Salesforce Email Marketing

Salesforce Marketing Cloud for Nonprofits

07Dec

Email Marketing and Communication Tools for Nonprofits

by Tectonic’s Marketing Consultant, Shannan Hearne I want to help you unlock the potential of email marketing for nonprofits with its myriad benefits, offering an effective avenue to engage supporters, boost donations, and showcase your organization’s impact on its mission. This insight is all about the significance of email marketing, essential strategies for success, various email types, and key performance indicators (KPIs) to gauge success. Email marketing remains an efficient and cost-effective means of connecting with supporters compared to traditional direct mail. It provides a unique channel for impactful communication, offering diverse benefits beyond its analog counterpart. You can have maximum reach for minimum investment, guaranteeing a great ROI. One advantage of nonprofit email marketing is the wealth of accessible data and its availability in you Salesforce for Nonprofits instance. Harnessing this data allows swift decision-making and optimization of live campaigns. Leveraging this information facilitates the creation of relevant and engaging content, resulting in a personalized experience that strengthens the bond between supporters and your organization. Strategies for Nonprofit Email Marketing: Types of Emails for Nonprofits to Send: Measuring Email Marketing Success: Understanding and implementing these key strategies, coupled with the right tools like Salesforce for Nonprofits, can better monetize your email marketing campaigns. Personalizing supporter experiences, measuring impact, and fostering community relationships contribute to the collective success of your nonprofit mission. If you need to add Salesforce for Nonprofits to your organization, plan nonprofit marketing campaigns, or implement an email marketing platform like Salesforce Marketing Cloud or Account Engagement, contact Tectonic today. 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 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 Why Your Company Isn’t Like a Baseball Team Recently, Chris shared an excellent post about the new World Series Champion Houston Astros. In short, it was a reminder Read more

December 7, 2023in Salesforce Implementation Services, Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot), Salesforce Nonprofit Cloud

05Jul

Sending Emails Through Salesforce

Is it possible to use Salesforce for email communication? How do you go about sending Emails Through Salesforce? To bypass the constraints of the Send through External Email Services feature, you have the option to send emails directly from Salesforce. However, this functionality is contingent on having your own domain. While you can utilize Gmail, Outlook, or Yahoo/AOL accounts, it is essential to acquire a custom domain. How can I send an email to a contact in Salesforce? Navigate to Object Manager and enter Contact in the Quick Find box. Choose Contacts | Page Layouts | Contact Page Layouts. Add the Activity History related list to the page layout and include the Email action in Salesforce Mobile and Lightning Experience Actions. Can I send mass emails from Salesforce? Salesforce provides various filtration options, enabling you to select fields for display and filter by specific criteria. This allows you to create a mass email list, targeting a specific user cohort for communication. Is it possible to automate emails from Salesforce? Absolutely, Salesforce, a leading customer relationship management (CRM) platform, offers robust email automation capabilities that can significantly enhance your email marketing strategy and contribute to business growth. Does Salesforce integrate with Gmail or Outlook? Salesforce’s email integration covers Outlook, Gmail, or Mailtrap, streamlining workflows, automating tasks, syncing contacts across platforms, and improving customer communication. While each integration has specific benefits, it is essential to be mindful of potential limitations. What is the daily limit for sending emails from Salesforce? Each organization can send single emails to a maximum of 5,000 external email addresses per day. The term “external emails” refers to any email not associated with a Contact, Lead, or User. Does Salesforce offer email marketing services? With seamless integration with Salesforce’s CRM, powerful automation capabilities, and data-driven insights, Salesforce’s email marketing empowers businesses to create targeted, personalized email campaigns that resonate with their audience. Salesforce’s two email platforms are Salesforce Marketing Cloud and Salesforce Account Engagement. Can I automate follow-up emails in Salesforce? Certainly, you can use workflow rules to enhance the sales experience and save time. Examples of follow-up rules include creating tasks to follow up with a lead 3, 7, and 14 days after its creation or automatically sending an email a few days before a prospect’s trial expires. Sending Emails Through Salesforce Contact Tectonic today to enhance your Salesforce instance with email marketing. 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 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 Top Ten Reasons Why Tectonic Loves the Cloud The Cloud is Good for Everyone – Why Tectonic loves the cloud You don’t need to worry about tracking licenses. Read more Guide to Creating a Working Sales Plan Creating a sales plan is a pivotal step in reaching your revenue objectives. To ensure its longevity and adaptability to Read more

July 5, 2023in Salesforce Managed Services

20Oct

Marketing Cloud Email Sends and Reports

How do I dispatch Marketing Cloud email sends and reports from Sales or Service Clouds? Once Marketing Cloud Connect is configured, utilize the Marketing Cloud tab to send Marketing Cl;oud emails to campaigns and reports. For Campaigns, Contacts, or Leads, utilize the “Send Marketing Cloud Email” option after integrating the custom Visualforce page into the page layouts. Is it possible to send to Sales or Service Cloud Campaigns or Reports? Certainly. You can send emails to one or more campaigns or reports directly from the Marketing Cloud tab. Reports must include either a Lead ID or Contact ID field, and appropriate permissions to view the report are required. Can I send to multiple Reports and Campaigns simultaneously? Absolutely. You have the flexibility to send emails to up to 10 campaigns, reports, or a combination of both directly from the Marketing Cloud tab. Is it feasible to send to Reports in My Personal Custom Reports Folder? Yes, but only if the “Scope by User” option was selected during integration or if the “Tracking User” and “View My Personal Custom Reports” options were enabled in the Marketing Cloud Connect configuration. Can I send to Sales or Service Cloud Person Accounts? Certainly. You can send emails to Person Accounts. Can I send to a single Sales or Service Cloud Contact or Lead? Certainly. Simply click on “Send Marketing Cloud Email” on the Lead or Contact record after incorporating the custom Visualforce page into the appropriate page layout. Which objects in Salesforce can I send to? You can send emails to Contacts, Leads, Campaigns, and Person Account objects. Is it possible to create emails in Sales or Service Cloud for use in Marketing Cloud Connect sends? No. Email content must be created in Marketing Cloud for use within Marketing Cloud Connect sends. Can I preview emails in Sales or Service Cloud before sending? Absolutely. After selecting an email, you can preview a thumbnail version. If you choose both an email and a report or campaign, a dynamic preview with subscriber-specific content is also accessible. Can I verify my counts in Sales or Service Cloud before sending? Yes, you can verify counts in advance if you have access to the report you are sending to. Is it possible to associate an email with a Report or Campaign? Yes. Associate email content with a list of recipients (reports or campaigns) through email linkages. Simply check the box for “Remember recipients and exclusions for this email” after selecting an email and a recipient list from the Send Email page. Are Joined Reports supported by Marketing Cloud Connect? No, Joined Reports are not supported. Refer to additional information about joined reports. What are Exclusions or Suppressions? Exclusions permit the exclusion of specific customers from a send. Both reports and campaigns can be excluded at the time of dispatch. What options do I have for a Send-From Address? You can send from your own email address, the owner of a record, an organization-wide email address, or a Marketing Cloud send classification. What time-based options are available for sending? You have the choice to send immediately or schedule for a future time and date. Can I view a thumbnail preview of my Triggered Sends? Certainly. You can view a thumbnail preview of triggered sends on the Individual Email Results record. Note that previews include triggered sends created with Content Builder after the 209 managed package release, but they do not render personalization or AMPscript. Marketing Cloud email sends and reports provide users with multiple email sending options. Like1 Related Posts 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 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 CRM Cloud Salesforce What is a CRM Cloud Salesforce? Salesforce Service Cloud is a customer relationship management (CRM) platform for Salesforce clients to 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

October 20, 2022in Salesforce Marketing Cloud, Salesforce Sales Cloud, Salesforce Service Cloud

16Jun

Salesforce Email Authentication

Salesforce email authentication plays a crucial role in ensuring the secure transmission of emails for your organization. It serves to help recipient email servers distinguish whether an email originates from a genuine account and if the sender’s identity is authentic, without any attempt at spoofing. When sending emails from platforms like Pardot (Account Engagement), Salesforce, or Marketing Cloud on behalf of your organization’s domain, it is imperative to have SPF, DKIM, and DMARC configurations completed. In the following section, we will explore each authentication method, providing a step-by-step guide to implementing SPF and DKIM policies across Pardot (Account Engagement), Salesforce, and Marketing Cloud. Salesforce Email Authentication Definitions Protocols: Email authentication protocols were developed to enhance the security of Simple Mail Transfer Protocol (SMTP) and combat spam. These protocols require careful implementation and verification before sending emails from each platform. How Does Salesforce Email Authentication Work? SPF verifies the email’s authorization by an authenticated sender (Pardot, Marketing Cloud, or Salesforce), while DKIM authenticates the email through the validation of public and private keys. An analogy to gaining access to a nightclub illustrates this process. Like providing a photo ID at a nightclub entry prevents unauthorized entry, SPF and DKIM ensure the legitimacy of the sender. Why Implement Authentication Protocols? Implementing SPF, DKIM, and DMARC offers several benefits: Preparing for SPF/DKIM Setup Before initiating the SPF and DKIM configuration process, collaborate with your organization’s IT department. Obtain a list of domains available for use in the new platform and understand the process of making DNS changes. Align with your IT team on timelines, and communicate your implementation deadline. Depending on your IT policy, the process may take 2-4 weeks. How to Set Up SPF and DKIM in Pardot (Account Engagement) How to Set Up SPF and DKIM in Salesforce How to Set Up SPF and DKIM in Marketing Cloud Thorough email authentication implementation across all Salesforce platforms ensures secure communication and reliable email deliverability. Regular monitoring, troubleshooting, and adherence to best practices contribute to maintaining a positive sender reputation and optimizing email performance. Confused yet? Tectonic can assist with all your Salesforce email authentication needs. Content updated May 2023 to reflect product name changes. 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

June 16, 2021in Salesforce Marketing Cloud, Salesforce Marketing Cloud Account Engagement (Pardot)

14May

Improve Email Deliverability Rates

Enhancing email deliverability doesn’t have to be hard. By taking these simple steps, you can boost customer engagement and trim unnecessary email expenses, by improving email deliverability rates. Litmus and Salesforce have collaborated to craft a comprehensive four-part guide, empowering you to nail email deliverability intricacies and develop a proactive and all-encompassing strategy for your email marketing, ensuring the optimization of every campaign for success. When sending an email, it passes two checkpoints: delivery and deliverability. Delivery determines whether the email reaches the subscriber’s inbox provider’s servers. If accepted, the email is marked as delivered; otherwise, it faces classification as a hard or soft bounce. Deliverability follows delivery, gauging the rate at which emails land in subscribers’ inboxes instead of being relegated to spam or the junk folder. Each of these factors effect email deliverability. To improve email deliverability rates, implementing preventive measures and monitoring your efforts is paramount. A pivotal step involves confirming your authentication and infrastructure. Ensure that your infrastructure is correctly configured and exclusively sent from authenticated domains. Establish the three primary frameworks: SPF, DKIM, and DMARC. For those sending emails from a new IP address, consider IP warming. IP warming entails gradually dispatching emails from a new IP address or domain name. Progressively increasing the send volume over time is crucial. This method verifies your legitimacy as a sender, particularly challenging when dealing with a new dedicated IP address, a new domain, a new subdomain from a warm domain, or transitioning to a new ESP. Implementing these recommendations from Tectonic will significantly improve email deliverability rates within Salesforce Marketing Cloud Account Engagement (formerly known as Pardot). 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

May 14, 2021in Salesforce

09Nov

Tips for Awesome SFMC Email Templates

Tips for Awesome SFMC Email Templates. Email design doesn’t have to be hard-unlock the potential of Salesforce Marketing Cloud (SFMC) with these 5 tips for crafting exceptional email templates on the Salesforce Marketing Cloud platform: Implement these strategies to unlock Salesforce Marketing Cloud’s potential and create captivating, personalized email campaigns that connect with your audience and deliver meaningful results. Content updated February 2022. 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

November 9, 2020in Salesforce Marketing Cloud

Email Marketing and Communication Tools for Nonprofits

Sending Emails Through Salesforce

Marketing Cloud Email Sends and Reports

Salesforce Email Authentication

Improve Email Deliverability Rates

Tips for Awesome SFMC Email Templates

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