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Marketing Cloud Training Overview: Benefits & Roadmap for Brand & Cause Team

Learn about the organizational structure, benefits, and roadmap of Marketing Cloud for the Brand & Cause Team. Includes details on email and website content requests, email request processes, and more. Access request forms and tools for efficient collaboration.

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Marketing Cloud Training Overview: Benefits & Roadmap for Brand & Cause Team

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Presentation Transcript

  1. Marketing Cloud Training

  2. Training Overview: • Brand & Cause team structure • Marketing Cloud roadmap & benefits • Marketing requests & Wrike • Email & Website Content requests • Email Request process • Next steps

  3. Digital & Graphic Design Manager (Carrie Lepore) Project Administrator (Andrea Urrea) Web Content Developer (Jordan Bray) Brand & Cause Advocacy Team Organizational Structure Social Media Intern (Jessica King) PT Graphic Designer (Angelica Yarde)

  4. Roadmap Finan • Phase 1 – Centralization • Phase 2 – Automation Q2 Q1 Q3 Q1 Q4 Cocoa/Titusville, Financial Development, Frank Deluca, Human Resources, Rosen Aquatics, Safe Start Remaining Accounts Avalon Park, Blanchard, Lake Nona, Osceola, South Orlando, Teen Achievers, Winter Park Downtown, Oviedo Dr. P. Phillips, Elem. & Middle School, Golden Triangle, J Douglas, Roper, Wayne Densch Journey Automation

  5. Centralization Benefits: • Consistent experience of the Y Brand for our customers • Shared email best practices knowledge across the association • Ability to track & report on email results across the association • Save time & effort • Save cost on multiple email platforms • Ensure email compliance

  6. Marketing Cloud Benefits: • Synced to Salesforce Sales Cloud (CRM) • More engaged content delivered in a timely manner • Automated emails / journey • Expand beyond email communications (advertising studio, mobile studio, etc)

  7. Types of Requests https://cfymca.sharepoint.com/Marketing/SitePages/Project-Request-Forms.aspx?TileGroup=19

  8. Marketing Support Request for a Single Item

  9. Wrike “Cloud-based collaboration and project management software for turning inspiration into execution.” • You can find the request forms on Y Connect, but once you click on them, you will be directed to Wrike. • Wrike is our project management tool. • It allows us to: • Create request forms • Coordinate our projects • Collaborate with everyone on the team • Manage proofing & approvals

  10. Email Requests • You can access it from Y Connect • Direct link to the Single Item Request Form • Direct link to the MasterEmail Calendar • You will receive a link to your specific email calendar for you to track your status. • If you have any email request questions, • you can email me at khofma@cfymca.org.

  11. Process

  12. Email Templates & Instructions

  13. Email Calendar View Every center/program will have its own link. Your requested project will show up on the desired send date with project status. Hover over project to view status.

  14. Association Email Calendar These calendars are live. Status & schedule changes happen in real time.

  15. Proofs (1)

  16. Proofs (2)

  17. Approvals

  18. Approvals

  19. https://www.wrike.com/frontend/requestforms/index.html?token=eyJhY2NvdW50SWQiOjE3NDI1MjksInRhc2tGb3JtSWQiOjEzODMwNX0JNDY4NjEzMTY1MjA4NwllYjU5YzExMDIwNDQyYjNmNzljZjI4MGIzZWRiMGRkOThlNzg5MDZkNjBiMTFmMDc2NDZkYmViNDcxMDQwN2Rihttps://www.wrike.com/frontend/requestforms/index.html?token=eyJhY2NvdW50SWQiOjE3NDI1MjksInRhc2tGb3JtSWQiOjEzODMwNX0JNDY4NjEzMTY1MjA4NwllYjU5YzExMDIwNDQyYjNmNzljZjI4MGIzZWRiMGRkOThlNzg5MDZkNjBiMTFmMDc2NDZkYmViNDcxMDQwN2Ri • Email Request Process Practice • Filling out the request form • Checking project status • Proofing & approving the email

  20. Oviedo & Downtown Y Examples

  21. Key takeaways: • File uploads • Landing pages • Who are you targeting? • What action do you want them to take? • Make sure operations support the marketing initiative

  22. Website Content Update Requests • Direct link to Single Item Request Form, just select Website Content Update • Any content (files, verbiage, images, etc.) updates on our website • Any new content creation (landing pages, new section/button etc.) • If you have any website content update request questions, you can email Tom at Tfischer@cfymca.org.

  23. Next steps: • Provide calendar of events • Look ahead for any email needs • Look ahead for any website content needs • Schedule walk through for first email request submission if needed • Make sure you stop sending from constant contact by date provided and save out any necessary materials by account close date.

  24. Q & A

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