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Market to Your Customers with Account Engagement
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          Create Engagement Programs

          Create Engagement Programs

          After you segment your audience and finalize the content that drives your marketing, you’re ready to create an engagement program.

          Required Editions

          Available in: All Account Engagement Editions
          User Permissions Needed
          To create an engagement program: Account Engagement Administrator or Marketing role
          1. Open Engagement Studio.
            • In Account Engagement, select Marketing and then select Engagement Studio.
            • In the Lightning app, select Automations and then Engagement Studio.
          2. Click + Add Engagement Program.
          3. Enter a name for internal use.
            Start card shows basic program fields including Name, Description, and Recipient List.
          4. Choose a folder.
          5. If needed, enter a description for internal use.
          6. Click Recipient Lists, and select a list. You can also select a suppression list to exclude from your program.
          7. Save the program.

          After you save your program settings, you’re ready to add steps and build out your prospect paths.

           
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