by Mike Walsh | Mar 20, 2020 | Blog, Salesforce-Apps-AppExchange
Needing to integrate your email with Salesforce? A simple slowdown and disconnect between Salesforce and your email client can not only be a real time waster, but can actually hurt your business process and sales. A better solution will not only save you time, but will increase your Salesforce adoption. Take a look at ZynBit for Salesforce, and try it out with your first 2 users for Gmail or Outlook come free.
Increase Salesforce Adoption by 300% with ZynBit for Outlook, Gmail, and Office 365. Get Salesforce delivered inside of your email. Supports all editions; Industry Cloud, Sales Cloud, Service Cloud, Financial Services Cloud, and Community Cloud.
Check it out ZynBit here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Sep 6, 2019 | Blog, Salesforce Tips
It’s every email marketer’s nightmare. An email campaign goes out and the merge tags don’t carry over as intended. This can happen for a variety of reasons. Sometimes it is because of poor data quality and bad data entry habits on the part of the team. This can certainly be frustrating, especially as the solution is a time consuming data cleanse. Alternatively, the cause may just be insufficient complexity in the merge language.
Well, if you are using Pardot for your marketing efforts, you will now be able to upgrade your merge language to “Handlebars Merge Language” and make better and more personalized emails.
How exactly does HML improve your ability to write emails? In a nutshell, it provides the ability to write “IF” statements. IF statements allow you to specify specific conditions to display content a certain way if the relevant field has dat, and then for that string of content to display completely different if that field has no data.
Previously, Pardot merge tags would simply give you the option to have the data fields populate from Salesforce, and if that field is empty, you would have to write a generic entry to fill that gap. The most common example is “Hey %%first name%%”, with a backup value of “there” for the field. So you would either get the result of “Hey John”, or “Hey there”. It works, but it certainly isn’t very personal or flexible.
With the new HML tags though, you can set up so that the first result would be the same, “Hey John”, but if the first name isn’t known, you can make the whole string completely different, such as, “To whom it may concern” or if you want to have some fun “Hello you beautiful person”.
Click here for more details and examples of how HML tags will work in Pardot.
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Aug 22, 2019 | Blog, Salesforce Tips
Auto-response rules and workflow email alerts provide similar functionality. Generally speaking they are both ways to automatically send emails from Salesforce based upon changes to leads or cases, however, their use cases and functions are a bit different.
Workflow email alerts are designed to send out an email to anyone who needs to be notified of activity on a case or lead. Specifically, these alerts run when a case or lead is created or edited and can be sent to anyone you choose. Finally, it should be noted that workflow email alerts send only one email per email alert.
Email alerts, in general, can be sent out from processes, flows, workflow rules, approval processes, or entitlement processes. Use cases for the workflow email alerts vary depending on your business needs but can include anything from notifying the rep assigned to a case when a new action is taken to keeping management in the loop on changes to high profile leads to keeping your sales team on top of their pipeline.
Our other automated email option for leads and cases, Auto-response rules, are designed to be sent to just the person who either submitted the lead on Web-to-Lead, or to the contact who created the case. These emails send out automatically when a new case or lead is submitted to Salesforce. This functionality sends one email based on the first rule entry criteria it matches in a sequence of rule entries.
Most commonly, these emails are variations of a ‘thank you’ notification and explain what next steps are being taken.
For a quick and easy breakdown, the following table lists some of the differences between workflow alerts and auto-response rules to help you determine which process to use:
| TYPE OF PROCESS |
DESIGNED FOR |
RUNS WHEN |
SENDS EMAIL TO |
NUMBER OF EMAILS SENT |
| Workflow email alerts |
Notifications to interested parties. |
A case or lead is created or edited. |
Anyone you choose. |
Sends one email per email alert. Each workflow rule can have up to:
- 10 email alerts as immediate actions
- 10 email alerts per time trigger as time-dependent actions
- 10 time triggers
|
| Auto-response rules |
Initial response to the contact who created a case or the person who submitted the lead on the Web. |
A case or lead is created. |
Contact on a case or the person who submitted the lead on the Web. |
Sends one email based on the first rule entry criteria it matches in a sequence of rule entries. |
-Ryan and the CloudMyBiz Team
Want to get started with Salesforce?
Need some custom consulting or development to enhance the Salesforce you already have?
Contact us
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Jan 10, 2019 | Blog, Salesforce-Apps-AppExchange
Email integration with any Salesforce object? Including custom objects? It might sound too good to be true, but this app is 100% real. With this handy app you can setup sales automation (Email to Lead or Opportunity); support automation (Email to Custom Case; Create IT Support Requests Automatically; Raise trouble tickets for a Salesforce Helpdesk) and just generally auto-create any record from emails: tasks, contacts, events or any object. What’s more, you can integrate with any email client.
Email-to-anything allows you to automatically create, update & import any record. Also send emails from any Object & store full email history & conversations within Salesforce.
Check it out here!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Nov 8, 2018 | Blog, Salesforce Tips
Last month it was announced that Salesforce is acquiring the email startup company Rebel. Rebel is an email platform that allows businesses to create interactive, next-gen emails that greatly enhances their direct marketing services. What is an interactive email? Recipients of interactive emails can shop, play interactive games, write reviews and more, all directly within the email. This takes email marketing to a different level, and explains why Rebel billed themselves as “email that doesn’t play by the rules”
Specifics on the acquisition haven’t yet been released, and most importantly, we aren’t sure when the Rebel email features will be available for use in Salesforce. What we do know is that this addition will be integrated into the Salesforce Marketing Cloud, significantly enhancing any B2C marketing efforts for anyone using Salesforce.
Email marketing is growing
Ask any experienced marketer and they will tell you the simple truth, that the more your prospects or customers engage with your content, the more likely they are to buy. And the humble email could definitely use a little more pizzaz to compete with all of the other interactive media we see nowadays.
Suprisingly, email marketing has been growing of late. According to Salesforce’s ‘State of Marketing’ report, email marketing has increased by 106% in the last 2 years, as marketers are testing new channels in conjunction with proven ones to find combinations that work best for their consumers. Which is what Rebel is all about, getting many different channels, such as video, websites, and mobile shops, all aligned to create a more immersive marketing experience.
Currently, Marketing Cloud is Saleforce’s smallest division, bringing in It $452 million in revenues last quarter. This puts marketing well behind revenues for Sales Cloud ($1 billion), Service Cloud ($892 million) and Salesforce Platform ($712 million). While marketing doesn’t seem to be the primary focus of Salesforce’s efforts, they are certainly committed to being a revolutionary platform, and one that could potentially lead the way in whatever they do. Rebel emails are another piece of the puzzle, and should be a nice addition to the platform.
The outlook for the future
Currently, Rebel has pretty much shut down their website as the transition looks to be underway.
Prior to the acquisition, Rebel featured 4 main products:
- Rebel Shop: which allows users to browse and purchase items directly from an email
- Rebel Mail: which puts many standard web functions, such as quizzes, directly into emails
- Rebel Actionable API: which allows developers to create an email entirely in JSON, making it a platform for app type functionality, such as booking appointments.
- Rebel Lite API: similar to above, but as a lighter version, with reduced analytics and functions.
However, there is a good chance Salesforce will change all of this as they integrate it into the Marketing Cloud
No matter how Salesforce deploys the Rebel features and API’s, one thing is for sure, those next-gen emails, with super cool interactive features, will soon be available on a Salesforce org near you.
-Ryan and the CloudMyBiz Team
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
