Complement your existing engagement program workflows in Marketing Cloud Account Engagement with automated text messaging via Mercury SMS.
| Important - only Salesforce users that have been assigned a Mercury SMS Universal License can add SMS to Pardot workflows. Please contact your Salesforce account administrator for assistance. |
Step 1 | Create a Mercury SMS Template
1. In the Mercury SMS app, select the SMS Templates tab and click on New SMS Template.
2. Now configure the new template for your Marketing Cloud Account Engagement workflow as follows:
A) Template Name - enter a descriptive name for your template.
B) Object - select either Lead or Contact because these are the objects used when Marketing Cloud Account Engagement prospects are synced to Salesforce.
C) Send to number - select the correct number field to map the recipient's record to your template. For example, Phone or Mobile Phone, depending on which field you prefer to use for your records - if the selected field in the recipient's record is blank, the automated SMS won't send.
D) Folder - select the folder you wish to place the template into
E) Compose Message - type the message to send from your flow, you can also include merge fields to create a more personalised experience for the recipient.
F) Now click the Save template button.
3. When the template has been created, make a copy of the SMS Code because you'll need that to map the Marketing Cloud Account Engagement flow to the Mercury SMS template:
Step 2 | Create an Engagement Program in Marketing Cloud Account Engagement
1. In the Engagement Studio, select the Automation tab.
2. Then click on Add Engagement Program:
3. At the start point of your workflow builder, configure the following:
A) Name - enter a descriptive name for your workflow.
B) Recipient List - select your recipient list from the dropdown menu.
C) Now click the Save button.
4. Now you need to add the SMS action to your workflow by clicking the + sign.
5. Select Action.
6. Then select Create Salesforce Task:
7. Next you need to configure the Salesforce Task as follows:
A) Subject - give the action a name, we chose Send SMS for the example but it can be anything you like.
B) Comments - enter the value {"template":"SMS_CODE"} in the comments field using the SMS Code that you copied when you created the template for your Marketing Cloud Account Engagement workflow.
C) Now click the Save button.
8. When you've finished building your workflow, click the Start button to launch your Engagement Program:
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