Springfield User Group Meet-Up - Project Collab & Social 🌸

Implementing Our First Email Campaign and Automation

Summary: The discussion initiates with the author expressing excitement about launching their first email marketing campaign using Salesforce's Account Engagement Marketing Cloud. They seek advice on key elements for an effective campaign and clarification on the setup steps, such as domain link, unsubscribe page, and segmentation rules. One response recommends an article from Salesforce Ben and mentions potential help from a group member, Jeffery Robinson, who is experienced in this area. The author is looking for insights, success stories, and potential pitfalls to avoid in their initial campaign.
AI Summary

Discussion Topic: Implementing Our First Email Campaign and Automation!

We're excited to start our journey into email marketing and automation with Salesforce (Account Engagement Marketing Cloud), and we want to harness the collective knowledge and experience of our community members.

Here are a few questions:

  • For those who have experience, what essential elements should be included in our email campaign to ensure effectiveness?

  • We are utilizing Account Engagement Marketing Cloud - I'm troubleshooting all the necessities needed for setting up our initial program (domain link, unsubscribe page, subscription preferences, segmentation rules, automation rules). Do you have any suggestions / insights?

  • Can you provide clarification on the use of campaign lists, segmentation lists, segmentation rules and automation rules? Which comes first? Are all needed to work together for all initial set-up of our platform?

  • Can you share any success stories or lessons learned from past email campaigns that might guide us?

  • What are some of the potential pitfalls we should be aware of when launching our first email campaign?

I look forward to hearing your thoughts, experiences, and best practices. Your insights will be invaluable as we embark on this exciting new project!

1 comment

Strongly recommend this article from Salesforce Ben - https://www.salesforceben.com/which-pardot-automation/

Account Engagement = Pardot


We have a few MC gurus in the group, and hopefully one of them can attend tonight and help provide better insight! Jeffery Robinson is one of our most active - I can get you his contact info if he isn't able to attend.