Marketing Cloud
New Login Page
Learn where to locate the new login page for Marketing Cloud.
Folder Structure & Upload Assets
Create a folder structure that works for you and your team to help stay organized.
z_migration
CU Branded Templates
Access templates then customize them as you wish with content blocks.
Send Classification
Use a Saved Send Classification to select the appropriate From Information.
Your previous send classifications should have transferred. Let’s confirm.
Sending an Email | Old Org
For all commercial email sends you must use an UNSUB report. If you don’t, you’re breaking the law.
Select your audience report or data extension.
SELECT AUDIENCE
SELECT UNSUB
Send your communication immediately or schedule a future delivery.
SEND & SCHEDULE
Use a Saved Send Classification to select the appropriate From Information.
SEND CLASSIFICATION
Sending an Email | New Org
Select your audience campaign, report, or data extension.
Folks who are opted-out of your communication are already removed.
SELECT AUDIENCE
SELECT UNSUB
Send your communication immediately or schedule a future delivery.
SEND & SCHEDULE
Use a Saved Send Classification to select the appropriate From Information.
SEND CLASSIFICATION
Who should get your message?
You’re eComm specialist creates your audience.You just need to select the correct Report or Data Extension name.
What does that means for you?
You no longer need to remember to apply an unsubscription exclusion (UNSUB)�Yay!
You need to be even more diligent when selecting your audience report(s) or data extension(s)�Your inclusion report or data extension name now indicates which preference category is being used. If you have multiple preferences, be sure you select the correct audience. Example: 08_UREL_ONGOING_Alumni vs 08 UREL OG Alumni SUB B Benson
Reports & Data Extension Names
Both Reports and Data Extensions will be named differently than they used to be.
Data Extension Process
1) Create Salesforce Report�Your eComm specialist will create your Salesforce Report for you.
2) Create Marketing Cloud Data Extension�Your eComm specialist will convert the Salesforce Report to a Marketing Cloud Data Extension.
3) Run Data Extension�Data Extensions reflect a Salesforce Report at a moment in time - you’ll need to re’Start’ them before each send.
4) Confirm Successful Data Extension�You’ll receive a notification email confirming the Data Extension ran correctly or not
5) Send to Data Extension�Use Guided Send or Salesforce Send Email to deliver your email to the Data Extension audience.
eComm Specialist Responsibilities
Your Responsibilities
Selecting the correct audience | Example
BEFORE�Inclusion: 08_UREL_ONGOING_Alumni
Exclusion: 08_UREL_UNSUB_Sys Events
AFTER�Inclusion: 08 UREL Alumni SUB Sys Events
Tracking
View email send data in Marketing Cloud Tracking and Salesforce Email Sends & Individual Email Results
Note: Tracking details are not populated for historical sends.
Marketing Cloud | Add to My Account
New From Information
Request to have your from information added to your business unit and it will be available to select for each send.
Questions