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Erin Duncan

Product Note: Marketing Cloud Growth and Advanced are editions of Marketing Cloud Next and have also been referred to as Agentforce Marketing.

If you’ve ever built a marketing campaign, you know the drill: after agreeing on your brief, you still need to draft emails, nail the design, run approvals, and put it all into motion. That process often takes weeks, or even longer. And while you and your team have your heads down in the mechanics, there’s less bandwidth for the personalization and creative thinking that truly builds connection with your audience and drives growth. Which is why leaning into your tech stack and using the latest solutions, such as Marketing Cloud Growth and Advanced, to streamline the campaign creation process, so your team can be freed up to focus more on the human element, is critical to continue to scale and grow in this modern age.

Product experts and Marketing Champions, Erin Duncan and Heather Rinke led a webinar, Elevating Your Campaigns with Next Gen Marketing Cloud, to walk you through how to use Marketing Cloud Growth and Advanced to streamline your campaign creation process. In their session, they dive into the platform and take you through step by step from prompt to flow to email creation and Path Experiment configuration. Watch the full webinar on-demand and get the highlights to start exploring how you can lean into the latest tech to scale your marketing efforts and create personalized, seamless cross-channel experiences that build deeper relationships with your audience.

Elevating Your Campaigns with Next Gen Marketing Cloud
Watch On Demand

What is Next Gen Marketing Cloud?

Let’s take a step back and level set on what we mean by Next Gen Marketing Cloud. “Next Gen Marketing Cloud” refers to the latest Marketing Cloud platform, Marketing Cloud Growth and Advanced. However, at Connections 2025, you may have also heard the term “Marketing Cloud Next”, this is an umbrella term for all of the latest Marketing Cloud offerings and refers to the combined functionality of features from Marketing Cloud Growth and Advanced, Marketing Intelligence, Loyalty, and Salesforce Personalization.

Other terms that have been used are Marketing Cloud+ and Account Engagement+. This refers to using the combined features of Marketing Cloud Engagement and Marketing Cloud Growth and Advanced (Marketing Cloud+) and Marketing Cloud Account Engagement and Marketing Cloud Growth and Advanced (Account Engagement+). 

Marketing Cloud Next is “a strategic reframe of marketing itself”. Its vision is to end “no-reply marketing” and help companies provide a better overall experience for their audience. The Venn diagram below illustrates how these product features work in conjunction with each other and the different product names that may be used when these products are used together.

A Venn Diagram of all the Marketing Cloud product names and how they relate to each other

Using AI to streamline campaign creation in Next Gen Marketing Cloud

Campaigns can take weeks for a marketing team to plan and launch. According to Email Vendor Selection, 35% of marketing teams take up to two weeks just for their email production process and 5% take over a month. Meaning the more that marketers can find ways to help streamline and fast-track the process, the better, which is where the AI features of Next Gen Marketing Cloud can help.

By folding AI into the campaign workflow—from brief to email draft to segmentation—it dramatically shortens campaign turnaround time. That means your team can spend more of that precious time dialing in personalization, tweaking messaging, and creating marketing that feels human—not just efficient.

Starting with a strong campaign prompt

To use the AI features in Marketing Cloud Growth and Advanced, start by drafting your campaign. First select Draft with AI, then Create a Brief and provide your prompt, AI will draft your campaign brief in seconds. 

The campaign brief will include your campaign title, description, key messaging, and the target audience. Your campaign brief will only be as good as your prompt, which is why it’s important to make sure you include all the right details.

Best practices for prompts:

  • Be specific about audience, channel, timing, and tone.
  • Use clear, conversational language without unnecessary jargon.
  • Include parameters such as word count, required inclusions/exclusions, and target personas.

Example prompt:

“Create an email campaign inviting marketers who have engaged in the last 12 months to our ‘Elevate Your Campaigns with Next Gen Marketing Cloud’ webinar on July 10th at 1 PM ET. Highlight how attendees will learn to apply AI at each stage of campaign creation.”

Therefore, before you create your prompt, make sure you and your team are aligned on the overall strategy for the campaign so that you can provide a clear detailed prompt.

A GIF of a user walking through how to use the Draft with AI feature to use AI to create your campaign in Marketing Cloud Growth and Advanced.

Watch the full Agentforce for Marketing demo

Editing your campaign emails in Next Gen Marketing Cloud

After you review and edit your campaign brief, click Next to view the emails and SMS messages that have been created based on your prompt and campaign brief. 

You can click into each message and edit the subject line, pre-header text, and the body paragraphs to ensure the messaging is exactly the way you want it. You can also provide feedback with a thumbs-up or thumbs down so the system can learn and grow each time it generates content. Again, depending on how well you specified your audience, tone, and channels in the prompt will determine how much editing and tweaking you’ll have to do.

Using Einstein Engagement Frequency to manage audience saturation

After fine-tuning your messages, configure your audience segment. An important piece of creating experiences that build meaningful connections with your audience is not over saturating them, which is where Einstein Engagement Frequency can help. 

Einstein Engagement Frequency helps ensure contacts receive the right amount of communication by analyzing their engagement to generate a personalized engagement frequency score and then classifying their engagement. The classifications are as follows

  • Saturated
  • Almost Saturated
  • On Target
  • Under Saturated

Excluding Saturated contacts helps to ensure that you’re not emailing or messaging your audience too much, and this Einstein feature makes sure the evaluation is done automatically, so you don’t have to spend time tracking this manually.

Testing with Path Experiment

Another way to elevate the campaign experience for your audience is to test different journey options and lean into what is resonating and driving the most engagement.

Path Experiment is available for Marketing Cloud Advanced and expands on traditional A/B testing by allowing up to 10 different paths within a single experiment. You can test variations in content, channels, or cadence to see what produces the strongest engagement.

For example, you could create two paths consisting of an email followed by a wait period and then an SMS message. In the second path, you can add as many variations as you would like, such as adding a testimonial quote to the email, making the wait period longer, or adding a discount code to the SMS message, and then see which path performs the best.

A screenshot of a path experiment in Next Gen Marketing Cloud showing two paths with an original email, 1-day wait period, and an SMS message on the left path with a revised email, a wait period of 1 week, and an SMS message with a discount on the right path.

Engaging your audience with SMS

Next Gen Marketing Cloud supports multiple SMS approaches:

  • Long Code SMS – cost-effective, supports international, suited for smaller sends.
  • Short Code SMS – faster sends for large audiences, higher provisioning cost, and longer provisioning time.
  • Conversational SMS – enables two-way communication using Flow automation or chatbots. Conversational SMS is available for Advanced Edition with the Digital Engagement add on.

This flexibility allows you to select the right SMS format for your organization depending on your needs and strategy. For further guidance on setup, read Erin Duncan’s article on SMS provisioning and Marketing Cloud Growth and Advanced, it takes you through all the steps and considerations for success.

The path to start using Marketing Cloud Growth and Advanced features

The platform you have now will determine what your next steps might look like to start diving into Marketing Cloud Growth and Advanced.

Announced at Connections 2025, Marketing Cloud Engagement customers will get access to Marketing Cloud Growth/Advanced around Dreamforce (October 2025), more details around how and when customers can start diving in further with the platform is coming. Here are the requirements:

The best action to take now is to learn and build your strategy for how your team will start taking advantage of Next Gen Marketing Cloud features once you get access.

The announcement for Marketing Cloud Account Engagement customers getting access to Marketing Cloud Growth and Advanced features came back in October 2024. Our experts led a session, Unlocking Next-Gen Marketing: How to Activate New Features Available for Account Engagement Customers, on all the capabilities that marketing teams can start tapping into with Marketing Cloud Growth and Advanced. Watch On Demand. 

Here are the requirements to keep in mind:

Elevate your campaigns with Next Gen Marketing Cloud

The AI capabilities in Next Gen Marketing Cloud offer significant efficiency gains for campaign creation. By starting with a clear prompt, using audience saturation data to manage send frequency, testing multiple engagement paths, and incorporating multi-channel outreach, marketers can deliver more relevant, timely, and effective campaigns. Giving your audience personalized, seamless experiences that build deeper connections and ultimately drive growth for your business.

This technology is at our fingertips. It’s up to us to educate ourselves, know what it can do, and start exploring and using it to help us all do what we do best more efficiently and give our customers the engagements they’re expecting. But the path to navigating all of this can be challenging, so if you would like an expert guide to achieve success, reach out to the Sercante team.

Update: As of September 2026, SMS Short Code provisioning for Marketing Cloud Next is now self service. Orgs with an existing Short of Long Code may also port existing codes into their accounts (more info). This blog has been updated to reflect these changes.

As someone who primarily focuses on B2B and Account Engagement, I’ll admit I was a little lost the first time I approached the topic of SMS and Marketing Cloud Growth Edition. SMS was just not regularly part of my Marketing world, so trying to figure out the difference between Long Code and Short Code, go through the provisioning process, and advise others on which code is right for them felt overwhelming. However, thanks in large part to my B2C and Marketing Cloud Engagement focused co-workers, I now have a good handle on this topic and want to make sure others in the community can too! 

Long Code versus Short Code

The first thing to make sense of is the two types of SMS codes within Marketing Cloud on Core, their provisioning process, and which type is right for you.

Note: For some countries only one type of SMS code is currently supported (for example, only Short Code is available for Canada). If you are outside of the US, ensure you check the SMS Rate Card to see which SMS Codes are currently supported for your country.

Long Code

Long codes are a good choice for businesses that want to send messages to a smaller number of customers or create a more personal touch. Long Code SMS is also

  • More cost-effective and take less time to set up
  • Needed for International SMS
  • Has a longer send time (roughly 1 sec per message per recipient)

In summary, if you are sending delivery updates, appointment or event reminders, customer service communications etc. Long Code is likely the better choice. 

Long Code Provisioning

Long Code Provisioning takes between 1-2 weeks and is a multi-step self-service process. 

Step 1: Request a Brand

You’ll need to compile some basic info about your company for this form and then wait roughly 5 business days for the Brand to be approved (aka verified). 

Step 2: Request a Campaign

After your Brand is “verified” you can then request a Campaign. This step is a little more complex and you’ll need to provide some sample SMS messages for the form. Campaigns take roughly 10 business days to be approved (aka registered).

Step 3: Request a Code

Once your Campaign is “Registered” you can complete the final step of requesting your Long Code. This step should only take 2 business days to complete. 

Short Code

Short codes are the preferred method for organizations sending high volumes of SMS and expect very fast delivery times.

Short codes are also country-specific. A short code is only able to send messages to and receive messages from the same-country phone numbers. US short codes can only send to US phone numbers on US carrier networks that have approved that short code.

Short codes are the better choice if you intend on sending promotional messages to a large audience, such as sending limited-time offers and discount codes to all your current customers.

Short Code Provisioning

Short Code Provisioning takes an average of 8-12 weeks, but can now be procured using the self-service procurement process.

Step 1: Request a Brand

You’ll need to compile info about your company, a sample SMS message, and opt out information for this form and then wait for the Brand to be approved (aka verified). The Sample SMS Message and Brand Requirements help articles can assist with this process. 

Step 2: Request a Short Code

Once your Brand is “Verified” you can complete the final step of requesting your Short Code. Processing can take 10-12 weeks to complete.

That was a lot of information, could you put it in a chart?

You got it!

ScenarioLong CodeShort Code
Provisioning Timeline1-2 Weeks10-12 Weeks
CostMonthly registry fees (Low)Monthly registry leasing fees ($500-$1000 per month)
PurposeSmall sends, personal touchesLarge sends, promotions
Supports International RecipientsYesNo
Supports Conversational SMSYesYes
Send SpeedSlow – est 1 second per messageFast – est 100-500 messages per second

SMS Credits

Both Short and Long Code SMS require Salesforce Messaging Credits to send SMS. Credits are consumed differently based on their multipliers (which can change so ensure you check the multipliers page for the most up to date info).

SMS and Consent

Consent for SMS channels can’t be imported until after the SMS Code has been provisioned. Once provisioned you can proceed with importing existing consent records to tie opt-ins and opt-outs to your unified individuals. Ensure your phone numbers use the E164 format in your consent files!

What’s next?

After your SMS code has been provisioned and you’ve imported your Consent Records there are a few additional setup steps you’ll want to tackle before you start sending:

While we were all preparing for the New Year, Salesforce was busy getting the Spring ‘25 release notes posted! Let’s dive into what this release has in store for Marketing Cloud Account Engagement (f.k.a Pardot) users. 

Support for the Enhanced Email Builder is Being Phased Out

Support for the Enhanced Email Experience, aka the Account Engagement Lightning Email Builder or the Drag-and-drop builder, is being phased out—meaning that Salesforce is only committed to fixing significant issues going forward, the builder will still be available for use. 

If you saw the release notes right after they were published, they did say that the Enhanced Email Builder was going to be fully retired, but this retirement has since been put on hold.

Again, users of the Enhanced Email Experience can continue to use this builder, but users also have the option to use the New Email Experience (aka the Marketing Cloud Builder). Salesforce has provided a comparison of the three builders here. Keep in mind that the New Email Experience will continue to get updates every release. 

Once this new release is available I will do a deeper dive into using the New Email Experience as an Account Engagement User, so keep an eye out for more info!

Einstein Generative AI supports additional languages

Einstein Gen AI, aka Einstein Assistant, has been expanded to support five new languages: French, German, Japanese, Portuguese (Brazil), and Spanish. Einstein Assistant helps users create landing pages, forms, and email copy and is available to users with Advanced or Premium Editions of Account Engagement.

A screenshot of the Einstein Generative AI assistant.

Easily Enable Marketing Cloud from within the Account Engagement Optimizer

During Dreamforce ‘24, Salesforce announced that all Account Engagement orgs with a current edition (Growth, Plus, Advanced, or Premium) can get access to Marketing Cloud Growth or Advanced Edition at no additional cost. This new platform runs on Data Cloud and can be used alongside Account Engagement to bring more features and functionalities to the Marketing tech stack. The Spring ‘25 release introduces a streamlined setup process for Account Engagement orgs, enabling them to deploy Marketing Cloud Growth or Advanced Edition via the Account Engagement Optimizer. 

Additional Visibility into Email Send Issues

It’s always frustrating when an Account Engagement email fails to send to a prospect and the error message is vague at best. With the Spring release, List Email will provide more reasons on why a send fails and will help point you to configuration issues that can help prevent additional failures. The new Failed Email Sends table will be available in the Account Engagement Optimizer and will display the Prospect’s name, company, failure reason, and other details. 

Additional Updates

Which Spring’ 25 Account Engagement features are you most excited about? Which features do you want to know more about? Let us know in the comments!

Congratulations to the 2024 Salesforce Marketing Champions! We are honored and excited that some of our own Sercante dragons were selected as part of this prestigious group. Let’s get to know our new Marketing Champions.

What is a Marketing Champion?

Before we meet our new Champions, what exactly is a Salesforce Marketing Champion? Marketing Champions are nominated by the Trailblazer community for their expertise in the marketing industry, their wealth of knowledge with Marketing Cloud, and for actively helping other members of the Trailblazer Community grow and thrive. 

We also want to send a BIG  congratulations to the entire Salesforce Marketing Champion class of 2024! See the complete list here. 

Meet our new Marketing Champions

Aaron Stayman

  • The Spot Author page
  • Linkedin
  • Location: New York, NY
  • Why are you excited about joining the Marketing Champions Program?
    • I am honored and excited to join my peers in this year’s class, and I am eager to learn from the expertise of others. I hope that my presence shines a spotlight on the incredible capabilities of Marketing Cloud Intelligence as a tool for marketers looking to utilize data for decision making.
  • Favorite Salesforce Tool:
    • Marketing Cloud Intelligence (f.k.a. Datorama), it’s how I entered the Salesforce ecosystem and still the tool I love to dive into in new and exciting ways every day.
  • Something Fun:
    • I am a board game fanatic-my favorite games are Star Realms, Splendor, Business Walrus, and Monikers (depending on the crowd). When I want a lively evening out, I enjoy concerts and Broadway shows (Guternberg! The Musical! is a somewhat recent favorite).

Ambre Juryea-Amole

  • The Spot Author page
  • Linkedin
  • Location: Reading, PA 
  • Why are you excited about joining the Marketing Champions Program?
    • Content is in everything marketers touch. I’m excited meet other content marketers through the program and create a better understanding of what works and what doesn’t when it comes to the marketing tools we use.
  • Favorite Salesforce Tool:
    • Engagement Studio Programs (Account Engagement/Pardot) – I love all the creative use cases beyond standard prospect nurtures. At the same time, it’s got that user-friendly aspect that makes it easy to turn nurture strategies into Engagement Studio Programs.
  • Something Fun:
    • My happy place is skanking in circle pits at ska and punk shows. A couple of my faves in 2024 were Voodoo Glow Skulls, Folly, The Interrupters, NOFX, The Bouncing Souls, Lagwagon, Catbite, and We Are the Union.

Cara Clanton Pope

  • The Spot Author page
  • Linkedin
  • Location: Atlanta, GA
  • Why are you excited about joining the Marketing Champions Program?
    • I have been following and learning from my fellow Marketing Champions for years. When I first got started in the ecosystem I remember reading their blogs, being amazed by their knowledge, and just wanting to be part of this esteemed group. I am excited to continue to learn but to also give back to the community. I hope to continue to bring analytics and reporting for marketers to the forefront. 
  • Favorite Salesforce Tool:
    • I am a CRM Analytics/ B2B Marketing Analytics girly all the way 🙂. I love being able to help customers analyze their marketing efforts. This sounds dorky, but genuinely being able to make a really awesome dashboard that shows how hard the marketing team has been working legitimately makes me excited. 
  • Something Fun:
    • I sang in an a cappella group in Atlanta for 10 years! Even though I am retired now, they are still some of my closest friends! I even sang for President Barack Obama in college! 

Heather Rinke

  • The Spot Author page
  • Linkedin
  • Location: Peterborough, Ontario
  • Why are you excited about joining the Marketing Champions Program?
    • I have learned from and admired this group of awesome people for a long time. Not just their knowledge, but their willingness to help support others in the community. I’m thrilled to join this group, to continue to learn, and also to give back and pay it forward to help others learn.
  • Favorite Salesforce Tool:
    • Salesforce Flow! I’ve been a #flownatic for years and love to build cool solutions for marketing teams. I have been so excited about how this tool has evolved and enjoy digging in and trying out what’s possible. 
  • Something Fun:
    • I took up pottery a few years ago and it’s become my favourite way to get away from the computer, chill out, and get my hands dirty.

Theron Troxel

  • The Spot Author page
  • Linkedin
  • Location: Adams, Nebraska
  • Why are you excited about joining the Marketing Champions Program? 
    • I’m excited about joining the Marketing Champions Program because it offers an incredible opportunity to network with and learn from some of the best minds in the Salesforce marketing ecosystem.
  • Favorite Salesforce Tool:
  • Something Fun:
    • I’m a huge fan of arcade and pinball machine restoration.  You can find me elbow-deep in wiring, schematics, and bringing vintage games back to life!

Repeat Sercante Marketing Champions

We’re super proud of our new Marketing Champions. But let’s all take a moment to recognize members of the Sercante team who were named Marketing Champions in the past (once you’re in, you’re in for good) and are already seasoned pros when it comes to championing marketing for Salesforce.

Connect with the Salesforce Marketing Champion Community

One of the qualities of a Salesforce Marketing Champion is that they put themselves out there to be helpful to the greater Salesforce community. Champions frequently write blog posts, speak at Salesforce events, lead user groups, answer questions in Slack and trailblazer communities, etc. Consider this your invitation to connect with Marketing Champions!

Learn from Marketing Champions during MarDreamin 2024

Product Note: Marketing Cloud Growth and Advanced are editions of Marketing Cloud Next and have also been referred to as Agentforce Marketing.

During the Marketing & Commerce Keynote at Dreamforce 2024, Salesforce announced the latest edition of Marketing Cloud built on Data Cloud  — Marketing Cloud Advanced Edition! Expected to be released in November 2024, this new edition expands the features and functionalities of Marketing Cloud Growth Edition, released in February of this year. 

What Comes with Advanced Edition?

Let’s dive into what Marketing Cloud Advanced Edition brings to the table. 

Path Experiment

Path Experiment allows Marketers to maximize engagement with your audience through testing. This new feature allows marketers to test variations within marketing content, such as different subject lines, variations in channels, such as sending an SMS instead of an email, and even variations in cadence, such as sending an email in 3 days versus 1. Path experiment allows marketers to test up to 10 paths within a single experiment, customize the distribution percentage across the paths, and automatically randomize individuals between the paths to help ensure fair, unbiased results. There is no limit to the number of Path Experiments that can be included in one Flow. 

Marketing Cloud Advanced Edition - Path Experiment

Einstein Engagement Frequency 

Einstein’s capabilities will also be expanded in Marketing Cloud Advanced Edition. First, we have Einstein Engagement Frequency which assists Marketers in sending the right number of messages to their audience. Einstein Engagement Frequency provides insights into the distribution of email sends and subscriber engagement, suggesting the optimal frequency to maximize engagement. This data can then be used to create segments, allowing marketers to suppress or target subscribers who are over or under-saturated. 

Marketing Cloud Advanced Edition - Einstein Engagement Frequency 

Einstein Engagement Scoring

Next, we have Einstein Engagement Scoring, which helps predict how likely each subscriber is to open, click, and stay subscribed to an email communication. Einstein Engagement Scoring’s data can be used to create segments, send subscribers down different Flow paths, or even help personalize content more effectively. 

Marketing Cloud Advanced Edition - Einstein Engagement Scoring

Unified Conversations with SMS

With the new Digital Engagement add-on, Marketing Cloud Advanced Edition enables marketers to transform one-way promotions into a conversation with their audience. Marketers can respond to messages in real time using the unified customer data within Data Cloud and automate interactions with connected chatbots. 

Marketing Cloud Advanced Edition - Unified Conversations with SMS

Looking Toward the Future

What other features and functionality would you like to see Salesforce bring to Marketing Cloud Growth or Advanced Edition? Let us know in the comments!

Product Note: Marketing Cloud Growth and Advanced are editions of Marketing Cloud Next and have also been referred to as Agentforce Marketing.

The Salesforce Winter ‘25 Release Notes are out! Let’s dive into what’s new in the Winter ’25 Release for Marketing Cloud Growth Edition.

Streamlined Setup

First things first. Salesforce is working to make Marketing Cloud Growth (aka MCG) easier to manage and keep updated as additional features and functionalities are added. With the Winter ’25 release, users with the Marketing Cloud Admin permission set can now access the setup assistant for easier implementation of MCG. All Data Kits can also be updated with the click of a button on the Marketing Data tab. 

Some Data Kits do require you to then deploy the update within Data Cloud’s ingestion data streams. See this help article for guidance. 

Dynamic Content

I love seeing my favorite Marketing Cloud Account Engagement (Pardot) features show up in MKG! With this release, MCG users can now build Dynamic Content for email subject lines, email preheaders, and email components and even use Einstein Co-Pilot to help with the copy. 

While in the Email Builder, users can create content variations and determine the logic for when a variation is shown.

Event-Triggered Campaigns

A new Campaign template is coming to MCG that will enable Marketers to easily send event-based email messages to their audience. This new campaign can be used when a prospect or client performs an action, such as making a purchase. MCG can then personalize the email with event data. For our “making a purchase” example, the email could contain the order confirmation and details about said order. 

Einstein Co-Pilot

Einstein Co-Pilot continues to expand across Salesforce applications to not only deliver a consistent user experience, but also answer questions and generate content that is grounded in your unique data. Einstein Co-Pilot is generally available for MCG as part of the Winter release and can assist in generating campaigns and copy. If you have already implemented MCG and are currently using Einstein Co-Create, you will need to make some changes to switch to Co-Pilot. Steps to make the switch are coming soon. 

Brand Tone and Identity

Marketing Cloud Growth’s Brand Guidelines are being extended to include Brand Identity and Brand Tone. These brand details help Einstein Co-Pilot better generate content that matches your unique brand and allows you to quickly revise content using a different tone when needed. 

Opportunity Influence

Similar to Campaign influence, Opportunity influence will assist marketers in identifying which campaigns were impactful for opportunities. First-touch and last-touch attribution models will be available as part of the Winter release, allowing marketers to report on which campaigns are most effective during the different stages of the customer’s journey. Opportunity influence will require some backend setup and configuration for accurate reporting, so stay tuned for a more detailed blog post once this feature is available!

And more!

That is a LOT of updates, and I’m happy to see it! What is your favorite feature coming to Marketing Cloud Growth in the Winter ‘25 release? Let us know in the comments.

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