Marketing Cloud email templates serve the purpose of streamlining and optimizing the process of creating and sending emails. eComm has provided numerous branded templates that you can utilize. However, you may choose to create your own custom templates. This wiki covers the benefits of using templates and instructions for how to create an email from a custom template saved in your Business Unit.
By implementing a simplified Marketing Cloud business unit and preference model across all campuses, the eComm team will reduce costs, streamline the constituent experience, and decrease the level of backend management needed. The current model has 151 business units and 373 associated preferences. This project aims to reduce these numbers by at least 50%.
Have an email in full HTML but want to send it from Marketing Cloud? It's doable (not to mention a great approach), but it must be approached a certain way to ensure CAN-SPAM compliance, including a footer for recipients to opt-out. Find details on how to test the recipient's experience, instructions on how to create an HTML email correctly, and the most common misstep we come across.
Reports can often have the same contact listed numerous times, so identifying the unique count is important to confirm the Report criteria is accurate. Having a total 9,000 unique contacts when expecting 250 is an indicator of incorrect criteria and should be investigated.
For those that have used ChatGPT or other AI language modeling tools, there’s no arguing that the results are often impressive and time-saving. While it may seem like a great idea to use AI to write content, there are a few reasons why you might not want to rely solely on AI.
Anchor links are clickable links that direct the reader to a specific section or location of a webpage, document, or email. They are often used to provide quick navigation within lengthy pieces of content. Although tempting to use in emails, anchor links are not without limitations.
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 in-person event and determining who to invite.
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.
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.
