Marketing Enhancements for Starter and Pro Suite

Build Campaign Audiences Confidently with New Enhancements

Create segments more easily from the campaign record with quick filters. Choose from a list of 11 preconfigured, commonly used filters such as customers with open cases or customers with birthdays this month. To use quick filters, in the campaign record, click Select Segment, and then select Use Quick Filters. Previously, to build a segment with filters, you opened Segment Builder.

Preview which customers are in a segment before you send a campaign. To preview a segment, first publish the segment from the campaign record, and then click Preview. If you don’t want to preview a segment, you don’t need to manually publish it. A segment is automatically published after you activate the associated campaign.

Manage Campaign Flows More Easily

With our revised campaign record page layout, you can more easily manage flows that automate different parts of your campaign. From the campaign record, view up to 5 automated actions in a flow, such as email sends or wait steps. Manage time-based wait steps from the campaign record. Previously, you managed time-based wait steps only in Flow Builder.