1. Create Entry Event Data ExtensionCreate a standard, sendable data extension that captures the information of approvedcontacts used for journey messaging. For example, capture information such as email address andthe ID of the person sending. Ensure it relates ID to Subscribers on Subscriber Key.
2. Create Profile Attribute MappingTo preview messages with personalization in Distributed Marketing, set up profileattributes.
3. Create Marketing Cloud ContentCreate a Content Builder email in Marketing Cloud to use for testing DistributedMarketing setup.
4. Create Distributed Marketing Sender ProfileCreate a sender profile in Marketing Cloud to control who emails are sent from. Bydefault, Distributed Marketing messages are sent on behalf of the running, or logged in, user. Toallow people to send on behalf of other team members, use custom Distributed Marketingpersonalization interactions and update this sender profile to reference that data.
5. Create Marketing Cloud JourneyCreate a journey in Marketing Cloud to test your Distributed Marketing setup. As youcreate unique marketing activities for use in Distributed Marketing, follow these steps to createa unique journey for each activity. You can associate a single journey with multiple Salesforcecampaigns.
6. Add Campaign Messages ComponentCustomize your Campaigns page layout for Distributed Marketing in Sales, Service, orFinancial Service Cloud to include this custom Campaign Messages component. This componentprovides access to review Marketing Cloud messages within the connected journey, preview content,review pending campaign members for approval, and more. Think of the Campaign Messages componentas a Distributed Marketing campaign’s “home base.”