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Progressive Profiling in Salesforce Marketing Cloud

Progressive Profiling in Salesforce Marketing Cloud

In the world of marketing, the primary focus revolves around data accumulation. The more data collected, the deeper the understanding of prospects or customers, leading to the creation of a more comprehensive individual profile. Enter Progressive Profiling in Salesforce Marketing Cloud. Progressive profiling emerges as an effective method for data collection, enabling the gradual enrichment of an individual’s profile over time. This approach prevents overwhelming data collection methods that could potentially drive prospects away. Or at least prevent them from filling out your forms. While Progressive Profiling is a built-in feature in Pardot, Marketing Cloud Consultants and Admins often seek ways to implement it. In this insight, we’ll demonstrate how to achieve Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, deviating from conventional Smart Capture Forms. Progressive Profiling in Salesforce Marketing Cloud: Use Case Let’s outline the use case: a landing page/cloud page that unfolds as follows: First Visit: Display a simple form with fields for First Name, Last Name, and Email Address. Second Visit: Present the same form but accompany it with a ‘Welcome Back’ message. Third Visit: If the prospect submits the form and returns later, showcase a different form with additional fields like company name and service feedback, posing the question, “do you like our service?” How Progressive Profiling Works First Visit: Set a cookie when a user visits the landing page. Second Visit: Check for the existence of a cookie; if present, display the welcome message with the form. Third Visit and Beyond: Upon form submission, add values to a data extension (including the cookie). Subsequent visits involve checking for the cookie’s presence in the data extension, revealing different form fields if applicable. Setting Up Progressive Profiling in Marketing Cloud Step 1: Create a Data Extension Establish a data extension to store form values. Step 2: Create the CloudPage Utilize the provided code snippet. Step 3: Test the Progressive Profiling A demo video showcases the testing process. Considerations GDPR and Privacy: Adhere to GDPR laws; ensure explicit consent for placing cookies and tracking individuals. Consult your legal team for additional disclaimer requirements. Google Chrome Same Site Cookie Change: Be mindful of changes in Google Chrome’s Same Site Cookie policy, adjusting the code in SSJS accordingly to comply with Chrome version 76 or later. Cache and Browser Changes: Note that clearing the cache or switching browsers generates a new cookie, displaying the original form. This insight hopes to elucidate the implementation of Progressive Profiling in Marketing Cloud through a custom solution on CloudPages, leveraging SSJS and other elements. While gaining Progressive Profiling functionality, strategic consideration of the fields to request at each stage is crucial before implementing any technology. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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Sending Emails Through Salesforce

What is CASL and Does It Impact Companies in the United States?

Canada’s anti-spam legislation (CASL) protects consumers and businesses from the misuse of digital technology, including spam and other electronic threats. It also aims to help businesses stay competitive in a global, digital marketplace. Does CASL apply in the US? CASL requires all businesses to obtain and document consent to send commercial emails to Canadians. This means that if you have Canadian email addresses in your email marketing database, the law is applicable to you even if your business is based in the U.S. or any other country outside of Canada. There are three general requirements under CASL for sending CEMs. They are: For identification, the message must clearly indicate who is sending the message, plus mailing address and either a contact phone number, email address, or website URL. If the contact information cannot fit in the message itself (as in an SMS message), a link to a website containing the information is acceptable. For the unsubscribe mechanism, the message must have a straightforward electronic means of allowing customers to opt-out of receiving future messages, such as the ability to text “STOP” in a text message or through an unsubscribe link in an email. For consent, CASL requires organizations receive prior consent from recipients before sending CEMs. There are two types of consent under CASL: Both types of consent are described in more detail below, including what defines someone as a current customer. Not complying with CASL can result in serious penalties, including criminal charges, civil charges, personal liability for company officers and directors, and penalties up to $10 million. It’s important to understand the law and what it means for your business. Express Consent To give express consent, customers or prospects must explicitly say something to the effect of “yes, please send me marketing emails” when they provide their email address before a company can send any marketing materials to them. These individuals must take some type of action to indicate their explicit consent. For example, clicking a check box would be acceptable but acceptance of a pre-filled check box would not be sufficient. There are two main benefits to collecting express consent: First, express consent can be used for both existing customers and prospects. Second, express consent does not expire – it is valid until the customer chooses to opt-out of further communications. Outside of CASL, the CWTA (Canadian Wireless Communications Association) additionally requires explicit consent for any SMS messages sent from a short code, which includes SMS messages that we send on your behalf. Implied Consent Consent to send a commercial electronic message (CEM) is implied where there is an existing business relationship. An “existing business relationship” is defined in CASL as cases in which: OR With this existing business relationship, you can market to individuals who have not opted-out from receiving messages. However, you are limited to how long you can email individuals with whom you have not done business recently. Implied consent has a limited shelf life. It is only permissible to communicate with those individuals while they continue to meet one of the two criteria above. For example, if a customer makes a purchase from your business, then you have two years from that point during which you can send that person messages. As another example, if a customer calls your business to ask a question but doesn’t end up doing business with you, you would only have six months from that point to send messages. For implied consent to be valid, it is always your responsibility as a business to be able to prove the business relationship is ongoing. Because of the limited life of implied consent, it is always advisable to collect express consent from customers where possible. Like Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Service Cloud with AI-Driven Intelligence Salesforce Enhances Service Cloud with AI-Driven Intelligence Engine Data science and analytics are rapidly becoming standard features in enterprise applications, Read more

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