System eComm Team | Non-Licensed User Resources

Need an email or event invitation distributed? eComm is here to help.

Submit the form(STEP 2: Collaborate) for your communication(Email or Event) 2+ weeks prior to your desired delivery date.

Has eComm helped you with this project before, such as an annual event? Ask Melanie Jones to provide an overview of what was done last year for you to build off of. 

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Melanie Jones

Melanie Jones

eComm Training Manager
melanie.jones@cu.edu
303-860-5737
Open Office Hours
Open house! Drop by for anything.

Monday | Noon - 4 PM
Tuesday | 8 AM - 4 PM
Scheduled Meetings
Send an invite to meet. My Outlook calendar is up-to-date.

Monday | 8 AM - Noon
Thursday | Noon - 4 PM
Unavailable
Working, do not disturb.

Wednesday | 8 AM - 4 PM
Thursday | 8 AM - Noon
Friday | 8 AM - 4 PM

 

eComm Email | Four Steps To Send     SUBMIT REQUEST

Build for me | Email

STRATEGIZE | Identify goal, message, audience & desired action for your communication(s)

CONTENT | Write or acquire content for communication, including a subject line and pre-header

Subject     Preheader

AUDIENCE | Identify your audience(s)

OTHER PROMO | Identify other promotional material (e.g.; website, postcards, etc.)

CAPITALIZE ON EXISTING CHANNELS | Request to have your content added to existing communications

Campus Resources

SUBMIT REQUEST | Submit a request for your eComm Specialist to create a new communication

Submit Request

REVIEW SUBMISSION | Your eComm Specialist will review your submission and send a calendar invitation for a Discovery session

DISCOVERY | Discovery session to review communication details, set deadlines and define Statement of Work (SOW)

STATEMENT OF WORK | Deliver SOW document that represents details about event invitation(s) and registration form, including deadlines and responsible parties

CREATE AUDIENCE LIST(S) | Create audience list(s) within Salesforce

CREATE COMMUNICATION(S) | Create communication(s) in Marketing Cloud

TESTING | Email clients(e.g. Outlook, Gmail, Hotmail, Yahoo, etc.) browsers (e.g. FireFox, Chrome, Safari, Internet Explorer, etc.) and devices (e.g. desktop, mobile, tablet, etc.)

Marketing Cloud

SEND FOR APPROVAL | Deliver communication to client for review and approval

REVIEW | Review all aspects of communication per Statement of Work and send feedback to eComm Specialist

Approve Communication

ITERATIONS | Make final changes to email communications, deliver communication to client for review and approval

APPROVAL | Approve communication per Statement of Work defined during Discovery

Approve Communication

SEND | Send/schedule communication

POST-SEND REVIEW | Review communication send analytics

Tracking

eComm Event | Four Steps To Send     SUBMIT REQUEST

Build for me | Event

STRATEGIZE | Identify goal, message, audience & desired action for your event invitation(s)

CONTENT | Write or acquire content for event invitation

AUDIENCE | Identify your audience(s)

EVENT DATE(S) | Identify your event date(s)

EVENT DETAILS | Define event goal & objective(s), identify roles and responsibilities, create budget

EVENT INVITE SEND DATE(S) | Set event invitation send date(s)

COMMUNICATION(S) TO ATTENDEES | Identify Your Audience(s)

FORM COMPONENTS | Identify what you need to collect during registration

OTHER PROMO | Identify other promotional material (e.g.; website, postcards, etc.)

CAPITALIZE ON EXISTING CHANNELS | Request to have your content added to existing communications

SUBMIT REQUEST | Submit a request for your eComm Specialist to create a new event invitation and registration form

Submit Request

REVIEW SUBMISSION | Your eComm Specialist will review your submission and send a calendar invitation for a Discovery session

DISCOVERY | Discovery session to review event invitation and form details, set deadlines and define Statement of Work (SOW)

STATEMENT OF WORK | Deliver SOW document that represents details about event invitation(s) and registration form, including deadlines and responsible parties

CREATE AUDIENCE LIST(S) | Create audience list(s) within Salesforce

CREATE EVENT INVITATION(S) | Create event invitation(s) in Marketing Cloud

CREATE CVENT FORM | Build Cvent registration form & post-registration communications (e.g.; confirmation emails, post-event surveys, etc.).

TESTING | Email clients(e.g. Outlook, Gmail, Hotmail, Yahoo, etc.) browsers (e.g. FireFox, Chrome, Safari, Internet Explorer, etc.) and devices (e.g. desktop, mobile, tablet, etc.).

Marketing Cloud

SEND FOR APPROVAL | Deliver event invitation and registration form to client for review and approval

REVIEW | Review all aspects of event invitation and registration form per Statement of Work and send feedback to eComm Specialist

Approve Invite   Approve Form

ITERATIONS | Make final changes to event invitation and deliver to client for review and approval

APPROVAL | Approve event invitation and Cvent event registration form per Statement of Work defined during Discovery

Approve Invite   Approve Form

SEND | Send/schedule event invitation

POST-SEND REVIEW | Review event invitation send analytics

Tracking

INVITEE MANAGEMENT | Update, modify, cancel registrations in Cvent

PRE-EVENT PREP | Prepare for your event with a final attendance list, pre-print name badges, etc.

DAY OF EVENT | Check-in attendees with the OnArrival app or Kiosk mode

OnArrival App     Kiosk Mode

POST-EVENT REVIEW | Analyze event data and document lessons learned

Campus Resources

GENERAL

CVENT

SALESFORCE

MARKETING CLOUD

Submit a help ticket

Submit a ticket to eComm. Your campus eComm specialist will contact you soon.

What's your deadline? Heads up that if you are asking for a new report, we ask for two weeks. And if you need a Cvent form approved, we need 3 days.
It's OK if you don't know, just let us know.
Once you are logged into Marketing Cloud, you can find the name of your Business Unit in the top, right corner and just left of your name.
Provide the name, URL and/or ID of the report or campaign you need modified. It's OK if you don't know, just give us much info as possible so we can find it as quickly as possible.
Tell us exactly who you want to send your email to. The more details the better and codes are awesome (eg; degree codes, etc.). HELPFUL: UCCS degreed alumni who graduated between 1990 and 1992 with a degree in nursing. NOT HELPFUL: Nursing people.
You can provide the name of your Cvent form that you need reviewed, approved and integrated with Salesforce here. But, we also ask that you set your form to be approved within Cvent. When you do this, your campus eComm specialist will be alerted.
Help us help you. Provide the name of the email, what exactly is wrong, URLs, IDs... any detail helps us address your issue faster and more efficiently. For example, if you need help about an email that was already sent, then it’s helpful to know how it was sent (Salesforce Send vs. Guided Send), the day it was sent, the name and/or Job ID of the email and business unit.
Help us help you. Provide the name of the form, what exactly is wrong... any detail helps us address your issue faster and more efficiently.
Files must be less than 2 MB.
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