Account Set Up
DTC Force’s team of certified Marketing Cloud experts will work closely with your team to set up the core features of Account Engagement and ensure best practices.
- Project Kick-Off Call
- Discuss your key marketing processes to define your goals and needs.
- Weekly project check-in calls to review progress and next steps.
- Dedicated Project Consultant.
- Project Completion Call with Q&A Support.
Account Configuration
- SFMC Account Engagement & Salesforce Connected Campaign Setup.
- SFMC Account Engagement Tracking Code.
- Tracking Domain with DNS Setup Guidance.
- SPF/DKIM Records with DNS Setup Guidance.
- Social Media Connectors.
- SFMC Account Engagement Custom Fields.
- Salesforce Custom Fields.
- Display SFMC Account Engagement Data within Salesforce.
- Custom Lead Scoring Setup.
Technical Setup AND Configuration
DTC will deliver a standard implementation of Account Engagement, as per best practices of the official Salesforce Implementation Guide.
- Install and configure SFMC AE Connector & Package.
- Adding Tracker Domain.
- Configure Lead and Contact Pages.
- Map Salesforce Custom Fields to SFMC AE Custom Fields.
- Map Lead fields to Contact fields. Set up of sending domains.
- Assist in adding website visitor tracking code, vanity tracker domain (CNAME), SPF and DomainKeys to DNS, and SFMC AE IP address to company spam filter whitelist.
- SFMC AE Custom Fields (50).
- Salesforce Custom Fields (50).
- Configure SFMC AE Data within Salesforce CRM.
- Custom Lead Scoring Setup.
- Create Email Preference Center (Email Preferences Page).
- Create Unsubscribe Page. Branded Email Template (2).
- Create Layout Template (2).
- Create SFMC Account Engagement Form (1).
- (3) Segmentation Lists.
- (3) Reports and (1) Dashboard.
- Setup of the Google Ads Connector (if applicable)
SFMC Account Engagement Training Workshops
DTC will provide (3) hours of extensive hands-on training for staff and system admin users on the extensive features and functionality of SFMC AE.
CONTACT US FOR MORE DETAIL
info@dtcforce.com | +1-905-338-4856 | www.dtcforce.com
416 North Service Rd E #300, Oakville, ON L6H 5R2, Canada
