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.
Does a contact need to start (or stop) receiving a communication of yours? If your Report or Data Extension is based on a Salesforce Campaign, users can manage Campaign Members and create new Contacts when needed. Those audience changes will be reflected the next time the corresponding Report is sent to or Data Extension is started. It's a great way for users to continually manage small changes to an audience, without involving an eComm specialist.
For organizations with a large number of Salesforce users, Public Groups optimize performance and bring efficiency. Given eComm's 300 person userbase with an average of 20 new licenses each month, we couldn't manage without them.
While Cvent has a feature to "allow partial payments," we never want to enable it. Collecting credit card information to process part of the payment now and the other portion at a later time doesn't align with CU's approach to protecting cardholders and it should not be enabled under any circumstances. The good news is, by default, this setting is disabled across all events and most users remain unaware of this functionality. Follow these instructions to confirm your paid event doesn't have this feature enabled.
Learn all about Reporting in eComm's instance of Salesforce, primarily to create audiences for communications sent through Marketing Cloud. Find templates of common populations available to clone with the option of further customizing and familiarize yourself with eComm's data dictionary to better understand the 500+ data points that can be leveraged.
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.