Solution Engineering

Document Marketing Setup Recipes

A user gets a shareable setup recipe, guide or comparison for a marketing product or feature.

12 tasks
Method

How MeshMesh does it

  1. Researches the topic and writes a phased plan before building.
  2. Delivers an HTML step-by-step guide. In one case it covered Data Graph setup, Saved Expressions, email builder configuration, dynamic content variations, testing, a quick reference table and common pitfalls.
  3. Builds comparison documents in the user's language and extends them over many turns. In one case a Word document compared Marketing Cloud Next Advanced, Salesforce Personalization and Data 360 with Marketing Cloud Engagement and Marketing Cloud Personalization. It covered features, segment types, flow types, channels, Agentforce agents, use cases, limitations, migration recommendations, a decision tree and a glossary.
  4. Checks the document for gaps and fills them. In the same case it found the Journey Decisioning Agent missing and added it as a full section, a table entry and a glossary term.
Products

Products and features it works with

Bars show how many of this capability's tasks touched each product.