You are here:
Marketing Enhancements for Starter and Pro Suite
Add a templated flow, preview and test emails, and send emails to campaign members all from the campaign record. Create content more quickly with brands and cloning.
Create Campaign Audiences Easily with Lists
Relate leads and contacts directly to a campaign so you can plan campaigns, report on engagement, and analyze the success of a campaign. Add leads or contacts as campaign members by clicking Add to Campaign on list views. You can also send emails directly to campaign members from a campaign record. When you send to campaign members, a segment is created based on campaign membership. This feature is available only if your Salesforce org was created after May 29, 2024.
Find Helpful Pages and Analytics More Quickly
Get quick links to helpful pages with the new Home tab in the Marketing app. Stay on top of email engagement data with the new Analytics tab. Previously, Marketing reports and dashboards were accessible from the Performance tab.
Work More Efficiently with Campaign and Content Enhancements
We’ve streamlined campaign management. From the campaign record, add a templated flow to your campaign (1), preview and test your emails (2), and review campaign assets with related lists for flows (3).
Ensure a consistent look and feel across your emails by creating a brand that specifies your company’s unique visual style. Use content cloning to quickly make copies of emails and images, and then edit as needed for reuse. Emails created before April 18, 2024, and clones of emails that were created before that date, don’t show the brand option.
