A campaign, drafted person by person

Writing a personal email to every client in a campaign takes too long, so producers often send one generic email or none. This demo shows Campaign Composer, an Agentforce agent, drafting a personal email for each of ten clients and prospects in a cyber liability campaign, with the producer reviewing and approving drafts before anything is sent.

Overview

This workflow is for producers and sales leaders running outreach campaigns, here a November campaign about cyber liability. Writing a personal email to every client in a campaign takes an afternoon, so most producers send one generic email, or none at all.

What you'll see

Campaign Composer has picked ten of the producer's clients and prospects for the campaign and drafted an email for each. The drafts wait in a review list in Salesforce. The producer opens one. It ties that client's renewal, a few months out, to an early review of cyber cover, and picks up from the producer's previous email to the contact. Back on the list, the producer selects the same draft, chooses to approve it, and clicks Go. The draft is now marked approved in the list, and a message confirms that nothing is sent: approved drafts wait for a separate send step. The narration notes that the presenter is acting as the producer for the demo; in an agency, each producer signs in as themselves.

How it works in Salesforce

Campaign Composer chooses recipients from the producer's book. As built, it reads policies, accounts and deals against a shared segment table, applies suppressions, and creates the campaign, its members and the email drafts once the producer agrees. Each draft is written for one recipient, using details such as that client's renewal timing and earlier correspondence. Campaigns and campaign members are standard Salesforce; the segment logic, drafting and review list are PS Advisory configured.

Where people stay in control

The agent drafts; it never sends. Each draft is reviewed and approved by the producer in the review list, and approval does not send anything. Every email still goes out on the producer's say, through a separate send step.

Configured for your organization

PS Advisory provides Campaign Composer as a foundational agent in its Agentforce for Insurance accelerator, so your team starts from a working pattern rather than from scratch. It is configured for your Salesforce org, including the segments a campaign can target, the suppression rules applied, and the campaign themes your agency runs.

Live Salesforce screens. Client data is simulated.