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            Send a Message with a Campaign

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            Send a Message with a Campaign

            To send marketing messages, start your campaign with a flow triggered by a list or segment. Then, build out your flow with message elements and add content from your CMS workspace. After you activate the flow, messages send to members of your list or segment.

            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
            1. On the Campaigns tab, create a campaign.
            2. Name your campaign, enter the campaign information that you need, and click Save.
            3. From the Start section on the Build Your Own tab, select List or Segment.
            4. Optionally, edit the name of the flow, and then click Save.
            5. Set a schedule for your flow. To begin sending immediately, finish configuring your campaign, and then select Send Now in the Schedule section.
              Messages send only when you activate the campaign.
            6. In the Start section, select a segment or actionable list.
            7. If you’re working with a segment, publish it. To send to a segment or preview segment membership, publish it first. If your segment hasn’t been published recently, publish it again so your segment is up to date.
              1. Allow time for the segment to publish, and then refresh the page.
              2. To preview who’s in the segment, click Preview.
            8. Add message elements, and select or create content as needed.
            9. For each message in your flow, complete these steps.
              1. Edit and customize the content.
              2. Preview and test the content.
              3. Publish the message.
              4. Configure required message details, such as sender and communication subscription.
              5. To reorder a message element or to view it in the flow, click the dropdown list for the message, and then select View in Flow.
            10. If needed, add and configure a time-based wait element in your flow.
              To add or remove other elements, open Flow Builder.
            11. When you’re done, activate the flow. If you’re working with a segment trigger, decide when to republish it, and then finish activating.
              Flow Builder uses the segment’s publish schedule. For the most up-to-date data, select the option to republish the segment immediately before running the flow.
             
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