Join us on 23 July 10 a.m.
Watch Futureform demonstrate how a PE marketing team can go from a single prompt to a fully built fundraising campaign, using Agentforce inside Salesforce and Pardot. Follow two real workflows: a marketing manager using an AI agent to generate a campaign brief, target segment, and branded email in a few clicks, and a fund manager receiving automatic follow-up tasks the moment an LP engages.
Why Attend?
Building campaigns, targeted investor lists, on-brand emails, and nurture journeys manually can take days. During that time, investor interest moves on and opportunities slip.
In this session, Futureform shows how PE teams can:
- Turn a single prompt into a campaign brief, target segment, and branded email, ready for approval in a few clicks
- Launch a multi-step engagement journey that adapts automatically based on whether an LP responds
- Get follow-up tasks routed to the right fund manager the moment an LP attends a webinar, so outreach happens while interest is warm
- Score engagement so it’s clear who’s genuinely interested and who isn’t
What You’ll Learn
✅ Agent-Built Campaigns: Generate a campaign brief, target segment, and on-brand email from a single prompt
✅ Editable, Not Rigid: Every agent-generated flow, email, and segment can be adjusted by hand — the agent gives you a starting point, not a fixed output
✅ Automatic Task Routing: Follow-up tasks route to the contact’s assigned relationship owner automatically when an LP engages
✅ Engagement Scoring: Assign points for opens, clicks, and attendance to separate warm leads from cold ones
✅ Brand-Grounded Output: The agent pulls colours, logos, and imagery from a central CMS workspace, so generated assets stay on-brand without manual styling
Who Should Join?
Managing Partners and Partners, Heads of IR & Fundraising, Marketing & Communications leaders, and Origination & Deal Teams seeking compliant scale and sharper prioritisation.