Need to remind your customers of important dates, like the end of their contract terms? Learn how to build automated campaigns that are triggered from a specific date field and targeted at encouraging your clients to renew in a timely fashion: In this video, you’ll learn: How to create automated emails off of calculated date fields in the Query Builder How to set reminders How to trigger the series through your CRM system
Internal site search is a key component of websites, allowing users to quickly and efficiently find what they’re looking for. It is also critical functionality for e-commerce sites with a large inventory of products. Wouldn’t it be neat if we could skip over the intermediate step of driving users to your site from an email, and allow users to conduct a site search right within the email itself? Although inbox support varies, it is possible to do while still providing a fallback. Proper code setup is critical for this to […]
The out of the box configuration of the Account Entity in Microsoft Dynamics CRM has room for improvement when it comes to User Experience. From the seemingly random boxy layout of the Summary tab (and most of the tabs), to the abundance of seldom used fields, to the ever so slow loading timeline, things could be better. A good user experience puts emphasis on critical and frequently used information and de-emphasizes less critical and less frequently used information. And while it’s not set up well for most organizations out […]
Looking for a marketing automation strategy that rewards your audience on their special day? Watch our video to learn how to build an automated birthday email campaign in the emfluence Marketing Platform: In this video, you’ll learn: How to set up a dynamic query that automates emails based on a contact’s birthday or a calculated date around the contact’s birthday (like a half-birthday) What sorts of content to include in a birthday email How to set a cadence between several automated birthday emails How to create an automated workflow that […]
If you love the drag and drop experience of the emfluence Marketing Platform’s email builder, you are going to be very excited about this month’s update! We’re rolling out some awesome new features sure to make you feel like the emfluence Marketing Platform is so intuitive, you’ll swear it was built just for you. New Drag and Drop Editor Makes Creating Landing Pages a Cinch Creating landing pages is now easier than ever with a Drag and Drop editor. As on the email builder, the drag and drop features allow […]
