2. What is Salesforce Saturday?
• First started by Stephanie Herrera in Austin, Texas.
• Every Saturday we will meet either online or offline to discuss,
learn about Salesforce, prepare for Salesforce Certifications.
• Helping each other learning new stuff.
• Volunteer based program where anyone can share any kind of
expertise, they might have in Salesforce.
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3. Who the hell am I?
Saransh Garg
• Marketing Automation Consultant
• Experienced with Eloqua, Pardot, Salesforce Marketing
Cloud and Hubspot
• Blogging at www.bloggingsoul.com
• Find me on Twitter @SaranshGarg26
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5. What is Salesforce Marketing Cloud?
• Best 1-to-1 digital marketing tool
• Get a 360° view of customer
• Deliver right message to right audience through right channel
• Make the most of every customer interaction by creating
Personalized, cross-channel Customer Journeys
• Get detailed Analysis and Reporting for Website, Emails and
other communications
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6. What is Salesforce Marketing Cloud?
• Best 1-to-1 digital marketing tool
• Get a 360° view of customer
• Deliver right message to right audience through right channel
• Make the most of every customer interaction by creating
Personalized, cross-channel Customer Journeys
• Get detailed Analysis and Reporting for Website, Emails and
other communications
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7. Tools within Marketing Cloud
Email Studio
Social Studio
Web Studio
Journey Builder
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8. Email Studio
• Design Emails in a Drag-&-Drop editor.
• Create Template based as well as coded designs
• Manage Subscribers, their attributes and Data Extensions
• Create and schedule reports for your marketing assets
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9. Email Studio
• More than 50% of emails are now opened on
Mobile devices
• Statistics show that 97% of all email interactions
happen on the device in which the email was first
opened.
• The Rule: 20/40/80
o Sender Detail: 20 Characters
o Subject Line: 40 Characters
o Intro-Text: 80 Characters
Why use Device Friendly Designs?
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10. Email Studio
• Improves Email Deliverability
• Increases users’ engagement and
Conversions
• Prevents Unsubscribes
Use Dynamic Content, Predictive content
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11. Email Studio
• Use Shared items for re-usable content: Helps in achieving effective
designing standards
• Use Forward-to-friend to allow recipient to forward the email:
Helps tracking forwards and hence can generate new leads.
• Create a Plain Text version of your email as well: Helps in email
deliverability where HTML emails are blocked.
Emails designing Best Practices
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12. Subscriber Engagement Best Practices
• Deliver Relevant content, use Dynamic content
• Email according to customer's Journey - Use Journey Builder
• If Online retailer – Can plan cart abandonment email campaign
• Re-engagement campaign
• Opt-down options to weekly/monthly digest
• Birthday Emails
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13. Social Studio
• Connects Marketing Service and Sales Teams with customers
through the social channel
• Discover what customers/prospects are saying about our brand
and competitors
o Analyze the sentiments
o Take immediate actions on conversations
• Analyze your best performing content and pass it to other teams
• Directly send prospects to Sales, support requests to Service
clouds
Social Media Marketing with Marketing cloud
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14. Social Media Engagement
Dos
Create awareness
Be as transparent as your business allows
Determine your tone
Help your customers become experts in your
field
Be proactive
Respond to negative AND positive feedback
Treat each social network as its own entity
Always provide an option to share
Set up publishing and approval permissions and
processes
Build for mobile
Don’ts
Be mindful of oversharing
Don’t always feel compelled to jump
in
Don’t make it long
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15. Web Studio
• Single place to create & publish web & mobile content
• Landing Pages
• Facebook Tabs
• MobilePush pages
Cloud Pages
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16. Web Studio
• Use Predictive Intelligence
• Websites that use Predictive Intelligence show an increase in revenue by 10% and a rise
in click-through rates by 35%.
• For SFDC captures, use SF Web-to-Lead forms
• Use Mobile friendly designs
Cloud Pages
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17. Web Studio
• Create Personalised URL for LP: Makes URL shorter and more
readable.
• Use Expiration date for pages, especially forms: Disables the page,
prevent skewing of tracking and analysis
• Avoid 404 errors:
• Use SEO properties for pages
• Test Microsites/Landing Pages on un-cookied browser
Landing Pages (Microsites)
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18. Journey Builder
• Plan, Personalize and Optimize customer journeys to reach every customer at
the right moment on the right channel
• Plan every interaction in the entire customer lifecycle
• Choose Audience for targeted campaign
• Choose Channel from messages, emails and push notifications to web &
social advertising placements
• Journeys based on Activities on Sales/Service Clouds like creating task,
converting lead, opening service cases
• Select goals and follow the real-time progress
What are Journey Builder & Automation Studio?`
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19. Journey Builder
• Create shared Events instead of simple Event
• Use the two in parallel to achieve the best in 1-to-1 customer engagements
Journey Builder & Automation Studio
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20. Integration with Salesforce
• Personalized Experiences with Dynamic content based on any attribute or activity
• Create seamless journeys across departments and channels by listening changes in sales and
service clouds
• Create task for the sales/service owner to alert them on a issue, to followup the customer
• Can send out bulk emails directly from sales/service clouds to a report or campaign
• Track the entire campaign success across clouds
• Enhance the contact profile by creating a full interaction history for every individual including
opens clicks and bounces
Journey Builder & Automation Studio
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