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            Automate Tasks with a Campaign

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            Automate Tasks with a Campaign

            To take some manual work off your plate, automate common marketing tasks with a flow. Flow can listen for customer actions or events and then automate message sends, update or create records, and so on. For example, send an SMS message when someone signs up for an event.

            Required Editions

            Available in: Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition, and in Starter and Pro Suite Editions. Your edition determines the options that you have.
            User Permissions Needed
            To create and manage a campaign:

            Marketing Cloud Manager permission set

            OR

            View Flows and Create and Edit Flows user permissions AND Permissions to all elements in the flow

            The event options available depend on the features enabled in your org. To review the full list of supported events, see Event Library.

            1. On the Campaigns tab, create a campaign.
            2. Name your campaign, enter the campaign details that you need, and click Save.
            3. From the Start section on the Build Your Own tab, select Event.
            4. Optionally, edit the name of the flow, and then click Save.
            5. Click Configure Event.
            6. In Flow Builder, click Select Event.
            7. From the Event Library, select an event to trigger your flow.

              For example, to send a welcome email when someone signs up for your email list, select Email Subscription.

            8. Complete the required fields for your event, and then save your flow.
            9. From the campaign record or Flow Builder, add elements to your flow, such as a Send Email Message element or flow action.
            10. When you’re done, activate the flow.

            To change an active flow, pause it first.

             
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