How to use the fast Pardot DOI process even when people don’t accept your cookies
Without cookie consent the standard Pardot double opt-in doesn’t work. I found a solution that always works with or without cookies.
How Data Cloud (formerly CDP) is becoming the new status quo for marketing
Briefly in advance: This post will help you to understand the workflows and capabilities of Data Cloud for Marketing if you have no or just little experience with Salesforce Data Cloud or Customer Data Platforms. I will use the terms CDP (Customer Data Platform) and Data Cloud here as synonyms as I am looking at it from a marketing perspective and the features that are available today. The power of Data Cloud While there is a good understanding of the…
Use Emails as Custom Activities in SFMC
When I saw Journey Builder Custom Activities for the first time, I asked “Can I build it only with Marketing Cloud?”. The simple answer was “No.”. You cannot build a whole custom activity just in Marketing Cloud. At least as long as you think about the standard way using the installed package, JWT, config.json and so on. You find a short explanation why you need an external web server in this thread on stackoverflow. As the title suggests I want…
Securing Cloudpages in Salesforce Marketing Cloud
In this article I will show a few ways to secure a Cloudpage from external access using AMPScript and SSJS. This can be seen as an addition to my last post about checking if a user is logged in to Marketing Cloud. I will touch on this solution again but add two more. I also recommend reading the popular post by Markus Slabina about securing Cloudpages. With my article I want to go in a slightly different direction. The following…
Marketing Cloud User Validation on Cloudpages
In this article I will explain how you can check if the user that is opening a Cloudpage is logged in to Marketing Cloud and restrict access if there is no active session. Therefore we will route users via the SFMC authorization server to get a user specific code. Then we will validate that code using the API to restrict Cloudpage access for users that are not logged in. In the next step we will create a session key that…
How good is Journey Builder?
When you think of working with Salesforce Marketing Cloud you typically think of Journey Builder. Over the years the tool for creating visual marketing automation flows became the main module in Marketing Cloud. At the same time other ways of sending messages in SFMC lost their relevance. Although it is possible to get Marketing Cloud without Journey Builder in Basic and Pro editions, I wouldn’t recommend any customer to do so. If you look at the developments of the latest…
ABC analysis in Salesforce Marketing Cloud
In my last post I showed how an ABC analysis can be used to target customers with specific marketing initiatives. Read this first if you do not know what an ABC analysis is and why you should use it. In this article I show how to implement an ABC classification in Salesforce Marketing Cloud. 1. Define the goals As always when we create a new process the first step is to think about the goals we want to reach. Like…
How to create a customizable Email Performance Report as a Marketing Cloud App
As we all know the reports are not one of the better features in Marketing Cloud. In my opinion, they are not particularly beautiful, powerful or user-friendly. So I decided to create my own email performance report using a cloudpage and make it accessible as an Marketing Cloud app via the AppExchange menu. Here is what I have done: 1. Prepare a cloudpage to show the email performance report 2. Create a process to update the data extension with email…