Category: Digital Marketing

Salesforce Spring ’25 Release Notes for Marketing Cloud Account Engagement

The Spring ’25 Release for Marketing Cloud Account Engagement introduces new features to streamline content creation and enhance data integration. Automate data stream creation with Data Cloud, copy assets seamlessly to CMS, and generate AI-driven content in multiple languages. Learn more about the latest features below. Learn the latest features for field service below!

Get Helpful Resources for Enabling Marketing Cloud

A new Optimizer page called Enable Marketing Cloud is available to guide you and your business units as you access new marketing functionality in Salesforce Marketing Cloud. Review curated resources, prerequisites, and tasks to help you take advantage of the power of Salesforce Data Cloud and new Marketing Cloud campaign innovations like Agentforce and SMS. To view these resources, navigate to the Optimizer, and click Enable Marketing Cloud in the Optimizer welcome banner.

Automate Account Engagement Data Stream Creation in Data Cloud

Automatically create data streams in Data Cloud with the Account Engagement CRM Data data bundle. Previously, you had to create the landing page, list email, and marketing form data streams manually and individually map the fields of each object. The new data bundle includes all three streams and their field mappings.

Expedite Content Creation by Copying Assets to CMS via API

Copy email, file, form, and landing page objects from your Account Engagement business unit to a Salesforce CMS workspace by using Version 5 of the Account Engagement API.

Streamline Content Creation by Copying Additional Asset Types to CMS

For more consistent and efficient content creation, you can now copy existing landing pages to a Salesforce CMS workspace for use in new marketing campaigns. You can also copy inline CSS when copying a form to a CMS workspace.

Get More Visibility into Email Send Issues

List email reporting includes more reasons for prospect email send failures, such as invalid or banned email addresses. And when an email fails to send, the configuration issue now appears in the Account Engagement Optimizer. The issue description links to the Failed Email Sends table, which lists the emails that failed with the prospect’s name, company, failure reason, and other related details.

Generate Account Engagement Content in More Languages

Use generative AI to streamline your content creation process in French, German, Japanese, Portuguese (Brazil), and Spanish. Quickly create forms, landing pages, email subject lines, and email body copy with Content Creation for Account Engagement, powered by Einstein.

Enhanced Email Experience Is Being Retired

Support for Enhanced Email Experience in Account Engagement ends beginning Winter ’25, with full retirement planned for Summer ’25. To create emails with the same functionality, use the Classic Email Builder.

If you would like to learn more about the Salesforce Spring ’25 Release Notes for Marketing Cloud Account Engagement, please contact us.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,250+ customers, implementing, customizing, and optimizing over 2,500+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’25 Release Notes: Marketing Cloud Account Engagement

The Salesforce Winter ’25 Release Notes for Marketing Cloud Account Engagement (MCAE) introduces various features to enhance your marketing efforts and data management. From the ability to merge duplicate prospect records to expanded content-copying options, these updates streamline your operations and improve accuracy. Explore how these updates can elevate your marketing operations and drive more impactful results.

Find and Merge Duplicate Prospect Records

Keep your database clean and ensure that your marketing team is working with the most accurate information using the duplicate prospect tool in Optimizer.

Copy Forms and Emails to a Salesforce CMS Workspace

New file types for content copying are also supported, including .pdf, .mp4, and .zip.

Gain Insights with Form and Landing Page Engagement Data in Data Cloud

Personalize your marketing efforts, create calculated insights, and build segments through Data Cloud with form, landing page, and tracked web page engagement data. Enable the Account Engagement connector in Data Cloud and then create an engagement data stream.

Create More Data Cloud Segments per Business Unit

You can now have up to 25 Data Cloud segments per business unit when creating dynamic lists in Account Engagement. Previously, only five segments were allotted per business unit.

Open System Email Links in the Lightning App

Improve your workflow in Salesforce and open Account Engagement system email links in the Lightning App instead of pardot.com.

Pause or Cancel Permanent Prospect Deletions

Take control of your prospect deletion bulk action requests by pausing, resuming, or canceling them using the Table Action Manager. This feature is available for deletion requests initiated from the API or UI. Previously, bulk prospect deletions couldn’t be paused or resumed from the UI.

About Corrao Group

Since 2002, we have been helping B2B organizations of all sizes optimize their business processes with Salesforce and their third-party applications. As everyday Salesforce power users, Corrao Group understands how flexible the Salesforce platform is to support every business department. We’ve worked with nearly 1,200+ customers, implementing, customizing, and optimizing over 2,400+ Salesforce projects. If you are interested in learning more about how Corrao Group can help your company, read our reviews on G2!

Salesforce Winter ’25 Release Notes: Marketing Cloud Account Engagement

Salesforce Winter ’24 Release Notes: Marketing Cloud Account Engagement

Welcome to the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement (MCAE), formerly known as Pardot. This update brings pivotal changes to MCAE, changing how you interact with prospects and optimize engagement strategies. Learn more about the latest features and enhancements for MCAE below.

Restrict Which Domains Can Display Account Engagement Assets

To help protect the security of your data, you can now restrict or limit iframing for your Account Engagement assets, such as forms and landing pages. From your Business Unit Settings, you can restrict iframing completely, allow iframing only for specific domains, or have no restrictions. Business units created after the Winter ’24 release have iframing restricted by default. Business units created before the Winter ’24 have iframing unrestricted by default.

Chart Historical Prospect Changes by Feature

Review prospect changes at a glance using the new Prospect Change Monitor histogram in the Account Engagement Optimizer. Easily focus on specific feature areas or view all changes across your business unit.

Restore a Paused Prospect by Deleting Their Visitor Records

Prospects are paused when their activity levels are high enough to impact Account Engagement’s performance. If you have a paused prospect who is important to your business, you can restore the prospect by deleting their visitor activity records. Choose a date in the past and Account Engagement removes the prospect’s activity records before that date. When you remove enough activity records, Account Engagement restores tracking for that prospect. If the prospect exceeds the activity threshold in the future, they’re paused again.

Design Engagement Programs with More Precise Wait Times

Prospects can now wait in Engagement Studio Program steps from 2 to 8 hours. Previously, wait times were limited to increments of days.

Update Email Templates with Invalid Senders

As part of the domain validation requirement from Spring ’23, Account Engagement doesn’t send email templates with a sender address that includes an unverified domain. You can now review templates with invalid senders on the Email Templates page. To continue using the template, change the sender or validate the sending domain.

Remove Unconverted Visitor Activity Records

Free up system bandwidth by removing old visitor records that didn’t convert to prospects. Use the new Stale Unconverted Visitors option in your Business Unit Settings to automatically remove unconverted records older than 365 days.

Account Engagement API: New and Changed Items

Access more of your data with new and updated objects for Account Engagement API version 5. Copy marketing assets from sandbox to production business units using Salesforce Flow.

Updated Objects in Version 5

New Dynamic Content Endpoint
Added support for Dynamic Content endpoint.

Optimized Exports
Improved large export processing speeds.

Query by ID Array
Added support for querying by ID array.

Other API Changes

Copy Marketing Assets Using API Version 5 for Flow
Now you can copy marketing assets between business units or from sandbox to production business units using Salesforce Flow.

New Account Engagement Sandbox to Production Flow
An example flow is included to help you model your own custom copy flows.

If you would like to learn more about the Salesforce Winter ’24 Release Notes for Marketing Cloud Account Engagement, please contact us.

About Corrao Group

For two decades, Corrao Group has stood as a pillar of expertise, assisting B2B organizations across various industries and sizes in implementing and optimizing their business processes through Salesforce and integrated third-party applications. With an unwavering dedication spanning 21 years, we have cultivated a deep knowledge and understanding of Salesforce as power users ourselves. This recognition of Salesforce’s flexibility empowers us to cater to various departments’ needs, ensuring seamless alignment. Our mission is to seamlessly translate your business processes into Salesforce, promoting not only successful integration but also widespread user adoption.

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Salesforce Winter ’24 Release Notes Marketing Cloud Account Engagement

WFH? Invest in Salesforce

Successfully running a company from home requires the right culture, employees, procedures, and maybe most importantly, technology. Some businesses who haven’t invested in a cloud-computing software such as Salesforce have been having a hard time adjusting to working from home. Salesforce is a cloud-based software that provides customer relationship management (CRM) and a suite of apps that go along with sales, service, marketing automation, and more. Salesforce becomes your central location to store all your important data, accounts, and deals. With a newly designed mobile app, take work on the go and be just as productive as you were on your computer. This allows businesses to run their entire company within Salesforce, supporting all departments with real-time data.

Managing Your Sales Pipeline with Sales Cloud

Sales Cloud is a customer relationship platform (CRM) designed to support sales and marketing by bringing all your customer data into one central location. Leverage Sales Cloud to manage and automate day-to-day sales activities including lead assignments, quote generation, forecasting, Einstein Analytics, and more. Additionally, your sales staff will have full visibility into every deal, account, opportunity, customer, and lost deals. Sales Cloud workflows and task automation help you create tasks and a process to help speed up your sales cycle. When implemented correctly, Sales Cloud helps save you time and builds long-lasting customers.

Servicing Your Customers with Service Cloud

Service Cloud is a customer relationship service platform designed to help you manage customer support issues quicker and increase first-visit resolution. With historical data on every customer interaction, your team can personalize your service based on their problems and history. Additionally, Service Cloud offers a multitude of tools to help you meet the needs of your customers. Some extensions for Service Cloud include: Field Service Lightning (FSL), Knowledge Base, Web2Case, Email2Case, and Customer Analytics. When implemented correctly, Service Cloud can improve customer communication, enable team collaboration, and give you full visibility into the health of your customer base.

Automated Lead Nurturing with Pardot

Pardot is a marketing automation platform designed to help companies engage leads and customers, support sales with qualified leads, and grow relationships. According to Salesforce, “Customers have seen sales revenue increase by 34% and marketing effectiveness increase by 37%” with Pardot (Pardot.com). Pardot gives you the ability to personalize your customer’s journey wit automated campaigns, targeted messaging, and predictive intelligence. Additionally, design and create email templates, content, landing pages, and more inside of Pardot. If you would like to learn more about Pardot, please visit our blog.

A Complete 360-View for Manufacturers with Manufacturing Cloud

Manufacturing Cloud gives manufacturers full visibility into their entire business operations. Manufacturing Cloud extends benefits to all your partners to collaborate across the same forecast order and demand data in one single source of truth. New features such as sales agreements gives manufacturers insights into committed and actual order volumes, performance against the forecast, and other time-phased metrics. Forecasting gives manufactures the ability to take control of their business with smarter business decisions based on analytics. If you would like to learn more about Manufacturing Cloud, please read the blogs below:

Virtual Collaboration with Quip

Quip provides your team with a messaging collaboration platform that helps transform productivity and resolves issues faster. Provide your team with the ability to create, discuss, and work faster with real-time documents, spreadsheets, and data that connects inside of Salesforce. With full integration, your employees will no longer have to work together in multiple systems. Quip becomes your central location to collaborate with other employees on deals, documents, and more. Furthermore, Quip has a mobile app to view, update, and work on the road.

Maximize your Salesforce Investment

Since 2002, our Salesforce experience has benefited thousands of clients and projects. We understand how flexible the Salesforce platform is and how it supports every department in your business. The key to maximizing your Salesforce investment is to implementing the platform company-wide. If your business is struggling to work from home without a cloud-based technology, it’s time to invest in a technology like Salesforce.

How to Build a Structured Content Calendar

Is your content creation team struggling with staying on top of marketing content? If so, you need a comprehensive digital content calendar. Every company, from start-ups to Fortune 500s, can benefit from the structure of a content calendar, so if you’re not using one, you can start to fall behind. Making sure you have planned content posts in advance is one of the best ways to make sure you are providing the consumer with current and relevant information.

Here are our top 5 tips for creating your digital marketing content calendar!

1. Decide what you want to post

When your content creation team begins to build the calendar, they need to decide what kind of content your company would like to post. If you want to post pictures, social media sites such as Instagram, Facebook, and Twitter would be your best options. If you would like to share information about your company’s services, blogs and emails may be best. Do your research on the times that are best to post for each outlet, as you don’t want your posts to get lost in the abyss of social algorithms.

Another question you need to think about is who your ideal audience is going to be. Your content creation team will want to target the content to your audience, so you need to make sure it’s relevant and interesting to get them coming back for more.

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Social Media trends for 2019 that can improve your business

2019 has arrived, and with a new year comes new trends. Social media has been on the rise as one of the main ways people spend their free time with, so it’s important to stay on top of current trends that can set your business up for success. Social media marketing is crucial for businesses in today’s society, and it’s not hard to figure out why.

Here are the top 4 social media trends you should be thinking about this year, with tips on how to implement each!

Video Content

Video content has been a major part of social media these last few years, and 2019 will be no different. With Youtube and IGTV on the rise, it’s important to hop on the bandwagon to make sure you are creating content that people want to engage with. Short videos about your company’s products or services are a great way to tell prospects what you can offer them without taking up too much of their time. (Bonus: if you make a fun and compelling video, they will most likely share it with all of their friends).

Vertical videos are huge on social media platforms like Instagram and Facebook, and if you want to target to those consumers, you’ve got to change the way you present your content. Creating vertical videos is actually a lot easier too, as you can just start creating videos on your smartphone!

  • 82% of consumers have been encouraged to take action after watching a business marketing video.
  • 90% of consumers watch videos on their mobile.
  • 74% of consumers said that they have been convinced to buy a product or service after watching a brand’s video. 

(Wyzowl)

E-commerce

A lot of brands are now looking to social media to sell their products. With sites like Instagram that allow brands to tag their items right on the post, the buying process has become a lot easier and more straight-forward for the consumer.

Buyers are always on their phones, so it makes sense to market to them there. Creating video content and visual ads through your social media can kickstart your e-commerce business.

  • Mobile e-commerce sales were projected to make up 63.5% of total e-commerce sales of 2018.
  • Product videos can increase conversion rates by as much as 144%.

(Social Media Today)

CRM Utilization

CRM software can improve your sales through tools such as templates, campaign management, and marketing automation.

One way you can utilize a CRM, such as Salesforce, is through social media marketing automation. This tool is great for customer service because it can provide consistency for your posts and responses can be quicker. Consistent content is crucial for keeping customers engaged, so utilizing AI and automated messaging is a great way to stay connected even when you’re sleeping. You can also add personalization through these automated messages, which help your customers feel valued.

  • 74% of businesses using a CRM have acknowledged that they have improved customer relations.
  • CRM software can improve sales by as much as 29%

(Hosting Facts)

User-Generated Content

Sharing content created by your social media followers is not only a great way to stay engaged, but it’s also an avenue that helps your company stay relevant without having to take the time to research and create content on their own.

Not only will you save time and money, but you will also foster brand loyalty. Sharing user content is also a great way to seem genuine in your marketing approach as you connect with your audience and acknowledge their content. Social channels and blogs are a great place to share user content, and the more you share, the more likely your customers will share!

  • 68% of millennials are receptive to information shared through social media
  • 86% say that user-generated content is representative of brand quality.

(TINT)

Social media is always changing, but acknowledging these trends will help your business have a successful year. Videos are a great way to have interesting and digestible content and allow creative freedom. With videos and user-generated content, you will be able to keep customers engaged and willing to purchase your product. A lot of companies don’t have the time to leverage digital marketing experts, such as us at Corrao Group, but we have a full-service digital agency to get you started.

Utilizing a CRM can make this all easier through automation and organization of customer data, and with 10+ years of experience in this realm, we can help!

Get the most out of Salesforce Workflows

Salesforce workflows

Every company has those tedious tasks that slow down their employees’ day. These tasks include high-priority case notification, updating shipment statuses if they’re delayed, and notifying an account owner of updates made by others. These are just some of the thousands of tedious processes that can be streamlined through Salesforce Process Builder. Ultimately, Salesforce workflows automate your business processes continuously in the background so your employees can work on other projects. We’re going to highlight some of the most widely-used processes below.

Business Processes

1. High-Priority Case Notification – Let’s use the example of your urgency scale ranging from 1 -3 with 1 being extremely urgent. Currently, a level 1 case is submitted and it takes hours, maybe even a day, for your team to reach out because they were sifting through level 2 and 3 cases. Set up these workflows to improve your customer service and receive instant notifications when urgent cases are submitted.

2. Delayed Shipment Status Update – In today’s world, people are tracking their packages from when they order it to when it’s delivery. Stay a step ahead with excellent communication to let the recipient know of a delay. No one enjoys their package being delayed, especially if they don’t receive a notification about it. Help alleviate this delayed shipment by being as proactive as possible.

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15 of the Best Email Subject Lines Waiting to be Opened

When it comes to email marketing, one of the hardest parts is actually getting prospects to open your email. Even if you have the most valuable, revolutionary information in that email, no one will see it if they don’t open it.

We have curated a list of the 15 best email subject lines just waiting to be opened!

1. The Intriguer

Look what you did…. – Hustle

This type of email subject peaks the curiosity of the reader because they want to remember exactly what they did. The way Hustle used this email subject was to get the reader to open an email from the new list they subscribed to, so it’s fresh in their mind, and they obviously want to hear from their company!

2. The Urgent Statement

$10 OFF—Last Day! – Groupon

Having a sense of urgency, such as “last day!” in this email, always entices a reader to open. If they are a fan of the product or service already and have subscribed to receive alerts, chances are they have been waiting for this email. Also, instead of a percentage off, there’s a straight forward dollar amount, which would get any shopper excited because they won’t have to calculate anything to figure out how much they would be saving!

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Pardot Introducing Engagement Studio Timers and SSL for Vanity Domains

Don’t look now but Pardot is back at it with even more advancements! They’ve recently added SSL for Vanity Domains and customizable business hours for Engagement Studios. Let’s dive into these new features Pardot has released for us.

SSL for Vanity Domain
Tired of having to use go.pardot.com for your secure HTTPS connection? Now you don’t have to, SSL is now made available for your vanity domain. Giving you the ability to host your Pardot marketing assets under the HTTPs of your vanity domain.

Set up is really simple. From Pardot, go into Admin > Domain Management > Tracker Domain.

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Traditional Marketing within Account-Based Marketing

account-based marketing
“Will ABM completely replace my Traditional Marketing strategy”?

One of the first questions asked when looking into Account-Based Marketing (ABM) is, “Will this completely replace our traditional marketing strategy”? While it may seem that way at first, traditional marketing isn’t left in the dust when adopting ABM, the time-tested marketing strategy that focuses on understanding the customer at the account level. In this post, we’re going to go over how traditional marketing is consolidated into  Account-Based Marketing tactics, as well as how they’re different.

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