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Notify account owner

Set profile

Increment prospect field value

Before you can set up Salesforce Engage, you must have a verified Salesforce-Marketing Cloud Account Engagement connector

Salesforce Engage is not supported for Salesforce sandbox accounts

Salesforce Engage is an app mainly for Sales to stay up to date with Prospect actions

You can download Salesforce Engage App on your desktop or phone (Mac,Windows)

You can use Salesforce Engage with Gmail by downloading an extension

Create a new automation rule.

Create a new segmentation rule.

Add a completion action to the form the prospects completed to register for the webinar.

Select all prospects in the webinar attendees table and use the table action at the bottom to add to their scores.

Connected Campaigns and Campaign Influence

Salesforce User Sync and Campaign Influence

Connected Campaigns and Engagement Studio

Campaign Influence and Marketing Data Sharing

Only users with an Administrator user role will be able to change the prospect field value.

The record that was last updated sets the field value for a synced prospect.

Only 200 records per day can be updated to overwrite the "Opted Out" field value.

Opting out a prospect in Salesforce or Marketing Cloud Account Engagement deselects the "Do Not Email" field upon sync.

Import the list of custom fields used on their forms to create the fields in Marketing Cloud Account Engagement.

Create the existing form links as custom redirects in Marketing Cloud Account Engagement for tracking.

Migrate the HTML and CSS of the current form into a new Marketing Cloud Account Engagement layout template.

Create the custom fields needed for the forms individually in Marketing Cloud Account Engagement.

Build dynamic lists respectively based off of those form submissions.

Add a form completion action to add prospects to the right Salesforce campaign.

Track downloads in the form reports and build different lists for all submissions.

Add a form completion action to apply a tag with the name of the piece of content.

Update the “Opt Out” field on the prospect record

Remove the value in the ‘Marketing Cloud Account Engagement Hard Bounce’ field

Change the email address to a valid email address

Clear the “Do Not Email” field on the prospect record

IP allowlist

Tracker domain

Custom redirects

Page actions

Marketing Cloud Account Engagement will automatically send underperforming landing page to recycle bin

Marketing Cloud Account Engagement will automatically populate personalized information of each unique prospect.

Marketing Cloud Account Engagement will give you content ideas for each landing page.

Marketing Cloud Account Engagement will determine which version of the landing page generated most conversions