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Guided Setup: Install and Configure Distributed Marketing
Before rolling out Distributed Marketing, we suggest having an internal alignment meeting to review tasks and determine a timeline and rollout strategy. This meeting typically involves stakeholders from corporate marketing, IT, and your business users such as Sales or Partner Management. Distributed Marketing installation is a multistep process that has you work in your Marketing Cloud Engagement and Sales Cloud environments. Some instances require you to work with multiple individuals in your organization who have administrative permissions in both environments. The environment you’re working in is indicated on each task.
Install Distributed Marketing:
Install Distributed Marketing in your Sales Cloud and Marketing Cloud Engagement environments.
- Install the Distributed Marketing Managed Package (CRM).
- Assign administrator
feature licenses to yourself (CRM).
Tip Your administrator can assign DM Administrator or DM Standard feature licenses to other users now, or wait until Distributed Marketing is fully set up and tested. - Install
Distributed Marketing Content Blocks (MC).Tip Distributed Marketing content blocks allow your business users to edit content. If editing content doesn’t fit into your business strategy, you can skip this step.
Create a Sender Profile:
Now, create a sender profile. A sender profile specifies the From information for a send, and contains the name and address that the message appears to be from in the subscriber’s email client. By default, Distributed Marketing sends messages on behalf of the user who hits the Send button, the running user. You can support more complex sending options using custom sender profiles.
Complete the Connection:
Finally, follow these steps to complete the connection. Distributed Marketing allows you to share content from up to 200 Marketing Cloud Engagement business units, regardless of the Marketing Cloud Engagement account, in a single Sales Cloud org. To make content in a specific business unit available, simply add it to Distributed Marketing, and log in to create and validate the connection.
- Add a Business Unit to your organization (CRM).
- Share the Business Units (CRM). Tip Your administrator can optionally manage access to a business unit’s content using sharing rules.
