Salesforce Marketing Cloud Tutorial

 

Salesforce Marketing Cloud Corporate Training.

Salesforce Deck

www.royalsdeck.com

What is SFMC ?

SFMC is a platform to engage with Customers across every channel: email, social, web, and mobile. Automate and manage every campaign, publish content, analyse results, and optimise as you go.

In Short, a tool to engage customers through targeted campaigns and customer journeys.

Course Content

• Email Studio

• Journey Builder

• Automation Studio

• Data Extension

• All Subscribers

• Profile Center

• CANSPAM Law

• Trigger Sends

• Unsubscription Management

• Web Studio

• Dynamic Email

• Classic Content/Content Builder

• Ampscript

• SSJS

• Synchronised DE

• Mobile Studio

• Social Studio

• Interaction Studio

Marketing Cloud Overview

Email Studio - an email builder

Personalisation

Hello %%FirstName%%,

<Message Body...>

Regards,

RoyalsCodeCamp

Journey Builder

A drag and drop based canvas to create marketing campaigns

Automation Studio

Automate Scripts, Queries, Email send, Data import etc.

Data Extension

A Database to store target audience for marketing campaigns.

All Subscribers

The All Subscribers list is considered the master list of records for the Marketing Cloud Email Studio account.

Every subscriber in your account appears in the All Subscribers list. 

Used to manage subscription.

Profile Center

The profile center is a webpage where subscribers can enter and maintain the personal information that you keep about them.

CANSPAM

The CAN-SPAM Act, a law that sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop emailing them.

Trigger Sends

Trigger emails on customer action like signup.

Steps -

1. Create Email

2. Create DE using TriggerSend Template

3. Create TriggerSend Definition

4. Write Ampscript Code on CloudPage.

Web Studio and Cloud Pages

Build webpages, sites, write ampscript and ssjs code and anything custom here.

Mobile Studio - sms or push notification

Target audience by sending sms and push notifications

Mobile Studio - sms or push notification

Sms and push messages can be added to customer journeys.

Analytics Builder - Reports

Used to create reports for analysis about campaign performance and usage, track clicks, opens and bounces.

Interaction Studio

Interaction Studio allows to personalise websites based on user inputs and searches.

Social Studio

Engage with multiple social platforms from social studio, automate data sources and analyse post sentiments.

Programming Languages in SFMC

1. Ampscript

2. Server Side Javascript

3. Sql for Automation

4. Html, Css, Javascript, Bootstrap and other UI technologies for CloudPages and Custom Emails.

 For Advanced Topics - 

1. NodeJs or any other server side for custom journey builder activity.

2. Preferably Java or any other programming language for Fuel SDK.

3. Git and Heroku for Deployment of Custom Web app for point 1.

Synchronised DE

Synchronised Data Extension is used to retrieve data from SFDC objects inorder to leverage that data to target customers through SFMC for Marketing Campaigns.

Query Studio

This app allows you to quickly run queries and validate if it is right.

A/B Test

This feature allows us to understand which email campaign will receive more user attention.

Send Classification

Consists of information  -

• Sender Profile

• Delivery Profile

• CANSPAM

• Commercial or Transactional

This contains all the sender information displayed to email recipients.

Suppression Lists

Suppression lists filter out email addresses and prevent those addresses from receiving your messages.

Setup Navigation

Setup is used for -

1. SFDC integration

2. Installing Packages

3. Administration

4. User Creation

5. Role Assignment

6. Creating Case with Salesforce

Salesforce Integration

This is used to connect to SFDC using OrgID and Api User Credentials.