Marketing Cloud Next: Flows & Automations - Learning Path

Summary: Flows are the engine of activation in Marketing Cloud Next. This path teaches you how to start from ready-made templates, react to CRM changes, connect campaigns to Data Cloud segments, and trigger on engagement signals. By the end, you’ll automate campaigns that respond in real time to customer behavior.

  • 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 4 — 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 2 of 4 — 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 3 of 4 — 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 4 of 4 — 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

Continue with

Next path → Content & Channels