Overview:
Prospective students can explore the programs offered and submit their applications here. The admissions team receives these and takes the process forward for a smooth onboarding. So, we began looking for a highly customizable, reliable solution. To fulfill the vision of personalization, that would have scalability, efficiency, and integrability. We use the freed-up time to build customizations quickly and easily, helped by Salesforce’s click-less-code functionality. So, we can provide our end-users with the best possible experiences.
Industry: University
Services: Client’s mission is to discover, preserve and disseminate knowledge, to educate the next generation of global citizens, and to promote a culture of broad inquiry throughout.
Region: Ithaca, New York
Tools: Service Cloud, Marketing Cloud
Challenge:
Marketing cloud but the integration of salesforce clouds to have all the data consolidated on a single platform. The data flow between systems was very important to ensure that everything run in a flow. The customer was having a blacklisting issue, so they were not able to send emails we resolved their issue and enabled SAP and Client wanted us to ensure that the moment a contact has this field set to TRUE the corresponding record gets deleted from SFMC
Solution:
The implementation of the solution was divided into various phases keeping the multi-cloud implementation approach in mind. Once all the service implementations were completed a single BU setup for the Marketing cloud with integration to the Service cloud was done to ensure that all the important information from the Service cloud flows to the Marketing Cloud to plan the campaign execution and to update everything on CRM as well. An Integration from the Marketing Cloud to the Service cloud ensured that the Data go to SF and then to MC, initially the data will update into SF later through the Data source (Synchronized Data extension) the data comes to MC. Let’s give you an overview of the workflow of the University Project.
An automation in SFMC that brings Email Opt-out values from CRM and updates in SFMC all subscriber lists.
It creates a new contact in SF whenever a new record is created through a form.
After filling form initially, it checks whether this contact already exists or not if it exists it will update the Daily and Weekly Preference of that record, or if that record is new, it will create it on CRM.
It also checks whether the email id contains @xyz.edu or not if you check YES, it will only accept the domain @xyz.edu emails and if you check NO it accepts all domain emails.
There are two checkboxes (Daily and Weekly) if that contact already exists it will update the Daily and Weekly Preference or if that contact does not exist it will create a new record with daily, and weekly Preference. It also updates the same on the MC preference field.
Results:
The integration of marketing cloud connect ensures data integration from the sales cloud to the marketing cloud is secure and authenticated and can plan the campaigns & Journey basis on the latest student interactions. We provided all support and documentation to the university with all our best practices on the MC, so that it is easily understandable to the customer as promised.
Established the service of follow-up emails.
Ease up the process of student interaction concerning their admission processes and several forms.
