Improve your organization’s efficiency with multiple Business Units in Salesforce Marketing Cloud

In Salesforce Marketing Cloud, Business Units allow controlling the access to shared information across the platform. Large companies would typically define one Business Unit per country or per department (e.g. Business development, Customer retention) to better manage their organization.

With a single Marketing account (type Enterprise 2.0), we can create multiple Business Units but a hierarchical structure of the account is needed, so each child Business Unit should have a parent Business Unit.

Users can have access to multiple Business Units and access to Content, Data extensions and Subscribers created in this business unit. They also can share data by using shared Item folders.

In each Business Unit, these features can be configured:

  • Time Zone
  • Date Format
  • Business Unit Parent
  • Email information
  • Physical Address
  • Unsubscribe settings

These settings can help you control access to a Brand, depending on Demography, Publication types, Workflow process, and Organisation structure.

When all your BUs are configured, do not forget to set up a “subscriber filter” because subscribers are stored in the parent BU.  This filter “ subscriber filter” controls subscribers accesses across all child BUs created.

                                           

Note:

It is important to configure all languages you need to use for your communication and also the currency. If you have multiples Business units, you can also set the type of unsubscribing, at child Business Unit level or parent Business unit level

I hope that this article was helpful, see you soon with another post!

Live with pleasure!

Cornelia

How to create an SMS Message with Mobile Connect

Imagine that you are a digital marketer at Waitrose, and you need to inform your customers by SMS when their parcel is on its way.

Here is the sample SMS that we want to send to your customers.

Navigate Mobile Connect and click on create message, chose Outbound.

Define properties and choose your long code. Use your From Name, it is possible to create a custom one.

Don’t forget to agree with the Certification opt-out Availability

Select your Audience as a Contact List

Create your Contact List.
Select your Data extension and add a filter to exclude the null Mobile Number.

Create your Content and Schedule your campaign. Save your campaign.

We know that an SMS has a high impact on customer’s behavior but watch out for Super Messages consumption (depending on the Country of each individual message, SMS length, and Non-GSM danger characters).

So before sending your SMS, make sure that you have the consents mobile for your subscriber. Also, make sure to confirm the user isn’t already added on mobile connect.

See you soon with a new post.

Live with pleasure!

Cornelia

Re-Engage customers with Salesforce Marketing cloud and Deselect.io

Hello Everyone,

I hope you and your loved ones are well during this particular time. Today there are not many customers in the stores or online and as a retailer, you need to re-engage them.

Yes, don’t hesitate to do this, to help your customers to take care of themselves.

Maybe as a product owner, you don’t have the skills to write a SQL query to use for a campaign to re-engage customers or maybe the director of marketing has reduced the budget and you have to cancel the contract with your IT supplier .

For such problems, there is a solution with Deselect.io which is on AppExchange for Salesforce Marketing cloud. You don’t need to have skills in SQL to prepare your campaign and it is typically less expensive than a contract with an IT supplier. Thank you Deselect.io

Let’s say your objective is to send this kind of campaign below (It is in French because at the time I lived there 😉)

Yes, you know that I really liked this brand and really liked the emails that were sent to me : p (here another post about the campaign of Boden and Salesforce Marketing Cloud https://salesforcejandj.com/creating-gift-voucher-with-salesforce-marketing-cloud )

Let’s deep dive into this campaign with Deselect.io and Salesforce marketing cloud!

Before building your campaign, we need to know what segmentation we are applying for this communication. We choose customers who don’t do an order theses last 90 days, and identify the two data extensions you need for this requirement ( TestContacts and TestOrders )

As you can see, there are 3 important elements to plays with this: Contacts, orders, and periods. Let us see together how we use these with deselect.io with no need SQL code 😊

For that follow the step below:

  • Create two data extensions here:
  • TestContacts
  • TestOrders
  1. Within your Salesforce Marketing account click on “AppExchange” and select “deselect
A screenshot of a social media post

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2. Click “New Selection” and enter the name of your selection

3. Drag and drop the data extension “testcontact” at left on “available data extension to selected Data Extensions, after drag and drop the field “contactID” from “available fields to “filters”

4. Then in the filters select “not in results” after drag and drop the second data extension “TestOder” and select “contactID”

A screenshot of a cell phone

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  • Click on

5. Then drag and drop the field “date” to filter and in the filter select “Greater than” and “relative” enter 90

6. Navigate to the step “Target Definition” and create a data extension that which will use for put out your campaign,  select “Is sendable” and save

7. Then drag and drop the fields you want to use in our campaign that it will appear in your data extension in email studio and click save

8. Navigate to the step “preview” and click “Run Preview”

9. And the result appears you can see the customers who did not order the last 90 days. Click “save “and “RUN”

10. Navigate to email studio and subscribers select “data extension”. Then you can view the data extension that you have created with a tool deselect.io.

Now after creating a template for the campaign you can use this data extension for the sending of the campaign for customers who didn’t order the last 90days.

Now is your turn to create another segmented email without code SQL but just du drag and drop thank you  Deselect.io! We know that it can take many years before becoming an expert in SQL and with a tool  Deselect.io we easily tackle requests for personalized campaigns.

See you soon with another post, Live with pleasure!

Cornelia

Don’t be frustrated and don’t lose your time by double-checking your file.

As a Salesforce Marketing consultant, you have been mandated to implement Marketing Cloud and need to do a demo for a workshop. To prepare this demo, you need to add data to your already created data extension.

Let’s look at the screenshot below: I am trying to add data to my data extension “DE TEST”.  When doing so, this error message appears, and the import fails:

“Error : Upload Error uploading, decompressing, or decrypting the file”

This error occurred because there was no FTP account created. You need to add a new FTP account and re-attempt the import.

Follow these steps to add a new FTP account:

  1. Log into your account
  2. Hover over your name in the top right corner and select Administration
  3. Click on Accounts
  4. Click on FTP User
  5. Click on Create User
  6. Enter a password
  7. Save

Hoping this article will help you, see you soon with a new post!

Live with pleasure!

Cornelia

How to install Salesforce’s Data Loader

Do you need to load data into Salesforce? You can do it with data loader.

Data Loader is a client application for the bulk import or export of data. Use it to insert, update, delete, or export Salesforce records.

When importing data, Data Loader reads, extracts, and loads data from CSV files or from a database connection. When exporting data, Its outputs CSV files.

In this post, we will see step by step how to install Salesforce Data Loader.

From your Salesforce CRM we will do these steps below:

1. Click Setup > In Quick Find, enter Data Loader

 Go on it

2. As you can see, we will need first of all to install OpenJDK11 before installing Data Loader.

For do that, use this link https://www.azul.com/downloads/zulu/ to download  OpenJDK11

Click on the section “client” to download OpenJDK.

3. After download OpenJDK, we can download Data Loader. Use the link according to your exploitation system.

4. We will obtain a file zip, we should extract this folder.

5. Next click on “install”

 6. Just follow the directives in line of command and answer by “yes” or  “no”

7. Here we are! Welcome to data loader!

8. Note: If the connection doesn’t work, go to ‘Settings’ and do some modifications.

Maybe in your office, you will need to pass by a proxy and the identification user of your laptop.

We can use data loader for playing with the data.  😊

I hope that this article helps all of us.

In the meantime, I wish you good Easter, see soon with a new post!

Live with pleasure

Cornelia

Creating Gift Voucher with Salesforce Marketing Cloud

Do you know the British clothing brand Boden? Well, I was a fan during 2 years and of course, I received tons of emails in that time.

 This weekend, I was sorting my mailbox and I saw this email below

Then one question comes in my mind: how to create this e-mail with Salesforce Marketing cloud? Let’s look at this together …

 1) Create a Data extension named

CouponCodes}

Fields: 

{Name= Couponcode ; Data type= Text; Length =100; Primary Key= True, Nullable= none; Default Value = none}

{Name= Isclaimed; Data type= Boolean; Length =none; Primary Key= false, Nullable= true; Default Value = False}

{Name= EmailAddress; Data type= EmailAddress; Length =none; Primary Key= false, Nullable= true; Default Value = none}

2) Create a list of coupon codes  like the ones below and save them in a  CSV file

3) After that, you can import the data in your Data extension create “ Codes Coupons”

To do that, return to your data extension and click on the “import” button.

4) For this last step in Email studio, add this AMPScript to your e-mail.

%%[

var @couponRow, @email,  @couponCode

set @email= AttributeValue(“EmailAddress”)

set @couponRow = ClaimRow(“CouponCodes”,“IsClaimed”, “EmailAddress”, @email)

if empty(@couponRow) then

RaiseError(“No coupon code”, false)

else

SET @couponCode = Field(@couponRow,“CouponCode”)

endif

]%%

Your coupon code: %%=v(@couponCode)=%%

By the way, you can follow #Boden 🙂

Some pieces of the new collection here 🙂

See you soon with a new post!

Live with pleasure

Cornelia

How to orient your customers to the nearest store

How to orient your customers to the nearest store, using Email Studio & Content Builder 

Sézane,1RUE SAINT FIACRE 75002 PARIS

Have you ever been to your favorite store, just to realize once there that it had moved? Well, very often, it moves but only to remain in the same area…However, you could not guess that since no communication on the new address was shared via email, SMS or even social media.

We will see here how to take care of your customers by giving them the right information and guaranteeing an enjoyable shopping experience.

First, we can communicate the address of the store closest to their home by email. To do this we will need:

1- Data extension sendable with customer information (email, first name, address)

1 –Data extension not sendable with store codes and their addresses.

And also, the basics of the LOOKUP function of the AMPscript code.

A-Our sendable data extension for sending emails to the customer

 B-Our non-sendable data extension with stores attributes

Here the corresponding code that will be displayed in your email sending with the store address closest to the customer.

             

Dear %% First Name %%

Your return request has been taken into account.

Thank you for returning your item in its original condition to the nearest store:

%%[

Var @StoreAddress, @ Address1

Set @ Address1 = [Address1]

Set @StoreAddress = Lookup( “Data_ExtensionB”, “ City ”, “Address2”, @ Address1)

]%%

%%=v(@StoreAddress)=%%

See you soon for an upcoming article!

Live with pleasure!

Cornelia

 

FTP Server and Salesforce Marketing Cloud

Hello Everyone!

I hope you had a wonderful weekend, welcome back on SalesforceJandJ.com for a new chapter on Marketing Cloud capabilities 😊
By the way, did you see the new campaign of Estee Lauder? The colors and visuals are impressively harmonized, I really really love it.
The best is you can do this type of layout with “Content builder“an app of marketing cloud.

So, in previous posts, we saw how to communicate with customers on differents channels.
Today, you would like to export data for other business needs. In Marketing cloud, you can export your data by using your own FTP server. If you do not have an FTP server you should download one (Filezilla server or CyberDuck)

Maybe you have multiple Business Unit on your Org. Each BU should have its own FTP also its own FTP users.

If one FTP user is locked, you should enable the status, take the user identification to log into the FTP. To do that go to:

Administration – Account – FTP Accounts

Go on your FTP to configure access to the FTP user.

Click on “open the connexion” and fill in the below form to establish the connexion with Marketing Cloud.

See you soon with a new post     

Live with pleasure!
Cornelia