Salesforce Marketing Cloud Training #1: Intro & Creating s

Transcription

1 Salesforce Marketing Cloud Training #1: Intro & Creating s

2 Your Migration Cycle Week of 11/2: Group Training #1: Creating s Week of 1/9: Group Q&A Call Monday, 11/9 at 2:00pm ET Group Training: Managing Lists & Segments Thursday, 11/12 at 4:00pm ET Week of 11/16: Group Q&A Call Monday, 11/16 at 2:00pm ET Group Training: Reports Thursday, 10/19 at 4:00pm ET Week of 11/30: Group Q&A Call Monday, 11/30 at 2:00pm ET

3 SMC Training #1: Admin & Creating s Retrieving Segment Data from Lyris Navigating the SMC Admin How to Create an Test Sends Newsletter Profile Page Additional SMC Resources & Support Questions

4 Lyris Data Migration In Lyris, segments are made by defining criteria by which the system should filter your master list to send to a subset of your contacts. In SMC, the same instructions are set up as filtered data extensions (More on these next week!) Use this worksheet to make note of the instructions behind your current Lyis Segments: Log into Lyris Click on Launch Labs in left-hand column Click on your master list Click on Segments under Advanced Features Click edit number the segment you want to copy

5 SMC: Campaigns vs s Campaign: A group of marketing communications: social, , etc related to a particular event All of your saved, delivered and tracked s in SMC Example: Spring Pledge 2016 Campaign can contain: Apr15R1 , Apr15R2 , Pre-Drive Tweets, Facebook messages, etc on your calendar

6 SMC Admin View Station Business Unit (MID)

7 Creating s Admin>> >> Content

8 Exercise - Create & Send a Test Copy template to My s Upload a Banner and other images Re-use saved content blocks Run a test send

9 Editing WYSIWYG Content Blocks To edit images Upload new images to your Portfolio IMPORTANT: Right-click to replace images. Don t delete! To edit text Don t select text and delete. Backspace to first letter to keep formatting You can edit NPRDS content blocks and save them to reuse in My Content

10 SMC: s, Templates & Content Blocks

11 My s>>NPRDS Templates Click to edit this content block

12 My Contents>>NPRDS Content Blocks Right click to swap in new image

13 My Templates Templates are HTML wireframes to contain WYSIWYG content blocks

14 Portfolio: Images Download any Lyris images and upload them to your SMC Portfolio if you want to use them in new s

15 SMC: Copy a NPRDS Go to My s >> NPRDS Templates 1. Select a template, check box and click COPY 2. Name it something unique: Test Send Newsletter Oct Type in subject 4. Location: Add to My s or Create New Folder, TEST s by right-clicking on My s folder 5. Click Save

16 SMC: Edit NPRDS Right-click on each block to MODIFY CONTENT

17 SMC: Test Sends When done editing your 1. Choose preview to see it in desktop and mobile (not exact you have to look on your phone) 2. Content Detective if you want to check for possible spam flags 3. Choose SEND>> TEST SEND to send to your 4. We ll talk about other send options when we cover list management

18 SMC: Create a New Select NPRDS, SMC or create your own HTML template then you can create a new To create a new with NPRDS template: My s>>Create>>Template-Based>>My Templates>>Choose V2NPRDS template To create a new with SMC template: My Templates>>Create>>Classic Templates>>Use Template Editor>>Change Layout & Save Then, go to My s>>Create>>Template-Based and choose new template

19 SMC Newsletter Sign Up Page: Review 1. Upload your new banner to Portfolio>>banner and send title of to 2. Sign up with a gmail account and view Welcome 3. Review newsletter titles

20 Homework 1. Upload a logo or banner for use on your profile page & let us know the file name. 2. Review SMC resources in 3Sixty, etc 3. Review Lyris newsletters to see which ones you will recreate in SMC 4. Continue to test creating s to replace your Lyris templates and send TEST SENDS only 5. Document the criteria for your segments in preparation for group training on 11/12

21 SMC: Support & Questions Any Questions? Sara Terpeny (617) Janeen Williamson (617) SMC Learning Materials Not everything applies to NPRDS version but it s good background: SMC Admin Navigation Create Your First