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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 event and determining who to invite or sharing a message that is only relevant to those in a certain geographic area.
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.
Effective email marketing is data-driven and should not be viewed as set it and forget it. As an email marketer, looking at reliable metrics when analyzing your email marketing performance is essential. Using your own data as a benchmark is the best practice for determining if you are meeting your goals or need to optimize to improve performance.
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.
Campus User Groups... Super Users... License Changes... CRM Team Structure Changes... Marketing Cloud: Datorama now 'Intelligence Reports'... Ongoing Opportunities... New/Updated Wikis and Resources... Ongoing Data Monitoring...
UCCS hosted a Lunch and Learn session for users in Sept. to review email and event best practices including three checklists for quick-reference. Keep them on hand to help have your next email send or event go successfully.
