Learn how you'll be notified about eComm outages and unplanned maintenance. Salesforce users can set their own Salesforce Chatter Notifications and Post in Salesforce Chatter.
By implementing a simplified Marketing Cloud business unit and preference model across all campuses, the eComm team will reduce costs, streamline the constituent experience, and decrease the level of backend management needed. The current model has 151 business units and 373 associated preferences. This project aims to reduce these numbers by at least 50%.
Reports can often have the same contact listed numerous times, so identifying the unique count is important to confirm the Report criteria is accurate. Having a total 9,000 unique contacts when expecting 250 is an indicator of incorrect criteria and should be investigated.
For organizations with a large number of Salesforce users, Public Groups optimize performance and bring efficiency. Given eComm's 300 person userbase with an average of 20 new licenses each month, we couldn't manage without them.
While Cvent has a feature to "allow partial payments," we never want to enable it. Collecting credit card information to process part of the payment now and the other portion at a later time doesn't align with CU's approach to protecting cardholders and it should not be enabled under any circumstances. The good news is, by default, this setting is disabled across all events and most users remain unaware of this functionality. Follow these instructions to confirm your paid event doesn't have this feature enabled.
The Free Map Tool has a ZIP Code Radius Search Map which allows you to determine what Zip Codes fall into a set range from a set point (ie. 10 mile radius of 80203). These Zip Codes can then be used in a Salesforce Report to capture an audience based on where individuals live. This is often useful when hosting an in-person event and determining who to invite.
