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Experience Cloud
Set Up Campaign Marketplace

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Set Up Campaign Marketplace

With Campaign Marketplace, you can provide the structure and guidance necessary for partners to successfully execute campaigns. Channel marketers can create and share marketing campaigns, guidelines, and assets with partners. They can also customize the look and feel of the marketplace and highlight information that is important to partners. Partners can then choose which campaigns work best for them. This feature is available in Experience Builder sites and Lightning Bolt Solutions.

Required Editions

Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions
User Permissions Needed
To create campaigns. “Create on Campaigns”
To read campaigns and use Campaign Marketplace. “Read on Campaigns”
To edit campaigns. “Edit on Campaigns”
To create or customize page layouts and record types. “Customize Application”

Enable your channel marketers to promote pre-approved campaigns. Let partners browse, signup for, and run campaigns in just a couple of easy steps. When a partner clicks Sign Up on a campaign they want to run, a child campaign record is created from the original campaign. Partners can access all assets associated with the campaign and customize it to fit their brand. You must have a Partner Community license or use Distributed Marketing to use Campaign Marketplace.

Note
Note We recommend that you define your campaign hierarchy before completing these steps. Think about how you can organize your campaign hierarchy to optimize reporting on campaigns. You can organize them by channel programs and levels or you can organize them by region.
  1. Go to Customize | Campaigns | Page Layouts.
  2. Create 2 channel marketing page layouts: one for the channel marketer and one for the partner profiles in your partner site.
  3. Go to Customize | Campaigns | Record Types and create a record type called Channel Marketing.
  4. Go to Campaigns | Create New View and create a campaign list view called Campaign Marketplace.
  5. Create campaigns for your partner users using the Channel Marketing record type.
  6. Configure your campaign marketplace in Experience Builder.
Example
Example Campaign Marketplace
Campaign Marketplace

Add filters to your list view to create different categories, such as Recommended and High ROI. Create multiple categories, and display them as tabs to make it easier for partners to search for the campaigns they need. You can also add a custom image to your campaign with the new campaign image field.

See Also

 
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Salesforce Help | Article