Launching Campaign

A campaign allows you to send the target to one or more channels. Depending on the channels, you will be sending either Accounts, Contacts or both Accounts and Contacts.

For example you may want to launch a marketing campaign to your high fit prospects and while your sales team is trying to engage with them, marketing may like to support them with additional marketing campaigns on various channels(Advertising, Email etc.). The campaign allows you to exactly do it. It is a one-stop launchpad for managing your omni-channel campaigns  

Follow the steps to get started

Step 1: Connect to your channels

Go to the connection page to get started.  The screen shot show a list of possible connectors. This may vary in your tenant depending on what's provisioned for your tenant. 

Select the connect and click on the create button to get started. Each connector has a connection wizard that will guide you through the connection process. You can find more details in the individual posts on specific connectors. 

Step 2: Select the campaign you would like to launch

The campaign list page show all the available campaigns. See this article for more details on creating a new campaign

Step 3: Select launch for each channel you would like to launch

If a campaign was never launched to a channel, you will see the launch button. Click the launch button to get started.

For campaigns that have already been launched, you will see the launch settings icon (gear icon). Click this to get to the launch settings page. 

The launch settings itself are specific to each channel and contains channel specific launch settings. See individual connectors for more details on the launch settings appropriate for that channel.

While you can always launch the campaign manually when it makes sense, you can also configure the campaign to be always-on. This option allows you to setup the campaign once and have the targets be refreshed on your target channel automatically. So, if you have a campaign running for a few months, it can be a real time saver to enable this option. See this post to learn more about always on campaigns.

Step 4: (Optional) Setup Talking points

Talking points are useful when you are using the Buyer Insights Salesforce App or when you using the S3 connector to embed the talking points iframe in your application

Talking points are not enabled by default. Please reach out to your Customer Success Manager to enable Buyer Insights.

Once it is enabled, you will see SFDC Talking Points on the campaign dashboard

You can create one or more talking points. Each talking points allows you to create a message that you would like to share with the sales team. These act as talking points that should the sales reps as they engage with potential customers.

The talking points editor is flexible and allow you to include your own text and include account specific details. To assist with this approach the talking points editor provides access to all the data attributes available in the platform