Marketing Cloud Next: Flows & Automations - Learning Path

• What you’ll learn

  • Use out-of-the-box Flow templates to ship faster

  • Fire messages when Salesforce records change

  • Orchestrate campaigns from Data Cloud segment updates

  • React to engagement signals (opens, clicks) to personalize follow-ups

• Why it matters

  • Event-driven marketing → timely, relevant experiences

  • Reusable patterns → less rework, fewer errors

  • Segment-to-campaign wiring → strategy translates to activation

  • Engagement loops → learn fast and improve outcomes

Step 1 of 5 – Flow types for Marketers

Deep dive into the 8 flow types of Marketing Cloud Next: Segment-Triggered, Event-Triggered, On-Demand, Data Cloud-Triggered, Schedule-Triggered, Record-Triggered, Screen, and Autolaunched Flows.
Read: 8 Flow types in Marketing Cloud Next
Next: Salesforce Flow templates.

Step 2 of 5 — Start with templates

Overview of 5 Flow templates ready to be used in MC Next
Five copy-and-adapt blueprints covering common lifecycle and campaign scenarios.
Read: 5 Flow Templates
Next: send messages on CRM changes.

Step 3 of 5 — React to Salesforce changes

Send a message from Marketing Cloud Next upon changes in Salesforce
Trigger sends when a record is created or updated, keeping comms in lockstep with the CRM.
Read: Send a Message When Something Changes in Salesforce
Next: connect campaigns and segments.

Step 4 of 5 — Link campaigns to segments

Marketing Cloud Next: Campaign management in Segment-Triggered Flows
Activate campaigns when a Data Cloud segment updates to keep targeting always in sync.
Read: Campaign Management with Segment-Triggered Flows
Next: trigger on engagement signals.

Step 5 of 5 — Use engagement events as triggers

Marketing Cloud Next: Trigger a reaction on click or open event
Listen for opens/clicks and launch Flows in response to behaviors.
Read: Trigger a Flow on Click or Open Event

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