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            Set Up Distributed Marketing and Alerts

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            Set Up Distributed Marketing and Alerts

            With Distributed Marketing and Alerts, marketers can help ensure quality content and consistent branding by sharing approved email templates with non-marketing users. To make Distributed Marketing and Alerts available to marketers and other platform users, an admin must turn on the feature, assign permissions, and add the Distributed Marketing and Alerts components to campaign, lead, contact, and person account records.

            Required Editions

            Available in:

            • Salesforce Enterprise and Unlimited Editions with Marketing Cloud Next Growth or Advanced Edition and the Distributed Marketing add-on
            • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Engagement+ Edition that includes the Distributed Marketing add-on
            • Salesforce Enterprise and Unlimited Editions with any Marketing Cloud Account Engagement Edition that includes access to Marketing Cloud Next Growth or Advanced Edition with the Sales Emails and Alerts add-on
            User Permissions Needed
            To enable Distributed Marketing and Alerts: Modify All Data OR Marketing Cloud Admin permission set
            To assign content workspace and builder permissions: Content Admin role
            1. From Setup, in the Quick Find box, enter Distributed, and then select Distributed Marketing & Alerts.
            2. Turn on the feature.
            3. For marketers to create email templates, assign Content Workspace and Builder permissions.
            4. For non-marketing users, assign the related permission sets.
              • For non-marketing users who send templated emails, assign the Marketing Cloud Manager permission set and the Send Distributed Marketing Messages permission set. See Assign Permission Sets for Marketing Cloud Next.
              • For non-marketing users to view the Unified Engagement History Dashboard, assign the Tableau Next Included App Business User permission set and the View Unified Engagement History Dashboards permission set.
              • For non-marketing users to view the Distributed Sends Dashboard, assign the Tableau Next Included App Business User permission set and the Send Distributed Marketing Messages permission set.
            5. Install or update the Marketing Performance Intelligence app. This process can take several minutes to complete.

              If the install button is unavailable, Marketing Performance Intelligence is installed already.

            6. Add the Unified Engagement History Dashboardcomponent to the record pages. See Create and Configure Lightning Experience Record Pages.
            7. Add the Distributed Sends Dashboard to your users' Lightning app. From App Manager, edit your users’ Lightning app and add Distributed Sends as a navigation item.
            8. From Setup, in the Quick Find box, enter Lightning App, and then select Lightning App Builder.
            9. Add components to record pages.
              1. To add the email composer to a lead, contact, or prospect record, insert the Distributed Messages component.
              2. To add a performance dashboard of aggregate email data to the campaign record, create a tab, and then insert the Total Email Performance component.
              3. To add the Send Distributed Message button to the Campaign Members related list on the campaign record, insert the button from the Related List section of the campaign page layout.
              4. To add the Send Distributed Message button to lead, contact, and prospect list views, insert the button on each page layout.
              5. Verify that the components appear on records as expected.

            After you set up the feature, a marketer can create a template and configure a flow to make the template available to non-marketing users.

            See Also

             
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