Marketing Campaign Agents: How to build, prompt, and launch smarter campaigns with Agentforce Marketing

r360 agentforce blog 600x400 1

This is where Agentic Marketing comes to life. Campaign agent prompts are the instructions you give Agentforce Marketing to plan, build, and launch your marketing written in plain language, not code. No more manually configuring journeys, wrestling with SQL, or briefing five different tools across three different teams. You describe the outcome you want, and Agentforce Marketing makes it happen.

The prompts in this library span the full marketing lifecycle from awareness and lead generation through to conversion, retention, and loyalty organised across eight colour-coded categories covering core use cases and seven industries. So stop building campaigns the old way. Your Campaign Agent is ready 🤖

Browse our campaign agent prompts

Core Campaign Agent prompts

01 | Campaign Brief Generation

“Create a campaign brief for a re-engagement campaign targeting lapsed customers who haven’t purchased in 90 days. Include suggested goals, messaging themes, and recommended channels (email, SMS, WhatsApp).”

02 | Audience segment builder

“Build an audience segment of high-value customers who have made 3 or more purchases in the last 12 months, have an average order value above $200, and have not engaged with our loyalty programme.”

03 | Welcome journey creation

“Design a welcome journey for new subscribers that includes a welcome email on Day 1, an educational SMS on Day 3, and a personalised offer email on Day 7 based on their browse behaviour.”

04 | Paid media optimisation

“Review our active paid campaigns across Meta and Google. Identify any ads with a ROAS below 2x and recommend which should be paused or reallocated. Show suggested budget reallocation.”

05 | Loyalty promotion creation

“Create a personalised loyalty promotion for Gold-tier members who are at risk of churning. Draft the email copy, set expiry conditions, and suggest a points multiplier offer aligned to their last purchase category.”

06 | Lead nurture sequence

“Build a B2B lead nurture sequence for contacts who downloaded our product brochure. Include 4 touchpoints over 2 weeks with progressive content, and route leads with a score above 80 to the SDR team.”

07 | Performance summary & optimisation

“Summarise the performance of our Q1 email campaigns. Highlight open rate, click-through rate, and conversion trends. Recommend 3 in-flight adjustments to improve engagement for the remainder of the quarter.”

08 | Real-time personalisation

“Set up always-on product recommendations for our homepage and email channel. Use each customer’s purchase history and browse behaviour to surface the top 3 relevant products, balancing customer preference with current promotional priorities.”

09 | Two-way conversational campaign

“Launch a WhatsApp campaign for customers with an upcoming membership renewal. Enable two-way conversation so customers can ask questions, update preferences, or confirm their renewal directly in the chat.”

10 | Cross-channel journey orchestration

“Orchestrate a post-purchase experience that starts with a transactional email confirmation, followed by a service check-in SMS at Day 5, a product review request at Day 14, and a personalised upsell recommendation at Day 30 based on purchase category.”

Top campaign prompts for professional services

01 | Client re-engagement & renewal

“Create a re-engagement campaign for clients whose retainer or project contract is due for renewal in the next 60 days. Draft a personalised email sequence with a case study relevant to their industry, a check-in call CTA, and a proposal download link.”

02 | Thought leadership nurture

“Build a nurture journey for prospects who attended our webinar on digital transformation. Send a follow-up email with the recording, then deliver a relevant white paper at Day 5, and a personalised consultation offer at Day 14 based on their role and firm size.”

Top campaign prompts for recruitment

01 | Candidate nurture pipeline

“Build a talent nurture journey for candidates who applied but were not selected for a recent role. Send a personalised rejection email with feedback, add them to a talent community newsletter, and re-engage them with relevant job alert emails when a matching role opens.”

02 | Employee onboarding journey

“Create an internal onboarding email journey for new hires starting in the next 30 days. Include a welcome message from leadership on Day 1, key resources and tools by Day 3, a culture and values overview at Day 7, and a 30-day check-in prompt to their manager.”

Top campaign prompts for financial services

01 | Product cross-sell journey

“Build a cross-sell journey for home loan customers who do not yet have income protection or life insurance. Send an educational email on financial protection at Day 1, a personalised product recommendation at Day 5 based on their loan value and life stage, and a call booking CTA at Day 10.”

02 | Wealth review & re-engagement

“Create a re-engagement campaign for wealth management clients who have not had a portfolio review in over 12 months. Send a market insights email, a personalised performance summary, and a prompt to book a review with their adviser, triggered by a threshold change in market conditions.”

Top campaign prompts for healthcare

01 | Appointment reminder & recall campaign

“Create an automated recall campaign for patients who are overdue for an annual check-up or preventive screening. Send an email and SMS reminder with a booking link, a follow-up if no action is taken within 5 days, and a WhatsApp message as a final nudge at Day 10.”

02 | Post-care education journey

“Design a post-discharge education journey for patients who recently completed a procedure or treatment plan. Send daily wellness tips and recovery guidance over 14 days, a satisfaction survey at Day 7, and a follow-up appointment prompt at Day 14 based on their care pathway.”

Top campaign prompts for wholesale distributors

01 | Reorder reminder journey

“Create an automated reorder reminder journey for wholesale accounts that have not placed an order in 45 days. Send an email on Day 1 with their last order summary and a reorder CTA, an SMS on Day 5 if no action, and a personalised WhatsApp message on Day 10 with a limited-time bulk discount based on their purchase history.”

02 | Lapsed account re-engagement

“Create a re-engagement campaign for wholesale accounts that have not ordered in 90 days. Send a personalised email acknowledging the gap, include a what’s new product update, and offer a one-time reactivation discount. Route accounts with a previous order value above $5,000 to an account manager for a personal outreach.”

Top campaign prompts for events

01 | Event registration & reminder journey

“Design a pre-event journey for registered attendees. Send a confirmation email on Day 0, a speaker spotlight at Day 7, a logistics reminder 3 days before the event, and a last-chance SMS the morning of the event.”

02 | Post-event follow-up & upsell

“Create a post-event follow-up campaign for attendees. Send a thank you email with the event recording within 24 hours, a satisfaction survey at Day 3, and a personalised offer to attend our next event or upgrade to a premium membership at Day 7.”

Top campaign prompts for NDIS providers

01 | Support worker re-engagement

“Build a re-engagement journey for support workers who have not logged a shift in 30 days. Send a personalised check-in email on Day 1, an SMS on Day 7 with available shifts matching their skills and location, and a WhatsApp message on Day 14 with a direct link to book their next shift or speak to a rostering coordinator.”

02 | Participant satisfaction & feedback campaign

“Launch a quarterly satisfaction survey campaign for active NDIS participants and their nominees. Send a personalised email with a short feedback survey link, an SMS reminder on Day 5 if not completed, and trigger an immediate alert to the participant’s coordinator if a satisfaction score of 3 or below is recorded — initiating a same-day follow-up call.”

Need Salesforce assistance?

Our team of experts are ready to help you with all your Salesforce needs. Send us a message by filling out the form below.