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- Select SF Object (Contact, Accounts, Opportunities) to pull list accounts from
- Define criteria (rules) to filter the list of accounts you want to pull from the selected SF object
- Click "Find Accounts" to pull list of accounts
- Activate ABM ML Platform will identify the number of accounts in Salesforce that match your selected criteria.
- Once you are done identifying your criteria, click "Next - Review Accounts"
- Review and select / deselect the specific accounts that you want to target. Then click "Review Program Details"
- Select your desired media (Display Ads, Content Syndication or both)
- Set geography, budget, and schedule for your ads and /or content
- Click "Next - Upload Creative" and/or "Upload Content"
- Upload your respective assets for your media program
- Review your program details
- Click "Submit your program"
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