While I was at Dreamforce this week, I bumped into several Account Engagement experts.
So…naturally I stopped and asked them about their favorite Account Engagement Winter ’22 release feature. Here’s what they said:
Jennifer Schneider – Account Engagement Classic is retired
“If you’re you’re not on Lightning, do it yesterday!”
The Account Engagement Classic app will no longer be available for new accounts on October 11, 2021, and it’s scheduled for retirement in all Salesforce orgs by October 17, 2022. Read more.
Irene Engels – Email Builder Templates in Engagement Studio
“My life just got easier!”
Use email templates created in the drag-and-drop Email Builder in Engagement Studio. Users simply click “Activate for Automations” to make a template available in Engagement Programs. Read more.
Guilda Hilaire – Landing Page Builder
“This is a game changer for B2B users!”
Build landing pages inside the Account Engagement Lightning. Once enabled, users can create a landing page record in a couple of clicks. Clone a landing page and save the new record to a different campaign and business unit. Read more.
Brandon Walton – Custom Components for Email Content Builder
“Things are getting real fancy around here!”
You can now create custom email components in Account Engagement’s drag-and-drop builder to help marketers create more engaging email content for their customers. For instance, drag your webinar information into the email builder for a GotoWebinar Custom Component. Salesforce Administrators need to install Custom Components from the AppExchange or directly from a package URL. Read more.
Sara Camden – Customize Prospect Unsubscribe and Resubscribe Page Content
“Consumer Choice is king!”
Your marketing team can now control all the messaging that appears on Account Engagement unsubscribe and resubscribe pages. Read more.
Tigh Loughhead – External Actions
“External actions make Account Engagement extensible beyond simple email engagement.”
Use External Actions to improve your Account Engagement automations with external prospect data from your third-party apps. For example, capture when a prospect attends a webinar through your third-party webinar service and use that data in any of your Account Engagement automations or Engagement Studio programs. Read more.
Becka Miller – New Account Engagement User Permissions for Do Not Email, Reset Bounces
“Keep random Account Engagement users from wiping out your database.”
New user mailability permissions are available for update Opted Out, Do Not Email fields, and reset hard and soft bounces. All of these permissions default to the Account Engagement administrator. You can choose to remove the permissions from the Account Engagement Marketing role. Read more.
Erick Mahle – Send Slack Notifications to Account Engagement Users
“It’s about Slacking time!”
Use completion actions in Account Engagement to notify your team in Slack when prospects interact with your marketing assets. You can also create a personalized, formatted message so that your team understands how to interact with the prospect. Read more.