From the laptop 💻 of Kaelan Moss
RE: 5 Valuable Tools
The Problem
There are a lot of tools to use in Marketing Cloud.
It can be overwhelming at times.
If you're new to Marketing Cloud, you probably don't know where to start in the software.
Which means you also don't know how to make the most of this powerful platform.
With so many features, it's easy to get lost and feel like you're not making progress.
This can cause you to feel:
Frustrated
Confused
Angry
Boxed in
Imagine spending hours trying to figure out how to:
Create a simple email campaign
Or set up an automated workflow
Only to end up more confused than when you started.
The pressure to deliver for your team can make things even more stressful.
Trust me, I know exactly how you feel.
I was there when I started off in Marketing Cloud.
Which is why I'm writing this article for you.
The Solution
To help you overcome these challenges, I wrote down the...
Top 5 Marketing Cloud Tools To Dive Into First
Mastering these Marketing Cloud tools will:
Boost Your Confidence Working with Marketing Cloud.
Help You Pass Marketing Cloud Certifications.
Help You Land a Marketing Cloud Job.
Guide You In Your Marketing Cloud Journey.
Help You Become a Marketing Cloud Pro.
I break down each Marketing Cloud feature into:
What it Does
Benefits
Real World Use Case
How to Do This Use Case
Job Roles That Use This Feature
Resources To Learn
5 Marketing Cloud Tools
What it Does:
Email Studio allows you to:
Create emails, data extension
Design
Send
Tack email campaigns.
Email Studio manages the email messages that you send to customers.
You can do things like:
Create Data Extensions
Create Filtered Customer Lists
Create & Edit Emails
Send Emails to customers
Benefits:
Personalized and responsive email campaigns
Comprehensive tracking and reporting
Easy-to-use drag-and-drop interface
Real World Use Case
A retail company (Like REI) uses Email Studio to send personalized promo emails to different customers, resulting in higher open rates and conversions.
How to Do This Use Case:
Create Data Extensions.
Put customer data into those Data Extensions (First Name, Email, etc.)
Create emails that use personalization strings & AMPscript to customize the message that each person receives.
Send those personalized emails through Send Flow or Journey Builder.
Job Roles That Use This Feature:
Email Marketing Specialist
Marketing Coordinator
Digital Marketing Manager
Resources To Learn:
What it Does:
Journey Builder helps you automate & personalize the experience that customers go through with your company.
Journey's can pull data from every channel (email, SMS, Push, WhatsApp), to talk to your customers.
This makes people feel like you know how and when to communicate with them.
To put it in simple terms...
Journey Builder automates all the messages that you would have to manually send to people.
It frees you up to do better things with your time than sending emails all day.
Which means your company makes more money.
Benefits:
Saves you time to work on other things
Multi-channel engagement
Automated customer journeys
Enhanced customer experience
Real World Use Case:
A financial services company uses Journey Builder to automate onboarding journeys for new customers.
The goal is to make sure that new customers receive relevant email messages at the right time.
How to Do This Use Case:
Create 3 or 4 welcome messages in Content Builder
Create a data extension that holds all the people who will receive welcome messages when they sign up for the loyalty program.
Use the data extension as a starting source for the journey.
Use the 3-4 emails you created and put them in the journey flow.
Set the time you want to wait between each email send.
Add in any additional flow activities.
Activate the journey.
Save hours in the future.
Job Roles That Use This Feature:
Marketing Cloud Consultant
Marketing Cloud Developer
Email Specialist
Marketing Automation Specialist
CRM Manager
Customer Experience Manager
Resources To Learn:
What it Does:
Automation Studio allows you to automate:
Data management
Campaign scheduling
And other repetitive tasks.
Automation Studio is all about your data.
If you want to automate your data processes, Automation Studio is the tool for you.
You can automate:
File Transfers
SQL Query's
Data Filters
File Extracts
File Imports
SSJS
Etc...
It's like Journey Builder but for data.
It saves you time from needing to process data.
Automation Studio just does the work for you, so you can work on more important things than data processing.
Benefits:
Saves you time and energy
Increased efficiency
Reduced manual workload
Consistent campaign execution
Real World Use Case
An e-commerce business uses Automation Studio to automate its daily customer file import.
The customer data goes into Marketing Cloud on time every day without manual intervention.
How to Do This Use Case:
Connect your FTP account to Marketing Cloud.
Create the Data Extension that will store the customer data.
Create the Import File Activity in Automation Studio.
Tell Automation Studio where the file will be imported.
Start the File Import activity.
Job Roles That Use This Feature:
Marketing Cloud Developer
Email Specialist
Marketing Cloud Consultant
Marketing Cloud Administrator
Marketing Automation Specialist
Data Analyst
Campaign Manager
Resources To Learn:
What it Does:
Content Builder is a large tool that helps you:
Create Content.
Manage Content.
Organize Content.
If you have content for your emails, you can store it in Content Builder.
If you have content for SMS and WhatsApp messages, you can store it in Content Builder.
It doesn't matter what content you have.
You can store it in Content Builder.
The content can be:
Images
Videos
Files
GIF's
Audio
It all goes into Content Builder.
Benefits:
Centralized content management
Consistent branding
Efficient content creation and reuse
Real World Use Case
A global brand (like Nike) uses Content Builder to maintain consistent messaging across its:
Email
Web
And WhatsApp channels
By reusing and customizing content blocks
How to Do This Use Case:
Upload Content to Content Builder.
Put content into the email, webpage, or WhatsApp message you're creating.
Preview the pieces of content in Content Builder.
Now, you can send the content to any channel you want.
Job Roles That Use This Feature:
Brand Manager
Email Specialist
Content Manager
Digital Marketing Specialist
Marketing Cloud Developer
Marketing Cloud Consultant
Resources To Learn:
What it Does:
Contact Builder allows you to manage and organize your customer data.
You can create a single view of each customer.
This is like the Data Cloud before Data Cloud.
You can see everything about your customers (from all channels) in one spot.
You can see your:
Email Studio Data
SMS Customer Data
MobilePush Customer Data
Salesforce CRM Customer Data
All in one place.
Benefits:
Unified customer profiles
Enhanced data management
Improved segmentation and targeting
Real World Use Case
A telecom (like Verizon) uses Contact Builder to consolidate data from 3 sources.
They create detailed customer profiles that help personalize messages to each individual customer.
How to Do This Use Case:
Create Data Extensions
Connect your data to the Contact Key in Contact Builder
Upload your customer data into Marketing Cloud using File Import activities.
Go to All Contacts
Look at your customer data
Job Roles That Use This Feature:
Data Analyst
CRM Manager
Marketing Operations Manager
Resources To Learn:
When you master these 5 Marketing Cloud features...
You can:
Make More Money.
Get a Marketing Cloud Job.
Help Your Teammates (rather than asking for help).
Understand Marketing Cloud (like the pros).
Make an impact at your job.
Impress your team with your Marketing Cloud Skills.
Conclusion
If you want to:
Boost Your Confidence Working with Marketing Cloud.
Help You Pass Marketing Cloud Certifications.
Help You Land a Marketing Cloud Job.
Guide You In Your Marketing Cloud Journey.
Help You Become a Marketing Cloud Pro.
It's crucial to understand how to use these 5 key Marketing Cloud features.
Cheers to an amazing July 4th (Independence Day) vacation weekend! 🎆
Kaelan Moss - MinuteAdmin Out ✌🏽
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