Marketing Cloud · Marketing Cloud Engagement

Configure Distributed Marketing

Set up Distributed Marketing so field users can send approved, template-based emails from campaigns, leads and contacts. MeshMesh handles enablement, CMS email templates, campaigns and the send flow.

55 tasks
Method

How MeshMesh does it

  1. Enables Distributed Marketing in the org.
  2. Creates the CMS email template and the campaign.
  3. Builds and activates an event-triggered send flow with its email template and sender configuration.
  4. Checks that the flow is linked to a campaign. In one case the link was missing and could not be added because the flow was already active.
  5. Places the Distributed Messages component on record pages and checks that it renders.
  6. For demo builds, adds supporting demo data and saves the setup as a reusable recipe.

Related: Integrate Marketing Cloud Connect.

Products

Products and features it works with

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