And that’s it, every morning at 9:30 am, every contact with a birthday on that day will receive a personalized message from his/her point of contact without anyone having to do anything. In my example, I have scheduled it to run daily at 9:30 am. To do that, we will use Automation Studio (Figure 28).Īutomation Studio is a drag and drop interface to assemble and sequence a set of activities – such as those we have created in the foregoing steps – to accomplish a specific goal.įigure 30 – Define a schedule for the automation Now that we’ve pulled together the list segmentation and content personalization pieces of the puzzle, it’s time to put them together and start finalizing the process. Putting Everything Together with Automation In this blog post, I’m going to focus on wrapping up this multi-step process, starting with setting up email automation in Salesforce and Marketing Cloud.
Even better, as new contacts are added and they fit the specific criteria, the dynamic list in Salesforce automatically pulls them in.
I’ve spent the last few weeks here on the blog showing how creating segmented lists and building highly-targeted marketing emails can be completed once and then set to run forever. That’s where the Salesforce Marketing Cloud comes in.
#Salesforce automation studio series
This series of posts has highlighted that while small marketing and sales teams may face a challenging uphill battle to send out personalized mass emails and engage targeted audiences with tailored content.
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