{"id":22851,"date":"2024-05-21T16:37:00","date_gmt":"2024-05-21T11:07:00","guid":{"rendered":"https:\/\/email.uplers.com\/blog\/?p=22851"},"modified":"2024-05-21T17:52:34","modified_gmt":"2024-05-21T12:22:34","slug":"first-email-campaign-with-salesforce-marketing-cloud","status":"publish","type":"post","link":"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/","title":{"rendered":"Step-by-step Process to Launch Your First Email Campaign with Salesforce Marketing Cloud"},"content":{"rendered":"\n<p><strong>[This post was originally published on 12th April 2022. It has been updated on 21st May 2024.]<\/strong><\/p>\n\n\n\n<p>Salesforce Marketing Cloud (SFMC) campaign management includes a number of powerful tools that enable brands to create and manage winning email marketing campaigns. But even those who are new to SFMC can easily take advantage of the platform\u2019s sophisticated features to discover and understand their customers, design memorable <a href=\"https:\/\/email.uplers.com\/blog\/types-of-salesforce-marketing-cloud-campaigns\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce email campaigns<\/a>, and thus form and maintain one-to-one relationships at scale. <\/p>\n\n\n\n<p>Still, it helps to understand the exact process of planning and implementing an email campaign in Salesforce Marketing Cloud. So if you are an email marketer looking to launch your first email campaign with SFMC, this article is for you!<\/p>\n\n\n\n<p>We will provide a step-by-step process to help you make the most of the platform for your first Salesforce Marketing Cloud campaigns.<\/p>\n\n\n\n<p>But first, let\u2019s understand Salesforce Marketing Cloud &#8220;campaign management&#8221;.<\/p>\n\n\n\n<p><strong>Read More<\/strong>:<a href=\"https:\/\/email.uplers.com\/blog\/how-to-set-up-email-relay-in-salesforce\/\"> What exactly is Email Relay in Salesforce? How do you set it up?<\/a><\/p>\n\n\n<div class=\"banner_wrapper\" style=\"\"><div class=\"banner  banner-37694 bottom vert custom-banners-theme-default_style\" style=\"\"><a class=\"custom_banners_big_link\"  target=\"_blank\"  href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-exacttarget-email-templates\/\"><img loading=\"lazy\" decoding=\"async\" width=\"1000\" height=\"240\" src=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg\" class=\"attachment-full size-full\" alt=\"Salesforce\" srcset=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce.jpg 1000w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-300x72.jpg 300w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-768x184.jpg 768w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-624x150.jpg 624w, https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2023\/10\/Build-result-oriented-email-marketing-campaigns-with-ease-on-Salesforce-600x144.jpg 600w\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" \/><\/a><\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Email Campaigns in Salesforce<\/strong><strong> Marketing Cloud<\/strong><\/h2>\n\n\n\n<p>SFMC provides a great app called \u201cCampaigns\u201d to plan, coordinate, manage, and measure email marketing communications in real-time. Salesforce Marketing Cloud campaigns are an effective way to \u201cconnect\u201d marketing initiatives with leads and opportunities that resulted from the initiative. Multiple emails can be included in a campaign so you can track the progress of all the emails as a collection.<\/p>\n\n\n\n<p><strong><em>Common use cases for creating Salesforce email campaigns include:<\/em><\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Events<\/li><li>Webinars<\/li><li>Direct mails<\/li><li>Advertisements<\/li><li>Referral programs<\/li><li>Partner co-marketing<\/li><li>Product giveaways<\/li><\/ul>\n\n\n\n<p>\u2026and more<\/p>\n\n\n\n<p>A number of Salesforce email templates are available for each use case, simplifying the process even further.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong><em>How to Execute Salesforce Campaign Management<\/em><\/strong><\/h2>\n\n\n\n<p>The process of creating a campaign in SFMC has two distinct phases:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Define the campaign<\/li><li>Select the <em>associations<\/em> (e.g., email) that belong to the campaign<\/li><\/ol>\n\n\n\n<p><em>Step 1<\/em>: Select \u201cCampaigns\u201d on the toolbar. In the upper-right corner, select \u201cCreate Campaign\u201d.<\/p>\n\n\n\n<p>Here are the key things to include in your Salesforce campaign management:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Name and campaign description<\/em>: The purpose or goal of this<a href=\"https:\/\/email.uplers.com\/email-marketing-campaign-management-services\/\" target=\"_blank\" rel=\"noreferrer noopener\"> email marketing campaign<\/a><\/li><li><em>Campaign code<\/em>: A unique code to identify the campaign in reporting<\/li><li><em>Deployment date<\/em>: The campaign start date and time that determine where the campaign appears on the Calendar tool<\/li><li><em>Calendar Color<\/em>: Assign a color to your campaign from the color picker<\/li><li><em>Tags<\/em>: Tags are descriptive keywords that enable you to categorize campaigns using multiple criteria such as location, purpose, products, etc.<\/li><\/ul>\n\n\n\n<p>Click \u201cCreate\u201d.<\/p>\n\n\n\n<p><em>Step 2<\/em>: After defining the campaign, it\u2019s time to add the associations. An association is an \u201cobject\u201d, i.e., channel-specific message, content, or activity you want to include in the campaign. And these objects are associated with a campaign in order to:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Organize them for campaign execution<\/li><li>Plan messaging<\/li><li>Act as parameters for analytics around a specific marketing objective<\/li><\/ul>\n\n\n\n<p><em>Follow these steps to add associations to a campaign:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>In the Campaigns tool, open the campaign to which you want to add associations<\/li><li>In the storyboard section, click the down arrow next to the \u201cAdd to Campaign\u201d button<\/li><li>From the drop-down list, select the association you want to add, and then click \u201cAdd to Campaign\u201d<\/li><li>Repeat these steps for each association you want to add<\/li><\/ul>\n\n\n\n<p><em>From SFMC Email Studio, you can add the following association types to your campaigns:<\/em><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Email<\/em>: A regular email that you create and send to your subscriber list<\/li><li><em>Triggered send<\/em>: <a href=\"https:\/\/email.uplers.com\/email-marketing-automation-services\/\" target=\"_blank\" rel=\"noreferrer noopener\">Automated emails<\/a> that SFMC sends in response to a specific subscriber action, such as submitting a form<\/li><\/ul>\n\n\n\n<p>Now that you know how to create an email campaign in Salesforce Marketing Cloud, let\u2019s take a look at the process to implement and send your first email in Salesforce campaign management.<\/p>\n\n\n\n<p>Read More: <a href=\"https:\/\/email.uplers.com\/blog\/how-to-send-emails-in-salesforce\/\">How To Send Emails Through Salesforce<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Step-By-Step Process To Create Your First <\/strong><strong>Email Campaign In Salesforce<\/strong><strong> Marketing Cloud<\/strong><\/h2>\n\n\n\n<p><strong>Step 1: Prepare your campaign<\/strong><\/p>\n\n\n\n<p>This first step in Salesforce marketing campaign management consists of several sub-steps:<\/p>\n\n\n\n<p><em>i) Select your target audience with segmentation<\/em><\/p>\n\n\n\n<p>Before launching an email marketing campaign, it\u2019s crucial to create your target list. You can choose several criteria to do your segmentation, such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Demographics: Age, income level, gender, etc.<\/li><li>Behavioral: Purchasing habits, brand interactions, website visits, etc.<\/li><li>Geography: Continent, country, city, etc.<\/li><li>Psychographic: Interests, attitudes, values, lifestyle, etc.<\/li><\/ul>\n\n\n\n<p>Use Data Filters in SFMC to create data segments using any subscriber attributes (stored in SFMC).<\/p>\n\n\n\n<p>SFMC also includes a feature called \u201cmeasures\u201d which is a unit of subscriber behavior, e. g. email opens, click-throughs, or unsubscribes, which you can include as criteria in a data filter.<\/p>\n\n\n\n<p><em>ii) Specify campaign responses<\/em><\/p>\n\n\n\n<p>In general, SFMC offers two member statuses \u2013 sent and responded. But for more clarity into campaign responses, you can also add custom member statuses, such as invited, registered, attended, no show, etc.<\/p>\n\n\n\n<p><em>iii) Use campaign hierarchies<\/em><\/p>\n\n\n\n<p>By assigning child-parent hierarchy levels to email campaigns, you can see the aggregated results of all child campaigns\/initiatives in a parent campaign. Within this functionality, you can also create a custom \u201cpick list\u201d with detailed hierarchy levels, such as Tactic, Program, or Initiative.<\/p>\n\n\n\n<p><em>iv) Add details about the email campaign<\/em><\/p>\n\n\n\n<p>If you plan to run multiple email campaigns, you can store more information about them in order to create comprehensive campaign reports.<\/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><strong>Step 2: Create and personalize your content<\/strong><\/p>\n\n\n\n<p>Research shows that personalized emails deliver <a href=\"https:\/\/www.experianplc.com\/media\/news\/2014\/experian-marketing-services-study-finds-personalized-emails-generate-six\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">6 x higher transaction rates<\/a>.<\/p>\n\n\n\n<p>SFMC includes <em>Email Studio,<\/em> a robust yet easy-to-use email marketing platform to create memorable email campaigns &#8211; from basic marketing campaigns to sophisticated 1-to-1 messages. Email Studio comes with several user-friendly features and functionalities, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Content Builder<\/em> to create attractive emails using Salesforce email templates, content blocks, or personalized scripting language<\/li><li><em>A\/B testing<\/em> to determine what\u2019s working, what isn\u2019t, and how to perfect each campaign<\/li><li><em>Content Detective <\/em>to identify and remove potentially \u201cspammy\u201d content and improve email deliverability<\/li><li>&nbsp;<em>Dynamic emails<\/em> with personalized content that appeals to customers and boosts open and click-through rates<\/li><li><em>Einstein Send Time Optimization<\/em> to automatically determine the best email sending time that\u2019s most likely to lead to opens<\/li><\/ul>\n\n\n\n<p><em>Two types of personalized content can be created in SFMC:<\/em><\/p>\n\n\n\n<p>1. <em>Personalization strings<\/em>: These strings let you insert subscriber attributes, such as first name, last name, etc. into the email content<\/p>\n\n\n\n<p>2. <em>Dynamic content<\/em>: It displays according to the rules you define based on specific attributes such as location or history or data extension column values.<\/p>\n\n\n\n<p>In addition to <em>content personalization<\/em>, you should also pay attention to <em>email design<\/em>. Keep these points in mind:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Salesforce email templates: <\/em>SFMC provides numerous templates that are mobile-responsive by default. Use them to save time instead of building the emails from scratch.<\/li><li><em>Sender profiles:<\/em> These let you define your \u201cFrom Name\u201d and \u201cFrom Email Address\u201d. Make sure they all use the same email domain of your brand.<\/li><li><em>Profile Center and Subscription Center: <\/em>To align with CAN-SPAM regulations, it is mandatory to include these links in every <a href=\"https:\/\/email.uplers.com\/blog\/email-footer-best-practices\/\" target=\"_blank\" rel=\"noreferrer noopener\">email footer<\/a> so subscribers can give an opt-in consent to receive your emails or choose to opt out.<\/li><\/ul>\n\n\n\n<p><strong>Step 3: Launch your campaign<\/strong><\/p>\n\n\n\n<p>Depending on the type and complexity of your first campaign, you can use Salesforce for marketing campaigns in different ways to simplify the execution process:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Build a web form using Salesforce Web-to-Lead functionality to capture leads as part of your email campaign<\/li><li>Use standard <a href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-exacttarget-email-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce email templates<\/a> <em>and<\/em> create new ones to control the look and feel of your Salesforce email campaign<\/li><\/ul>\n\n\n\n<p>But even before launching a campaign, you can create or map a customer \u201cjourney\u201d with<a href=\"https:\/\/email.uplers.com\/blog\/sfmc-journey-builder-everything-you-should-know\/\" target=\"_blank\" rel=\"noreferrer noopener\"> SFMC Journey Builder<\/a> to help you gather valuable, actionable insights about every interaction a customer could potentially have with your brand. You can then use these insights to power your email campaigns in Salesforce Marketing Cloud. With Journey Builder, you can plan, personalize and optimize your email marketing programs for each customer based on who they are, what they like, lifecycle stage, or how they respond to your brand\u2019s communications.<\/p>\n\n\n\n<p>By using Salesforce for marketing campaigns, you can also create different types of journeys for different types of marketing campaigns, including:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>New subscriber welcome<\/li><li><a href=\"https:\/\/email.uplers.com\/blog\/set-up-abandoned-cart-email-series\/\" target=\"_blank\" rel=\"noreferrer noopener\">Abandoned Cart<\/a><\/li><li>Anniversary Campaign&nbsp;<\/li><li>Birthday Campaign<\/li><\/ul>\n\n\n\n<p><strong>Step 4: Track your campaign and measure effectiveness<\/strong><\/p>\n\n\n\n<p>SFMC Email Studio provides many key metrics, so Salesforce campaign managers can track how their campaigns perform.&nbsp;Use the tracking reports to dig deeper into the data, to identify the best- and worst-performing campaigns, and to improve segmentation so you can create email campaigns to re-target, upsell, cross-sell, and resell.<\/p>\n\n\n\n<p>In addition to Email Studio\u2019s tracking feature, here are some more useful analytics tools in SFMC:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><em>Analytics Builder:<\/em> Provides insights into subscriber behaviors and interests<\/li><li> <em>Einstein Engagement Scoring:<\/em> Target the right customers to maximize engagement and conversion<\/li><li> <em>Einstein Copy Insights: <\/em>Uncovers language insights in the copy so you can make changes that drive more robust email engagement<\/li><li> <em>Einstein Engagement Frequency:<\/em> Recommends the optimum number of email messages to send   <\/li><\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Wrap Up<\/strong><\/h2>\n\n\n\n<p>Salesforce Marketing Cloud offers features that help campaign managers create memorable email campaigns, even if they&#8217;re new to the platform. Effective campaign management in Salesforce requires proper preparation, launch, tracking, and measurement. By getting these steps right, SFMC will ensure the success of your first email campaign and all future campaigns. If you need assistance with SFMC, our <a href=\"https:\/\/email.uplers.com\/salesforce-marketing-cloud-email-specialist\/\">dedicated resources<\/a> are here to help.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>New to Salesforce Marketing Cloud? In this comprehensive guide, we will explore all the details of Salesforce Marketing Cloud campaign management.<\/p>\n","protected":false},"author":81,"featured_media":22865,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1158],"tags":[],"class_list":["post-22851","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>Step-by-Step Guide to Your First Email Campaign in Salesforce Cloud<\/title>\n<meta name=\"description\" content=\"Kickstart your email marketing with Salesforce Marketing Cloud. Our detailed guide helps you create, personalize, and launch your first successful email campaign.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Step-by-Step Guide to Your First Email Campaign in Salesforce Cloud\" \/>\n<meta property=\"og:description\" content=\"Kickstart your email marketing with Salesforce Marketing Cloud. Our detailed guide helps you create, personalize, and launch your first successful email campaign.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/\" \/>\n<meta property=\"og:site_name\" content=\"Email Uplers\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/email.uplers\/\" \/>\n<meta property=\"article:published_time\" content=\"2024-05-21T11:07:00+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2024-05-21T12:22:34+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/10\/Tips-for-planning-your-first-email-campaign-with-Salesforce-Marketing-Cloud-540x282.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"540\" \/>\n\t<meta property=\"og:image:height\" content=\"282\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"Mrugesh Dabhi\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:site\" content=\"@email_uplers\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Mrugesh Dabhi\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"7 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/\",\"url\":\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/\",\"name\":\"Step-by-Step Guide to Your First Email Campaign in Salesforce Cloud\",\"isPartOf\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/first-email-campaign-with-salesforce-marketing-cloud\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/email.uplers.com\/blog\/wp-content\/uploads\/2020\/10\/Tips-for-planning-your-first-email-campaign-with-Salesforce-Marketing-Cloud.jpg\",\"author\":{\"@id\":\"https:\/\/email.uplers.com\/blog\/#\/schema\/person\/a43945a5c14e2757f236f37c2aa0b337\"},\"description\":\"Kickstart your email marketing with Salesforce Marketing Cloud. 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