If you’re a Salesforce user, you may have already heard that IU Studios will require new training to be completed by the end of October to maintain your current access levels in the platform. Some changes have already been implemented, like moving from subscriber lists to data extensions.
The table below breaks down the similarities and differences between subscriber lists and data extensions, which offer more personalization, advanced usage in Marketing Cloud, and a better experience for IU’s constituents.
Comparison | Subscriber List | Data Extension |
Stores constituent data for use in Marketing Cloud | ✓ | ✓ |
Used to send emails | ✓ | ✓ |
Can be used for basic personalization (first name, last name, email) | ✓ | ✓ |
Can be used for valuable personalization (campus, vaccine status, etc.) | ✓ | |
Allows for audience segmentation by filtering field values (employees vs. students, etc.) | ✓ | |
Can be used to more effectively manage subscribers | ✓ | |
Can be used to bring reports directly from Service Cloud into Marketing Cloud | ✓ | |
Uses Convergence Cloud for upload | ✓ | |
Minimizes duplicate records through Convergence Cloud** | ✓ | |
Needs publication list for managing email subscribers for each send | ✓ | |
Works best with automations and Journey Builder | ✓ |
The new, self-paced Marketing Cloud 2.0 training course will cover a variety of topics, including:
- Using new tools (Email Framework, Convergence Cloud)
- Building, testing, sending, and analyzing emails
- Best practices for email marketing
- Designing for accessibility and mobile responsiveness
The Marketing Cloud 2.0 course quizzes will be available in Canvas soon, but in the meantime these videos break down the process for uploading data extensions and using publication lists:
How to create and upload data extensions through the convergence cloud:
https://iu.mediaspace.kaltura.com/channel/Marketing%2BCloud%2BTraining/207560053
How to create a publication list and why they are important:
https://iu.mediaspace.kaltura.com/playlist/dedicated/207560053/1_izrbadkl/1_o4zf9q6q
If you have questions or would like to learn more, you can join the IU CRM Marketing Community on Slack or attend monthly Snackforce sessions. You can also visit the new Salesforce Marketing Cloud website for more information. If you’re not a Salesforce user but would like to begin, please contact Anna Donatelle: Donatela@iu.edu.
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