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Add to Account [1]

January 29, 2021 by Melanie Jones [2]

We want to give eComm users autonomy wherever possible, but there are a few pieces that require a request to an eComm specialist.

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Download PDF [3]

Salesforce

Reports [4]

You can't send a Marketing Cloud email without an audience. Reports are key to getting your message to the right people.​

 Dashboards [5]

Dashboards take Reports to the next level with graphs and charts, making it possible to analyze large amounts of data.

 Update Data [6]

eComm specialists know the intricacies of navigating data, like updating a contact's information or adding new contacts.​

 Subscriptions [7]

Embed a subscription form on your website so constituents can add themselves to a distribution list.

Submit Request [8]​

Marketing Cloud

 From Information [9]

Use a friendly from name and email address with which recipients identify for higher engagement.​

 Data Extensions [10]

Messages to students or employees should be delivered to university email addresses; this requires Data Extensions.

 Share an Email [11]

Share an email and other assets across different business units to avoid re-inventing the wheel.

Submit Request [8]​

Cvent

 Event Approval [12]

All events must be approved before being launched. Plan for a one to three day turn-around.​

 Event Planner Email Address [13]

Planner email addresses reflect who registrants should contact if questions arise and are required for each event.

Finance Information (speedtype, account code & designation code) [14]

Collecting money during registration? We'll need your speedtype and account code to get your money to you.

 Portal Reports & Users [15]

Portals make reports accessible to fellow colleagues at no cost so they can view, filter and export up-to-date event data.

Submit Request [16]​​​

Related Wiki Posts

Access Level Documents [17]
Add to My Account 2021.pdf [18]
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Add to Account
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Source URL:https://www.cu.edu/blog/ecomm-wiki/add-account

Links
[1] https://www.cu.edu/blog/ecomm-wiki/add-account [2] https://www.cu.edu/blog/ecomm-wiki/author/39 [3] https://www.cu.edu/system/files/pages/149124-Add%20to%20Account/docs/Add%20to%20My%20Account%202021.pdf [4] https://www.cu.edu/blog/ecomm-wiki/sending-reports-vs-data-extensions-vs-campaigns [5] https://www.cu.edu/blog/ecomm-wiki/salesforce-dashboards [6] https://www.cu.edu/blog/ecomm-wiki/updating-contact-information-salesforce [7] https://www.cu.edu/blog/ecomm-wiki/subscriptions [8] https://www.cu.edu/node/2049%20 [9] https://www.cu.edu/blog/ecomm-wiki/sender-profiles-delivery-profiles-and-send-classifications [10] https://www.cu.edu/blog/ecomm-wiki/marketing-cloud-data-extension [11] https://www.cu.edu/blog/ecomm-wiki/sharing-email [12] https://www.cu.edu/blog/ecomm-wiki/cvent-standard-event-form-approval-launch [13] https://www.cu.edu/blog/ecomm-wiki/cvent-event-planner-email-address [14] https://www.cu.edu/blog/ecomm-wiki/cvent-how-setup-payment-information [15] https://www.cu.edu/blog/ecomm-wiki/cvent-portal [16] https://www.cu.edu/ecomm/submit-help-ticket [17] https://www.cu.edu/blog/ecomm-wiki/support-model [18] https://www.cu.edu/doc/add-my-account-2021pdf-1?download=true