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Custom Preference Center Archives - gettectonic.com
July Changes to Preference Center

July Changes to Preference Center

Privacy Center Update What’s the July Changes to Preference Center? Starting in July 2024, the Privacy Center app within the core platform now supports retention features. July Changes to Preference Center introduces a new Hyperforce-based retention store, allows for retention testing in sandboxes, and offers the option to mask data during retention. The new Hyperforce-based retention store can be provisioned using the core Privacy Center app, eliminating the need for Heroku or the Privacy Center managed package. The rollout of this new retention capability will be phased across regions, initially launching in Germany, Australia, and America East. You can spin up a retention store once it’s available in your region. For more details, refer to the Privacy Center’s Hyperforce-Based Retention Store FAQ. What action do I need to take? What if I don’t take any action? You can continue using the legacy Privacy Center app (managed package version) for data retention, but it will no longer be enhanced and will remain in maintenance mode. Heroku can still be used for managing data retention policies until the end of your contract. Where can I learn more about this upcoming change? Review the Privacy Center’s Hyperforce-Based Retention Store FAQ for 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 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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Marketing Cloud Cloudpages

Salesforce Marketing Cloud for a Healthcare Provider

Personalized Care & Communication: Salesforce Marketing Cloud for a Healthcare Provider As the elderly become more tech-savvy, they expect modern, efficient ways to communicate with healthcare providers. A regional Medicare provider in the Northeastern United States faced challenges with their outdated communication systems. Relying solely on paper mail, postcards, and phone calls, the organization struggled to connect with members, lacked visibility into the success of their campaigns, and experienced early turnover due to minimal engagement. These inefficiencies strained the customer experience and made it clear that modernization was overdue. To address these challenges, we implemented Salesforce Marketing Cloud to engage customers through email and SMS. Goals for the Project: Tectonic’s Role in the Transformation Tectonic designed and implemented a Salesforce Marketing Cloud solution that transformed how the provider communicated with its members. The solution enabled multi-channel, multi-language communications integrated with Salesforce Health Cloud via the Marketing Cloud Connector and additional systems like MuleSoft and Snowflake. To enhance SMS capabilities, the organization also integrated with Five9. Early collaboration with the provider’s Salesforce Health Cloud team enabled Tectonic to address outdated customer data issues, create safeguards for inaccurate information, and plan future strategies for seamless customer data collection. A custom preference center was also developed and translated into multiple languages. Overcoming Data Challenges Accurate customer data was a significant obstacle—only 60% of records included valid email or mobile phone numbers, with an even smaller percentage having both. Tectonic conducted multiple working sessions to develop strategic efficiencies and establish a foundational process for gathering and cleansing member contact information. Customized journeys were created to ensure messaging aligned with available communication channels. For example: Key Outcomes Tectonic’s efforts allowed the healthcare provider to modernize their communications, better analyze engagement data, and improve member interactions. The results exceeded expectations: Impact Across Departments This project not only improved member communication but also empowered internal departments—including Marketing, Customer Experience, Sales, and Retention—with easy-to-understand metrics. It laid the foundation for future campaigns, enhanced data accuracy, and fostered stronger member relationships. By leveraging Salesforce Marketing Cloud and Tectonic’s expertise, the healthcare provider transformed its operations to deliver personalized, timely communication and ensure lifelong member satisfaction. 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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Salesforce Marketing Cloud

Custom Preference Center in Salesforce Marketing Cloud

Improve your customer relationships by seamlessly integrating the Salesforce core Individual object with the Marketing Cloud profile center and subscription center when creating a custom preference center. Consider the following design considerations to optimize this process: Understanding the Preference Center: A preference center serves as a centralized contact management tool, empowering customers to: Customizing a Preference Center: As the dynamics of the relationship between a company and its customers evolve over time, influencing customer contact preferences, businesses should: Key Instances When a Preference Center Is Crucial: Common Data Considerations: Evaluate hosting options, considering platforms such as SFMC, EHI, Lacek, or Salesforce Experience Cloud. Address data model concerns by determining: Contact Governance: Contact governance involves guiding principles for enterprise-wide data management and contact strategy. To ensure a customer-first approach and streamline data management, consider: Creating a Custom Preference Center: Engage marketing and technology teams for segmentation, language, and channel considerations. Even with light initial adoption, align goals and priorities across brands to move into gathering technical requirements and scoping the project. SFMC Custom Preference Center: In Salesforce Marketing Cloud (SFMC), a custom preference center allows subscribers to choose the type and frequency of email messages they wish to receive, enabling them to “opt down” instead of unsubscribing completely. Importance of Preference Management: Preference management in marketing cloud is crucial for: Like2 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access 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 Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more Salesforce SOAP API Salesforce provides programmatic access to your org’s information using simple, powerful, and secure application programming interfaces (APIs). Before reading more Read more

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