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 data analyst, good knowledge of …
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 email next time, the system …
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 the country. However, Marketing Cloud …
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 some training and persuasion. Use …
Creating a package in Marketing Cloud for API Integration
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 Add Component. In our case, …
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 email, if they opened or …
Resources for SFMC Email Developers
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 to their browser. https://chrome.google.com/webstore/detail/sfmc-object-finder/bkicfdfanedgnlddinjiojphnehpjnpd Email …
IP Warming – Why is it Important and Best Practices
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 the green light to your …
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 highlight your message in the …
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 service call, last purchase date …
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