Communication Planner Overview

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Overview

The Communication Planner consolidates Email and SMS campaigns into a single tool, enabling you to define Tracks and Steps tailored to your organization's requirements. Salesforce serves as the interface and repository for campaign data and images, while actual campaign execution and related processes remain outside its scope.

Campaign Builder is the primary organizational level in the Communication Planner, where you define Tracks, Steps, and Elements.

Quick Messages allow you to deliver content to a specific group of recipients as a one-time event.

Reports display Charts and Reports on your Campaign statistics.

Activity Center lets you view your Campaigns, Tracks, Elements, Status, and Sent details.

Template Builder is a tool for creating content/messaging for Email Templates. All campaigns and templates, including accompanying images, are securely stored within your Salesforce instance.

Folders enable you to organize your content for campaigns and templates efficiently.

Key Communication Planner Terminology

Term	Description
Campaign	A campaign is a high-level container for your communication plan tracks. Campaigns help you organize your communication with folders and tags and set an overall schedule. They also provide a space for you to set a description and goal for the campaign and track when your campaign goals are met.
Track	A campaign track is where you define your recipient population. Tracks allow you to specify a start and end date specific to the track and the run time of the communication. Track start and end dates must fall within the overall campaign start and end dates. Two types of tracks are available: Drip Tracks and Fixed Date Tracks.
Track Types	Drip Track: Drip Tracks are based on relative time, not a specific date. In a Drip Track, you set how many days will pass between each communication step. Fixed Date Track: Fixed Date tracks are based on absolute dates. In a Fixed Date Track, you set a specific date for each communication step.
Steps	Steps are the sequence of communication within a Track. Each step can contain multiple types of communication (called Elements), such as Email and SMS.
Element	An element is an individual communication component such as Email or SMS.
Template	Templates are the content you use when creating an email or SMS element. Templates are built in the template builder and can be reused across steps, tracks, and campaigns.
Saved Row	A saved row is a reusable section of your email template. Saved Rows are managed in the email template builder.
Saved-Synced Row	A saved-synced row is a section of your template that is reusable and global. If you edit and save a synced row, every template where that row is in use will be automatically updated with the new saved content.