Getting Started with Email
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Getting Started with Email
Presented by: Your Getting Started with Salesforce Marketing Cloud Team
Forward Looking Statements
Forward Looking Statements under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
POLL: When did you receive your Marketing Cloud login credentials?
OBJECTIVES: TRACK YOUR SUCCESS
Understand the basics of the Salesforce Marketing Cloud including:
1. How to access the Salesforce Marketing Cloud 2. An overview of the Salesforce Marketing Cloud,
including navigation
3. How to access and navigate the email application
Salesforce Marketing Cloud Administrators will be able to:
1. Create and manage Business Units
2. Create new users and manage security settings 3. Create Send Classifications
4. Brand your account using BrandBuilder
The above objectives require that you have administrator privileges in your Marketing Cloud account.
First, some logistics
Questions, answers, and staying in touch
• How do you ask a question?
• Will this be recorded?
• Where can you get the presentation?
• Where can you go to get more information?
Account Login and Navigation
SUPPORTED BROWSERS
Image Placeholder
Internet Explorer Version 9 and 11
Firefox Latest Version
Chrome
Latest
Version
LOGGING INTO YOUR ACCOUNT
1. From the Salesforce Marketing Cloud website:
2. By typing mc.exacttarget.com directly into your browser address bar.
LOGGING INTO YOUR ACCOUNT
If you have not received your login credentials, contact your Administrator
YOUR FIRST LOGIN
Change your password and set a challenge question
The Marketing Cloud employs
double authentication. You will be
promoted to activate your account.
MARKETING CLOUD HOME SCREEN NAVIGATION
Live Demonstration:
Marketing Cloud Navigation
Admin Tab
MARKETING CLOUD HOME SCREEN NAVIGATION
ACCOUNT SETTINGS
This area of the Admin tab is designed to allow Administrator level users to manage:
• Account Information
• Security Settings
• Physical mailing address
displayed in email footers
ACCOUNT SETTINGS
The Account Settings Folder allows you to update:
• General Settings
• Company Information
The address displayed in Company Information is the address which is included in the footer for each email
for CAN-SPAM compliance.
HEADER AND FOOTER MANAGEMENT
SUBSCRIPTION DETAILS
SECURITY SETTINGS
Live Demonstration:
Settings
MY USERS
Manage Salesforce Marketing Cloud users in your organization:
‒ Create new users and specify permissions to the application and the Marketing Cloud (Marketing Cloud)
‒ Update permissions
‒ Disable users
MY USERS – CREATING A NEW USER
FILE LOCATION & KEY MANAGEMENT
Live Demonstration:
File Location & Users
BUSINESS UNITS
A business unit allows you to control your brand while enabling access to messaging technologies.
• A parent/child structure
• Can be organized in any way to support your business
• Can limit data visible to business units (i.e. AMER only sees AMER subscribers,
APAC only sees APAC subscribers)
CREATING A BUSINESS UNIT
Live Demonstration:
Business Units
BRANDBUILDER
BRANDBUILDER
Live Demonstration:
BrandBuilder
KEY RESOURCES
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ
materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible
fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-
salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Getting Started with Email Workbook
Salesforce Marketing Cloud Help & Training
Salesforce Marketing Cloud Release Notes
LIVE Q&A: Thurs and Fri
Join us for our LIVE QA sessions on the topics you care the most about!
Ask a question in Success – Salesforce Marketing Cloud and start a conversation.
Your questions will get placed in our pool to be selected for an Office Hours session!
Thursdays at 10 AM ET or
Fridays at 1PM ET
OUR SALESFORCE SUCCESS – MARKETING CLOUD COMMUNITY IS LIVE!
Engage with the Community daily:
• Get quick and relevant answers to your questions
• Engage in discussions with customers and expert on any Marketing Cloud topic
• Draw on the experience of experts and Marketing Cloud veterans who have already dealt with your use cases
• Consistently help your Marketing Cloud Peers to work towards becoming a Salesforce MVP Candidate
• Access the full scope of our Help and Training portal, a vast resource constantly being updated
• Get updates on upcoming webinars and events
We are here for you! Simply use your Marketing Cloud credentials to access the Success –
Marketing Cloud Community by clicking here.
Make sure you join so you receive our weekly updates!
Join Here
YOUR IMPLEMENTATION JOURNEY
Webinar 1: Administration
Understand how to navigate your account, manage your settings, and create new users.
Webinar 2: Setting Up the Marketing Cloud Connector
Understand how to install and configure your Salesforce Marketing Cloud Connector Note: Marketing Cloud Connector must be enabled in your account
Webinar 3: Adding Subscribers
Understand how to import, manage, and segment your subscribers.
Webinar 4: Creating Your Email
Discover how to create, build, and store branded templates and emails.
Webinar 5: Testing and Sending Your Email
Learn the tools and knowledge to ensure you have a successful email deployment.
Webinar 6: Tracking Your Email
Drive optimization of your email campaigns by understanding the tracking information.
