Campaign Record vs. Flow Canvas

Creating a Campaign Flow

When you create a campaign, select a Blank campaign option or a Quick Start option that comes with a preconfigured flow. The default flow name is based on the name of the campaign record.

Although it's possible to create a flow before the campaign, we typically don't recommend it. If you must create a flow first, verify that the flow type is compatible with Marketing Cloud Next, and add a related campaign the Associated Record field. Skipping these steps can break relationships, personalization, and reporting.

Campaign Record: Sidebar

In the campaign sidebar, access related assets and switch between flows. After an admin adds performance components to campaign layouts, the sidebar is where you can find available campaign metrics also.

The sidebar also contains these items, when they're available.

• Campaign Insights—Engagement data across flows in your campaign, such as email opens and clicks. See Set Up Marketing Performance.
• Influenced Opportunities—Revenue attributed to a campaign with Opportunity Influence. See Enable Opportunity Influence.

Campaign Record: Flow Summary

The main content area of a campaign record shows the flow summary. The components vary depending on the type of flow you’re working with, but you can always open the flow in Flow Builder from the campaign.

The summary shares information about the Start element of the flow, as well as any message or time-based wait elements. When a flow contains more than 5 elements, the messages are listed in a table.

For flexibility in creating, selecting, or previewing segments, use the campaign record options. For most basic campaigns, add message or wait elements in the Next Steps section of the campaign record.

Flow Builder: Canvas

To add additional content or actions to a flow and to configure certain wait elements, work in Flow Builder. Flows can support advanced elements, such as decision branching. For details about available flow elements, see Flow Builder Elements for Marketing Cloud Next.