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Using Data to Build your Audience [1]

jennifer.mortensen's picture

November 14, 2019 by jennifer.mortensen [2]

Each individual contact in Salesforce contains 500+ data points that you can use to segment your audience for email sends. While it can be tempting to send to everyone because it's easy, segmenting your audience is a better strategy that can lead to big results (increases in open and click rates, for example).

Here's a quick overview of the data available in Salesforce (not all fields are included). Your eComm Specialist [3] can assist you with segmenting your audience based on these data points. 

Contact Object

  • Birthdate
  • Age
  • Geographic Area
  • Address, City, Zip Code
  • Employee ID
  • Advance ID
  • Student ID

Affiliations Object

  • Details affiliations with CU, such as donor, alumni, employee, friend, parent, etc.

Campaign History

  • Details a full campaign history for the contact, including email and event engagement.

Contact History

  • Details changes made to the contact, such as in the email address field.

Education Object

  • Campus
  • Official Degree
  • Degree Awarded (Y/N)
  • Degree Awarded Date, Semester, and Year
  • Major, Minor, Honors
  • Degree Level
  • Active Enrolled (Y/N)
  • First and Last Term Enrolled

Employment Object

  • Job Group Description
  • Working Title
  • Hire Date
  • Supervisor
  • Employee School/College
  • Job Location
  • Job Group Code
  • Job Department Campus Number
  • Employee ID

Enrollment Object

  • Institution
  • First and Last Term Enrolled
  • Academic Level
  • Active Enrolled (Y/N)
  • Scholarship Information
  • Academic Load Code (Full or Part Time)
  • Individual Email Results
  • Details the specific actions a contact has taken in response to emails received (no open, open, click)

Interest Object

  • Details interests (limited in scope) within CU such as Advocates, advisory boards, giving societies, etc.

Scholarship Object

  • Details CU scholarships a contact has received (limited in scope), if any.

Related Content

  • How do I build Salesforce reports? [4]
  • What is the difference between a campaign and a report? [5]
  • Why do reports have such complicated names? [6]
  • How do I request a new report? [7]
  • How do I modify an existing report? [4]
  • How do I view a report? [8]
  • How do I share a report with another user? [9]
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Source URL:https://www.cu.edu/blog/ecomm-wiki/using-data-build-your-audience

Links
[1] https://www.cu.edu/blog/ecomm-wiki/using-data-build-your-audience [2] https://www.cu.edu/blog/ecomm-wiki/author/13789 [3] https://www.cu.edu/ecomm/strategy/leadership [4] https://www.cu.edu/blog/ecomm-wiki/salesforce-reporting [5] https://www.cu.edu/blog/ecomm-wiki/salesforce-campaign-vs-salesforce-report [6] https://www.cu.edu/blog/ecomm-wiki/naming-conventions [7] https://www.cu.edu/blog/ecomm-wiki/add-account [8] https://www.youtube.com/watch?v=OdYhw7qa3oM&feature=youtu.be [9] https://www.cu.edu/blog/ecomm-wiki/salesforce-visibility-and-sharing