Overview

In the fast-paced world of marketing, efficiency and effectiveness are key. Salesforce’s Marketing Cloud Account Engagement offers powerful tools to save time and reduce workload. Here’s how to optimize your marketing operations using some of the latest features.

Send Operational Emails to Opted-Out Prospects Directly from Engagement Studio

One of the most time-saving updates is the ability to send non-marketing emails to opted-out prospects directly from Engagement Studio. Previously, operational emails could only be sent as list emails, but now, you can integrate these essential communications seamlessly within your Engagement Studio workflows. This enhancement ensures that your operational messages reach the right audience without additional steps or tools. This change was made effective for all Account Engagement editions.

Copy Images to a Salesforce CMS Workspace

Marketing campaigns often require a variety of assets, and managing these assets efficiently is crucial. The new feature lets you easily transfer your images to a Salesforce CMS workspace. This centralized repository allows you to access and reuse images for future marketing initiatives, such as creating email campaigns. By directly copying images to Salesforce CMS, you streamline the asset management process, ensuring that all your visual content is readily available when needed. However, only the Marketing Cloud Account Engagement Growth edition, with Data Cloud enabled, will be able to have this feature.

View Alerts in the Optimizer

With the dedicated messaging section within the Account Engagement Optimizer, tracking account performance and recommendations is now simpler. Here, you can access alerts and feature recommendation banners that provide valuable insights into your account’s performance and opportunities for improvement. This centralized view helps you stay on top of critical updates and make informed decisions to enhance your marketing strategies. You can view and access alerts in all of the Account Engagement editions.

Account Engagement API: New and Changed Items

The latest updates to version 5 of the Account Engagement API offer even more access to your data. These updates enhance the API’s capabilities, allowing you to leverage your data more effectively. Whether integrating with other systems or building custom solutions, the improved API ensures you have the data access you need to drive your marketing efforts forward. Here are some of the changes:

• Export Relationships
  • You can now export and pull related data based on defined relationships.
• Landing Pages
  • You can use the API to create landing pages.
• API V5 for Flow
  • Bulk Asset Copy flows now support forms.

Engage for Gmail Chrome Extension has been Retired

With Google disabling its Manifest V2 Chrome extensions, the Engage for Gmail extension, built on Manifest V2, is set to retire in June 2024. To ensure a smooth transition, it’s essential to develop a transition plan with your Account Engagement users. While the extension will no longer be available, you can continue to send emails directly through Salesforce using the Account Engagement Sales Email & Alerts feature. This feature allows you to maintain effective communication without disruption. This change will impact all Account Engagement editions.

Conclusion

Marketing Cloud Account Engagement continually evolves to offer features that enhance your marketing efficiency and effectiveness. By leveraging these new updates, you can streamline your workflows, manage assets more efficiently, stay informed about account performance, and adapt to upcoming changes seamlessly. By integrating these tools into your marketing strategy, stay ahead of the curve and watch your productivity soar.