Let us help you navigate the resources in the eComm wiki so you can get the answer you're looking for when you need it. Select the eComm application for which you have a question (Salesforce, Marketing Cloud, or Cvent) and then view resources by category. Can't find what you need in this wiki? Submit a help ticket at cu.edu/ecomm/submit-help-ticket.
You've launched your event and starting promoting it; naturally, there might be some management of invitees to occur. Cvent makes things easy - from registering someone or initiating a refund.
Did you know you can require registrants to enter their email twice while registering? This can help prevent registrants from moving too quickly and inputting an incorrect email address, which prevents the registrant from getting relevant transactional emails about the event and creates duplicates in Salesforce (requiring manual cleanup and fragmented Contact records).
A crucial role of an eComm Specialist is to create audiences. Before diving into the multi-step process, it's important to have a basic understanding of terminology and the end-user experience.
Learn all about Reporting in eComm's instance of Salesforce, primarily to create audiences for communications sent through Marketing Cloud. Find templates of common populations available to clone with the option of further customizing and familiarize yourself with eComm's data dictionary to better understand the 500+ data points that can be leveraged.
eComm specialists are responsible for creating audiences in Salesforce and Marketing Cloud. This often involves starting with a Salesforce Campaign to be converted to a Salesforce Report.
This resource is designed for eComm specialists who are responsible for submitting provisioning and deprovisioning requests for their campus. Learn how to submit requests while being mindful of important deadlines and details that affect the user experience.
Do you often send a similar email to the same audience on a weekly or monthly basis, like CU Boulder Today or UCCS Communique? Learn how to streamline your process with automation studio.
There are two ways to send emails through Marketing Cloud, Guided Send and Salesforce Send Emails. Guided Send has a sleeker interface but Salesforce Send Emails can be reused bringing efficiency and minimizing room for error.
