The Connected Campaign: How AI Can (and Cannot) Help a Salesforce Marketer

Hello Salesforce Marketers!?

One question that seems to be on everyone in the ecosystem's lips is how will AI impact my role? This week we evaluated whether GPT technology is indeed coming for your role (spoiler: it’s not).?

Off the back of that, we’re sharing some tips on how to master the things that ChatGPT could help with. This includes day-to-day tasks, such as creating audiences, reporting, campaigns, and content.?

AI should be used to enhance your role, so it’s best to stay on top of how you can leverage these tools. And we’re here to help, so why not follow the ultimate Salesforce Marketing resource, The DRIP??

Keep learning TrAIlblazers…

Something New

What has recently got the marketing community talking?

With AI Cloud, and more specifically Marketing GPT, arriving on the scene, it’s a good time to talk about how the roles of Salesforce marketers could be shaped by AI. Generative AI is not a ‘silver bullet’ answer – it can’t be implemented and be expected to make improvements to all use cases, nor to solve all challenges. However, there are many ways that it can help. Here's how GPT technology could have an impact on various marketing responsibilities...

Creating and managing audience lists in Account Engagement (Pardot) is key to achieving an effective email strategy. However, users often struggle more with building a well-structured audience than with using the email feature itself. By adhering to consistent naming conventions, establishing master lists, nesting lists, archiving unused lists, utilizing folders, and regularly reviewing and cleaning, you’re paving the way towards an error-free email marketing structure.

Engagement History Dashboards are out-of-the-box dashboards that show campaign performance over time. You can use these on Campaigns, Accounts, Opportunities, and Lead / Contact / Person Accounts – it’s a ‘slice’ of B2B Marketing Analytics in your Salesforce org. The dashboards are a ‘quick win’ to bring Pardot (Account Engagement) data into view. This post explains how to add them to your Salesforce page layout, step by step.

Something Old

What we found while digging through The DRIP's archives.

Salesforce Campaigns are an essential Salesforce object for marketers, acting as the central hub for campaign recipients, engagement, budget, and ROI. However, many don't use them to their full potential. With over 20 things you should know about Salesforce Campaigns, this post shares best practices to enhance your use of Salesforce Campaigns for better tracking and reporting!

Out of all of the Salesforce Clouds, you're likely most familiar with Sales Cloud - however, one source of intel that goes untapped is Service Cloud. While Sales Cloud does come with basic Case management, Service Cloud adds a whole array of additional capabilities. Here's how Service Cloud can improve your content strategy.

Something Borrowed

What we’ve been loving from the Salesforce marketing community.?

Is your Account Engagement (Pardot) org nearing your limits? Or maybe it’s just long overdue a clean out? Because the library doesn't show us a preview of the items in the list view, there's no easy way to see what these things are. In this case, it may be best to bulk download the files. Bill explains how you can do this to help keep your org in tip top shape!

Something Blue

Events you may be interested in from Salesforce and the community.

To help stay ahead of the game, joining your local Salesforce Marketer Trailblazer Group could help. Networking with new professionals that have differing expertise could help give you the leg-up you need!?

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