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Exercise 6 - Activation to Marketing Cloud Growth

Activation is the process that materializes and publishes a segment to Activation Platforms, including Marketing Cloud Engagement or Personalization, Loyalty, or other external platforms. For this exercise, we are going to “Activate” to a Campaign in Marketing Cloud Growth.

Step 1: Launch the Marketing Cloud Growth App

Navigate to our next generation Marketing Cloud application built on the Salesforce Platform.

  1. Click on the App Launcher icon.
  2. In the search box, type “Marketing” and click on the Marketing app. Note that another result is present that we will not use named Marketing CRM Classic. Image
  3. You will be taken to the Marketing Cloud Growth Homepage.

Step 2: Create a new campaign

We are going to create a new marketing campaign that will target the segment we just created in Data Cloud.

  1. On the top navigation, click Campaigns.
  2. Click on the New button. Image
  3. Create the campaign using the following details:
  4. Campaign Name: Kids Camp - Off Season Push
  5. Type: Email
  6. Description: Use our new Segment to promote Kids Camp during Off-Season Image
  7. Next, click Save.

Step 3: Use your new Segment in the Campaign

Now that we have a placeholder for our new campaign, let’s fill in some more details. There are many different types of campaigns available to marketers, but we will be building an email campaign.

  1. Select the Single Email campaign type. Image
  2. You will be taken to the campaign flow screen where you see the template email and are presented with a few options. Click Select Segment. Image
  3. Click into the Segment field to see a list of available segments.
  4. Select the Families with Multiple Children segment that we created in Data Cloud previously. Note: your segment may have a different name. Image
  5. Verify that there is a segment population visible and then click Save. Image
  6. From the campaign designer screen, click into the Communication Subscription field and select Marketing.
  7. You have the option to run the campaign immediately or to schedule it to run in the future. Next, click the Schedule button.
  8. Choose a Start Date and Start Time in the future and click Save.

This completes Exercise 6.

Released under the MIT License.