New User Onboarding Journey [1]
This resource is designed for eComm specialists who help onboard new users for their campus. Once you know the overall process for requesting new licenses and important deadlines [3], get a peek into all the customized emails new users will receive during their first 7 months in the applications. From the new user perspective [4], this wiki walks through step 3 (Login, Training & Quiz) and part of step 4 (Continued Education) for successful onboarding.
- The eComm specialist(s) listed at the bottom of each email are based on the eComm specialist field on the License record in Salesforce.
- The email examples below are for new users in all the eComm applications (Marketing Cloud/Salesforce and Cvent). Emails are customized with relevant content when a new user gets access to only some applications (that is, Marketing Cloud/Salesforce only or Cvent only). In these cases, the new user onboarding journey is shortened to five resource emails (rather than seven).
Credentials, Training & Quiz
Quiz Reminders (if needed)
You passed the quiz!
Resource 1
Resource 2
Resource 3
Resource 4
Resource 5
Resource 6
Resource 7
'eComm Support' Footer Customization
Check out how these emails are configured in Marketing Cloud with Journey Builder. Due to the length and complexities, images of the entire Journey are provided along with a zoomed-in version of the two main pathways.
- Overview [5]
- Longest Path: 1) Credentials, Training & Quiz | 2) Quiz Reminders | 3) Passed Quiz [6] (below)
- Shortest Path: 1) Credentials (already passed quiz) | 2) Resources [7]
Related Content
- How do I view a contact? [8]
- What is the difference between a Standard Contact and an Individual Contact? [9]
- How do I modify information on a contact (such as the email address)? [10]
- How do I add a contact to a Salesforce campaign? [11]
- What are individual email results (IERs), and how can I use them? [12]
- How do I add contacts to Salesforce? [13]
- How can I match new contacts against existing contacts to avoid creating duplicates? [14]
- How will I know if a contact received my email? [12]
- How does a Salesforce contact relate to a Marketing Cloud Subscriber? [15]
- Is Salesforce GDPR compliant? [16]
Display Title:
New User Onboarding Journey
Send email when Published:
No