Marketing Cloud Set Up

Marketing Cloud Set Up – Setting up your cloud marketing account can be a headache if you haven’t worked with Salesforce marketing tools before. This guide should help new Market Cloud administrators set up the platform and understand its basics. Use the features below to quickly search for topics that interest you.

One piece of advice before we move on: forget Salesforce for now. Market Cloud is not a Salesforce product first and it shows.

Marketing Cloud Set Up

Marketing Cloud Set Up

The connection between Salesforce and Marketing Cloud works well, and the database can be used for the most powerful sales processes, but the management of information, devices and others – is completely different.

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But don’t worry! We guide you through the process of setting up Marketing Cloud, so that your organization can fully benefit from using this powerful marketing tool.

If you want to learn about all the features of Marketing Cloud, I highly recommend Bart’s video where he talks briefly about each of them.

There are two places you need to go to set up your Marketing Cloud account. The first is the general Setup tab that you can find under your name in the upper right corner. This feature can be accessed from anywhere in the Marketing Cloud. Allow you to set the main tasks for your entire account. It is important to ensure that only administrators can access it. Before we talk about access and security, let’s look at the first step that all administrators must start with – creating users. The choice of the Salesforce Marketing Cloud team is very important. to put the user interface button in the first screen you see after you go to Setup (more on this in my article on the Market Cloud January ’20 Release) . It’s in the top right corner. After filling in some basic information a new user will be created.

Now, you also have the option to set up more advanced features like Reply to email address, but we won’t go there yet.

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You can also create new users by going to the “Users” section in the left navigation panel. Here you will find a list of all your users and you will be able to organize them further.

The top section gives you quick access to many functions: after selecting a user from the list you can reset their password, set their roles and manage business units they get it.

To configure each user click on their name. Here you can change their account information, time zone, custom rules as well as see their Salesforce integration status and the last time they logged in.

Marketing Cloud Set Up

In the Marketing Cloud, user access is controlled by permissions. They determine the actions that a user can perform. Some of them are user permissions that give access to general functions (like any project) while others are related to a specific tool (like Email Studio or Journey Builder) This is the view of the tree of permissions all in the Marketing Cloud

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As you can see, we can be very specific about the permissions we want to give users. It can be a bit overwhelming at first.

Fortunately, we don’t need to start from scratch. There are custom roles created in each account that generate different permissions.

Roles are the easiest way to control permissions. Instead of assigning permissions to individual users we can use default roles or create new controls. who can do it.

Business units allow you to control access to information in your account. By using the special structure you can divide the story to represent the structure of your company. Each business can have its own brand, collection of subscribers and its own users who manage devices, travel and send emails.

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It’s a great solution if your company uses different brands that have their own marketing strategies and people in different departments. You can share content with all business groups in the marketplace, but email and travel are only available to those in the same business.

Talk to partners before creating business people because this part is one of the main steps in the organization of marketing partners. Some functions, such as the sender’s authentication package may be shared with a parent business, so it is important to discuss these first.

If you want to ensure that your company’s emails reach your customers’ mailboxes, it is recommended that you set up SAP (Sender Authentication Package) for your Marketing Cloud account.

Marketing Cloud Set Up

SAP is a series of Marketing Cloud products that help increase the delivery of your email messages. Including

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It is important to note that if you are using different business units for different brands and need different parts for them, you must request the SAP for each business unit – and each package comes at an additional cost.

If you want to transfer SAP from a child unit to its parent business or vice versa, you can contact Salesforce support. This should be possible at no additional cost.

According to official data, the Sender Authentication Package activation process can take up to 5 days, but usually less than that.

Allow your company to send emails from a trusted group of your choice. Salesforce Marketing Cloud authenticates your sent emails using Sender Policy Framework (SPF), Sender ID, and DomainKeys/DKIM authentication

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All of your links are encrypted, meaning that instead of the usual Marketing Cloud information, they include your username.

This is a very useful feature that allows you to control how the system handles responses from your subscribers. With this product you can for example: enable without header for manual requests that contain special words.

There are several ways you can set up SAP for your account (or a specific business unit).

Marketing Cloud Set Up

But first, you need to decide on the domain name that will be used for your outgoing email.

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Salesforce Marketing Cloud is strongly encouraged to make sure it looks the same as your current name/company. If the domain name for your website is my-company.com, you can go to my-company-email.com or email.my-company.com depending on whether you are providing a domain or a domain. subdomain. This is good for your brand and assures your customers that the email sender is trustworthy.

As mentioned before, when you choose a domain name you have two options: to provide a domain or a subdomain.

If you go for a third party, you need to purchase it first or notify Marketing Cloud that they need to purchase it for you. It is the easiest method and does not require special skills in your area. Salesforce Marketing Cloud support will do all the necessary setup on their end including purchasing, updating and setting up the group.

If you want to buy the domain yourself or decide to use a subdomain, you must provide it.

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Here are the instructions for submitting a group, which you can find in the Salesforce Marketing Cloud official documentation:

The most advanced way of using a domain is to manually host DNS using a domain/subdomain that you already own. If you have an IT department that can help you with this, you can request a zone file of all relevant DNS records.

Obviously, this is the most difficult solution, so if you do not have the necessary skills to do this you should choose one of the previously mentioned methods.

Marketing Cloud Set Up

After everything, you can submit a set form. A link to it should be included in the introductory email sent by Marketing Cloud support to you after you purchase the Sender Authentication Package. After a few business days, the SAP configuration should be done.

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To quickly check if your Sender Authentication Packs are activated go to Email Studio -> Admin and check the section labeled “Sender Authentication Packs”. Your selected domain/subdomain should appear there.

Your new Confirmation Package has been set up. You have a good email template ready. So you can go ahead and send millions of emails to your customers to promote your company’s new product, right?… No, you can’t.

Your new unique IP address has no history. This means that ISPs will suspect any mail coming from your IP address. This is how all ISPs protect consumers from receiving spam emails. By treating any new IP address that is sent as if it has a bad name.

If you try to send millions of emails the first day, the carefully designed email you worked so hard on will end up in the spam box of your customers’ inboxes.

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You can avoid a blacklist of your IP address by increasing the amount of sending. Don’t message all your customers at once. Divide your subscribers and limit the amount of posting from day to day to week to week.

The volume limit for each group per day for most ISPs is 20,000. After a week you can double it and so on until you reach 4-5 weeks. The only exception is Gmail, which requires a slow start (about 5,000 on the first day, 10,000 on the fourth day and 20,000 on the seventh day).

The IP Address Warming Calendar for each Domain from Salesforce shows recommended events

Marketing Cloud Set Up

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