{"id":22023,"date":"2023-03-22T06:11:14","date_gmt":"2023-03-22T06:11:14","guid":{"rendered":"https:\/\/www.teqfocus.com\/devstaging\/?p=22023"},"modified":"2024-03-12T03:15:14","modified_gmt":"2024-03-12T03:15:14","slug":"5-minute-checklist-how-to-maximize-marketing-cloud","status":"publish","type":"post","link":"https:\/\/www.teqfocus.com\/devstaging\/5-minute-checklist-how-to-maximize-success-with-marketing-cloud\/","title":{"rendered":"5-Minute Checklist: How to Maximize Marketing Cloud"},"content":{"rendered":"

[vc_row full_width=”stretch_row” background_image=”22098″ background_position=”center”][vc_column width=”2\/3″][vc_column_text][\/vc_column_text][tm_spacer size=”xs:100;sm:120;md:120;lg:170″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” text_color=”custom” custom_text_color=”#ffffff” font_size=”lg:40″]5-Minute Checklist: How to
\nMaximize Marketing Cloud[\/tm_heading][tm_spacer size=”lg:20″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”400″ text_color=”custom” custom_text_color=”#ffffff” font_size=”lg:20″][\/tm_heading][tm_spacer size=”xs:100;sm:120;md:120;lg:150″][\/vc_column][vc_column width=”1\/4″][\/vc_column][\/vc_row][vc_row][vc_column][tm_spacer size=”lg:20″][vc_column_text]Home<\/a> > Blog<\/a> >5-Minute Checklist: How to Maximize Marketing Cloud<\/a>[\/vc_column_text][tm_spacer size=”lg:20″][\/vc_column][\/vc_row][vc_row][vc_column width=”3\/4″][tm_spacer size=”lg:20″][vc_column_text]<\/p>\n

Salesforce Marketing Cloud is a powerful digital marketing platform, packed with features that can help you realise your marketing goals. But with so much to take into consideration when implementing it, it can be hard to know where to start. This quick checklist will ensure you\u2019re well-positioned for success:<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Realise that it will take time and need support[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Planning and executing your Marketing Cloud implementation correctly will take longer than you think, and rushing can lead to mistakes that take even longer to fix. Set reasonable timeline goals and do your best to stick to them. Evaluate your team and recognise if they have any gaps in skills, experience, or available capacity \u2013 in this case, you may need to enlist the help of a qualified partner.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Focus on data[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Data is essential for targeting and personalising your digital marketing, so start your data model early and think about what data you have, what data you\u2019ll need, and what data you\u2019d like to discover. Don\u2019t just plan for what\u2019s immediately required \u2013 consider how you can be adaptable to plan for the future.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Set realistic functionality targets[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Marketing Cloud is a multi-product solution, with tools like Journey Builder, Email Studio, Social Studio, Advertising Studio, and Mobile Studio. It can be challenging to implement them all at once and may also require a larger investment in Salesforce licencing. To get the most out of the solution, prioritise which features you\u2019ll use first, then grow your use once you\u2019ve become more familiar. You can incorporate solutions and only pay for the features you require until the time comes to take on more. For marketing automation, one example that works for many is to begin with Journey Builder.<\/div>\n

[\/vc_column_text][\/vc_column][vc_column width=”1\/4″][vc_cta h2=”5-Minute Checklist: How to Maximize Marketing Cloud” h2_font_container=”font_size:28|color:%23ffffff” h2_google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:400%20regular%3A400%3Anormal” style=”custom” add_button=”bottom” btn_title=”Contact Us” btn_style=”custom” btn_custom_background=”#FFFFFF” btn_custom_text=”#000000″ btn_shape=”square” btn_align=”center” use_custom_fonts_h2=”true” use_custom_fonts_h4=”true” btn_button_block=”true” btn_link=”url:https%3A%2F%2Fwww.teqfocus.com%2Fdevstaging%2Fpartner%2Fsalesforce-consulting-toronto-canada%2F|title:Best%20Salesforce%20Implementation%20%26%20Consulting%20Partners” custom_background=”#00abf0″ custom_text=”#ffffff”]<\/p>\n

Salesforce Marketing Cloud is an extremely effective digital marketing tool. Use this quick checklist to ensure that your company is well-positioned for success.<\/h5>\n

[\/vc_cta][\/vc_column][\/vc_row][vc_row][vc_column][vc_row_inner][vc_column_inner][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Know your past[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Gather data from previous email campaigns to learn more about your subscribers Understanding your history can help you see where you can improve while not losing sight of what your subscribers want. This can help you set attainable goals and gain organisational support for those goals.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Document everything[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

It\u2019s essential to document the decisions you\u2019ve made and the work you\u2019ve done, such as API connections, data models, Marketing Cloud org setup, folder hierarchies, and naming standards. As time passes, it becomes increasingly important to have documentation of what decisions were made and what work was completed to keep account of the same for future references.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Build trust[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

\n

Make sure everyone who will be affected by the implementation is kept informed, so there are no surprises. This will help ensure they\u2019re invested in the solution and its success. Make sure your marketing team and the rest of the company are on the same page when it comes to expectations (both current and future).<\/p>\n<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Set guidelines[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

\n

Establish your folder and content organisation within Marketing Cloud early on. Naming conventions can be a great help, and many people choose to include the year in their naming in order to easily see how old the content is. Consistency is key.<\/p>\n<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Make time for training[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Marketing Cloud can be difficult to get to grips with, so make sure users have the time to learn the basics, as well as the advanced features. Keep up with releases, so you\u2019re aware of any platform advancements.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_heading custom_google_font=”” google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:700%20bold%20regular%3A700%3Anormal” font_weight=”700″ text_color=”custom” custom_text_color=”” font_size=”lg:20″]Work with your partner[\/tm_heading][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

Use this checklist as a resource for getting started. If you have any questions about how to set up Marketing Cloud correctly, please get in touch with our experts for assistance.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][vc_column_text]<\/p>\n

If you\u2019re enlisting the help of a partner, don\u2019t just hand off the project and wait for the results. Ask them to walk you through the solution and provide reference documentation, so you can learn as much as possible about their work.<\/div>\n

[\/vc_column_text][tm_spacer size=”lg:10″][tm_spacer size=”lg:20″][vc_cta h2=”5-Minute Checklist: How to Maximize Marketing Cloud” h2_font_container=”font_size:30|color:%23ffffff” h2_google_fonts=”font_family:Poppins%3A300%2Cregular%2C500%2C600%2C700|font_style:400%20regular%3A400%3Anormal” style=”3d” color=”black” add_button=”bottom” btn_title=”Contact Us” btn_style=”custom” btn_custom_background=”#ffffff” btn_custom_text=”#000000″ btn_shape=”square” btn_align=”left” use_custom_fonts_h2=”true” use_custom_fonts_h4=”true” btn_link=”url:https%3A%2F%2Fwww.teqfocus.com%2Fdevstaging%2Fpartner%2Fsalesforce-consulting-toronto-canada%2F|title:Best%20Salesforce%20Implementation%20%26%20Consulting%20Partners”]<\/p>\n

Salesforce Marketing Cloud is an extremely effective digital marketing tool. Use this quick checklist to ensure that your company is well-positioned for success.<\/h5>\n

[\/vc_cta][tm_spacer size=”lg:20″][\/vc_column_inner][\/vc_row_inner][\/vc_column][\/vc_row]<\/p>\n<\/div>","protected":false},"excerpt":{"rendered":"

Salesforce Marketing Cloud is an extremely effective digital marketing tool. Use this quick checklist to ensure that your company is well-positioned for success.<\/p>\n","protected":false},"author":19,"featured_media":22099,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[207],"tags":[],"class_list":["post-22023","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-thought-leadership"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/posts\/22023","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/users\/19"}],"replies":[{"embeddable":true,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/comments?post=22023"}],"version-history":[{"count":11,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/posts\/22023\/revisions"}],"predecessor-version":[{"id":22322,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/posts\/22023\/revisions\/22322"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/media\/22099"}],"wp:attachment":[{"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/media?parent=22023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/categories?post=22023"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.teqfocus.com\/devstaging\/wp-json\/wp\/v2\/tags?post=22023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}