Promote My Business

Get Started with Email

With your leads and contacts gathered in one place, it’s easy to carve out your intended audience and get started sending emails. From the list view in either the Contacts or Lead page, select the recipients you want to target, either by selecting individuals or by creating a filtered list view.

To open the email composer from there, click Send Email. Select the messaging type and confirm the recipient list. Then, explore templates and craft your email content. When you've finished composing your email, send it directly from the composer. The List Sends feature sends emails directly to your Contact or Lead list. If you send a marketing email, Salesforce creates an Actionable List for you, which you can reuse later. See Sending Emails in Salesforce Suites.

Campaigns Are Key

In addition to providing the tools to send emails, Salesforce Starter and Pro Suite also provide access to the full functionality of the Marketing app. The Marketing app provides streamlined access to powerful platform tools from other parts of Salesforce. You get power with less complexity, and the campaign record helps guide you as you build a marketing plan.

Let’s look at the parts of a campaign.

• Choose to open campaign content immediately or schedule it for later. Use Einstein Send Time Optimization to automatically send each message when its recipient is most likely to open it.
• To target your ideal campaign audience, create a segment or choose a list. You can easily build your audience with preconfigured filters or with campaign members. See Marketing Segments and Actionable Lists in Salesforce Suites.
• Build emails and landing pages in the Salesforce CMS content builder. Drag components into the layout, and then edit text and insert images. To maintain a consistent style for your emails, select a brand. Use preview and test options to make sure your content looks great before you open. 

Choosing a Campaign Starting Point

Instead of building a campaign from scratch, you have options for campaigns that make it easy to get started. Your edition determines which options you have.

A campaign starts with a flow, which visualizes and automates multistep processes and connects data and publishing pipelines behind the scenes. Campaign flows come configured with one or more elements, or automated actions, to get you started. You can add and edit flows from the campaign record. See How Campaigns and Flows Work Together.

Prioritize Your Best Leads

Starter and Pro Suite come with People Scoring. Score your leads and contacts based on how engaged they are with your marketing efforts, how closely they resemble your ideal customer, or how likely an individual is to buy from you.

People Scoring in Suites comes with preconfigured scoring rules to get you started. To customize and publish your rules, go to the Home app, then enter and select Marketing Features in the Quick Find box. After you publish your rules, allow up to 24 hours for the system to calculate scores for all your leads and contacts.

To learn more, see People Scoring.

Tracking Success

Monitor the success of your campaigns so you can set marketing goals and refine your marketing strategy. Salesforce Suites come with engagement reports, dashboards, and folders to get you started. Starter and Pro Suite also make it possible to share reports and dashboards, a user with the System Administrator profile can grant users access to engagement folders from the Browse tab in Analytics.