GeoCode, a field in Salesforce available on a Contact's record, currently comes from the Advance database. Advance will be getting rid of this field during the migration to Ascend, so it will no longer be available in eComm's instance of Salesforce. In preparation for this change, Salesforce Reports currently using this field need to be recreated with an alternative method or deleted by April 25, 2023.
CU Anschutz development sends periodic email communications to grateful patients as a component of their ongoing fundraising efforts. This document summarizes how these contacts are identified and shared in CRM03, how they are processed against existing data, and how their contact records are managed following the email send. Additionally, it documents questions we may want to consider as we develop a path forward for ensuring proper handling of confidential information.
Checkout Marketing Cloud Tracking to find real-time data on all your email sends. You'll find an overview of engagement along with click activity in Marketing Cloud or export this information to a PDF or Excel file to share.
Transferring a license? Adding a new user to an existing team? eComm specialists (by way of having access to all Cvent events) can create a Cross-Event Report of the events created by a particular user. They can navigate to each event and share it with the new user so they can hit the ground running.
Einstein for Marketing Cloud uses artificial intelligence (AI) to help you analyze, automate, and optimize your marketing activities and content. With Einstein, you can use valuable insights and data on audiences, send time, engagement, and copy to improve your marketing communication efforts.
Email journeys deliver personalized and engaging communications to constituents using automation through the Journey Builder tool in Marketing Cloud. Journeys can be as complicated as a series of emails sent over a year with various decision splits to as simple as a single email sent once a year.
Use Marketing Cloud Content Builder to create dynamic content to deliver a targeted message to an audience while remaining efficient. Dynamic content lets you connect attributes of your audience to content, making the information your constituents receive more relevant.
This resource is designed for eComm specialists who are responsible for submitting provisioning and deprovisioning requests for their campus. Learn how to submit requests while being mindful of important deadlines and details that affect the user experience.
After ensuring that preferred name personalization is possible given your population, Reports and Data Extensions need to be created (or updated) by an eComm specialist to contain the appropriate preferred name field in Salesforce.
eComm specialists are responsible for creating audiences in Salesforce and Marketing Cloud. This often involves starting with a Salesforce Campaign to be converted to a Salesforce Report.
