Loading
Salesforce Enforces New Security Requirements in Summer 2026Read More
Learn About Real-Time Offer Management
Send Offer Emails from Marketing Cloud Next with Outbound Engagement

You are here:

  1. Salesforce Help
  2. Docs
  3. Real-Time Offer Management

Send Offer Emails from Marketing Cloud Next with Outbound Engagement

Marketing managers get a communication template with an offer launch email and a follow-up reminder email. After an offer is ready for activation, marketing managers can create an outbound engagement to automate email delivery to offer target audiences.

Required Editions

Available in: Enterprise and Unlimited Editions with Real-Time Offer Management and Marketing Cloud Next
User Permissions Needed
To create an outbound engagement for offers:

Offer Designer permission set

AND

View and Edit permissions on Outbound Engagement Content Resource

Before marketing managers can use outbound engagement to send emails, admins must set up Marketing Cloud Next for Offers.

  1. From the Outbound Engagement component, click Start.
  2. Select Offer Launch Emails and click Next.
  3. Enter the details of the campaign.
  4. For target audience:
    1. From Audience Type, select Specific Segment.
    2. From Data Cloud Segment, select the offer target audiences to send emails to.
    You can't select segments other than the ones that are selected as the offer target audience.
  5. Click Done.
    It takes a couple of minutes to create the campaign and the flow that sends the offer emails. After the campaign is created, you’re redirected to the campaign page.
  6. From the Flows tab, you can:
    1. Open the flow that sends the offer emails and customize the flow logic based on the offer's activation requirements.
    2. Edit the emails and customize them based on your company's branding, voice, and tone.
  7. After your flow and its emails are ready, activate the flow.

After the campaign flow is active, emails are automatically sent to the target audience based on the flow configuration.

 
Loading
Salesforce Help | Article