By implementing a simplified Marketing Cloud business unit and preference model across all campuses, the eComm team will reduce costs, streamline the constituent experience, and decrease the level of backend management needed. The current model has 151 business units and 373 associated preferences. This project aims to reduce these numbers by at least 50%.
When faced with a failed send, a send to 0, or failed Data Extension, review the items below. Often, the root cause is something over which you have control rather than a systemic failure in Salesforce or Marketing Cloud. If there is an outage or broad issue, users will be notified as soon as possible.
Person of Interest or POI data is used for Contacts with a non-traditional, close affiliation with CU. As of March 2023, POIs make up 32K+ Contacts. Some examples include Security / Training, Volunteer and Student Athlete.
Reports can often have the same contact listed numerous times, so identifying the unique count is important to confirm the Report criteria is accurate. Having a total 9,000 unique contacts when expecting 250 is an indicator of incorrect criteria and should be investigated.
For those that have used ChatGPT or other AI language modeling tools, there’s no arguing that the results are often impressive and time-saving. While it may seem like a great idea to use AI to write content, there are a few reasons why you might not want to rely solely on AI.
Anchor links are clickable links that direct the reader to a specific section or location of a webpage, document, or email. They are often used to provide quick navigation within lengthy pieces of content. Although tempting to use in emails, anchor links are not without limitations.
For organizations with a large number of Salesforce users, Public Groups optimize performance and bring efficiency. Given eComm's 300 person userbase with an average of 20 new licenses each month, we couldn't manage without them.
While Cvent has a feature to "allow partial payments," we never want to enable it. Collecting credit card information to process part of the payment now and the other portion at a later time doesn't align with CU's approach to protecting cardholders and it should not be enabled under any circumstances. The good news is, by default, this setting is disabled across all events and most users remain unaware of this functionality. Follow these instructions to confirm your paid event doesn't have this feature enabled.
Learn all about Reporting in eComm's instance of Salesforce, primarily to create audiences for communications sent through Marketing Cloud. Find templates of common populations available to clone with the option of further customizing and familiarize yourself with eComm's data dictionary to better understand the 500+ data points that can be leveraged.
The Free Map Tool has a ZIP Code Radius Search Map which allows you to determine what Zip Codes fall into a set range from a set point (ie. 10 mile radius of 80203). These Zip Codes can then be used in a Salesforce Report to capture an audience based on where individuals live. This is often useful when hosting an in-person event and determining who to invite.
