Salesforce Marketing Cloud Training #1: Intro & Creating s. Jenny Golden, Senior Product Manager & Sara Terpeny, Station Support Manager
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1 Salesforce Marketing Cloud Training #1: Intro & Creating s Jenny Golden, Senior Product Manager & Sara Terpeny, Station Support Manager
2 Your Migration Cycle Week of 10/12: Group Training #1: Creating s Week of 10/19: Group Q&A Call Monday, 10/19 at 2:00pm ET Group Training: Managing Lists & Segments Thursday, 10/22 at 1:00pm ET Week of 10/26: Group Q&A Call Monday, 10/26 at 2:00pm ET Group Training: Reports Wednesday, 10/28 at 2:00pm ET Week of 11/2: Group Q&A Call Monday, 11/2 at 2:00pm ET
3 SMC Training #1: Admin & Creating s Navigating the SMC Admin How to Create an Images Test Sends Newsletter Profile Page Additional SMC Resources & Support Questions
4 SMC: Campaigns vs s Campaign: A group of marketing communications: social, , etc related to a particular event All of your saved, delivered and tracked s in SMC Example: Spring Pledge 2016 Campaign can contain: Apr15R1 , Apr15R2 , Pre-Drive Tweets, Facebook messages, etc on your calendar
5 SMC Admin View Station Business Unit (MID)
6 Creating s Admin>> >> Content
7 SMC: s, Templates & Content Blocks
8 My s>>NPRDS Templates Click to edit this content block
9 My Contents>>NPRDS Content Blocks Right click to swap in new image
10 Editing WYSIWYG Content Blocks To edit images Upload new images to your Portfolio IMPORTANT: Right-click to replace images. Don t delete! To edit text Don t select text and delete. Backspace to first letter to keep formatting You can edit NPRDS content blocks and save them to reuse in My Content
11 My Templates Templates are HTML wireframes to contain WYSIWYG content blocks
12 Portfolio: Images Download any Lyris images and upload them to your SMC Portfolio if you want to use them in new s
13 SMC: Copy a NPRDS Go to My s >> NPRDS Templates 1. Select a template, check box and click COPY 2. Name it something unique: Test Send Newsletter Oct Type in subject 4. Location: Add to My s or Create New Folder, TEST s by right-clicking on My s folder 5. Click Save
14 SMC: Edit NPRDS Right-click on each block to MODIFY CONTENT
15 SMC: Test Sends When done editing your 1. Choose preview to see it in desktop and mobile (not exact you have to look on your phone) 2. Content Detective if you want to check for possible spam flags 3. Choose SEND>> TEST SEND to send to your 4. We ll talk about other send options when we cover list management
16 SMC: Create a New Select NPRDS, SMC or create your own HTML template then you can create a new To create a new with NPRDS template: My s>>Create>>Template-Based>>My Templates>>Choose V2NPRDS template To create a new with SMC template: My Templates>>Create>>Classic Templates>>Use Template Editor>>Change Layout & Save Then, go to My s>>Create>>Template-Based and choose new template
17 SMC Newsletter Sign Up Page: Review 1. Upload your new banner to Portfolio>>banner and send title of to 2. Sign up with a gmail account and view Welcome 3. Review newsletter titles
18 Homework 1. Login as an admin 2. Go to >> Portfolio and upload your QP or a new banner 3. Go to and Copy a NPRDS 4. Edit the Content Block for the banner 5. Send a TEST SEND to yourself and view on mobile phone and desktop 6. Go to your Profile Page to review Send an to campaign@ds.npr.org with the name of your banner image 8. Review SMC resources in 3Sixty, etc 9. Review Lyris newsletters to see which ones you will recreate in SMC 10. Continue to test creating s to replace your Lyris templates and send TEST SENDS only 11. Review lists and segments in Lyris to prepare for group training on 10/22
19 SMC: Support & Questions Any Questions? Sara Terpeny (617) Janeen Williamson (617) SMC Learning Materials Not everything applies to NPRDS version but it s good background: SMC Admin Navigation Create Your First
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