Distributed Marketing

Distributed Marketing from Salesforce bridges the gap between corporate marketing, employees, channel partners, and your brand to deliver consistent experiences across corporate marketing and partner networks. Corporate marketers build and share on-brand, collaborative content in Marketing Cloud Engagement. Distributed teams of advisers, partners, and more can view, personalize, and send this content directly from CRM experiences such as Sales, Service, Financial Services, or Experience Cloud.

Note Marketing Cloud Next for Engagement includes platform-based functionality that replicates the experience of Distributed Marketing. To make marketing-approved email templates available to non-marketing users, check out Distributed Marketing and Alerts.

Distributed Marketing provides a managed package that is installed in your CRM environment. You can install Distributed Marketing content blocks in your Marketing Cloud Engagement environment to easily enable powerful content collaboration. All sends use the power of Marketing Cloud Engagement to help teams of all sizes engage with their books of business reliably and at scale.

As a marketer with Distributed Marketing:

• Enable your teams to engage with their book of business at scale with on-brand content.
• Create moments of collaboration within email or SMS messages.
• Maintain brand and legal compliance with automated and manual approval processes.

As an advisor, partner, or dealer with Distributed Marketing:

• Send a personalized email to contacts, leads, or person accounts.
• To send messages to groups of clients at once, use easy segmentation tools like list views.
• Send multiple messages over time without worrying about managing the touchpoint cadence.

Note All documentation is based on the latest Distributed Marketing managed package.

• Requirements for Distributed Marketing
  Before installing Marketing Cloud Engagement Distributed Marketing, review the required products, licenses, and permissions to help determine if you can use Distributed Marketing in your environment. Within Distributed Marketing, certain features require complementary Salesforce products. Requirements are noted in the feature’s setup instructions.
• Get Started with Distributed Marketing
  You saw the demos and identified compelling use cases that enable your advisors, partners, dealers, and others to inform, market, and sell to their customers at scale. Now, it’s time to start setting up Distributed Marketing for Marketing Cloud Engagement Use these guided setups to quickly activate new workflows for your teams.
• Installation Overview
  Follow these steps to complete the initial installation and configuration of the Distributed Marketing managed package in your Sales, Service, Financial Services, or Experience Cloud org and Distributed Marketing content block package in your Marketing Cloud Engagement account. To complete configuration in your Sales, Service, Financial Services, or Experience Cloud, you must be able to install the managed package, assign permission sets, and complete post-installation authentication setup. To complete configuration in Marketing Cloud Engagement, you must have access to administrative privileges and be able to install packages.
• Distributed Marketing Setup
  Distributed Marketing uses Marketing Cloud Engagement journeys and Salesforce campaigns inside the Sales, Service, Financial Services, and Experience Clouds. After installing the managed package and configuring authentication, set up Distributed Marketing by creating an entry event data extension, profile attributes, content, sender profile, and journey. Then customize the Campaign page layout for Distributed Marketing.
• Manage Settings
  Distributed Marketing allows you to enhance your CRM with Marketing Cloud Engagement content to send relevant, on-brand content at every touchpoint. With administrator access, typically granted to marketers, connect a Marketing Cloud Engagement journey to a campaign, enable Quick Send, and customize Distributed Marketing to fit your needs.
• Distributed Marketing Content
  Distributed Marketing allows you to extend powerful and dynamic content to distributed teams. You can also use it to allow those teams to interact with that content safely and efficiently.
• Enhance Distributed Marketing
  Enhance Distributed Marketing functionality to fit your company’s needs. To extend the message personalization flow, create custom personalization interactions. Extend the Distributed Marketing payload to include more data for journey decisions, content personalization, and more.
• Use Distributed Marketing
  Distributed Marketing provides tools, workflows, and experiences that help you better serve and engage your entire book of business.