Salesforce Marketing Cloud Archives - gettectonic.com

08May

Email Templates in Marketing Cloud

Take your email marketing endeavors to new and amazing heights with Salesforce Marketing Cloud (SFMC), leveraging the prowess of AI-driven personalization and streamlined campaign management. Email Templates in Marketing Cloud are a great tool. Salesforce Marketing Cloud empowers you to seamlessly integrate all your campaigns, from transactional to promotional messages, while efficiently managing your email sender score. With SFMC’s consolidated platform, you can effortlessly select the perfect content for each customer from a centralized library, ensuring a tailored and captivating experience. If you’re new to constructing Marketing Cloud Email templates, don’t worry! Free online resources are available to guide you through the process. Dive into the art of building reusable email templates in Salesforce Marketing Cloud with this comprehensive step-by-step insight: In the space of email marketing, timing is crucial, and SFMC understands this reality and aids you in getting the timing right. Whether it’s sending a timely thank-you note or a birthday greeting, SFMC equips email marketers with the necessary tools to respond promptly and efficiently to their subscribers’ needs. One such tool is the creation of reusable email templates, streamlining the process of crafting personalized and captivating email campaigns. Introduction to Salesforce Email Templates in Marketing Cloud A Salesforce email template serves as a structured foundation for email communications, providing email marketers with a canvas to build upon and personalize. These templates can be customized with brand elements, contact details, and content blocks, facilitating the creation of consistent and visually appealing emails. When digging into the creation of reusable email templates in SFMC, it’s beneficial to visualize the design in three separate layers: Creating Reusable Content Blocks in SFMC Email Studio and Content Builder Before diving into email template construction, it’s crucial to understand the creation of reusable content blocks in SFMC: Creating a Reusable Email Template in SFMC Content Builder: To craft a reusable email template in SFMC Content Builder, adhere to these steps: Modifying a Reusable Email Template in SFMC Content Builder To tweak an existing template: Creating an Email from a Salesforce HTML Email Template in SFMC Content Builder: To generate an email from a template: Saving an Existing Email Message as a Reusable Email Template in SFMC Content Builder Sometimes an email performs so well you want to save it as a reusable template. To preserve an existing email as a template: Mastering email template creation in Salesforce Marketing Cloud is pivotal for efficient and effective email marketing campaigns. By following this insight, you’ll be armed with the knowledge and tools to fashion compelling email templates that foster engagement and yield tangible results. By Tectonic’s Salesforce Marketing Solutions Architect Shannan Hearne Learn about Tectonic’s Marketing Cloud Salesforce Implementation Solutions. 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

03May

Salesforce Takes Beyond Inc Beyond Personalized Shopping Experiences

Beyond, Inc., the parent company of renowned e-commerce brands such as Bed Bath and Beyond, Overstock, and Zulily, has unveiled an expanded commitment to leveraging Salesforce’s cutting-edge data and marketing solutions. Beyond Inc leverages Salesforce is to foster customer loyalty and deliver deeply personalized shopping experiences across all its brand portfolios. Beyond will now utilize Salesforce Data Cloud, powered by the Einstein 1 Platform, to unify customer data across multiple brands and enterprise data systems. This unified data will provide invaluable insights into customer behavior, preferences, and engagement patterns across Beyond’s diverse brand ecosystem. Marcus Lemonis, Executive Chairman of the Beyond, Inc. Board of Directors, underscored the company’s commitment to revolutionizing its approach to customer data management, emphasizing the importance of adopting a profit-oriented mindset and investing in customers who demonstrate a propensity for repeat purchases and loyalty. Lemonis previously implemented Salesforce solutions at Camping World Holdings. Lemonis is also the host of CNBC’s The Profit. Beyond Inc Leverages Salesforce Carlisha Robinson, Chief Customer Officer at Beyond, hailed the collaboration with Salesforce as a pivotal moment ushering in a new era of growth for the company. She emphasized the pivotal role of digital technologies in driving Beyond’s growth agenda, highlighting the company’s strategic utilization of the Einstein 1 Platform to unlock the full potential of AI and data-driven insights. Through this expanded collaboration, Beyond aims to execute personalized journeys using Salesforce Marketing Cloud, thereby increasing customer loyalty and spend across its brands. Ariel Kelman, Chief Marketing Officer at Salesforce, lauded Beyond’s adoption of Salesforce’s AI, Data Cloud, and integration technologies as instrumental in fostering deeply engaging and personalized interactions with customers. Kelman emphasized that providing personalized experiences is paramount in today’s customer-connected world, and Beyond’s initiatives will help drive revenue growth and enhance customer relationships in a whole new way. 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

May 3, 2024in Einstein 1 Platform, Salesforce, Salesforce Data Cloud, Salesforce Marketing Cloud, Salesforce Optimization

28Apr

Mobile Marketing Strategy

In today’s multitasking digital landscape, customers are constantly engaged in various activities like texting, searching with Google, browsing social media, and ordering lunch, all on the same screen. Their usage requires you to develop a Mobile Marketing Strategy. To effectively reach these customers, mobile marketing must seamlessly integrate into their current mobile experience. This requires a unified platform that aligns with their digital habits. According to the Insider Intelligence 2023 Research, email remains the most preferred communication method among customers, with a whopping 93% preference rate. However, customer preferences vary significantly across different channels, presenting a challenge for marketers who need to choose the right channels for each context. To deliver the best customer experience, marketers need to bring together multiple channels by adhering to changing data sources and evolving customer expectations. As data sources for targeting shift towards digital identities and declared preferences, marketers must adapt their strategies accordingly. Here are guiding principles for an effective mobile marketing strategy: Understanding Mobile Channels: Push Notifications: SMS Messaging: Chat Apps: Key Takeaways: 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

April 28, 2024in Marketing Automation, Salesforce, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Sales Cloud

25Apr

Salesforce Marketing Summer 24 Release Notes

Salesforce offers three marketing products: Account Engagement (formerly known as Pardot), Engagement (formerly known as Marketing Cloud), and Marketing Cloud Growth edition. Unified Messaging tools support Marketing Cloud Growth and other Salesforce apps. Salesforce Marketing Summer 24 Release Notes. 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

April 25, 2024in Einstein Insights, Salesforce, Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Automation, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Marketing Cloud Advertising, Salesforce Personalization

24Apr

Salesforce CMS Summer 24 Release Notes

Clone any content type and its variants, add an API name when you create an enhanced CMS workspace and content, and work with CMS content previews. Salesforce CMS Summer 24 Release Notes. Like1 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

April 24, 2024in Salesforce, Salesforce Development Services, Salesforce Implementation Services, Salesforce Marketing Cloud

24Apr

Summer 24 Analytics Release Notes

Analytics summer 24 enhancements include new and updated features for Lightning reports and dashboards, Data Cloud reports and dashboards, CRM Analytics, Intelligent apps, and Tableau. Summer 24 Analytics Release Notes. 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

April 24, 2024in Salesforce, Salesforce Marketing Cloud, Salesforce Tableau

Connecting Marketing Cloud Account Engagement, Marketing Cloud, and Salesforce

23Apr

Connecting Account Engagement, Marketing Cloud, and Salesforce

Connecting Account Engagement, Marketing Cloud, and Salesforce – the case for all three. A common inquiry we often encounter from clients is: “Should I opt for Salesforce Marketing Cloud or Marketing Cloud Account Engagement?” “How do we choose which one is right for us?” This query may appear peculiar since Marketing Cloud Account Engagement is typically acknowledged as the go-to B2B solution, while Salesforce Marketing Cloud is favored for B2C endeavors. The conventional wisdom suggests that businesses select one of these platforms based on their organizational setup and target demographic. Our perspective on the question at Tectonic diverges from this norm. Depending on your primary marketing channels, it can be highly effective for any business to utilize both platforms! Connecting Account Engagement, Marketing Cloud, and Salesforce Permit me to explain. Marketing Cloud Account Engagement excels in automated email marketing, lead capture via forms and landing pages, and engagement tracking through scoring and grading tools. Moreover, it boasts unequeled integration with Salesforce. Yet, there are instances where marketers require an additional channel to strategically retarget accounts or re-engage with prospects who may have become disconnected from email communication. Marketing Cloud Advertising Studio This is where Marketing Cloud’s Advertising Studio module becomes invaluable. Leveraging Salesforce’s architecture, you can craft a seamless experience for your audience with personalized journeys. The system architecture integrating MCAE for data entry and automated email marketing, Sales Cloud as the CRM and database of record, and Marketing Cloud Connect as the mechanism for triggering targeted ads. Automated Processes The process initiates in Account Engagement upon initial record creation or update. Subsequently, a prospect may enter a MCAE Engagement Studio campaign or journey, trigger an Automation Rule, or prompt a Completion Action. With seamless Sales Cloud integration, the contact record update synchronizes with the CRM, generating or updating a specific Salesforce Report for an Audience. The Marketing Cloud Connector facilitates this activity to trigger an automation in the Marketing Cloud Automation Studio, importing the contact record into a Data Extension. This Data Extension serves as the source for an Audience set up in Advertising Studio, enabling advertising campaigns across digital channels such as Facebook, Google, and LinkedIn. This is just one example of the seamless integration within the Salesforce suite of marketing products! From a user perspective, the familiarity in the look and feel of each platform empowers teams to craft sophisticated journeys without being confined to a single platform. Whether one focus on B2B and the other B2C, or one on prospecting and one on customer communications, there is a time and a place to use both. Connecting Pardot, Marketing Cloud, and Salesforce Together? When is it appropriate to leverage both platforms? Depending on your core marketing channels, for any business it can actually be very effective to use both Salesforce Marketing Cloud and Pardot for great results. Utilizing both Salesforce Marketing Cloud and Marketing Cloud Account Engagement is most suitable for businesses that: Pricing The pricing structure of Marketing Cloud, based on the Studios (features) you require access to, ensures businesses pay a flexible premium tailored to their needs. In this insight, Advertising Studio is showcased to illustrate how Account Engagement and Marketing Cloud can collaborate. However, there are other studios within Marketing Cloud that marketers can leverage for comprehensive marketing campaigns. Other studios within Marketing Cloud include: Intrigued? Consider adopting Salesforce Marketing Cloud and Marketing Cloud Account Engagement)in tandem for a comprehensive, multi-channel automated marketing strategy. The Tectonic team and I are available to assist with Salesforce architecture setup, integration, or serve as an extension of your team to devise effective Marketing Cloud strategies for long-term success. Reach out to us to learn more. The Account Engagement Plus, Advanced, and Premium editions offer a range of features designed to empower marketing teams with sophisticated tools for analyzing performance, implementing automation, and enhancing campaign effectiveness. Let’s break down each edition’s offerings: Account Engagement Plus Edition: Account Engagement Advanced Edition (Includes Einstein AI-powered features): Account Engagement Premium Edition: These editions cater to different levels of marketing sophistication, offering scalable features and capabilities to meet the diverse needs of marketing teams within organizations. Whether it’s advanced analytics, AI-driven insights, or enterprise-grade tools, Account Engagement editions empower marketers to optimize performance and drive business growth effectively. Connecting Account Engagement Marketing Cloud and Salesforce for Distributed Marketing The Distributed Marketing & Marketing Cloud Connect solution offers seamless integration of corporate marketing, employees, channel partners, and brand engagement to ensure cohesive experiences across corporate and partner networks. With this solution, marketers can create and distribute on-brand content using Marketing Cloud. Key features of Distributed Marketing & Marketing Cloud Connect include: Overall, Distributed Marketing & Marketing Cloud Connect simplifies content collaboration, strengthens brand consistency, and facilitates efficient engagement across diverse networks within an organization. This integration of marketing efforts fosters better communication and alignment across all stakeholders involved in brand promotion and customer interactions. By Tectonic Salesforce Marketing Cloud Solution Architect, Shannan Hearne 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

April 23, 2024in Distributed Marketing, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

05Apr

Einstein Engagement Frequency Model Card

Einstein Engagement Frequency Model Card Overview The Einstein Engagement Frequency Model Card in Marketing Cloud Engagement is designed to help marketers determine the optimal frequency for sending emails to individual contacts, thereby maximizing engagement and minimizing unsubscribes. Here’s an overview of the key aspects of this model: Model Details Intended Use Relevant Factors and Inputs Output Ethical Considerations Refresh Cadence Licensing and Access 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

April 5, 2024in Marketing Automation, Salesforce Einstein, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

01Apr

Data Cloud and Snowflake Bidrectional Data Sharing

Salesforce Data Cloud and Snowflake are excited to announce that bidirectional data sharing between Snowflake, the Data Cloud company, and Salesforce Data Cloud is now generally available. In September, we introduced the ability for organizations to leverage Salesforce data directly in Snowflake via zero-ETL data sharing, enabling unified customer and business data, accelerating decision-making, and streamlining business processes. Today, we’re thrilled to share that customers can now also share Snowflake data into the Salesforce Data Cloud, using the same zero-ETL innovation to reduce friction and quickly surface powerful insights across sales, service, marketing, and commerce applications. Data Cloud and Snowflake Bidrectional Data Sharing. Data Cloud and Snowflake Bidrectional Data Sharing Enterprises generate valuable customer data within Salesforce applications, while increasingly relying on Snowflake as their preferred data platform for storing, modeling, and analyzing their full data estate. This integration between Salesforce and Snowflake minimizes friction, data latency, scale limitations, and data engineering costs associated with using these two leading platforms. The Snowflake Marketplace also offers customers the opportunity to acquire new data sets to enhance or fill gaps in their existing business data, driving innovation. By combining enterprise data and third-party data from Snowflake Marketplace with valuable customer data from Salesforce applications, organizations can unify their data and build powerful AI solutions to surface rich insights, driving superior and differentiated customer experiences. “Zero-ETL data sharing between Salesforce Data Cloud and Snowflake is game-changing. It has opened up new frontiers of data collaboration. We’re excited to see how customers are powering their customer data analytics and developing innovative AI solutions with near real-time data from Salesforce and Snowflake, generating incredible business value. Now that this integration is generally available, this kind of innovation will be broadly accessible,” says Christian Kleinerman, SVP of Product, Snowflake. Power Personalized Experiences with Salesforce and Snowflake Data sharing between Salesforce Data Cloud and Snowflake brings together holistic insights, empowering multiple customer-facing departments within any organization to create a truly robust customer 360. As Snowflake’s Chief Marketing Officer, Denise Persson, often states, a true, enterprise-wide customer 360 is the beating heart of a modern, customer-facing organization. The applicability of this integration spans various industries and unlocks new growth opportunities. For example: The bidirectional integration enables data sharing across business systems, Salesforce clouds, and operational systems, facilitating data set analysis and future action planning. This brings actionable insights and drives actions, unleashing a new level of customer experience and business productivity. 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

April 1, 2024in Salesforce Data Cloud, Salesforce Marketing Cloud, Snowflake

31Mar

WhatsApp Integration Brings Service and Marketing Together

Salesforce has announced the general availability of Unified Conversations for WhatsApp, transforming one-way marketing promotions and service requests into dynamic, two-way conversations from a single WhatsApp number. WhatsApp Integration Brings Service and Marketing Together. Now, instead of managing separate threads for promotions and support, customers can receive personalized opt-in marketing promotions and individual support all within a single WhatsApp chat. This unified approach allows companies like Agibank to leverage Salesforce data from over 900 hubs within WhatsApp to deliver personalized loan proposals, resolve issues faster, and better support customers in a single conversation. Why It Matters A significant 79% of customers expect consistent interactions across departments, and 75% prefer to communicate with brands through messaging. However, businesses often fail to meet these expectations, with disconnected experiences being a top customer frustration. Salesforce Perspective “With over two billion people using WhatsApp, Salesforce’s Unified Conversations for WhatsApp enables brands to connect with customers in a unified, trusted manner,” said Steve Hammond, EVP and GM of Salesforce Marketing Cloud. “This helps brands break down internal barriers and build stronger relationships throughout the customer journey, ensuring personalized engagement at the right time and context.” Go Deeper Unified Conversations for WhatsApp is powered by Salesforce Data Cloud, allowing companies to consolidate data into Salesforce and create a unified customer profile. This shared profile provides marketers and service agents with the relevant context to deliver trusted experiences in a single chat thread. Innovation in Action Unified Conversations for WhatsApp combines marketing and service conversations, enabling: Customer Perspective Matheus Girardi, Chief Marketing and Customer Officer at Agibank, shared, “Our customers rely on WhatsApp to engage with us. Unifying our data in Salesforce for WhatsApp has improved our user experience by personalizing loan proposals, resolving concerns, and supporting customers. Salesforce’s previous integration with WhatsApp tripled our digital sales, and we are excited to do more.” Roberto Maia, Chief Information Officer at YDUQS, added, “WhatsApp is the preferred messaging app for our students across Brazil. We look forward to utilizing Unified Conversations to better engage and serve them and convert leads faster.” Availability Unified Conversations for WhatsApp is now generally available. More Information 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

March 31, 2024in Salesforce Data Cloud, Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Optimization, Salesforce Service Cloud

28Mar

Why Use Marketing Cloud Mobile Connect

Understanding Mobile Connect in Marketing Cloud: Why Use Marketing Cloud Mobile Connect Why Use Marketing Cloud Mobile Connect? Mobile Connect serves as Marketing Cloud’s SMS and MMS messaging tool. It enables the sending of mass text messages either to its standard Mobile Contact list or through established Data Extensions. For Data Extensions, ensure the presence of a Phone field and a Locale field. How does Mobile Connect Work? Mobile Connect simplifies the user experience by verifying the end user through their mobile phone number. This process allows users to confirm their identity online and authorize transactions, sharing only essential personal data required for completing the transaction securely. Getting Started with Mobile Connect: Guidelines and Resources for Mobile Connect: MobileConnect Features: Why Use Marketing Cloud Mobile Connect SMS is the most underrated channel. If we consider the success rates of SMS deliverability, open rate and click rate over the past years you would understand why. Countless companies are going back to SMS in order to maintain a high frequency of engagement with their customers and reach tough geographic markets. Even with the promising future of SMS, the questions are always the same: is it easy/budget-friendly to use this channel in my marketing campaigns? Which use cases are best suited for my business objectives? Is an SMS a medium that can deliver commercial benefits, or just a transactional one? MobileConnect doesn’t actually send messages directly to the subscriber’s mobile phone, however. In order to send messages, MobileConnect pushes a message to partners, known as Aggregators, who then push the message out to the local phone Carriers via their SMS gateways, for the final delivery to the subscriber’s mobile phone. Like1 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

March 28, 2024in Salesforce Marketing Cloud

Salesforce Marketing Cloud Advertising Studio

27Mar

Connect Marketing Cloud Account Engagement and Salesforce Advertising Studio

Did you know that you can easily connect Marketing Cloud Account Engagement and Salesforce Advertising Studio, enabling the inclusion of prospects in your advertising campaigns? Connect Salesforce Marketing Cloud Account Engagement and Salesforce Advertising Studio. Advertising Studio is now called Marketing Cloud Advertising. During this transition, you may see references to Advertising Studio. Marketing Cloud’s Advertising Studio is an engagement tool that integrates with online advertising channels, allowing you to run targeted ad campaigns for contacts within your database. The possibility of connecting Account Engagement and Advertising Studio is available, whether you’re utilizing the full Marketing Cloud suite or using Account Engagement only and Advertising Studio as standalone products. Connect Salesforce Marketing Cloud Account Engagement and Salesforce Advertising Studio Without the connection between MCAE and Marketing Cloud Advertising, targeting Account Engagement prospects on digital ad platforms involves a manual process of uploading data. For instance, platforms like Meta Ads Manager (Facebook and Instagram) allow you to import contacts via a .csv file, requiring manual extraction from your marketing platform organizing data into a compatible spreadsheet template, and then uploading the list. Manual handling poses risks of data corruption, non-compliance, and potential GDPR breaches, in addition to being time-consuming and tedious. Simplification Marketing Cloud Advertising simplifies the process by allowing you to connect accounts and create audiences directly within the system. This ensures data safety within the CRM, with instant syncing of records. With inclusion of contacts in ad campaigns without manual refreshing. This real-time capability is beneficial for various campaigns, including re-engaging inactive subscribers, extending email marketing reach through advertising coordination, retargeting based on recent behavior, excluding certain contacts from ads, and capturing leads from Facebook Lead Ads into Sales Cloud instantly. Additionally, you can leverage first-party data to create ‘lookalikes’ for ad campaigns and seamlessly import new leads into Salesforce. Sales team can follow-up, ultimately improving the return on investment for online advertising. As well as configuration of accounts to enable data flow between Account Engagement, Salesforce, and Ad Studio is all that’s required. For Enterprise Users For Enterprise users, there’s the added ability to see and manage campaigns directly from Marketing Cloud Advertising. By eliminating the need to switch between multiple platforms. Keep in mind that each advertising platform has different criteria for matching contacts. Understanding your match rate upfront is crucial for an effective social ads strategy. By Tectonic Marketing Cloud and Account Engagement Solution Architect, Shannan Hearne Like2 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 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 Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more Alphabet Soup of Cloud Terminology As with any technology, the cloud brings its own alphabet soup of terms. This insight will hopefully help you navigate Read more

March 27, 2024in Marketing Automation, Salesforce Marketing Cloud Advertising, Salesforce Sales Cloud

21Mar

Case Study: Healthcare Health Cloud Marketing Cloud Large Childrens Hospital

Large children’s hospital needs a usable data model and enhanced security to deliver excellent patient outcomes. Healthcare Health Cloud Marketing Cloud Large Childrens Hospital. Industry: Healthcare Client is a large children’s hospital with pediatric healthcare offering acute care. Problem: Implemented : Our solution? Results: In order to improve operations, provide physician-facing services, and move data—including PHI and PII—to the cloud, we have assisted healthcare providers in overcoming these obstacles. Salesforce offers all-inclusive solutions specifically designed to meet the demands of payers (insurance companies) and providers (healthcare organizations). Better health outcomes, more operational effectiveness, and increased patient engagement are the goals of these solutions. Salesforce solutions for the health and life sciences are tailored to the particular requirements of the medical industry. Salesforce offers digital transformation technology for health and life sciences industries. If you are considering a Salesforce healthcare implementation, contact Tectonic today. Like2 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

March 21, 2024in Salesforce, Salesforce Health and Life Sciences Solutions, Salesforce Health Cloud, Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Shield, Salesforce Success Stories

Improving customer experiences with Marketing Cloud Personalization

19Mar

Salesforce Personalization and Hyper-Personalization

Revitalize your marketing strategy by personalizing each customer’s experience and maximizing ROI through our cutting-edge personalization engine. Marketing Cloud Interaction Studio: Visualize, track, and manage customer experiences with real-time interaction management. Drive valuable engagement at the right moment, tailored to your audience’s preferences. Interaction Studio amplifies Marketing Cloud with expanded real-time personalization. Two Products to Note: Marketing Cloud Personalization (formerly Interaction Studio): Interaction Studio (Legacy): Tailoring Website and App Experiences: Utilize machine learning and AI for personalized web and app interactions. Customize webpage content, in-app experiences, product suggestions, and more. Craft individualized customer journeys targeting specific KPIs from acquisition to retention. Employ real-time user behavior and historical customer data for dynamic calls to action (CTAs), ensuring swift decisions aligned with your customers’ browsing pace. AI-Enhanced Journey Triggers: Initiate relevant and real-time experiences guiding customers through their purchasing journey. Leverage AI-driven decisions based on real-time behavior, historical data, and business-specific datasets. Deliver predefined experiences, dynamically adjusting content, channels, or offers based on ongoing customer interactions like browsing or cart abandonment journeys. Personalization in Sales and Service: Integrate real-time engagement data into your sales and service platforms to enhance customer and prospect interactions. Empower service teams to proactively address queries and streamline case resolutions. Provide sales teams with valuable insights into an account or prospect‘s purchase journey for more relevant conversations and offers. Unlock the Full Potential with Marketing Cloud Personalization: Formerly Interaction Studio, Marketing Cloud Personalization allows you to visualize, track, and manage customer experiences in real-time. Drive meaningful engagement precisely when needed and in the preferred manner of your audience. Real-time personalization enhances Marketing Cloud Engagement, offering expanded capabilities for crafting personalized customer journeys. Hyper-Personalization: Explore a customer-centric approach that treats each customer as a distinct individual, offering highly relevant and tailored experiences. Hyper-personalization goes beyond traditional personalization with advanced techniques: Artificial Intelligence (AI): Machine Learning (ML): Customer Relationship Management (CRM) Software: Big Data Analytics: Content Management System (CMS): Internet of Things (IoT): Hyper-personalization is the future of customer engagement, going beyond traditional segmentation to provide unique and tailored experiences for each individual customer. FEATURE GROWTH PREMIUM A/B/N testing with campaign attribution and analytics AI-driven next best action, promotions, offers, decisions Batch ETL of Data In:Sync customer information, collected and stored in other systems or solutions, with Marketing Cloud Personalization.Sync product data, catalog data, and business information. Limited Batch ETL of Data Out:Batch export Marketing Cloud Personalization segment membership to an SFTP site. Campaign management system Goal tracking Identity management In-depth behavioral tracking and affinity for an understanding of true engagement and intent Marketing Cloud Personalization Data Warehouse: Marketing Cloud Personalization data streamed to a data warehouse and formatted for use by business intelligence (BI) tools. Salesforce maintains the data warehouse for you. Also, the Marketing Cloud Personalization Data Warehouse can send data to S3 buckets for you to load into your own data warehouse. Premium Add-on Mobile SDK: Use the Mobile SDK to track behaviors and actions of iOS and Android mobile app users. Also, you can use the SDK to deliver personalized experiences inside the app or on another channel in real time. Create and deploy one-off push notifications triggered by a visitor’s actions or behavior. Outbound orchestration triggers for other channels. Marketing Cloud Personalization triggers another system or channel in real time or on a delay. Outbound orchestration triggers to Marketing Cloud, which isn’t supported for other email service providers (ESPs). Product and content recommendations Product catalog feed Real-time response in the same channel for licensed channels Real-time segmentation Rule-based and dynamic targeting Salesforce Customer Data Platform Server-side Campaign API Call in Marketing Cloud Personalization for a real-time response about a named profile. The API call can include attributes on that profile, segment membership, recommendations, promotions, or other decisions. Surveys Unified customer profiles for anonymous and named profiles Unlimited web behavioral data collection Visual editor Website campaign behavioral data Website personalization Compare Personalization Learn about Personalization Salesforce Implementation Solutions. Like1 Related Posts 50 Advantages of Salesforce Sales Cloud According to the Salesforce 2017 State of Service report, 85% of executives with service oversight identify customer service as a Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Mapping Your Customer Journey Creating a customer journey map is a crucial undertaking for businesses aiming to improve the customer experience and foster long-term Read more Salesforce Marketing Cloud Transactional Emails Salesforce Marketing Cloud Transactional Emails are immediate, automated, non-promotional messages crucial to business operations and customer satisfaction, such as order Read more

March 19, 2024in Salesforce Personalization

14Mar

Marketing Cloud Growth Edition

Salesforce has unveiled the Marketing Cloud Growth Edition, (Marketing Cloud Engagement) offering a glimpse into the future of marketing applications aligned with the core Salesforce platform. This edition marks the first iteration of Marketing Cloud on the ‘core’ Salesforce platform, known as Einstein 1 Platform. Built on Data Cloud, it introduces new builders powered by Salesforce CMS, a data model tapping into Salesforce objects, and a suite of data management capabilities through Data Cloud and Einstein’s generative AI tools. It’s crucial to understand that while this edition brings new functionality, Salesforce remains committed to innovating existing Marketing Cloud products as well. Marketing Cloud Growth Edition targets B2B SMB organizations, offering lead capture, cross-channel journeys, engagement scoring, and reporting capabilities. Built on Einstein 1 Built on Einstein 1, Marketing Cloud Growth Edition leverages Data Cloud’s technology to enhance marketing products with AI-powered features. This move signifies Salesforce’s focus on integrating powerful new technologies into the Marketing Cloud tech stack. Two years ago, Salesforce made the decision to rename a number of their Marketing Cloud offerings. Marketing Cloud’s most popular modules for messaging and journeys go by Marketing Cloud Engagement. Has it really been two years? The architecture of Marketing Cloud Growth Edition represents a significant shift, with key components like the email and form builders built on Salesforce CMS. These builders offer guided setup processes and seamless integration with Flow, Salesforce’s automation engine. Marketers will benefit from simplified workflows and advanced personalization options. Marketing Cloud Account Engagement (formerly Pardot), caters to more B2B use cases. So which product is Marketing Cloud Growth Edition really: Marketing Cloud Engagement or Marketing Cloud Account Engagement? Being targeted at B2B, SMB (small-medium) organizations, you may be asking if this is the beginning of the end for Account Engagement. In short, this is not only a new edition, it’s a whole new world…Marketing Cloud ‘On Core’ (Einstein 1). Marketing Cloud Growth Edition and Einstein AI Einstein AI plays a pivotal role in Marketing Cloud Growth Edition, providing features like Send Time Optimization and Co-Create for campaign brief and message generation. Additionally, robust analytics capabilities built on Data Cloud offer insights into marketing performance. Announced at Dreamforce ‘23 as a better re-engineered core platform with the inherent ability to handle generative AI with speed and agility. Support of Salesforce Data Cloud for their marketing platforms has been a focus and now it is a reality. Pricing for Marketing Cloud Growth Edition starts at $18,000 per org per year, with additional options for email sends, unified profiles, segmentation credits, and SMS sends. With Marketing Cloud Growth Edition, you will gain the following: 180k email sends /org/year (add on email sends at an additional cost). 10k unified profiles, unified via Data Cloud. 10k activation and segmentation credits, to use with Data Cloud. The rollout of Marketing Cloud Growth Edition begins in North America, with plans for availability in Europe/Middle East (EMEA) in the second half of 2024. Learning resources and guided setup will be available to help customers get started with the new edition. While Marketing Cloud Growth Edition represents a significant step forward, it’s important to note that it’s not the end of Marketing Cloud or Account Engagement products. Salesforce continues to invest in innovation and development, with future plans to migrate more Marketing Cloud functionality onto the core platform. Great Changes with Marketing Cloud Growth Edition This includes lead capture, sending leads on journeys with email and SMS, automating notifications to sales and service teams, engagement scoring, and reporting for engagement on assets (such as emails, SMS, landing pages and forms). A new type of scoring that combines what we have known as scoring (behavioral) and grading (demographic). With the advent of advanced personalization, sending a large volume of customers through personalized cross-channel journeys, and reporting on these results. The email builder is built on top of Salesforce CMS, a shared service across other parts of the platform, so you have a single repository for assets. Let the tools do what they each excel at. CMS do what it does best, and allow Flow to do what it does best. Tectonic suspects Account Engagement (formerly Pardot) customers will start to see some of this reimagined building experience in the first half of 2024. Salesforce platform users have long known Flow to be Salesforce’s automation engine, bringing incredible power to non-coder that they historically didn’t have. Flow will power the automation behind Marketing Cloud Growth Edition too – including email sending. On The Core Platform As a result of being on the Einstein 1 (‘core’) platform, any AI-powered features marketers choose to use will be accessible and more powerful. Einstein Send Time Optimization is included, which will advise the most optimal time to send an email, based on the best performing emails for that audience in the past. Also, you’ll find Einstein Co-Create for campaign brief and message generation, and likely more that we’ve yet to encounter. When it comes to reporting on marketing on the Salesforce platform, you have many options. B2B Marketing Analytics (B2BMA) is an add-on to Account Engagement, where customers gain access to a pre-built CRM Analytics app that contains dashboards for use cases such as pipeline, engagement, account-based marketing, and other. Will there be access to something similar? For Marketing Cloud Growth Edition, at the time of launch there will instead be a set of reports and dashboards, built on Data Cloud. Details are currently yet to be released by Salesforce. Tectonic will alert you as soon as we hear. Easy Guided Set-ups You may have already gone through the new-style guided setup with other Salesforce modules. You will know that Salesforce has cut down the number of clicks required. Everyone on the Salesforce side involved with the project has been through the setup multiple times, which can be launched in minutes. Overall, Marketing Cloud Growth Edition promises to empower marketers with advanced capabilities and insights, setting the stage for continued evolution and growth in the marketing automation landscape. Marketers like us

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