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.
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.
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.
Want to learn the eComm suite of tools? Find out where to find complete new user training for Salesforce, Marketing Cloud and Cvent. We encourage you to pause the videos periodically and allow yourself time to put the material into practice.
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.
