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Create a Brief
Define your campaign goals, audience, measures, key messages, and calls to action in a marketing brief.
Required Editions
| User Permissions Needed | |
|---|---|
| To create and manage a brief: | Marketing Cloud Admin OR Marketing Cloud Manager permission set |
A brief provides essential information about your campaign. You can add a brief when creating a campaign, generating agentic content, or using the Campaign Creation agent to generate a campaign.
For the best results, make your brief records detailed. For example, provide a primary goal for the campaign, such as "Book a demo with a qualified lead," or "Reengage an existing customer to purchase a new product." Add KPIs, which make the goal measurable and tell the agent how to determine success, for example: "How many demos should be booked by using a unique scheduling link in a message?"
You can give specific calls to action with corresponding URLs that the agent automatically adds to content, for example: "Book a meeting [at a specific link]," or "Download a white paper [at a specific link]." Agent guardrails provide guidance on what to avoid in generated content. Examples include "Don't mention price or competitors by name," or "Don't offer a specific discount." You can also describe your target audience and provide key messages or ideas that you want to communicate to your audience.
- In Marketing Cloud Next, on the Briefs tab, click Create a Brief.
- Give your brief a name.
- Add a description and other helpful information about the brief.
- Add Agent Grounding information, which provides critical context for generating content.
- Select a brand that you want to associate with this brief.
- Save the brief.
