Salesforce Marketing Blog - June 2009

• Salesforce Sites Event Registration Pages (Summer 09 part 3)

  John Kucera Jun 30, 2009

  Salesforce just launched Force.com Sites and it's free for all Enterprise and Unlimited Edition subscribers!  Here's a great intro to Force.com Sites, including some possibilities for driving value to your organization leveraging it's power:

  
  

  
  

  My favorite application of Sites is creating landing pages that directly update responses in Salesforce campaigns.  Some advantages of using Sites for response capture on landing pages:

  
  

   - Fewer duplicate leads

   - Cleaner response data

   - Secure, hosted, and scalable

  
  

  Sites minimizes dupe leads by updating the campaign member record directly instead of creating a duplicate lead that has to be merged back to the original lead or contact.  Sites is a clean, hassle-free way to create webforms because any picklist option you add in Salesforce is immediately available on the web form.  This means if you add an option to a "Product Interest" custom field on campaign member in Salesforce, this product can immediately appear on the Sites pages your prospects and customers see,  minimizing maintenance and creating a simple way to keep data clean.  Finally, Sites is battle tested against security threats and huge traffic spikes so you can rest easy your customers will have a consistent experience.

  
  

  Now we'll get into the meat: how to leverage Sites for event registration pages and set up your first page.  Using examples from the last post, you can set up workflow rules to email anyone added to a campaign.  By the end of this post, you'll know how to include smart links in those emails to drive prospects to your campaign member Sites Event pages, and automatically update responses from those pages such as this example:
  
  http://jdk470.force.com/?id=00v3000000JIrl6AAD
  
  
  
  To get there, we'll explore the 3 key pieces to your first site page:
  
  1) Set up your email links to include campaign member Id's in the URL
  2) Set up Force.com Sites security permissions to allow access to relevant campaign members
  3) Set up your Visualforce page to tie to campaign members

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• Automated Multi-Wave Campaigns In Salesforce Marketing (Summer ’09 part 2)

  John Kucera Jun 16, 2009

  Have you ever wanted to automatically email prospects or customers based on rules you set up?  Ever wanted to email both leads and contacts without two separate templates and processes?  In Summer ’09, it’s as easy as creating a few campaign member workflow rules! 

      

  In part 1, we walked through how triggers can be used to summarize campaign information.  In this example, we’ll show you how two workflow rules and a trigger can be used to auto-email a second reminder to non-respondents.  If any pieces seem tricky, your SFDC Administrator can help you set up these steps.

  
  

  Continuing our example, Whitney has already created a parent campaign “2009-Q3-Webinar” and a child campaign “2009-Q3-Webinar-Email Reminder”.  Both of these campaigns include the Status "No Response-2nd Email". 

  
  Whitney can work with her SFDC admin to create a workflow email alert to auto-email anyone that is added to the campaign.  However, we only want those that haven’t registered for the webinar to receive this second email. With Summer ’09, it’s now easy to auto-email campaign members with a workflow email alert, regardless of whether they are a lead or contact!  

  
  

  We’ll walk through the key steps to set up this multi-campaign automation:
         

  1) Create the time–dependent workflow rule, which delays the action by seven days
  2) Create an after update trigger, which clones this campaign member to the “Reminder Email” campaign when the workflow fires
  3) Create a workflow email alert, which auto-emails campaign members added to the “Reminder Email” campaign
  
  

  Step 1: Workflow rule fires seven days after first email sent

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