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Send Salesforce Reports to Your Inbox for Easy Monitoring
How do you like your email marketing data? To go? Me too. If you create a marketing report in Salesforce, you can set a subscription to receive the daily, weekly, or monthly details. (Think DoorDash or Uber Eats.) Marketers, you might want to know: The number of form submissions this month Metrics on all the emails sent recently The average monthly unsubscribe numbers Details on [...]
Navigate Email Marketing When You Can’t Trust Click Metrics
Clickbots are a curse to all marketers. With the rise of security bots, email click metrics are getting harder to trust. Marketers reviewing email results are often frustrated because the number of clicks looks…wrong. Security bot clicking First, let's understand what's happening. When email metrics look inflated, a common culprit is email security bots. Most click bots are security applications and scripts run by businesses [...]
Account Engagement Copy Between Business Units- Bulk Asset Copy Flow
If you have mulitple business units in your Account Engagement org, you will likely want to copy assets between business units. An email template that needs to go into each business unit is a prime example. Now you can transfer assets easily between Account Engagement business units. Go to Settings > Flows. Find the Account Engagement Bulk Asset Copy Flow. Here is the Flow. [...]
Use These Email Tools for Account Engagement (Pardot)
Google and Yahoo made new email requirements effective February 2024. They expect email marketers to: Maintain a low spam threshold (under 0.3%) Authenticate emails with SPF, DKIM and DMARC Always include a List-Unsubscribe header Use these tools to make sure that you have all the new requirements covered. Postmaster Tool Gmail has a 27.4% market share, and if you regularly send emails to your email [...]
Account Engagement (Pardot) Advanced Email Analytics
Advanced Email Analytics is an insightful tool for any Account Engagement user. But let's be honest. In our modern marketing world, where you can't count opens and are unsure of clicks, the value of Advanced Email Analytics has dropped a notch. Nonetheless, marketers often find themselves reviewing the analytic results of important emails. Advanced Email Analytics Account Engagement Advanced Email Analytics is available in Plus, [...]
New Gmail and Yahoo Protections and What to Do in Account Engagement (Pardot)
Google and Yahoo made joint announcements in October 2023 that will affect all email marketers worldwide. Just when you think you have email figured out, it changes. Here are the quick facts: Google and Yahoo have new requirements for companies that send over 5,000 messages to Gmail addresses in one day (bulk senders). A Gmail account is one of these account types: A personal account [...]
Customize your Account Engagement Email Content List View
Bill Fetter from Unfettered Marketing inspired this blog with his innovative solution of customizing Email Content. If you’re using the new Lighting Email Builder, you regularly send emails out of Email Content. The Email Content default page layout looks something like this: Take a closer look at the columns in the screenshot above. The default list only displays Name, Last Modified By and [...]
Adding Public Folder to Lightning Email Builder
If you are using the Lightning Email Builder, you likely want to save your email templates in a public folder. The public folder will allow anyone in your team to access the email templates. (Saving the email templates in the Private folder means only you will have access.) But sometimes, you can't see "Public Email Templates" as a choice. If this happens, you need to [...]
Marketing Cloud Account Engagement Winter ’24 Release Highlights
Upcoming Account Engagement Winter '24 Webinar October 31, 2023 01:00 PM CDT Featured Speakers: Lindsey DiGiovanni, Product Manager, Salesforce Katie Wheeler, Product Marketing, Salesforce Hilary Scott, Associate Product Manager, Salesforce Join us for an exclusive look at the new Marketing Cloud Account Engagement features as part of the Winter ’24 Release. We will walk through our latest innovations for Account Engagement and discuss: How you [...]
Account Engagement Automation Cookbook
So you think you know the basics about Account Engagement automations, but you are struggling to get started? It's time to start practicing! Check out my Automation "Cookbook." It’s a collection of common Account Engagement examples for typical marketing activities. This guide is intended for beginner to intermediate Account Engagement users. It’s meant to provide examples and inspiration of typical automations I see every day [...]
Account Engagement (Pardot): Set Salesforce Field History Tracking for Email Opt Out
What’s the worst mistake in marketing? Most think about marketers sending wayward emails to the whole database, but what happens behind the scenes can be scary too. For instance, one marketing team was staring at an automation rule that had gone wrong. The marketer accidentally chose the criteria “Isn’t on the list” instead of “Is on the list.” The result? The system unsubscribed twenty-five thousand [...]
Track Account Engagement Activities in Google Analytics (GA4)
This is a recorded session from the B2B Marketers User Group in Melbourne. Google Analytics 4 (GA4) is an analytics service that measures traffic and engagement across your websites and apps. Sabuhi Yahyayev, Marketing Automation Practice Lead from CloudKettle, explains integrating GA4 with Account Engagement. For instance, whenever someone fills out your Account Engagement form, the details go to GA4. It's best to [...]
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