Digital Marketing & Automation Blog

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Salesforce Certifications : Do they really matter?

Everyday I see posts on LinkedIn about people sharing news about passing Salesforce certifications. Some newbies clearing their first certification exam (mostly Salesforce Administrator) or some experienced folks increasing their certification tally to 10 or 20 or even to thirties. It makes me very happy to see these individuals who are working hard and putting

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Unsubscribe Management for Templated Emails Sent from Salesforce CRM

If you use Salesforce as your CRM tool and Marketing Cloud as your email tool, unsubscribe management is taken care of by SFMC. If you send emails via a journey, the emails include an unsubscribe link which when your email recipients click, it updates their unsubscribe preference in the system. So when you send an

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Tokenization in Salesforce & Marketing Cloud to Comply with Canadian Data Residency Requirements

There are data residency requirements through Government legislation in Canada that mandates businesses to store personally identifiable information (PII) of their customers only in Canada. The requirements are even stricter for certain industries, such as financial services. For Salesforce CRM, the servers are based out of Canada and thus all the information is saved within

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Local Search Marketing and its Advantages for Small Businesses

Implementing a marketing strategy in a small business can be complicated, but at the same time extremely profitable. With so many competitors in the market, even in the same area, standing out from the crowd is one of the most difficult tasks. Search Engine Optimization (SEO) is one of the most popular methods used by

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Distributed Marketing Use Case for Contact Center

Recently, I worked on a project to set up Distributed Marketing feature for a Bank’s contact centre. The feature allowed contact centre agents working for a Bank to send Marketing approved emails to customers from within the service console in Salesforce. The feature was greatly liked by agents and we saw good adoption rates after

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SQL Query to find if email was delivered, opened, clicked and event-dates

As an email marketer you will probably be in situations where you will be required to send a targeted marketing email to customers/prospects to achieve a desired outcome. And few days after the email is deployed you may be asked to provide a report to show how many emails were delivered/bounced, recipients who received the

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Adding Image and Other Information in Gmail Promotions Tab using SFMC

If you use the Gmail app on a smartphone (Android or iPhone), you must have seen marketing emails that appear with a brand logo, a featured image and some offer information in the Gmail promotions tab. This is done using Gmail promotions tab annotation. It may appear as shown in the image below. Email annotations

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Populating / Updating a Column in a Data Extension from Another DE in SFMC

This is a very common use case in Salesforce Marketing Cloud where you have been provided with a list of contacts (email addresses) and you are required to send a targeted message to those contacts that meet a certain condition. This could be status (engaged, unengaged, subscribed, unsubscribed), category affinity (services/products a contact prefers), last

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Showing different images to customers in different Geographies using AMPscript in SFMC

You are required to send out a marketing email to a list of customers living in different states of Canada. Now there is an offer that is only available to customers living in particular states. In this scenario, you will have to make this offer element dynamic, so that it only appears to customers based

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Salesforce Marketing Cloud Certification Resources

I have created this page to compile a set of resources that I have used to prepare/study and pass the SFMC certification exams – SFMC email specialist, SFMC administrator, SFMC consultant and SFMC developer. I will be regularly updating this page. Before you book any certification exam, check this Trailhead page: Salesforce Certification Days. Salesforce

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6 Reasons Why You Should Switch from HTTP to HTTPS Today

HTTPS (Secure Hypertext Transfer Protocol) is the secured version of a website. Before 2014, there was no distinction between HTTP and HTTPS, however, new norms from Google classified the existing websites into two different forms, secure and insecure. From the SEO standpoint, there are several reasons why one should shift from HTTP to HTTPS version

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