General Updates, Action Items, Roadmap Updates, Ongoing Opportunities, New/Updated Resources, Ongoing Data Monitoring
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.
There are two ways to send emails through Marketing Cloud, Guided Send and Salesforce Send Emails. Guided Send has a sleeker interface but Salesforce Send Emails can be reused bringing efficiency and minimizing room for error.
Learn how the CU Office of Advancement used Journey Builder to automate and optimize their annual Impact Report to donors.
Team Changes, Team Meeting Schedule and Structure, Action Items, Roadmap Updates, Ongoing Opportunities, Ongoing Data Monitoring
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.
CU Anschutz hosted a Lunch and Learn session for users in Sept. to provide email design tips and tricks that apply generally and specifically to Marketing Cloud.
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.
Learn how the UCCS Alumni Association used Journey Builder to automate and optimize monthly birthday emails to their constituents.

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