American Physcian – Marketing Cloud

“American Physician” Institute (API) provides high-yield continuing medical education, presented by knowledgeable experts and designed to be the most convenient and effective way to meet the career needs of practicing physicians.

As client  has been using Pardot for marketing activities , they decided to move to Marketing cloud from Pardot. They wanted to migrate all the components from Pardot to Marketing cloud.

1. Setting up the Production connector for Marketing Cloud and testing​
2. Synchronizing Data Sources:​
   • Contact
   • Opportunity
   • API Opportunity Product
   • User
   • Training Plan Assignment​
3. Setting up Data Relationships to Contact​
4. Recreation of Automation Rules ( 36 count )​
5. Recreation of other Segmentation ( 32 count )​
6. EPC Landing Page​
7. EPC – Global Opt out​
8. C3S Onboarding Journey​
9. Community Cloud Integration

These all components were moved from pardot to Marketing cloud, marketing cloud gave the edge over pardot in terms of delivery and reliability also usability. With utmost care the migration of pardot to marketing cloud was successfully delivered.

Synchronized Data Sources in Contact Builder bring data from across all parts of the Salesforce Platform into your Marketing Cloud account. Synchronized Data Sources synchronize data from your Salesforce account at pre-specified time intervals of 15 mins

Contact object is in sync on the interval of 15 mins, with all records from salesforce

Opportunity object is in sync on the interval of 15 mins, with all records from salesforce

API Opportunity Product object is in sync on the interval of 15 mins, with all records from salesforce

Email Preference Center – Prospects can use an email preference center page to manage the subscription/unsubscription

Segmentation Lists are created based on the automation rules and filter activity for dynamic lists you can relate this as dynamic lists in pardot.

Automation rules use criteria to filter matching prospects to apply actions Automation rules are repeatable, criteria-based rules that find matching prospects and apply actions to them.These rules runshourly basis for criteria and activity.

This creates data relationships from the contact Data Extension to API opportunity product Data Extension for using in filter activity.Here you can create the data relatioship for the Data Extensions to be used in filter activity 

User object is in sync on the interval of 15 mins, with all records from salesforce

Synchronized Data Sources in Contact Builder bring data from across all parts of the Salesforce Platform into your Marketing Cloud account. Synchronized Data Sources synchronize data from your Salesforce account at pre-specified time intervals of 15 mins

Global unsubscribe Center – Prospects can use an Global unsubscribe Center page to unsubscibe from all communications

Training Plan Assignment object is in sync on the interval of 15 mins, with all records from salesforce

This allows to login into marketing cloud using salesforce login for Single Sign on.

This journey is for the prospects for onboarding based on the activity the emails are sent by a wait of 1, 2, 3 days delay. Design and automate campaigns that guide customers through their journey with a brand. When configured, Journey Builder runs responsive campaigns automatically.