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.
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.
Collaborating with someone else at CU on your events? Give other Cvent Users visibility to your event so they can modify your registration, access reports, help manage invitees, and more.
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.
