System eComm Team | Licensed User Resources

Welcome to the System eComm Team (SET)!

As a SET member, you love leveraging better data to send better emails and host better events. You're also a pro when it comes to using Salesforce, Marketing Cloud and maybe Cvent. By following eComm processes, you're able to streamline and organize your work. Plus, you have access to resources a-plenty and specialist support.

From checklists and office hours to discovery and user group meetings, you have all the makings for great communications. All that's left is to do what you do best: engage with your audiences.

 

 

 

 

 

 

Kate O'Connell


eComm Coordinator
kate.oconnell@cu.edu
303-860-5703
Kate's V2MOM

Open Office Hours

Open house! Drop by for anything.


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

Scheduled Meetings

Send an invite to meet. My Outlook calendar is up-to-date.


Monday | 8 AM - Noon
Thursday | Noon - 4 PM

Are you gearing up to send a communication? The graphic below is chalk full of helpful information and guidance. When you're ready to begin, use the SET email checklist by selecting the button below.

SET Email Web

Identify what you want to communicate, who should receive your message, when it should be delivered and details for your event registration form.
 

STRATEGIZE | Identify Goal, Message, Audience & Desired Action for Your Email(s)

CONTENT | Write or Acquire Content for Communication

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

USE THE EMAIL CHECKLIST |

Email Checklist

Submit a request for an audience list to be created for you. Your eComm specialist will conduct a discovery session with you to collect additional details and set deadlines.

SUBMIT REQUEST | Submit a Request for Your eComm Specialist to Create an Audience List for Your 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, Set Deadlines and Define Scope of Work

View Office Hours

CREATE TASK | Your eComm Specialist Will Create a Task that Reflects Scope of Work as Defined During Discovery

TaskRay Overview

CREATE AUDIENCE LIST | Create Audience List and Deliver to User According to Scope of Work

Build your communication based on the strategy you defined in Steps 1 and 2.


 

CREATE COMMUNICATION | Create Communication in Marketing Cloud

Content Builder Guide

TESTING | Ensure the Final Product Displays Well in a Variety of Email Clients, Browers and Devices. Review Content, Links, From, Subject and Preheader with Others on Your Team

Send a Test Email

Send your email from Marketing Cloud and review analytics.



 

SEND | Send/Schedule Communications

Tracking

REVIEW| Review Analytics and Document Lessons Learned

Campus Resources

 

Do you have an upcoming event that you are starting to plan for? The graphic below is chalk full of helpful information and guidance. When you're ready to begin, use the SET event checklist by selecting the button below.

SET Event Web

Identify what you want to communicate, who should receive your message, when it should be delivered and details for your event registration form.
 

STRATEGIZE | Identify Goal, Message, Audience & Desired Action for Your Event Invitation(s)

CONTENT | Write or Acquire Content for Communication

AUDIENCE | Identify Your Audience(s)

EVENT DATE | Identify Your Event Date

EVENT DETAILS | Define Event Goal & Objective(s), Identify Roles & Responsibilities, Create Budget

EVENT SEND DATES | Identify Delivery Date(s)

COMMUNICATIONS TO ATTENDEES | Identify Communications to Registered Attendees

FORM COMPONENTS | Identify What You Need to Collect In 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

USE THE EMAIL CHECKLIST |

Event Checklist

Submit a request for an audience list to be created for you. Your eComm specialist will conduct a discovery session with you to collect additional details and set deadlines.

SUBMIT REQUEST | Submit a Request for Your eComm Specialist to Create an Audience List for Your 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 & Event, Set Deadlines and Define Scope of Work

View Office Hours

CREATE TASK | Your eComm Specialist Will Create a Task that Reflects Scope of Work as Defined During Discovery

TaskRay Overview

CREATE AUDIENCE LIST | Create Audience List and Deliver to User According to Scope of Work

Build your communication and event registration form based on the strategy you defined in Steps 1 and 2.

 

CREATE COMMUNICATION | Create Communication(s) in Marketing Cloud

Content Builder Guide

CREATE CVENT FORM | Build Cvent Registration Form & Post-Registration Communications (e.g.; Confirmation Emails, Post-event Surveys, Etc.)

Cvent Training   Choose a Form Type

TESTING | Ensure the Final Product Displays Well in a Variety of Email Clients, Browers and Devices. Review Content, Links, From, Subject and Preheader with Others on Your Team

Send a Test Email

SUBMIT CVENT FORM FOR APPROVAL | Submit Request from Within Cvent to Have Your eComm Specialist Approve Your Cvent Event Registration Form

Request Approval

After approval, send your event invitation from Marketing Cloud and review analytics.


 

APPROVAL | Approve Communication and Cvent Event Registration Form Per Scope of Work Defined During Discovery

SEND | Send/Schedule Communications

Tracking

POST-SEND REVIEW | Review Analytics and Document Lessons Learned

INVITEE MANAGEMENT | Update, Modify, Cancel Registrations in Cvent

PRE-EVENT PREP | Prepare for Your Event with a Final Attendace List, Pre-print Name Badges, Etc.

DAY OF EVENT | Check in Attendees with the Cvent OnArrival App

OnArrival App

POST-EVENT REVIEW | Analyze Event Data and Document Lessons Learned​

Campus Resources

CHECKLISTS

Whether you are looking to build and email or create an event form, there is a checklist to guide every step of your work. Not only will these checklists help to organize your workflow, but they will also help Kate identify how to best support you if a question comes up. Find both the email checklist and the event checklist here:

ECOMM WIKI

Do you want to double-check the steps for creating a data extension? Are you wondering how to integrate a Cvent event with a Salesforce campaign? The eComm Wiki is your go-to trove of training information. The Wiki contains helpful posts about all three eComm applications designed to assist with training and troubleshooting. This should be your first step if a question or issues comes up during an eComm project. You can find the Wiki here:

SET News

Where the eComm Wiki is your go-to source for training and troubleshooting information, the SET News page is your home base for updates and information about the SET Team. This includes the monthly SET recap and helpful posts on business processes. You can find the SET News page here:

Need Help? Submit a Ticket!

Whether you're having trouble with a content block in Marketing Cloud, or need assistance with a registration form in Cvent, submitting a help ticket is the best way to get effective and timely support:

VENDOR EVENTS

Interested in getting information straight from the source? Join a webinar or attend a local user group meeting hosted by our vendors: Salesforce, Marketing Cloud, and Cvent. Topics for these events vary and new events are always being added, so be sure to check the calendar often.

Login

Ready to get going on your next eComm project? Use the links below to access the login portals for the eComm apps:

 

 

Looking for the lastest information on SET happenings? Check out these recent posts containing updates and support resources from SET News

Upcoming SET User Group Meetings | November 2017 to November 2018

As fall gets underway, the SET team is working hard on initiatives for the coming calendar year! This includes a great lineup of quarterly SET user group meetings. Details and invitations for each meeting will be sent out, but be sure to mark these dates on your calendar. 

SET Update | Out of office

Kate will be out of the office on Friday, October 6th. If you have a question or need support, please create a TaskRay task and "@" Kate in it. She'll get back to you as soon as she is back in the office on Monday, October 9th.

Marketing Cloud | A-Z Strategy and Data-Driven Decisions

Properly implementing strategy is essential for driving effective communications. In a recent Marketing Cloudcast episode and blog post, the folks at Marketing Cloud present helpful tools to enable simple, effective strategy that is well-informed by data and analytics.

SET Upate | SET Chatter Group

Interested in getting up-to-date information on the latest news for SET? Look no further than the new SET Team Chatter group in Salesforce.

Getting Smart With Email Marketing Segmentation

Segmentation: a word that every marketer and communicator knows well. Even so, taking a closer look at this key component of marketing and communications can be highly beneficial. A blog post from emailmonday recaps basic principles of segmentation and also provides actionable steps for implementation.

Cvent | Q2 2017 Product Update and Marketing Tips

We all know that marketing is as much an art as it is a science. This is particularly true for event marketing. Check out this Cvent blog post for quick tips specific to event marketing. You can also catch up on the latest news from Cvent with their Q2 update recorded webinar.

Looking for more information about SET user group meetings? This is your one-stop-shop! The topics, locations, and times for the next several meetings are listed below. Be sure to save the date for upcoming meetings in your calendar! You can also access the agenda and presentation slides from previous meetings. 

Upcoming User Group Meetings

November 2017 User Group Meeting November 15th Regents Conference Room 1:00 P.M. - 2:00 P.M. Cvent  | Reporting
February 2018 User Group Meeting February 21st Regents Conference Room 1:00 P.M. - 2:00 P.M. 2018 Launch
May 2018 User Group Meeting May 23rd Regents Conference Room 1:00 P.M. - 2:00 P.M. Marketing Cloud | Journey Builder

Past User Group Meetings

August 2017 User Group Meeting August 29th Conference Room 502 2:30 P.M. - 3:30 P.M. YTD recap and end-of-year roadmap
June 2017 User Group Meeting June 12th Regents Conference Room 2:30 P.M. - 3:30 P.M. Marketing Cloud | Tracking Data
May 2017 User Group Meeting May 17th Regents Conference Room 1:00 P.M. - 2:00 P.M. TaskRay
April 2017 User Group Meeting April 19th Regents Conference Room 1:00 P.M. - 2:00 P.M. Cvent | Express forms
March 2017 User Group Meeting March 9th Regents Conference Room 11:30 A.M. - 12:30 P.M. SET Launch

Do you have a question or topic that you would like to see covered at a user group meeting? Send an email to Kate with your suggestion. 

 

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.
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