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✦   LIBER   ✦

📁

Salesforce Marketing Cloud for Dummies

✍ Scribed by Scott Thomas


Publisher
For Dummies
Year
2017
Tongue
English
Leaves
363
Category
Library

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No coin nor oath required. For personal study only.

✦ Synopsis


Salesforce Marketing Cloud: Take your digital marketing on a journey! Everything seems to be moving to the cloud these days--and digital marketing is no exception! Salesforce Marketing Cloud For Dummies guides you through the use of Salesforce's exciting suite of cloud-based digital marketing solutions, which have the power to help you plan, personalize, and optimize your customers' journey. Written by a leader of the Salesforce training and development team, Salesforce Marketing Cloud users will find essential information on using the suite of tools and tips and tricks that only an insider would be able to share. With easy-to-follow instructions, this guide helps you discover how to incorporate your data sets into the tools to create models, campaigns, and customer maps that enable you to create a positive experience for your customers.

As Salesforce.com's multi-channel digital marketing platform, the Salesforce Marketing Cloud focuses on helping you manage one-on-one customer journeys. Leveraging a variety of features, this suite of tools offers email marketing, mobile marketing, social media marketing, content and messaging, predictive intelligence, and more. Your ability to navigate these features and functions will determine your digital marketing campaign's success, so it's critical that you make the most of this tool!

Navigate and manage the Salesforce Marketing Cloud Define and understand your customers' journeys--and how you fit into them Engage your customers across devices, ensuring consistent communication Use predictive data to optimize engagement Salesforce Marketing Cloud For Dummies helps you make the most of your investment in the digital marketing world!

✦ Table of Contents


Title Page
Copyright Page
Table of Contents
Introduction
About This Book
Foolish Assumptions
Icons Used in This Book
Beyond the Book
Where to Go from Here
Part 1 Getting Started
Chapter 1 Introducing the One-to-One Customer Journey
The Dawn of the Customer Journey
Early email marketing
From batch and blast to the highly personalized message
From two channels to too many to count
From brand-centric to customer-centric
The customer journey revolution
The Importance of the Customer Journey
Marketers in today’s businesses
Decisive moments for customers
Grow the top line
Data-based insights
Operating in real-time
Mastering the metrics that matter
The journey is the reward
Defining the Customer Journey
Start with the basics
The sticky note exercise
Mapping it out
Fulfilling the Customer Journey with Marketing Cloud
Preparing to use Marketing Cloud
Getting access to Marketing Cloud
Chapter 2 Navigating Salesforce Marketing Cloud
Exploring Marketing Cloud
Dashboard components
Getting help with Marketing Cloud
Accessing business units
Accessing Your Apps
Chapter 3 Administering Marketing Cloud
Managing Marketing Cloud Users
Accessing the Users page
Creating a user account
Giving an Enterprise 2.0 user access to business units
Providing Access for Users
The role of roles in Enterprise 2.0
Assigning roles
Overriding role permissions
Creating or editing a role
Securing Marketing Cloud
Sender and Delivery Profiles and Send Classifications
Creating a sender profile
Creating a delivery profile
Creating a send classification
IP Warm
Establishing your reputation
Warming your IP
Chapter 4 Dashboard Tools
Using the Calendar
Calendar event sources
Creating a calendar event
Managing Campaigns
Campaign associations
Touring the campaign screen
Creating the campaign
Adding associations to a campaign
Tagging a campaign
Part 2 Utilizing Data
Chapter 5 Identifying and Preparing Your Data
Defining Your Data Set
What data do you have?
What data do you wish you had?
Defining an initial data set
Dealing with a data shortfall
Data after a send
Mapping Your Data to Your Objectives
Marketing objectives
Data to fulfill your objectives
Data objective exercise
Chapter 6 Establishing Your Data Model
Understanding Marketing Cloud Data Models
Subscriber-and-list model
Relational data model with data extensions
Which data model will work for you?
Setting up a subscriber-and-list data model
Setting up a relational data model
Getting Data into Marketing Cloud
Importing to subscriber attributes
Importing to data extensions
Utilizing a CRM integration
Contact Builder
Part 3 Marketing Cloud Builders
Chapter 7 Content Builder
Using Content Builder
Changing the display
Finding content in Content Builder
Organizing content in folders
Importing content from Classic Content
Uploading content outside Marketing Cloud
Managing content in Content Builder
Images and More
Templates
Messages
Creating reusable content blocks
Creating reusable code snippets
Approvals
How the Approvals app works
Setting up an approval workflow
Who should use the Approvals app?
Chapter 8 Audience Builder and Contact Builder
Contact Builder
Menus
Contacts
Relationships and cardinality
Creating attribute groups
Audience Builder
Dashboard
Audience workspace
Creating an audience
Chapter 9 Analytics and Personalization Builder
Discovering Discover
Modifying an existing report
Creating a report from scratch
Using Standard Reporting
Running a report
Subscriber Engagement report
Recent Email Sending Summary report
Account Send Summary report
Email Performance for Domains report
Viewing Web and Mobile Analytics
Setting up web analytics
Setting up mobile analytics
Using Predictive Intelligence
Chapter 10 Journey Builder
Automation Studio versus Journey Builder
Understanding Automation Studio
Creating Activities
Testing activities
File-naming patterns
Data extract activity
File transfer activity
Filter activity
Import file activity
Refresh group activity
SQL query activity
Send email activity
Wait activity
Creating an Automation
Error Reporting
Part 4 Marketing Cloud Studios
Chapter 11 Email Studio
Understanding Email Marketing in Salesforce Marketing Cloud
The email channel in Salesforce Marketing Cloud
Benefits of email as a channel
When to use email
Creating Email Content
Subject-line best practices
Avoiding the spam folder
Preheader best practices
Rendering best practices
Style sheet best practices
Creating an email
Preparing an Email to Send
Previewing the email
Performing QA tests
Choosing an audience
Sending an Email
Tracking Your Email
Accessing email tracking
Navigating email tracking
Comparing tracking for multiple emails
Pausing or canceling a send
Advanced Tactics in Email
A/B testing
Dynamic content
AMPscript
Chapter 12 Mobile Studio
Deciding Whether You’re Ready for Mobile Marketing
Understanding Mobile Terminology
SMS and MMS
Short codes
Mobile-originated campaigns
Mobile-terminated campaigns
Configuring Your Account for Mobile
Setting up your data for use with mobile
MobileConnect
MobileConnect overview screen
Setting up keywords
Setting your blackout window
Creating a message
MobilePush
General messages
Location-specific messages
GroupConnect
Respectful Mobile Marketing Checklist
Chapter 13 Social Media Studio
Deciding to Go Social
Figuring out if you’re ready
Going for it
Social Studio Concepts
Inspector
Topic profiles
Workspaces
Users and roles
Supported Social Media Networks
Getting Started with Social Studio
Social Media Marketing in Social Studio
Analyze
Engage
Publish
Social Media Best Practices
Use cases
Listening and analytics
Engaging your community
Chapter 14 Advertising Studio
Advertising Studio Editions
Lead Capture Edition
Facebook lead capture forms
Creating a lead capture task
Sample lead data extension
Creating a lookalike audience
Professional Edition
When someone else owns the ad network accounts
Supported social and ad networks
Creating an audience
Chapter 15 Web Studio
Supported Online Content
Web content
Social content
Mobile content
Creating Content in CloudPages
Creating a collection
Adding content to a collection
Publishing Content
Unpublishing content
Analyzing Content Performance
Part 5 Mapping the Customer Journey
Chapter 16 Designing a Customer Journey
Understanding Journeys
Parts of a Journey
Entry sources
Messages
Splits
Joins
Waits
Customer updates
Considerations before Starting
Choosing the right tool
Data extension prerequisite
Contact Builder prerequisite
Data powers the journey
Message content
Beginning to Map a Customer Journey
Journey Preparation Checklist
Chapter 17 Creating Your Customer Journeys
Revisiting the Basics of a Customer Journey
The Journey Builder Dashboard
Journeys menu option
History menu option
Journey Canvas
Version
Undo, redo, copy, and delete buttons
Goals
Settings
Save, Test, and Activate buttons
Builder
Journey Entry Sources
Email Studio audiences
Automation Studio audience
MobileConnect audience
Understanding Activities
Messages
Flow Controls
Updating contacts
Real-time metrics
Journey Builder reporting
Part 6 The Part of Tens
Chapter 18 Ten Customer Journeys for Beginners
Welcome Series
Abandoned Cart
Birthday
Browse Retargeting
Customer Anniversary
Loyalty Series
App Download
Post-Purchase
Re-engagement
Newsletter Series
Chapter 19 Ten Secrets to a Successful Implementation
Set Realistic Function Expectations
Set Realistic Time Expectations
Design for the Data
Purchase Support
Take Care with Your IP Warm
Work Closely with Your Implementation Partner
Establish Standards
Document Everything
Inform All Key People
Allow Time for Training
Chapter 20 Ten Bad Habits of Digital Marketers
Not Testing Enough
Testing Too Many Variables
Assuming That Flashy Features Equal Better Results
Hyper-Targeting
Forsaking Proven Channels
Buying the “It Just Works” Myth
Over-Messaging
Forgetting That Content Is King
Not Staying Current
Not Asking for Help
Index
EULA


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