Category: SFMC – Set Up Guides

Centralized Subscription Center Implementation: Addressing Local Opt-in Preferences 1. Introduction The Challenge: Growing complexity of managing customer subscriptions across multiple channels (email, SMS, push notifications, direct mail). Difficulty in complying with evolving data privacy regulations (GDPR, CCPA, HIPAA, etc.). Lack of a unified customer view across marketing channels. Inefficient customer communication and service. The Solution: […]

Immediate Sender Reputation Actions: Analyze bounce rates and remove hard bounces from all data extensions and lists Review and clean inactive subscribers (no opens/clicks in 6-12 months) Check for spam traps by analyzing patterns in your bounce logs Verify your authentication records (SPF, DKIM, DMARC) are properly configured Infrastructure Review: Audit all IP addresses and […]

Unified Data Model for Salesforce Marketing Cloud Executive Summary Proposing a unified data model to streamline marketing operations across channels Focus on scalability, integration, and real-time capabilities Supporting lead generation, transactional messaging, and SMS campaigns Current Challenges Siloed data across marketing channels Inconsistent customer records Delayed campaign activation Limited cross-channel coordination Complex reporting structure Unified […]

Merger Plan Pre-Migration Phase 1. Audit & Documentation (2-3 weeks) Complete inventory of existing assets across both instances: Email templates and content Automation sequences Journey Builder journeys Data extensions and their relationships APIs and integrations Custom activities and applications IP addresses and sending domains SSL certificates User accounts and permission sets 2. Planning & Setup […]

SFMC Instance Optimization Strategy Current State Analysis Data Collection & Assessment Audit each instance’s configuration Business units and hierarchy Data extensions and data models Integration points with other systems Automation and journey configurations Asset libraries (templates, content, images) Custom applications and code Document operational processes Team structures and responsibilities Campaign deployment workflows Data management practices […]