SQL is a very critical skill for anybody who wants to make a successful career working in Marketing Cloud. In SFMC, data extensions and Contact Builder use a relational database. There comes SQL which provides a good way to execute queries and retrieve data for reporting or segmenting audiences. As a Marketing Cloud consultant, developer or …
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 …
Unsubscribe Management for Templated Emails Sent from Salesforce CRM Read More »
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 …
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 …
Distributed Marketing Use Case for Contact Center Read More »
In Marketing Cloud, navigate to setup Under Platform Tools, expand Apps and click Installed Packages. Click New. Give the package a name and description so that you can easily identify it as your first test package. Save the package. After the package is saved, you can view the package details. Under Components, click …
Creating a package in Marketing Cloud for API Integration Read More »
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 …
SQL Query to find if email was delivered, opened, clicked and event-dates Read More »
SFMC Object Finder Chrome Extension This is a very useful chrome extension that can be used to search and locate Data Extensions, Email, Content Area, Email Template, Query Activities, User Initiated Definitions, Data Filter Definitions and Automations. I use this Chrome extension a lot and I recommend all Marketing Cloud professionals to add this extension …
IP Warming is referred to as the practice of setting up the credibility and reputation of a new IP address by sending regular but small number of emails over a period of time and gradually increasing the volume. This gives Internet Service Providers (ISPs) the opportunity to evaluate and recognize your sending practices before giving …
IP Warming – Why is it Important and Best Practices Read More »
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 …
Adding Image and Other Information in Gmail Promotions Tab using SFMC Read More »
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 …
Populating / Updating a Column in a Data Extension from Another DE in SFMC Read More »
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 …
Showing different images to customers in different Geographies using AMPscript in SFMC Read More »
Code sample to create a subject line with first name and a message if the first name is available otherwise just the message (if the first name is not available). This is a very simple code but when when I first started building emails in the marketing cloud, I had no idea how to do …
Subject Line Personalization Using AMPscript in Salesforce Marketing Cloud Read More »
I always get nervous when I am about to hit the send button and the level of nervousness / tension is directly proportional to the size of audience that will receive the email. This is due to the reason that when you have sent an email, it is gone to the inbox of recipients forever …
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 …
Salesforce Marketing Cloud Certification Resources Read More »