Before your marketing team can access the next-generation features of Marketing Cloud,
get your account ready by completing these setup steps. For most accounts, the setup process
takes about 1–2 hours to complete.
Required Editions
Available in: Marketing Cloud Engagement Pro+, Corporate+, and
Enterprise+ Editions
This video provides an overview of the process of setting up Marketing Cloud Next for
Engagement.
Connect Marketing Cloud Engagement Start the setup process by identifying the Marketing Cloud Engagement account to connect to Marketing Cloud Next.
Set Up Marketing Performance Configure the Marketing Performance dashboards to give your marketing team deep insights into the performance of their campaigns.
Assign User Access Create accounts for your marketing users and assign them the permissions that they need to complete their work.
Assign Workspace Contributors Marketing Cloud Next gives you a dedicated content workspace where you can store message content, images, and notes to use with your campaigns. To give a user the ability to interact with the content in the Marketing workspace, add them as a contributor.
Assign Contributors to the Marketing Landing Pages Site Salesforce Experience Cloud helps you create branded digital experiences using no-code, low-code, and pro-code tools. With Marketing Cloud Next, you can use Experience Cloud to create landing pages for your marketing campaigns. You can assign permissions to your users based on the level of access they need for your landing pages.
Configure Consent Mapping from Marketing Cloud Engagement to Marketing Cloud Next The next-gen marketing app uses communication subscriptions to manage list membership. To share consent between Marketing Cloud Next and Marketing Cloud Engagement, map engagement lists and publication lists to communication subscriptions for email and SMS.
Configure Test Environments in Marketing Cloud Next for Engagement Marketing Cloud Next and Marketing Cloud Engagement use different approaches to non-production environments, also known as sandbox or test environments. If your organization uses Marketing Cloud Next for Engagement, these different approaches impact the way that you test your marketing programs.
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