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            Marketing | Refine Campaign Preview

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            Marketing | Refine Campaign Preview

            From user input, refines and replaces campaign preview steps associated with a brief, such as message channels and content, before the campaign is saved.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Foundations and Marketing Cloud Next.
            User Permissions Needed  
            See Common User Access for Standard Agent Actions.

            Action Details

            API Name RefineCampaignPreview
            Reference Action Type Standard Action
            Reference Action Marketing Cloud: Refine Campaign Preview
            Does this action execute one or more prompt templates? Yes
            Required Setup Enable AI Features in Marketing Cloud

            Refine Campaign Preview and Prompt Templates

            The action is flow-based and references a standard flow. It calls an invocable action to retrieve existing preview steps for the associated brief. It then launches the Refine Campaign Preview prompt to refine the campaign based on user input.

            Guidelines and Considerations

            • This action is intended for use only in Marketing Cloud campaigns.
            • Once a campaign is associated with a brief, the preview can’t be refined. To refine the preview and/or create another campaign from the preview, unlink the campaign.
            • Email and SMS are the only supported channel types for this action.
            • Refining by tone requires a complete instruction of a tone. For example, entering a generic request "Make all the messages professional" won’t use the brand's specific definition of professional.
             
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