Marketing Communications

Hello.  

Just wondering if there are any Campaign Monitor users here that can help me understand if and how we can trigger an automatic email campaign to go out when a Contact is attached to a Campaign via Campaign Membership in Salesforce?  

I understand email campaigns can be automated and triggered if someone is added to a list or a segment, so I guess it is a question of if such an activity in Salesforce can result in a Contact being added to a list or get updated with a segment? And is it fiddly if we would want to repeat that behaviour for various, but not all Campaigns, through out the year? Would we need multiple syncs specific to these Campaign records and their members, and if Contacts are already synced onto our master 'All Contacts' list, what are the considerations for that?   

Thanks in advance for any advice! :) 

I want to move from away from a 'many lists, few segments' to 'one list, many segments' approach to managing supporter email preferences in Campaign Monitor (CM). And in doing so only pay once per subscriber! I also want some users to be able to edit the subscriber email preferences from the Salesforce contact record and have that sync back to CM. 

Has anyone built a solution around how to make a synced Salesforce field that relates to a list segment from which data syncs both ways? Beaufort 12 Support explained that due to high processing demands, detailed segmentation information can only be accessed directly within CM. 

If I create a dummy segment in CM, can I use that to auto-populate a custom field on the contact record, via SF reports? Alternative ideas are greatly appreciated!

TIA,

Emma

#Trailhead  #Nonprofit  #Integration

Hello!

My organization sends out a weekly newsletter. The standard text email is not enough for us. In our old system, we had a way to build more complex looking newsletters. The only free application I could find is call BeeFree, which hasn't been reviewed by salesforce. Has anyone used BeeFree and have an opinion on it? Also, does anyone know of any other newsletter builders that could help?

Thanks,

Gabe Givelber

We are currently limping along with Emma and a small connector to SFDC. We need to upgrade and are considering Marketing Cloud. What else is out there to do email, texts, etc. at the enterprise level that integrates with SFDC? 

We're currently triggering some automated emails to our donors through Salesforce using Lightning Email Templates but these aren't the nicest looking emails in the world.

Is it possible to use Canva or a similar graphic design app to create "pretty" emails and then pop this into a Salesforce email template? I just tried with code from Canva embed but got a bunch of errors with the code in the Salesforce email template.

Thanks in advance!

Hey all

Our small non-profit organization has about 4,000 Mailchimp subscribers. Separate from that, we have 1,000 or so contacts in Salesforce (we've moved to the platform over the past couple of months, and managed to use it to conduct this year's Christmas mail out, so we're feeling like we're getting our heads around it). I'd like to integrate our Mailchimp with Salesforce so that we can run email campaigns and track their success within the CRM. Ideally, I think that means importing our Mailchimp subscribers into Salesforce. Also, I think they would fit best into that ecosystem as contacts rather than leads. I've looked at Mailchimp for Salesforce and Chimpsync, but neither seem to offer this functionality - MFS can bring them in as leads only and Chimpsync doesn't seem to sync in that direction. I am now looking at Cloudchimp, and it does offer the ability to move your subscribers in as contacts, but the problem is that there is some overlap between our Salesforce contacts and our Mailchimp subscribers, and when I tried a test batch Cloudchimp created a bunch of duplicate contacts... it does not seem to be able to recognize existing emails and merge the information. Does anyone have any advice for me? Either a way to make this work in either of these three apps or a new approach altogether? Thank you so much! All help is appreciated.

Why doesn't SF show (in campaign's Activity History related list) the emails we've sent from the campaign using "Send List Email"? 

Is there a way to set up a separate view accessible from the campaign page layout, since Email's record shows the related Campaign?

Hi.  Is there a way to automatically add UTM codes to email links?  Or do we need to do it manually.  Also, any reasons not to add them to Pardot emails? 

Thank you!

I love all of the great address object features in NPSP, including the ability to mark addresses as "previous" and remove them as a default address that appears on account and contact records. I could definitely use some of the same features for email addresses --for example, we may want to keep an old email address associated with a contact record so that we can use it to search old emails, but "archive" it in Salesforce so it's not visible on the contact record and we're not tempted to use it.

I'm thinking of creating a custom email object with flows or processes to interface with the contact record (e.g., marking an email record "primary" updates the primary email on the contact record). One pro of such an object would be the ability to add a description field for users to write notes about how or when to use a particular address. We could also better track which emails have unsubscribed (sometimes donors just want to unsubscribe their work email, but still want to receive emails from us to their personal email). It would give us more flexibility for donors who have more email addresses than we currently have fields for on the contact record. However, I know I have to be careful with the background NPSP processes that determine the primary email address for a contact record. Are there other things I should watch out for? Any cons anyone can think of to doing this? Has anyone tried this?