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marketing cloud utm parameters
07Apr

What Are UTM Parameters in Marketing Cloud

What Are UTM Parameters in Marketing Cloud? UTM parameters are essential for tracking the effectiveness of your marketing messages by linking user clicks to actions on your website within Marketing Cloud. Once set up, the Marketing Cloud Engagement tool automatically adds these parameters to the URLs in your messages, enabling detailed performance tracking. You can track five key UTM parameters: source, medium, campaign, term, and content. These parameters are captured in Google Analytics reports, offering insights into your marketing efforts, such as total goal conversions, bounce rate, and average time spent on your site. What is a UTM Code? A UTM (Urchin Tracking Module) code is a text string appended to a URL to help monitor the performance of digital marketing campaigns. UTM codes include up to five key parameters: Campaign, Source, Medium, Content, and Term. UTM Parameter Channel Support: Example URL with UTM Parameters: arduinoCopy codehttps://www.example.com?utm_source=sfmc&utm_medium=email&utm_campaign=TestCampaign&utm_term=MyLink123&utm_content=123456&utm_id=f521708e-db6e-478b-9731-8243a692c2d5&sfmc_id=245678&sfmc_activityid=598741568 Parameter Breakdown: For more on UTM parameters, refer to the Google Analytics documentation. Configuring UTM Parameters in Marketing Cloud Engagement In Google Analytics 4 (GA4), UTM parameters are automatically appended to links in all sent messages unless the domain or subdomain is not on the allowlist in Journey Builder Settings. They will also not apply if click tracking is disabled. Adding UTM Parameters in Salesforce To track UTM parameters in Salesforce, follow these steps: Tracking UTM Parameters in Salesforce There are four primary methods to track UTM parameters and attribution data within Salesforce: Content updated March 2023. 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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April 7, 2021in Data, Google, Google Analytics, Salesforce, Salesforce Marketing Cloud
Salesforce Marketing Cloud Journey Builder
24Feb

Can Your Object Trigger a Salesforce Journey?

Many times marketers are challenged to create a customer journey based on data points or events that haven’t currently been captured in the Salesforce platform. Once you create an object in Salesforce, you have to determine if your object can successfully trigger a Salesforce journey. These easy steps help you quickly answer the question: can your Salesforce object trigger a Salesforce journey. Most, but not all, Experience Cloud objects can be used for creating journeys. This list includes the available objects along with a description, their eligibility status, API object, and use cases (as appropriate). Experience Cloud Objects Object Description Status API Example Use Case Sites and Membership Network A site and its settings Not Workflow-enabledNot Replicable Network NetworkMember Individual user memberships Workflow-enabledReplicable NetworkMember Triggers when a new member joins the community NetworkMemberGroup List of profiles and permission sets added to a site (not related to Chatter groups) Not Workflow-enabledNot Replicable NetworkMemberGroup Chatter Groups CollaborationGroup A Chatter group Workflow-enabledNot Replicable CollaborationGroup CollaborationGroupMember Member of a Chatter group Workflow-enabledReplicable CollaborationGroupMember Triggers when a user joins a Chatter Group in the Community CollaborationGroupFeed A single item on a Chatter group feed Not Workflow-enabledReplicable CollaborationGroupFeed Feeds FeedItem Entry in the feed Workflow-enabledReplicable FeedItem Triggers when user asks a question or makes another type of feed post FeedComment Comment added to a feed by a user Not Workflow-enabledReplicable FeedComment Topics Topic A topic Workflow-enabledReplicable Topic TopicAssignment Relationship between a topic and an entity Workflow-enabledReplicable TopicAssignment Triggers when a user posts a question on a specific topic, or adds a topic to any FeedItem EntitySubscription Subscription for following a record or another user Not Workflow-enabledReplicable EntitySubscription Triggers when a user follows a topic, user, or record Cases Case Service case Workflow-enabledReplicable Case Triggers when a user opens or updates a case 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 24, 2021in Salesforce Marketing Cloud
Salesforce Marketing Cloud
08Feb

Marketing Cloud Digital Marketing Solution

Salesforce Marketing Cloud is a specialized CRM platform equipped with a range of marketing tools tailored for remote marketers, facilitating effective management of marketing strategies. Marketing Cloud Digital Marketing Solution empowers digital marketers to deliver timely, personalized messages to the right audience across diverse channels. Offering a unique cloud-based marketing platform, Marketing Cloud enables the creation of end-to-end personalized customer experiences, fostering robust marketing automation strategies to enhance sales. Key Features: Marketing Cloud Einstein: Marketing Cloud Einstein builds upon Salesforce Einstein AI, providing modern tools and analytics within the CRM framework. This smart AI suite aids digital marketers in accessing and analyzing real-time customer data. Features include predictive scoring to forecast customer engagement and predictive audiences for targeted segmentation based on behavioral patterns. Platforms in Marketing Cloud: Products in Marketing Cloud: Benefits of Marketing Cloud: Salesforce Marketing Cloud stands out as a comprehensive solution for digital marketers seeking to elevate their strategies and drive sales. With its array of features, platforms, and products, Marketing Cloud offers unparalleled benefits and competitive advantage in the market landscape. 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 8, 2021in Marketing Automation, Salesforce Marketing Cloud
Sending Emails Through Salesforce
06Jan

Journey Builder or Automation Studio

Both Journey Builder and Automation Studio are robust tools available to Marketing Cloud customers. However, determining when to use each one and how they complement each other can sometimes be confusing. Automation Studio primarily focuses on ETL (Extract, Transform, Load) processes in marketing automation. It enables marketers to integrate data from various systems and automate tasks for segmentation and email campaign deployment. With Automation Studio, marketers can create highly advanced automated segmentation using data filters and queries, making it ideal for repetitive processes. It also allows users to execute SQL queries to retrieve and store data extension information. On the other hand, Journey Builder is a user-friendly, drag-and-drop tool designed for creating personalized, engagement-based customer journeys. It facilitates individualized, multi-channel communications at scale and provides goal and success measurements for monitoring and management. Unlike Automation, Journey Builder offers more opportunities for testing strategies and optimizing messages based on real-time engagement and interaction. One key difference between the two tools is that Journey Builder offers built-in goal reporting, providing real-time insights into campaign performance and customer engagement. Another distinction is that while Automation Studio relies on batch processing, Journey Builder allows individuals to enter journeys on an individual level, enabling real-time monitoring and action based on customer behavior. To decide which tool to use, consider the following questions: In many cases, it’s not a matter of choosing between Journey Builder vs Automation Studio but rather leveraging both tools together. By combining the powerful segmentation capabilities of Automation Studio with the personalized journey creation features of Journey Builder, marketers can deliver highly targeted and personalized messaging to their customers. Automation Studio is best for complex segmentation at scale, while Journey Builder guides customers through customized journeys based on Marketing Cloud data. Ultimately, using both tools together allows marketers to create seamless, personalized experiences for their customers. 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 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 Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify 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

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January 6, 2021in Marketing Automation
Smart Capture Forms as Marketing Cloud Journey Entry Source
23Nov

Smart Capture Forms as Marketing Cloud Journey Entry Source

Transforming your marketing strategy into a seamless journey for your customers has never been easier, thanks to the integration of CloudPages’ Smart Capture forms with Journey Builder Entry Events. By leveraging this innovative feature, you can effortlessly guide your audience through personalized experiences that drive engagement and conversions. Smart Capture Forms as Marketing Cloud Journey Entry Source. Crafting these dynamic forms is a breeze, whether you prefer the classic or Content Builder editor, embedded within your landing pages or microsites. However, to take advantage of this functionality, it’s essential to ensure that you have both Journey Builder and CloudPages at your disposal. If you’re missing either piece of the puzzle, a quick chat with your Relationship Manager can swiftly rectify the situation. Now, let’s dig into the mechanics of how this synergy works. To initiate customers into a journey, the data captured by Smart Capture forms must be securely stored in a designated data extension. This data extension, aptly named the Event Source data extension, serves as the reservoir from which contacts are seamlessly injected into your Journey Builder journeys. Remember, for this mechanism to function seamlessly, your Event Source data extension must be configured as sendable. Creating a Smart Capture Form within CloudPages is a straightforward process: Navigate to CloudPages and effortlessly drag the Smart Capture gear onto the content area of your chosen landing page or microsite.Establishing a Data Extension tailored for Smart Capture as a Journey Builder event is paramount. This dedicated data extension serves as the conduit for seamlessly integrating Smart Capture forms with Journey Builder Entry Events. Here’s how to get started: Create a marketing cloud data extension explicitly designed to handle Smart Capture data within the context of Journey Builder.These conditions are required for creating a data extension to use in a Journey Builder entry event. Choose Create from New.Enter a name and select Is Sendable? if you plan to use emails with your Smart Capture form or Journey Builder journey.On the Data Retention Policy step, keep the default setting and click Next. Add any fields you would like to capture. When adding an Email Address attribute, change the Data Type to EmailAddress as email address because email address is the primary key. Set Send Relationship to the Email Address attribute so it relates to Subscribers on Subscriber Key. Smart Capture Forms as Marketing Cloud Journey Entry Source For those seeking further clarification or guidance on integrating Smart Capture forms with Journey Builder Entry Events, our comprehensive FAQs offer valuable insights: My Smart Capture form used as the trigger event for my journey won’t submit. What’s happening?Ensure that you configured the re-entry option and default channel address in the journey settings. I can’t get my journey to execute?If your journey includes an email send there are 2 important steps to complete before the journey can be executed. Within Email Studio, open up your email and be sure to complete both the Content Detective and Validate steps. Complete these steps before a journey can send that email. Explore our FAQs section dedicated to illuminating the intricacies of utilizing Smart Capture forms as Journey Builder Events within CloudPages. With this powerful integration at your fingertips, you can orchestrate personalized customer journeys that captivate your audience and drive tangible results. Embrace the potential of CloudPages‘ Smart Capture forms within Journey Builder to elevate your marketing endeavors to new heights of success. 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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November 23, 2020in Salesforce
Marketing Cloud Cloudpages
01Jun

Salesforce Marketing Cloud Cloudpages

Utilize the CloudPages builder in Marketing Cloud Engagement to effortlessly publish targeted marketing content across multiple channels. CloudPages, a feature within Salesforce Marketing Cloud, offers drag-and-drop tools and pre-built templates for creating and publishing landing pages, preference center pages, and more. Salesforce Marketing Cloud empowers efficient marketing processes and streamlined customer relationship management. It enables the creation of customer profiles and tracking of interactions across various channels, including email, social media, and web interactions. CloudPages facilitates the automatic saving of Smart Capture block data, addition of default content versions to multiple destinations, and the design and preview of content in the audience’s format. For customer experience, CloudPages ensures a seamless process where prospects view and convert on pages using capture forms, with their data instantly updated in relevant Data Extensions. They are efficiently added to Journey Builder flows and receive tailored marketing communications promptly. Organize information for specific destinations, such as landing pages or microsites, with a Cloud Pages collection. Landing pages, created with Cloud Pages, can include custom forms with Ampscript and can be embedded in emails and websites. CloudPages smart capture forms can be used as a Journey Builder Entry Event. The difference between landing pages and CloudPages lies in CloudPages being an application within Marketing Cloud that can publish to various destinations, including Landing Pages. Marketing Cloud Engagement, with the inclusion of Cloud Pages, aids in conversions by providing a drag-and-drop interface for easy creation of landing pages, eliminating the need for complex coding. To create a landing page in Marketing Cloud, navigate to Web Studio > Cloud Pages, create a new collection, and within it, click ‘Create’ and select ‘Landing Page.’ Building CloudPages is user-friendly, featuring a drag-and-drop interface with templated layouts, content blocks, and dynamic content options. It allows easy insertion of text, images, buttons, forms, and more. Salesforce Marketing Cloud differs from Pardot, with Pardot being closely integrated with sales on the Salesforce core platform, while Marketing Cloud operates as a separate application. Landing pages are still crucial, as research indicates that businesses with more landing pages tend to experience higher conversion rates. The term “landing page” refers to a campaign-specific page with a single call to action and no website navigation. Insider tips for using Cloud Pages include making content relevant with Dynamic Content blocks, avoiding information overload, ensuring mobile-friendliness, and experimenting with different page versions for optimal performance. Content updated September 2023. 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 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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June 1, 2020in Salesforce Marketing Cloud
Salesforce Marketing Cloud Journey Builder
01Apr

Entry Sources in Salesforce Journey Builder

Journey Builder in Salesforce Marketing Cloud serves as a tool enabling digital marketers to craft personalized customer journeys by triggering specific actions based on individual customer behavior. Entry sources in Salesforce Journey Builder send customers on a customized journey. The entry source within Journey Builder signifies the starting point of a customer’s journey, determining how customers enter it. This entry source can be a sendable data extension, a Journey Builder Audience, or an entry event. It’s important to recognize that once a journey is activated, it utilizes a snapshot of the entry source data extension. Any modifications made to the data extension (or the recipients in it) after activation will not be recognized by the ongoing journey. To incorporate new fields or changes to the entry source data extension, creating a new version of the journey is necessary. An entry event, the trigger prompting one or more contacts to enter a journey, is recorded in a data source monitored by Journey Builder at a schedule set by the user. Entry events can be specific to a particular journey or reused across multiple journeys. Journey Builder configuration allows the initiation of a journey based on any event configured in the Marketing Cloud instance. Editing or reviewing the entry source configuration is possible before activating a journey; however, active entry sources cannot be edited. To make changes, a new version of the journey needs to be created. Remember if you create a new version of an existing journey, recipients already in the journey will continue through the previous version by default. When opting for a sendable data extension as an entry source, it is best to include fields essential for personalization or dynamic content. It’s also recommended to use a single entry source data extension created through a query if the journey’s data is stored in multiple extensions. Pre-filtering the audience data extension can expedite processing. Using synchronized data extensions to populate an entry source data extension in journeys involving Sales Cloud or Service Cloud data alongside Marketing Cloud data is considered a best practice. Tectonic, as your Salesforce implementation partner, ensures a tailored Salesforce solution aligning with your business needs and models through our comprehensive discovery process. 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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April 1, 2020in Marketing Automation, Salesforce Marketing Cloud
Salesforce Marketing Cloud
11May

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 confirmation emails, shipping notifications, confirmations, etc. The Transactional Messaging API in Marketing Cloud, an upgraded version of Triggered Sends in Email Studio, offers enhanced scalability and flexibility. However, with increased flexibility comes the responsibility of monitoring these mission-critical emails. Let’s explore how to set up this monitoring process. Salesforce AppExchange Mastery: Note: This guide assumes familiarity with the Transactional Messaging API and covers advanced topics. If you’re new to the Transactional Messaging API, consider checking out the Trailhead Module for basics. Marketing Cloud Transactional Messaging API vs Triggered Sends: The Transactional Messaging API in Marketing Cloud boasts advantages over its predecessor, Triggered Sends in Email Studio: However, there are notable limitations: Transactional Messages Performance with Intelligence Reports for Marketing Cloud: The second limitation, monitoring transactional messages, is critical for business operations and customer satisfaction. Event Notification Service (ENS) serves as the solution, sending notifications for specific events in Marketing Cloud, such as the failure to send transactional emails. Step-by-Step Solution: Step 1: Create the VerificationKey Data Extension: Set up a Data Extension named “TransactionalSendsVerificationKey” to temporarily store the Verification Key required for URL Callback verification. Step 2: Creating the Callback CloudPage: Establish a CloudPage to receive events from ENS. Initially, the CloudPage stores the verification code. Step 3: Create and Verify the Callback: Create and verify the callback in Marketing Cloud by registering a new URL Callback and completing the details with the CloudPage URL. Step 4: Create the ENS Log Data Extension: Create a Data Extension called “TransactionalSendsMonitor” to store details of notifications from ENS. Step 5: Modify the Callback CloudPage to Process Events: Update the Callback CloudPage code to process notification payloads and store them in the “TransactionalSendsMonitor” Data Extension. Step 6: Create the Monitoring Automation: Build an automation with a verification activity to count the number of rows in the monitoring Data Extension. This solution enables the monitoring of critical emails, providing a streamlined process for troubleshooting. Transactional email journeys can also be created. Send Salesforce Marketing Cloud transaction emails with Journey Builder. Create a Transactional Send Journey 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 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 11, 2019in Marketing Automation, Salesforce, Salesforce Marketing Cloud, Salesforce Sales Cloud

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