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Hello friends, I'm Joe Siebrase.
I've been with our Cloud Services group for over eight years,
working with some of the largest brands in the world.
And today, I'll be your guide, as we discuss connecting Marketing Cloud,
Sales Cloud, and Service Cloud, Marketing Cloud Connect.
So what is Marketing Cloud Connect?
Marketing Cloud Connect integrates your Sales and
Service Cloud instance with Marketing Cloud.
It allows you to send messages from Sales Cloud, Service Cloud or Marketing Cloud,
and it allows you to measure customer engagement and
share that tracking data back to Sales and Service Cloud.
In addition, it provides the plumbing for advanced functionalities.
Specifically, data stream or synchronized data sources, or
Journey Builder integration.
So this is a three-part series where we talk about features of Marketing Cloud.
Send from the Cloud of your choice,
automatically synchronize Service Cloud object data with the Marketing Cloud, and
then finally, connect Journey Builder with your Sales and Service Cloud instance.
Today, we're going to focus on sending from the Cloud of your choice.
So in our example here, we have an account representative who is working in Sales and
Service Cloud, and they know the Sales and Service Cloud tools.
But they want to send a message to a high value customers report.
Now, they don't need to log into the Marketing Cloud from Sales and
Service Cloud directly, they can actually reference an email in Marketing Cloud and
actually execute that send from Sales and Service Cloud.
What does that look like?
Well, if you look at this,
there's a Marketing Cloud tab in Email Sends in Sales and Service Cloud.
From there,
you can select your rich dynamic creative that's stored in the Marketing Cloud.
And you can select your audience, whoever that high-valued customer report could be.
So now let's look at executing that same send from the Marketing Cloud.
So in this example, why would you want to do this?
Well, let's say your employees are used to working in Marketing Cloud.
You have a marketer that is more centralized,
and they actually execute on behalf of their reps.
So with this example, we can send that same high value customer report by
pulling that data down into the Marketing Cloud and then executing that send.
What does this look like?
Well, within Salesforce Marketing Cloud and Email Studio,
you can actually see there's a Salesforce Send definition, and
this allows you to actually access and pull those sales and service top reports.
Well, how do you do it?
Let's take a look at the demo and see.
We're in Sales Cloud, and specifically in the Email Sends tab.
In our example,
our account reps want to be able to market to their high-value customers.
So what we'll do is we will actually select our High Value Customer email.
Next, we would need to select our recipients, our target audience.
Again, you can select a report or campaign, and
we're going to select a high value customer report.
Now that we've selected that report, we have both the creative
that we'd like to send and the audience that we'd like to send to.
You have your additional send options with regards to pushing tracking data back,
your from name, your from addresses.
And then the last step would be to schedule it for a future date and
time or to send it immediately.
So at this point I would say I certify that everyone's been opted in,
then I would send.
Now, let's actually go in and
take a look at a previous send to look at the tracking data.
So here we are on the Email Send summary screen, where we're
going to look at the tracking data that's available to Sales and Service Cloud.
So you have an overview where we show you all of the opens, clicks, and bounces,
other engagement data that's available.
You can also see individual email results,
as well as aggregate level link tracking as well.
Now another awesome feature here is in addition to seeing all this detail,
I can actually go and run a clicked report.
So in our example, while we're trying to market to our high value customers,
we can in turn go and remarket to them, our high-value customers, for
the people that were most engaged.
So let's also see what this looks like to an account rep.
So here we have some engagement data, someone who's clicked.
If I go down into that contact record, the rep would be able to go and
see what emails and what the engagement was for those campaigns.
So we can see that this email was sent to this customer.
We can see a version of the creative.
And we can actually see the actual links that were clicked as well.
So that concludes the Sales and Service Cloud sending.
Now let's take a look at that same scenario and
how to execute this send out of the Marketing Cloud.
So we're in Salesforce Marketing Cloud.
We're actually in Email Studio, and we're in Salesforce Sends.
And building on our example,
our account reps want to send to our high value customers.
So when a rep executes that from Sales and Service Cloud, they can do that.
But in our example here,
we might have a marketer in a more centralized model, a marketer who's
executing on behalf of those reps that logs into Marketing Cloud every day.
Here is where we're gonna actually set up that send.
So if I go and select my High Value Customers send definition,
you'll see I'm referencing that same exact creative.
And if I go down to my audience,
I can select that same high value customer's report.
So at this point, I've actually created this send definition, and
I could send from Marketing Cloud.
The net result is the same.
Whether I execute or initiate that send from Sales or
Service Cloud, or if I execute it from Marketing Cloud,
I'm going to send to all those customers in the high value customer report.
And I'm gonna share that tracking data back with Sales and Service Cloud.
So this concludes part one of the three-part series on the features of
Marketing Cloud Connect.
Once again, I'm Joe Siebrase with Cloud Services.
Cloud Services helps you get the most out of Salesforce.
Our portfolio delivers the level of engagement that's right for you.
If you'd like more information on Cloud Services,
please contact their account representative, thank you for watching.
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