single email activity and reentry enabled are available.

  1. In App Launcher, navigate to Distributed Marketing Administration.
  2. To enable a journey for Quick Send, select it from the Available Journeys list and click Add.
  3. Click Apply Changes.

Quick Send Journeys interface in the Distributed Marketing Administration app

Now your standard Distributed Marketing users can quickly send single Marketing Cloud messages to their customers directly from their record using Quick Send.

Ready to Help Users Get Started with Distributed Marketing?

In this module, you learned how Journey Builder and Distributed Marketing work together to share data across clouds and control your brand in messages. You completed the installation and setup, and you configured the Distributed Marketing user experience. Now you’re ready to help your users uncover the power of sending branded messages quickly and easily so that they can engage customers and build impactful relationships.

Resources

retargeting