3 Ways an Email Authoring Agent Can Boost Your Marketing Campaigns

Try Salesforce You send the campaign out on Tuesday. By Thursday, forty people clicked, a dozen replied, and three asked about pricing — and the only record of any of it lives in a spreadsheet and your mind. An email authoring agent for marketing remembers it all, and to be honest, sends a pretty good email. But, you don’t want to add another tool to your stack. We get that. That’s why the email authoring agent lives inside the tools you already use. Your customer relationship management (CRM) system that you trust every day, just got a little stronger. Here are three ways an email authoring agent for marketing boosts your campaigns as you grow. What’s an email authoring agent? An email authoring agent helps marketing teams build campaigns, built into tools you already use with your team. It helps you draft your emails end-to-end, supporting your marketing goals, and having you sign off on the final copy. With 88% of small businesses engaging with AI — introducing an email marketing agent is a practical way to close that gap. AI is here for Salesforce Suites Try out your first AI agent in Free, Starter or Pro Suite today and see how it’s maximizing business for startups and SMBs. Try it for free Top 3 ways email marketing agents are helping SMBs Let’s take a look at the ways small and medium marketing teams are using these email authoring agents to reach customers on a whole new level: 1. Email campaigns are drafted for approval — faster An email authoring agent transforms your marketing workflow by generating drafts for campaign sequences, newsletters, and promotional posts. Built directly into the marketing application in Salesforce, the agent creates targeted copy from simple prompts, saving time and ensuring you start from a refined draft, ready to sign-off on it. Here are a few things it can help with: Draft new text emails conversationally, working right inside your email builder. Offer smart email component support and you can switch back to manual mode for full control. Edit or add merge fields with plain instructions, right in the conversation. 2. Promotions are always aligned with a 3-field kick off Email authoring agents can help you stay aligned with your goals, your brand, and your tone. Each email sends a unique message, so staying on-brand as you evolve can be important. Kick off your next email campaign with these simple prompts: Add your marketing goal Share your voice and tone guidelines Include the type of content and prospect you’re reaching out to and why Here’s an example of this prompt in action: “This email campaign will go out to our new prospects to increase open rates and click through rates. Here are our Brand Voice and Tone guidelines, messaging, and business information. This email should include a personalized greeting, reference to their last interaction if possible, and a thank you from the team. Ask about next steps, and update in their contact record.” Refine the draft by prompting the agent in a conversational way at any time. It’s as simple as that. With the right guardrails, you can train your agent to aligned with your mission and your emails will never go astray. 3. Your whole team is always in the loop With an email authoring agent, there’s no context switching. No changing tools to collaborate with your team in a separate application. The notes from the agent conversation and instructions are available to your team, right inside your CRM . Everyone gets to see the changes, requests, and confirmations, so everyone is on the same page. Your team and your customers stay connected, and the marketing agent stays up to date. Using a tool like Slack ? Keep your whole team aligned with Slackbot . Slack CRM is the front door to using your tools together, finally. More on that at Slack for small business . Pro tip : You can use your email authoring agent on the go with an integration from AgentExchange . Download the app, and edit your campaigns wherever you are. Your emails are waiting for you Your email authoring agent is ready to take a look at your marketing campaigns. When you partner with a trusted tool, you’ve got a teammate that helps with marketing end-to-end — drafts, follow-up, and team collabs. Whenever you’re ready, your emails are too. Get started with Starter Suite for free or activate Foundations to try out Agentforce today. AI supported the writers and editors who created this article. Frequently Asked Questions (FAQs) What’s an email authoring agent for marketing? It’s an AI marketing capability within your CRM that helps with the work around your campaigns, like lead follow-up, record updates, and prep. It works inside the tools you already use, so you don’t add another app to manage. Does an email authoring agent write my marketing emails? An email authoring agent helps with personalized follow-up emails to your leads. Drafting campaign emails and building audience lists are handled by the AI features in the marketing app in Salesforce. Is an email marketing agent for small business only useful for big teams? No. Even teams of two or three benefit, since the time saved on searching and catching up adds up fast for lean teams, as the free e-book shares: Guide to AI for Small Business . Will AI make changes to my customer records without asking? No. Any AI agent needs your explicit confirmation before it creates or updates records, so you stay in control. Is there free training on AI agents for marketing? Yes, you can get free training on Trailhead , Salesforce’s online learning platform, including business strategies on AI agents and how to use them.