To increase productivity and maintain brand consistency, marketers can share approved
email templates with sales reps and other Salesforce users. Distributed Marketing and Alerts
makes it easier for non-marketing users to send email content that’s on brand and approved by
marketing.
Required Editions
Available in:
Salesforce Enterprise and
Unlimited Editions with Marketing Cloud Next
Growth or Advanced Edition and the Distributed Marketing add-on
Salesforce Enterprise and
Unlimited Editions with any Marketing Cloud Engagement+ Edition that includes the Distributed Marketing add-on
Salesforce Enterprise and
Unlimited Editions with any Marketing Cloud Account Engagement Edition that includes access to Marketing Cloud Next Growth or
Advanced Edition with the Sales Emails and Alerts
add-on
Configure an Approved Email Template for Non-Marketing Users Build a Distributed Marketing and Alerts email template that non-marketing users can personalize by using approved phrases and images. Plus, specify parts of the template they can edit.
Make an Approved Email Template Available to Non-Marketing Users To make an approved Distributed Marketing and Alerts email template available for non-marketing users, first create an event-triggered flow. Then, customize the flow to include your approved template and configure the sender settings, scheduling options, and delivery preferences. When you activate the flow, non-marketing users can use the template to personalize and send distributed emails.
Monitor Performance for Distributed Marketing Messages Track how people engage with distributed messages. View data on individual record pages with Unified Engagement History Dashboards. Or, use the Identify Top Engaged Unified Individuals agent action.
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