Leverage our CU branded template with the most up-to-date best practices already built in. Some of our recent updates include registration questions for accessibility needs, using Cvent's event planner email address and sending guests information in Saleforce.
When you launch a Cvent event (after approval), a Salesforce Campaign is automatically created. Once people (Primary Registrants) start registering for your event, they will also automatically be added to the associated Salesforce Campaign as a Campaign Member. Interested in capturing data in Salesforce for the Guests of a Primary Registrant, too? You’ll need to configure two things in your event.
Watch recorded Marketing Cloud training videos to learn how to leverage data to get the right message to the right audience. We encourage you to pause the video periodically and allow yourself time to put the material into practice. You can also test your knowledge with a quiz.
A 360-degree view of every constituent is the cornerstone of CU’s enterprise Salesforce initiative. Capturing overall event information along with individual and guest participation is just one part of better understanding our constituents. This invaluable behavior data can be cross-referenced with already existing bio-demo data in Salesforce for real-time, actionable data!
You attended new user training and got the basics under your belt. Now it's time to meet with your eComm specialist. Together you can make sure you have everything you need to send your first email or launch an event.
Learn how to remedy the three most common mistakes we see in Marketing Cloud emails. From incorrectly using the preheader, images displaying incorrectly and missing footer information that's required for CAN-SPAM compliance.
