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Dynamic Lists to Clean Up Your Database

Account Engagement|

Are you trying to keep your mailable limit down?   Marketers often find themselves creeping close to their mailable limit and either have to clean out the MCAE (Account Engagement) database or pay up.   Go to Account Engagement Settings > Account Settings > Usage and limits to see where you stand. Look at your current mailable prospects against your system limit. This Salesforce resource is helpful, but [...]

SYSTEM UPDATE: Check your Account Engagement Settings

Account Engagement|

Salesforce is automatically updating Account Engagement for security reasons. Read more about the details and what you need to do. I will refer to Account Engagement in this blog with its new name: Marketing Cloud Account Engagement (MCAE). Am I affected? Go to Account Engagement Settings > Domain Management. Click on the upper right button called "Content Served Using Default Domain." This report will list [...]

Using Account Engagement’s Einstein Engagement Frequency (EEF)

Account Engagement|

Here's a refreshing, new Account Engagement feature. Einstein Engagement Frequencey (EEF) helps marketers by predicting the optimal send frequency for marketing emails. For example, you can create a list of "Undersaturated" prospects for a re engagement email drip program.  Or, you can add "Oversaturated" prospects to a suppression list to prevent too many emails sent to individual prospects. Use the EEF criteria in Engagement Studio, [...]

Using Account Engagement’s Open Rules Audit

Account Engagement|

In September 2021, Apple's Mail Privacy Protection made email opens a less reliable engagement metric. Read more here. Time to do something about it. Use Account Engagement's Open Rules Audit to identify where you have "email open" as a trigger in Engagement Studios, Automation Rules and Dynamic Lists.  Consider using a different metric to measure email engagement (like clicks). The Open Rules Audit is available [...]

You Enabled Account Engagement Email Builder Before the Winter ’22 Release? KNOW THIS!

Account Engagement - Email Builder|

You’re a first-mover, and you turned on Account Engagement’s Email Builder before the Winter ’22 release (Before October 2021). Nice! Follow these steps if you want to use Email Builder templates for Engagement Studio email drip campaigns. Email Builder Go into the Email Template tab and click on an email template. Do you see Activate for Automation in the top right corner? If you see [...]

ParDreamin Picks for 2021

Account Engagement|

I am an oversized ParDreamin’ advocate, but I didn’t watch a single recorded session…until now. I finally had a break between clients and my kids’ youth sporting events to get caught up.  Here are my top 2021 session picks. How to watch ParDreamin’ Before you start, I have two tips. You can download the speaker slides to get a quick peek at the content. This [...]

7 Nifty Features of B2B Marketing Analytics (B2BMA)

Account Engagement|

I love uncovering little surprises. (Like the time I found a miniature plastic spoon on the bottom of the yogurt container.) Amazing! Here are a few “spoon” features of B2BMA. Notifications B2BMA lets you view or add notifications. When a value passes a specific threshold, you can set a notification to get real-time alerts to key metrics.  Create notifications by selecting Set Notification from the [...]

Account Engagement Business Units 201

Account Engagement - Business Units|

Now that you’re getting comfortable with business units let’s get into some details that often raise questions.   #1 How to manage inbound prospects with forms for multiple business units Imagine managing your inbound prospects through forms.   In this instance, you have a single form, and a field value will direct the prospect to the correct BU. Here is an example of the steps (using two [...]

How to Effectively Add Opportunity Contact Roles (Flow)

Account Engagement|

Flows can be scary to create, but Opportunity Contact Roles are important for Account Engagement's campaign influence reporting. Here are the blueprints to create a Flow that automatically adds opportunity contact roles to the opportunity when the opportunity is created. I'm still new to Flows, so Sofia Davis-Kos from Cloud Masonry created this for me.  I've used it with many companies to give them Opportunity [...]

Introducing Account Engagement’s Landing Page Builder

Account Engagement|

Coastal Cloud’s Account Engagement Consultant Danielle (Dani) Reeve collaborated on this blog.   Need a landing page, but you don’t have HTML/CSS skills? No problem! Account Engagement’s new landing page builder may be right for you. Salesforce released a new drag-and-drop landing page builder in the Winter 2022 release.  It comes exactly a year after the Email Builder, and if you are familiar with creating drag-and-drop [...]

Account Engagement Winter ’22 Release Favorites

Account Engagement|

While I was at Dreamforce this week, I bumped into several Account Engagement experts. So...naturally I stopped and asked them about their favorite Account Engagement Winter '22 release feature.  Here's what they said: Jennifer Schneider - Account Engagement Classic is retired "If you're you're not on Lightning, do it yesterday!" The Account Engagement Classic app will no longer be available for new accounts on October [...]

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