Campaign Management - gettectonic.com
Marketing Cloud Enhancements 2024
01Oct

Marketing Cloud Enhancements 2024

Salesforce has introduced several important feature enhancements over the past year, enhancing the capabilities of Marketing Cloud and other tools. Marketing Cloud Enhancements 2024. Here’s an overview of the most impactful updates: Generative AI for Marketing Cloud Generative AI can now be integrated into Marketing Cloud to create brand-specific content that resonates with your audience. This technology allows businesses to project their unique voice and style while reducing the time spent on content creation. Using Einstein generative AI, you can craft subject lines and body copy directly within Einstein Copy Insights and Content Builder. In Copy Insights, you can test, copy, and download AI-generated content, while Content Builder enables seamless content creation for marketing messages. You can also leverage the Typeface integration to generate on-brand images alongside the text, further enhancing your content strategy. Salesforce’s Einstein Trust Layer ensures data privacy and security, preventing potential data breaches while using generative AI features, providing a safer alternative to external AI platforms. Enabling Einstein Generative AI To get started with Einstein generative AI, enable both Einstein Copy Insights and the generative AI features in Marketing Cloud Setup. You can customize content based on your organization’s brand identity by using Brand Center to define personalities like “Professional” or “Casual” or create up to 10 custom personalities. This allows you to ensure all AI-generated content aligns with your brand’s voice. Crafting Subject Lines and Body Copy With Einstein generative AI, you can quickly generate and test up to five subject line or body copy options for a given message. The system allows you to test, copy, and download selected options while ensuring content is protected from bias and privacy risks via the Einstein Trust Layer. Additionally, the AI-generated content is never stored, safeguarding sensitive data. Typeface Content Block for Image Creation Create visually engaging and on-brand content using the Typeface Content Block in Content Builder. The AI-powered image editor allows for quick adjustments, like adding text or swapping backgrounds, without the need for advanced design tools. You can generate creative variations for targeted campaigns and optimize performance through multivariate testing. Error Messaging for CloudPages Custom Domains Marketers can now customize error messages for CloudPages custom domains. These friendly error messages can guide customers when they encounter issues such as wrong URLs or unpublished pages. Content Recovery in Content Builder Content management is now more efficient, with the ability to restore deleted items from the Recycle Bin in Content Builder. This feature, accessible to users with delete permissions, ensures smoother content recovery processes without needing support intervention. Journey Builder Performance Optimization The new System Optimization Dashboard helps you monitor journey performance and identify inefficiencies. With real-time data, you can pinpoint issues that affect processing speed and implement recommendations for optimizing journeys. Recent Journey Builder Enhancements Several updates in Journey Builder boost productivity: Data Management Updates in Contact Builder Improvements in Contact Builder include the ability to restore deleted data extensions within 30 days and two new dashboard columns for better data retention insights. The row limit for data retention has also been increased to 500 million, offering greater scalability. Accurate Distinct Contact Counts Salesforce has improved the accuracy of Total Distinct Contact counts in Marketing Cloud. This update ensures duplicate contact records across different data sources are automatically deduplicated, providing a more accurate count of unique contacts. Marketing Cloud Enhancements 2024 These feature enhancements are designed to help businesses work more efficiently while delivering more personalized and secure customer experiences. 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 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

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October 1, 2024in Data, Generative AI, Salesforce, Salesforce Marketing Cloud, Technology
Boostr and Salesforce
12Sep

Boostr and Salesforce

Boostr’s Automated OMS and Salesforce Media Cloud Aim to Deliver an AI-Powered Full-Service Advertising Management Solution NEW YORK, Sept. 12, 2024 /PRNewswire-PRWeb/ — Boostr, a leading advertising management platform for media companies, today announced that it’s teaming up with Salesforce, the #1 AI CRM, on a new integration that aims to transform the way media and entertainment companies manage their customer data and streamlines advertising sales operations. By integrating Boostr’s Order Management System (OMS) directly with Salesforce’s Media Cloud, together, the companies will provide mutual customers with faster time to value, better ROI, and more efficient ad campaign execution. Boostr’s OMS is reshaping media operations from proposal generation through planning, buying, reconciliation, and billing. By providing AI-powered proposal recommendations with Proposal-IQ, real-time inventory visibility, and more than 50 out-of-the-box workflow automations, Boostr’s OMS streamlines media operations for Ad Sales and Ad Ops teams. The goal of the collaboration is to provide mutual customers with a comprehensive end-to-end advertising sales solution for media companies of all sizes, including broadcasters selling across linear TV, digital, and streaming inventory, as well as retail media networks and digital publishers managing multiple sales channels. It will eliminate dual data entry by automating the opportunity-to-order process, providing delivery data back to Media Cloud and keep all master data in sync automatically across both platforms. “We’re excited to collaborate with Boostr to offer media & entertainment companies a comprehensive platform to help their teams simplify and automate converged advertising operations.” – Christopher Dean, SVP and GM for Communications, Media & Entertainment at Salesforce.Post this “We are thrilled to integrate with Salesforce’s Media Cloud on behalf of our mutual customers,” said Patrick O’Leary, CEO of Boostr. “This integration is a significant upgrade as Media Cloud and Boostr’s data model are highly aligned resulting in a more turnkey, faster time to value solution.” “In today’s increasingly fragmented advertising ecosystem, media and entertainment companies are looking to automate advertising sales and campaign management processes to enhance operational efficiency across their monetization streams,” said Christopher Dean, SVP and GM for Communications, Media & Entertainment at Salesforce. “We’re excited to collaborate with Boostr to offer media & entertainment companies a comprehensive platform to help their teams simplify and automate converged advertising operations.” For more information, please visit: http://www.boostr.com. Salesforce, Media Cloud, and others are trademarks of Salesforce, inc. *Disclaimer: Any unreleased services or features referenced here aren’t currently available and may not be delivered on time or at all. Customers should make their purchase decisions based upon features that are currently available. About Boostr:Boostr is the leading provider of advertising management platforms for publishers and media companies. Boostr’s unified platform streamlines sales, finance, ad ops, and RevOps workflows, enabling businesses to close deals faster, automate tasks, and gain real-time financial transparency. For more information about Boostr, go to http://www.boostr.com. 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 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

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September 12, 2024in Salesforce Media Cloud
Salesforce Marketing Cloud
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 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

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May 8, 2024in Distributed Marketing, Salesforce, Salesforce Marketing Cloud
multi-channel campaigns
11Aug

Multi-Channel Campaigns

Leveraging Salesforce for Multi-Channel Campaign Management with Tectonic In today’s dynamic marketing landscape, businesses need to connect with their audience across multiple channels—email, social media, web, and beyond. Managing these campaigns effectively can feel like juggling too many balls at once, especially when aiming to maintain consistent messaging, track performance, and maximize ROI. That’s where Salesforce, paired with expertise from Tectonic, makes all the difference. Salesforce simplifies multi-channel campaign management, helping businesses stay organized, boost engagement, and achieve measurable results. Let’s dive into how this powerful platform, supported by Tectonic’s expertise, takes campaign management to the next level. The Challenge Marketing teams often face obstacles like: The Solution: Streamlined Multi-Channel Campaign Management Salesforce, with Tectonic as your trusted partner, transforms the complexity of multi-channel campaigns into a streamlined and effective process. By integrating channels, automating workflows, and delivering real-time insights, businesses can engage their audience and achieve exceptional results. 1. Centralized Campaign Planning Salesforce Marketing Cloud provides a centralized platform for planning and managing campaigns across channels—email, SMS, social media, and paid ads—all from one dashboard. This unified view ensures messaging and branding stay consistent while fostering seamless collaboration across teams. Tectonic enhances this process by ensuring your Salesforce environment is optimized for your specific needs. 2. Personalized Messaging at Scale Salesforce’s AI-powered tools, such as Einstein AI, analyze customer data to craft personalized content for every audience segment. These tools allow businesses to create tailored emails, ads, and social media posts that resonate with specific groups. With Tectonic’s guidance, you can implement personalization strategies that drive engagement and conversions to new heights. 3. Real-Time Performance Tracking Salesforce consolidates campaign performance data into a single platform, providing real-time metrics like open rates, click-through rates, social engagement, and conversions. Customizable dashboards allow your team to monitor results at a glance, enabling quick adjustments for maximum impact. Tectonic can help design these dashboards for clarity and actionable insights. 4. Automation for Efficiency Managing multi-channel campaigns involves countless tasks, but Salesforce automates processes such as scheduling, triggering emails, and personalizing messaging based on user behavior. By streamlining these repetitive tasks, your team can focus on creativity and strategy. Tectonic’s expertise ensures these automations are tailored to fit your business workflows perfectly. 5. Seamless Integration Across Channels Salesforce integrates with platforms like Google Ads, Facebook, LinkedIn, and Instagram, consolidating data into one ecosystem. This eliminates the need for manual data collection, saving time and improving accuracy. Tectonic ensures these integrations are set up seamlessly, so you can focus on running impactful campaigns. Strategies for Success with Salesforce Why Tectonic + Salesforce? Tectonic combines deep Salesforce expertise with a keen understanding of marketing challenges to help you fully unlock the platform’s potential. Together, Salesforce and Tectonic empower businesses to achieve more efficient, impactful, and ROI-driven campaigns. Ready to revolutionize your multi-channel marketing strategy? Let Tectonic guide you to Salesforce success. Content updated December 2024. 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 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

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August 11, 2023in AI Tools, Data, Google, Salesforce, Salesforce Marketing Cloud
Salesforce Campaigns
15Feb

Cool Things About Salesforce Campaigns

Salesforce Campaigns are pivotal Salesforce components for marketers, serving as a central repository for campaign recipients, engagement metrics, budget allocations, and ROI assessments. While initially appearing straightforward, diving deeper reveals their intricate integration within your Salesforce environment. Cool Things About Salesforce Campaigns you didn’t know you didn’t know. Cool Things About Salesforce Campaigns Harnessing the full potential of Salesforce Campaigns is critical for attribution and ROI, yet often overlooked. Drawing from insight as a Salesforce/Pardot Consultant during the introduction of Connected Campaigns, which established Salesforce Campaigns as the primary source of truth, the Tectonic team compiled key points to maximize their utility. Standard Object, Varied Applications Salesforce Campaigns represent a standard object available to all Salesforce customers, primarily utilized by marketing teams. However, Sales Development teams can also leverage them effectively. They offer a robust mechanism for tracking ROI, making them indispensable for initiatives involving budget allocations. Use Cases: Unleashing Potential: Best Practices Maximizing Efficiency: Advanced Techniques Final Insight Thoughts While Salesforce Campaigns may appear straightforward initially, their potential extends far beyond surface-level functionalities. By embracing best practices and leveraging advanced techniques, organizations can harness the full power of Salesforce Campaigns for enhanced tracking, reporting, and campaign management. 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 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

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February 15, 2022in Salesforce
Salesforce Flow for Campaign Member Statuses
20Jan

Salesforce Flow for Campaign Member Statuses

Salesforce campaign member statuses are often undervalued, yet they play a crucial role in understanding prospect interactions and campaign performance. Salesforce Flow for Campaign Member Statuses. To enhance this process, Pardot (or Marketing Cloud Account Engagement) can automatically update Salesforce campaign member statuses based on prospect engagement using completion actions. However, a key hurdle is ensuring that these campaign member statuses exist within Salesforce campaigns to be visible in Pardot. Only statuses defined in Salesforce will be available for selection in automations like completion actions. By default, Salesforce campaigns come with basic statuses like “Sent” and “Responded”, which offer limited insight. For instance, if a prospect is marked as “Responded”, it doesn’t specify how they responded. Given that campaigns vary in nature (e.g., webinar versus email), it’s beneficial to tailor statuses accordingly. Unfortunately, many marketers manually edit campaign member statuses, risking errors and oversight. To address this, we can automate the creation of campaign member statuses based on campaign type using Salesforce Flow. Prep Work: Planning Campaign Member Statuses Begin by planning desired statuses for each campaign type. This can be done simply using a spreadsheet or document, outlining campaign types and associated member statuses. Example Statuses by Campaign Type For instance: Salesforce Flow Overview The Salesforce Flow is a straightforward process triggered by campaign creation. It identifies the campaign type and adds relevant member statuses accordingly. Steps to Implement Salesforce Flow Step 1: Configure the Trigger Step 2: Edit the Decision Step 3: Edit the Path (Example: Webinar) Step 4: Repeat for Other Campaign Types Summary Once configured, every new campaign creation will automatically populate meaningful member statuses. These statuses can be leveraged in Pardot (or Account Engagement) for completion actions and automation rules, streamlining campaign management and enhancing reporting. If you require assistance with campaign management or automation, we’re here to help optimize your processes. Feel free to reach out for personalized support. 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 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

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January 20, 2022in Salesforce
Salesforce Campaigns
25Feb

Salesforce Campaigns for Event Management

Events represent significant investments in marketing endeavors. They require substantial budgets and involve numerous logistical details on the day of execution. In the midst of managing all these fast-moving parts, the last thing you want to worry about is data management. This underscores the importance of adhering to best practices for event management within Salesforce. Effective event management in Salesforce revolves around utilizing Campaigns. By leveraging Campaigns, you can track event attendance, record budget allocations, and assess costs. Ultimately, Salesforce Campaigns empower you to calculate event ROI by correlating costs with pipeline and revenue outcomes, all within the Salesforce platform. If you’re new to utilizing Campaigns in Salesforce, consider exploring this guide for a comprehensive overview: Enhancing your productivity with Salesforce Campaigns involves tailoring the page layout to align with your specific needs. This customization may include adjusting field placements, creating new custom fields, and determining which components are displayed and how they function. Campaign Hierarchies provide a structured approach to linking related Salesforce Campaigns together, organizing them into a hierarchical framework. This arrangement facilitates both reporting and organizational management. Once individuals have been added to your Campaign, assigning a Member Status to each member allows for precise tracking of event participation. The process of adding Leads or Contacts to Campaigns depends on the established Campaign hierarchy and the desired status assignments. Mapping out the stages of event engagement and the corresponding Campaigns and statuses is essential for effective data management. Salesforce’s standard reports and dashboards offer valuable insights into Campaign performance, making them indispensable tools for event analysis. Measuring ROI on events entails comparing the number of event invitees to those who actively engaged, factoring in event costs. Campaign Influence in Salesforce provides a mechanism for attributing revenue to marketing touchpoints, facilitating comprehensive ROI assessment. Optimizing event management in Salesforce requires a systematic approach that encompasses customization, hierarchy establishment, status tracking, lead incorporation, report utilization, and ROI evaluation. By following these best practices, you can streamline event management processes and maximize the impact of your marketing efforts. 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 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

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February 25, 2021in Marketing Automation, Salesforce
Set Up Campaigns in Salesforce
15Feb

Set Up Campaigns in Salesforce

Salesforce Campaigns Overview 1. What is a Salesforce campaign? 2. Why create a campaign in Salesforce? 3. Can leads be added to campaigns in Salesforce? 4. Can a lead be part of multiple campaigns in Salesforce? 5. Can accounts be added to campaigns in Salesforce? 6. How do I allow users to create campaigns in Salesforce? 7. What is the limitation of campaign members in Salesforce? 8. Why can’t I create a campaign in Salesforce? Navigating Salesforce Campaigns 1. Accessing Campaigns in Salesforce 2. Customizing Campaign Types 3. Managing Campaign Member Statuses 4. Creating Campaign Hierarchies 5. Understanding Salesforce Campaign Management System Final Salesforce Campaign Thoughts 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 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

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February 15, 2021in Salesforce
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