{"id":22043,"date":"2020-09-08T18:09:59","date_gmt":"2020-09-08T12:39:59","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=22043"},"modified":"2021-12-03T23:59:11","modified_gmt":"2021-12-03T18:29:11","slug":"uses-of-crm-data-and-sfmc-email-studio-to-build-email-marketing-campaigns","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/uses-of-crm-data-and-sfmc-email-studio-to-build-email-marketing-campaigns\/","title":{"rendered":"How to Leverage CRM Data And SFMC Email Studio To Build Better Email Marketing Campaigns"},"content":{"rendered":"\n<p>Email marketing delivers better RoI than almost every other type of digital marketing. For <em>$1 you spend<\/em>, you can potentially generate <em>$38 in revenue<\/em>.<\/p>\n\n\n\n<p>However, this kind of success doesn\u2019t happen by fluke. It requires good planning and great execution. Moreover, today\u2019s customers are fickle. If they receive suboptimal emails with impersonal greetings, <em>to-whomsoever-it-may-concern<\/em>-type advertisements or faceless special offers, they won\u2019t think twice before marking a particular email as spam or from unsubscribing.<\/p>\n\n\n\n<p>An email marketer, not to mention an<a href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-email-specialist\/\"> SFMC email specialist,<\/a> should be aware of these pitfalls. They should also know that one of the most effective ways to stay top-of-the-mind with today\u2019s customers is with<a href=\"https:\/\/email.uplers.com\/blog\/crm-email-marketing-features-for-email-campaigns\/\"> CRM email marketing<\/a> and Salesforce Marketing Cloud (SFMC) Email Studio.<\/p>\n\n\n\n<p>This brief guide covers useful information about CRM system email marketing and SFMC Email Studio to help you create better email marketing campaigns for your brand.<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-20441 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-email-specialist\/\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"200\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/06\/picturemessage_bqjkyvhv.52l.png\" class=\"attachment-full size-full\" alt=\"Our SFMC developers can design flawless email templates\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/06\/picturemessage_bqjkyvhv.52l.png 800w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/06\/picturemessage_bqjkyvhv.52l-300x75.png 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/06\/picturemessage_bqjkyvhv.52l-768x192.png 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/06\/picturemessage_bqjkyvhv.52l-624x156.png 624w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>What is <\/strong><strong>CRM Email Marketing<\/strong><strong>?<\/strong><\/h2>\n\n\n\n<p>CRM email marketing is the use of CRM (Customer Relationship Management) tools and data to implement more personalized and <a href=\"https:\/\/email.uplers.com\/blog\/email-marketing-campaign\/\">effective email marketing campaigns<\/a>.<\/p>\n\n\n\n<p>Older \u2018blast all\u2019-type of mass email marketing methods \u2013 pejoratively known as <em>spray and pray email marketing<\/em> \u2013 focused on a large, ambiguous audience and often ended up tagged as an unsolicited annoyance. CRM email marketing makes use of CRM data to design and perfect a customized approach to email marketing. It focuses on the individual email recipient in personalized, highly-targeted, non-intrusive ways. In other words: <em>one-to-one<\/em>, not <em>one-to-many<\/em>.<\/p>\n\n\n\n<p>Powered by detailed and accurate CRM data, CRM system email marketing becomes a valuable source of information for already-interested customers, as well as a way to ensure more accurate lead targeting for brands. Thus, by leveraging CRM data, email marketers and SFMC email specialists can enhance their engagement strategies, and build more meaningful and mutually-beneficial relationships with subscribers and customers.<\/p>\n\n\n\n<p>CRM data encompasses a wide variety of customer details that you collect, store and analyze using your CRM program. These include:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Personal details<\/em>: Names, email addresses, ages, titles, etc.<\/li><li><em>Lead sources<\/em>: Website, social media, email campaign, referral, etc.<\/li><li><em>Prior interactions and levels of engagement<\/em>: When you talked to them, when they submitted feedback, when they requested to receive a newsletter, etc.<\/li><li><em>Purchase histories<\/em><\/li><li><em>Other information<\/em>: Hobbies, kids\u2019 or pets\u2019 names, etc.<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>3 Benefits of using CRM data in SFMC Email Studio<\/strong><\/h2>\n\n\n\n<p>With SFMC, email marketers can use CRM data to build all kinds of campaigns \u2013 from basic email marketing, to more sophisticated and highly targeted, 1-to-1 messages.<\/p>\n\n\n\n<p>Here are 3 benefits of using CRM data in SFMC Email Studio for your next CRM system email marketing campaign:<\/p>\n\n\n\n<p><strong><em>1. To automate customer segmentation<\/em><\/strong><\/p>\n\n\n\n<p>With CRM data that reveals valuable information about a particular customer, marketers can create hyper-personalized emails with SFMC Email Studio. And to do so, the first step is automating <em>customer segmentation<\/em>.<\/p>\n\n\n\n<p>In SFMC Email Studio, you can get a consolidated view of your audience and trigger customer segmentation with the help of <em>Data Extensions<\/em>. Data extensions function as a customer database set out in the form of tables with specific attributes. By customizing these data extensions to store particular types of customer data, e.g. contact details, purchasing history, etc., and by applying relevant filters, you can build different customer segments for different email campaigns. You can then send highly targeted email messages based on any kind of customer data.<\/p>\n\n\n\n<p><strong><em>2. To create content that will appeal to your audience and deliver better results for your brand<\/em><\/strong><\/p>\n\n\n\n<p>The next step is to determine how you can deliver <em>value<\/em> to the segments you created with the help of CRM data. And for that, you need to create great content. With Email Studio and&nbsp; Salesforce Content Builder, you can create different types of emails tailored to each customer segment. There is an option to add any field with information, e.g. a subscriber\u2019s first name, from the related Data Extension to an email. So in addition to static content (e.g. logos), you can also add a personal touch for each customer within a segment with individualized content.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"892\" height=\"691\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2.jpg\" alt=\"Emails tailored to each customer segment\" class=\"wp-image-22051\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2.jpg 892w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2-300x232.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2-768x595.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2-181x140.jpg 181w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/Email-2-624x483.jpg 624w\" sizes=\"auto, (max-width: 892px) 100vw, 892px\" \/><figcaption><a href=\"https:\/\/reallygoodemails.com\/emails\/win-at-parenting\">Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<p>To further personalize and individualize your email content, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Select dynamic content blocks, <\/em>then define a rule on how the content will be rendered for each customer<\/li><li><em>Use AMPscript<\/em>. The script should be embedded into your email\u2019s HTML code. It will be processed at the start of email sending. It will interact with the Data Extension and render personalized content for each recipient.<\/li><\/ul>\n\n\n\n<p>You can also take advantage of a number of readymade Salesforce email templates that can be easily personalized to create engaging emails that subscribers will <em>want<\/em> to open and read. You can use predefined event triggers to automate messages along the customer journey, or use Einstein AI to create \u2018predictive\u2019 content. All of this is possible if you want to use CRM data in SFMC Email Studio.<\/p>\n\n\n\n<p><strong><em>3. To track each campaign\u2019s performance and improve your email marketing over time<\/em><\/strong><\/p>\n\n\n\n<p>With Email Studio and CRM data, you can review the performance of your campaign very easily.&nbsp;<\/p>\n\n\n\n<p>With real-time tracking and graphical reporting, Email Studio allows you to track your KPIs. You can draw actionable conclusions about the effectiveness of your campaigns and make any necessary adjustments to your email marketing strategy.<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-20795 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-email-specialist\/\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"200\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/campaigns-in-SFM_V1-1.jpg\" class=\"attachment-full size-full\" alt=\"Let us manage your email campaigns in SFMC\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/campaigns-in-SFM_V1-1.jpg 800w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/campaigns-in-SFM_V1-1-300x75.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/campaigns-in-SFM_V1-1-768x192.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/campaigns-in-SFM_V1-1-624x156.jpg 624w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/div><\/div>\n\n\n\n<p>Here\u2019s how Email Studio and CRM data can help you in this area:<\/p>\n\n\n\n<p><em>1. Tracking bar<\/em>: With user-friendly dashboards, you can view important KPIs like <em>deliverability,<\/em> <em>open rate<\/em> and <em>click-through rate<\/em>. You can also view recipients who didn\u2019t open your emails and target them specifically with repeat or re-engagement emails.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"1789\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month.png\" alt=\"Campaign performance\" class=\"wp-image-22044\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month.png 680w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month-114x300.png 114w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month-389x1024.png 389w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month-53x140.png 53w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/smiles-davis-we-have-new-recommendations-for-you-this-month-624x1642.png 624w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><figcaption><a href=\"https:\/\/reallygoodemails.com\/emails\/smiles-davis-we-have-new-recommendations-for-you-this-month\">Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<p><em>2. Click activity<\/em>: For emails containing several links, use this feature to understand what kind of links customers click on.<\/p>\n\n\n\n<p><em>3. Einstein Engagement Scoring<\/em>: This tool uses historical data to assess how each subscriber reacts to your emails. Based on this assessment, it automatically generates information about four \u2018personas\u2019:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Loyalists<\/em>: Subscribers with <em>high open and click rates<\/em><\/li><li><em>Window Shoppers<\/em>: Subscribers with <em>high open<\/em> but <em>low click rates<\/em><\/li><li><em>Selective Shoppers<\/em>: Subscribers with <em>low open<\/em> and <em>high click rates<\/em><\/li><li><em>Win-back\/Dormant<\/em>: Subscribers with <em>low open and click rates<\/em><\/li><\/ul>\n\n\n\n<p>Use this capability to create tailored messaging for each persona:<\/p>\n\n\n\n<p><em>Loyalists<\/em>: Since these subscribers are already highly engaged with your brand, send them informative emails about new arrivals, product updates, etc. to maintain their loyalty.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"4693\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/the-latest-kendall-kylie.jpg\" alt=\"Engage with your brand \" class=\"wp-image-22045\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/the-latest-kendall-kylie.jpg 680w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/the-latest-kendall-kylie-624x4307.jpg 624w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><figcaption><a href=\"https:\/\/reallygoodemails.com\/emails\/the-latest-kendall-kylie\">Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<p><em>Window Shoppers<\/em>: Create more engaging content to encourage them to not only open your emails, but also click on links within them (e.g. <em>Shop Now<\/em>). With A\/B testing, you can find the most optimal combination of features to increase both opens and clicks in your next campaign.<\/p>\n\n\n\n<p><em>Selective Shoppers<\/em>: Use catchy subject lines with unique words, emojis and phrases. Experiment with your copy\u2019s length and tone.<br \/><\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh5.googleusercontent.com\/h2vv8Sm1_bb5a8gytUtm_Gy9DhzXjUa_YAWG5cT5SGrgHm8tLRS02WzY7BgGW3an1dVf_SCQCHRmqrVr4KErD3nwCIZYlpkDFlyFkPEqReVSM6oFQsCje3mmaFmJa90YZ258WOV3HBwJfRaWEQ\" alt=\"\"\/><\/figure><\/div>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/lh4.googleusercontent.com\/42_klXUgsfZDQH6EBtNNzLHXaRCZv9D9N4ATCgjqUjuDButCzVDn_QgJudYuoQg43ybu_mJ2TD3Osk1IxMT6VW2cq02dcyOfDCI9Ht4loM1Skyo5aeXolSPN67WdLECTl5I7AynyCoNBOdgBvg\" alt=\"Selective Shopper Email Example\"\/><figcaption><a href=\"https:\/\/reallygoodemails.com\/emails\/lets-do-this-its-time-to-get\">Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<p><em>Win-back\/Dormant<\/em>: Include great content, time-sensitive discounts and special offers to encourage these subscribers to engage with your emails.<\/p>\n\n\n\n<div class=\"wp-block-image\"><figure class=\"aligncenter\"><img loading=\"lazy\" decoding=\"async\" width=\"680\" height=\"2988\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping.png\" alt=\"Win back Email Example\" class=\"wp-image-22046\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping.png 680w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping-68x300.png 68w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping-233x1024.png 233w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping-32x140.png 32w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/09\/wrap-up-your-holiday-shopping-624x2742.png 624w\" sizes=\"auto, (max-width: 680px) 100vw, 680px\" \/><figcaption><a href=\"https:\/\/reallygoodemails.com\/emails\/wrap-up-your-holiday-shopping\">Source<\/a><\/figcaption><\/figure><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Make the most of SFMC Email Studio and CRM Data with Marketing Cloud Connect<\/strong><\/h2>\n\n\n\n<p><em>Marketing Cloud Connect<\/em> is a powerful way to integrate Salesforce CRM and SFMC for seamless <a href=\"https:\/\/email.uplers.com\/blog\/day-at-work-crm-manager\/\">CRM email management.<\/a> With this application, you can not only realize consistent branding and messaging&nbsp; across all your email campaigns, but also use real-time Salesforce CRM data for customer segmentation and personalization in SFMC Email Studio.<br \/><\/p>\n\n\n\n<p><em>1. Automatically synchronize data from CRM to SFMC<\/em><\/p>\n\n\n\n<p>With synchronized data sources, all your CRM standard and custom object data is available in SFMC with one click, so you don\u2019t have to manually import CRM data or schedule automation. This gives you the most updated customer information that you can then use to create targeted email campaigns.<\/p>\n\n\n\n<p><em>2. Send personalized emails to the right audience at the right time<\/em><\/p>\n\n\n\n<p>With access to all your CRM data within SFMC, Marketing Cloud Connect enables you to send personalized messages to the right target audience. You will know if a particular subscriber is engaged or disinterested, has a history of making purchases or is more prone to cart abandonment. Use data from Salesforce reports and campaigns to build<a href=\"https:\/\/email.uplers.com\/infographics\/email-personalization-advancements\/\"> personalized emails<\/a> in Email Studio for each such subscriber.<\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-20791 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-email-specialist\/\"><img loading=\"lazy\" decoding=\"async\" width=\"800\" height=\"200\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/journeys-in-SFMC-1.jpg\" class=\"attachment-full size-full\" alt=\"Let us help in building personalized journeys in SFMC\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/journeys-in-SFMC-1.jpg 800w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/journeys-in-SFMC-1-300x75.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/journeys-in-SFMC-1-768x192.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/07\/journeys-in-SFMC-1-624x156.jpg 624w\" sizes=\"auto, (max-width: 800px) 100vw, 800px\" \/><\/a><\/div><\/div>\n\n\n\n<p><em>3. Track emails and improve your email marketing strategy over time<\/em><\/p>\n\n\n\n<p>To help you further simplify CRM email management, Marketing Cloud Connect provides SFMC email sends tracking data on multiple configurable levels:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Aggregate tracking: Comprehensive summary of email send statistics, available on the Email Send record<\/li><li>Individual tracking: <a href=\"https:\/\/email.uplers.com\/blog\/crm-email-marketing-boost-campaign-performance\/\">Email performance<\/a> information at the contact or lead level, viewed in the individual email result record<\/li><li><em>Track link details<\/em>: Optional data on individual lead or contact link tracking is stored in the CRM<\/li><li><em>Track sent events<\/em>: Optional data on individual subscriber-level tracking data, stored in the CRM after an email is sent<\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Wrap Up<\/h2>\n\n\n\n<p>The average person receives dozens of emails a day \u2013 all clamoring for his limited time and attention. So if you want <em>your<\/em> emails to capture his time and attention, you need to embrace a dedicated and personalized approach for every email campaign. Your CRM already provides a huge surfeit of information about every potential and current customer. Use this CRM data with SFMC Email Studio to design email marketing campaigns that garner greater sales and more loyal customers for your brand.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Email marketing delivers better RoI than almost every other type of digital marketing. For $1 you spend, you can potentially generate $38 in revenue. However, this kind of success doesn\u2019t happen by fluke. It requires good planning and great execution. Moreover, today\u2019s customers are fickle. If they receive suboptimal emails with impersonal greetings, to-whomsoever-it-may-concern-type advertisements [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":22049,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1158],"tags":[],"class_list":["post-22043","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce-marketing-cloud"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to Use CRM Data with SFMC Email Studio for Campaings<\/title>\n<meta name=\"description\" content=\"Take a note of how CRM data and SFMC email studio can help you build better email marketing campaigns.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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