in implementation guides ~ read.
Mc Campaigns

Mc Campaigns

DOWNLOAD

First things first !
To download this implementation guide, click the download button below.
If you need more information about the implementation guide, you can read the Table of Contents below.

Download

Marketing Cloud Campaigns
Salesforce Spring

salesforcedocs
Last updated January

Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other

names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

CAMPAIGNS IN MARKETING CLOUD ENGAGEMENT

Create a Campaign in Marketing Cloud Engagement
Campaign Tags in Marketing Cloud Engagement
Campaign Associations in Marketing Cloud Engagement
Engagement Campaign FAQs

CAMPAIGNS IN MARKETING CLOUD ENGAGEMENT

Plan coordinate and measure crosschannel campaigns in real time using campaign tags You can create campaigns from emails mobile
messages landing pages and data extensions or events such as automations
Create a Campaign in Marketing Cloud Engagement
Create a campaign in the Campaigns app
Campaign Tags in Marketing Cloud Engagement
Use tags in Marketing Cloud Engagement to categorize campaigns by any criteria such as geography marketing tactic and product
line
Campaign Associations in Marketing Cloud Engagement

A campaign association is a channelspecific message content or activity you want to include in the campaign

Engagement Campaign FAQs
Learn about where to find things and how to use the Campaigns app in Marketing Cloud Engagement

Create a Campaign in Marketing Cloud Engagement
Create a campaign in the Campaigns app
Open the Campaigns app and click Create Campaign
Perform these actions on the Create New Campaign page
a Give your campaign a name that makes it easy to identify You can enter up to characters
b Add an optional description to identify the purpose of the campaign
c Assign a calendar color to your campaign
d Choose when to begin the campaign
e Choose a campaign owner
f Assign the campaign an optional unique code so that you can identify it in your reports
g If you use tags to organize and track campaigns select the tags
Save the campaign

SEE ALSO

Edit or Delete a Campaign in Marketing Cloud Engagement
Add or Remove Campaign Associations in Marketing Cloud Engagement
Edit or Delete a Campaign in Marketing Cloud Engagement

Campaigns in Marketing Cloud Engagement

Campaign Tags in Marketing Cloud Engagement

Campaign Tags in Marketing Cloud Engagement
Use tags in Marketing Cloud Engagement to categorize campaigns by any criteria such as geography marketing tactic and product
line
For example each campaign for a monthly newsletter can have the tag newsletter You can aggregate campaign analytics with the
newsletter tag in reports See Campaign Email Tracking and MultiCampaign Email Tracking Summary
Create campaigns and add tags to new or existing campaigns on the Campaign Overview page You can associate multiple tags to a
campaign and add or remove them at any time

Filter Campaign Tags in Marketing Cloud Engagement
Learn about filtering tags for campaigns in Marketing Cloud Engagement

SEE ALSO

Create a Campaign in Marketing Cloud Engagement

Filter Campaign Tags in Marketing Cloud Engagement
Learn about filtering tags for campaigns in Marketing Cloud Engagement

Campaigns in Marketing Cloud Engagement

Campaign Associations in Marketing Cloud Engagement

Overview Filtering with Tags

You can filter your view of the campaign overview list based on tags
Selecting a tag filter displays the campaigns associated with that tag

Calendar Filtering with Tags
You can filter your view of the campaign planning calendar based on tags Selecting a tag filter displays the campaigns that are related
to that tag

Campaign Associations in Marketing Cloud Engagement

A campaign association is a channelspecific message content or activity you want to include in the campaign

Campaign associations are crosschannel objects used to build campaigns and help you do these other tasks
Organize the associations needed to execute a campaign
Plan messaging in the short and longterm future
Act as parameters for analytics around a marketing objective

Campaigns in Marketing Cloud Engagement

Add or Remove Campaign Associations in Marketing Cloud
Engagement

Add or Remove Campaign Associations in Marketing Cloud Engagement
You can add or remove an association to a campaign from the Campaigns app or from the app where the association lives
Edit or Delete a Campaign in Marketing Cloud Engagement
You can edit or delete a campaign

SEE ALSO

Add or Remove Campaign Associations in Marketing Cloud Engagement
Create a Campaign in Marketing Cloud Engagement

Add or Remove Campaign Associations in Marketing Cloud Engagement
You can add or remove an association to a campaign from the Campaigns app or from the app where the association lives

Add an Association to a Campaign
On the Campaigns Overview page select a campaign
Click Add to Campaign and select a campaign association from the list

Go to the item that you want to add as an association and select it A check mark appears next to the item Click again to remove it

Click Finished
When you add an association to a campaign only the future activity for that association is associated with the campaign

Remove an Association from a Campaign
On the Campaigns Overview page select the campaign that you want to remove the association from

Campaigns in Marketing Cloud Engagement

Edit or Delete a Campaign in Marketing Cloud Engagement

In the campaigns storyboard hover over the association name and click Remove from Campaign
Click Remove
Removing an association from a campaign doesnt delete the association Its still available in Engagement

Edit or Delete a Campaign in Marketing Cloud Engagement
You can edit or delete a campaign
To edit a campaign select it on the Campaigns Overview page click the edit icon and then edit the campaign Changes are saved
automatically
To delete a campaign select it on the Campaigns Overview page click the delete icon and then click Confirm
To delete a campaign users must have delete permissions
Warning Deleting a campaign removes all associations and then deletes the campaign from the system Tagged objects
arent deleted

Engagement Campaign FAQs
Learn about where to find things and how to use the Campaigns app in Marketing Cloud Engagement

Where are my old Campaigns I dont see them on the campaign Overview

tab
Campaigns that contain an email that has been sent automatically have their status set to Deployed By default the Overview tab only
shows Campaigns with a status of In Process To view older campaigns that have a status of Deployed simply adjust the filter in the
upper left
Setting the campaign status to Deployed now happens automatically when associated emails are sent This feature was enabled in
January

Whats the difference between the campaign Overview tab and the
Campaign Summary tab
The campaign Summary tab is the campaigns list view originally implemented when Campaigns launched It has columns for Campaign
Code Last Activity and Next Activity The campaign Overview tab has a column for Campaign Status Deployment Date Campaign
Owner and if enabled Approval status

Whats the difference between the Campaign status and Approvals status
columns on the Campaign Overview
Campaign status has two options In Process or Deployed Each campaign starts by default in the In Process state After the first job is
sent the status changes to Deployed The approval status displays these states on the Approvals tab Draft Submitted Reviewed
Approved Returned and Withdrawn

Campaigns in Marketing Cloud Engagement

Engagement Campaign FAQs

Whats the difference between the Campaign Planning Calendar and the
calendar in Marketing Cloud Engagement
You use the Campaign Planning Calendar to schedule future campaigns The calendar in Marketing Cloud Engagement shows past
current and near future activity past sends and scheduled sends

Why dont I see my storyboard data when I open a campaign

To load the storyboard data for a campaign open the campaign and click STORYBOARD

Can I associate a campaign to a Salesforce data extension

No data extensions that live in the Salesforce data extension folder arent available to relate to a campaign

***