Often when a Contact is not receiving emails, there are several logical reasons why, including actions taken by constituents themselves. If you are investigating why a Contact is not receiving communications, review the steps below to troubleshoot.
Learn all about Reports and Dashboards with Salesforce Lightning. You can build real-time charts to visualize key metrics such as email engagement and event attendance. Note: eComm specialist are the only ones with access to build reports and dashboards. Users can submit requests to have a specific report or dashboard to be created to view whenever.
You attended new user training and got the basics under your belt. Now it's time to meet with your eComm specialist. Together you can make sure you have everything you need to send your first email or launch an event.
Not sure how to complete a task or if you even have access to do so? Learn about roles & responsibilities along with how-tos on all eComm related tasks.
With summer winding down and fall right around the corner, you are not the only one reassessing your communication strategy. How will you get your messages to standout from the rest? It all starts with understanding your audience and targeting them appropriately. Over the next few months, we'll show you how to set goals with your team and understand your audience through analytics. Together, we'll test recipient engagements and share successes (and failures) across CU.
Checkout details on recurring CU processes such as obtaining licenses along with scheduled audits that will occur to ensure the platforms remain 'clean' and users are in compliance with the eComm user agreement.
Have an excel file of folks that you want to email? Your eComm specialist can create a Salesforce Campaign to capture your audience for you to distibute messages to.
Looking for a refresher on CIW training for IERs? This is your one stop shop for getting started.
Users will be opted-in to receive tips & tricks from eComm, including: best practices, in-person training opportuinites, and how-to tutorials available on-demand.
Watch the recorded Intro to Training video to build your knowledge of eComm's suite of tools along with federal laws that pertain to you as a communicator. Don't forget to test yourself with a quick quiz!

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