A marketer uses Einstein Copilot to generate a personalized offer email for a customer.
Marketing

Manage Marketing Campaigns

Coordinating multiple marketing campaigns across channels and measuring effectiveness can be overwhelming. Streamline campaign management by automating scheduling, content creation, and performance analytics, ensuring cohesive and effective marketing efforts.

Product view of a marketing campaign brief generated by Einstein Copilot.
Copilot Action: Pre-Built

Generate Campaign Brief

Overview
Draft mass communication emails and manage your marketing campaigns more efficiently. Einstein Copilot assists marketers in creating a campaign strategy and assets through campaign deployment, with customised outputs unique to every customer.

Action Type
Prompt

Data Sources
Written marketing objective

How to Use the Action
Invoke the action with the words:

"Create a marketing brief to drive more customers into my store now that I am selling fresh and faux floral arrangements."

Ensure you activate the four standard actions for a complete experience:

  1. GenerateBrief
  2. SaveBrief
  3. GenerateCampaignFromBrief
  4. SaveCampaign
Product view of an email subject line generated by Einstein Copilot, which Copilot revises after a prompt to change the tone.
Copilot Action: Pre-Built

Generate and Refine Email Content

Overview
Einstein Copilot can reason through natural language to generate an email grounded in the organisation's campaign brief and preset brand, making the responses unique to every instance, brand, and the end customer.

Action Type
Prompt

Object Reference
Brief Object, Brand CMS Object

Data Sources
CRM

How to Use the Action

Click a sparkle button on Email Settings or a component toolbar, or type "Make the subject line funny." Refine by selecting a quick action or typing additional content refinement instructions.

Salesforce Einstein mascot with examples of prompts for prompt builder.

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