Salesforce Marketing Cloud Technologies

Marketing Cloud Dashboard

Marketing Cloud dashboard is generally the first page you see when you login in Marketing Cloud. Although, this can be changed via Default Login Preference page.

You can see here about how to access and update Default Login Preference.

This page provides you a quick overview of recent user activities and current and planned marketing content. This page has following content:

  • Toolbar
  • App Switcher
  • Journey Templates
  • Calendar
  • Recent Activities
  • Salesforce Help

Toolbar is at top of the page that contains a horizontal menu with Calendar, Campaigns and Playbooks.
Calendar takes you to the Marketing Cloud calendar where you can see published and planned emails and other communications.
Campaigns takes you to the list of campaigns in your account. Each campaign has details for the published and planned activities.
Playbooks is a pre-configured email sequences setup where a non-technical, that is someone like a Marketer, Sales person can add and implement basic Journeys. Basic Journey will include Welcome series, Birthday series etc.

App Switcher is the main navigation bar where you can see all the Studios and Builders Horizontally with their icons. You can chose between showing My Apps and All Apps from the radio button at the right-most of the section. All Apps include:
– Email Studio
– Mobile Studio
– Advertising Stuido
– Web Studio
– Social Studio
– Interaction Studio
– Data Studio
– Analytics Studio
– Journey Builder
– Audience Builder
– Content Builder
– Personalisation Builder

Journey Templates section shows a list of 6-7 Journeys (by default) and you can add more by creating more Journey Templates to that.

Calendar row shows you a preview of what happened and what is planned for the current week. There is an expand icon at the top-right of the section that takes you to the detailed Calendar page.

Recent activities are listed for reference in the last section where you can see if any recent activities in Marketing Cloud.
– Recently Sent Emails
– Recently Edited Content Builder Emails
– Recently Run Automations
– Recently Edited Journeys

Salesforce also provides a couple of sections for help and reference where you can connect to other developers through communities, read Marketing Cloud blogs and create support tickets.

Salesforce Marketing Cloud Technologies

Security Features in Marketing Cloud


Marketing Cloud provides a 3-layered security to the instance:
– General Security Settings
– Access control through Business Units
– Access control through User roles and permissions

Salesforce Marketing Cloud Technologies

General Security Controls

General Security Settings
Marketing Cloud Security settings are applied to the complete cloud (all users and all BUs). These are the settings which prevents invalid accesses. For example, restricting login to locations, IPs.

Session Settings:

  • Session Timeout
  • Require Secure Connections (https)
  • Enable Clickjacking Protection
Digital Marketing Salesforce Marketing Cloud Technologies

Journey builder and MobileConnect


Sending Mobile messages through a Journey in Marketing Cloud is not as straight as sending emails. For mobile messages, Marketing cloud needs few things:
– Mobile Number in correct format
– Locale for each contact


Its good to know that we are still friends

How many friends do you have? How many of them have you as a friend? How many friends are really friends? And how many real friends are you going to keep in your life?

Do you have the answers? No, I don’t think so. This is because none of us have ever thought that we all are selfish beings. As said by Mr Joey Tribbiani from Friends, ‘Good deeds do not exists. There is no such thing.’ We keep friends for our own sake, own purpose and own plan. Friends are not friends because they are important part of the life but because they are useful part of our life.

Salesforce Marketing Cloud Technologies

Introduction to MobileConnect – Salesforce Marketing Cloud

Mobile Studio is one of the 5 channels of Marketing Cloud along with Email Studio, Web Studio, Social Studio and Analytics Studio. Mobile Studio (MobileConnect and MobilePush) enables marketers to engage/connect with mobile users via SMSs, push messages on mobile apps and via Line to broadcast to a larger audience.

Unlike Email Marketing, Mobile Marketing
– has a limit to characters in the content,
– can have no images sent directly

Blogs Digital Marketing Technologies

Firefox security restricts Pardot forms

I was never a fan of Mozilla Firefox for web browsing. But its new features like Pocket made me start considering Firefox for some activities. Regular updates on its look and feel to make UX better also helped. I was just entering the zone where I compare Chrome and Firefox. And then one day, I had to suddenly drop Firefox from the list.

Firefox blocks important things

I was working on a Pardot implementation for a client when I found out about a Security update in Firefox. As per the new security updates, all third party things on the website will be blocked even if they are SSL certified. Third party components can be external scripts, iframes, SDKs etc.. Now this Security thing, for sure, makes Browsing secure and keeps you safe but as a web-developer and digital marketing expert I will say that is not at all a good thing.
As per Firefox, if you are creating a web page, you should use all the assets that are hosted on the same server/domain. This can make your website heavy and prone to issues due to heavy input-output transactions on all the scripts. Anything that is referring to an external asset will be blocked whether it is:

  • an advertisement image,
  • Facebook plugin to display the comments,
  • an iframe to display content from another website,
  • Google Analytics tracking script, or
  • a lead capturing form.

Yes, also a Lead Capturing form present in an iframe or one that sends data to an external site. Pardot forms are implemented on websites in iframes, which in the case of Firefox will not be working.

Impact and Solution

Let’s take a different view, according to analysis Browser market share, ~13% of web traffic comes from Firefox. In other words, 13% of potential customers will not even see a form on your website. The idea of this loss of potential customers and tracking data forces you to think of the workarounds to minimize the impact.
There are a couple of solutions to this:

  1. Replace the original content with other content. This will make sure that the user does not see any weird behavior on the webpage.
  2. Show the user a popup to saying ‘For the best experience, turn off Tracking security in your browser”.

we will discuss more on these solutions in my next blog. Stay tunes.
— SG
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Human & Nature Photography

Cloud cuckoo land

There was a time when flying was not possible for Humans. Anyone trying to visualise something big was called ‘to be in the clouds’, this might be the origin of the idiom. YOU ARE THINKING ABOVE YOUR LIMITS. This was the first thing they heard.
Now that aeroplanes and other aeronautic things can make us fly, it seems too common.  So thinking big is not anti-social now, you can think but do not over-do it, else you can be called “to be on cloud-cuckoo land”, you are walking on a lank of clouds. A totally unrealistic space where the land is even virtual.

Cloud-Cuckoo Land
Cloud-Cuckoo Land

A space where nothing is real, the land seems to end not much far, the roof is somewhat like the Sky but some more clouds.


Personalization in today’s digital landscape

We all are aware of the term Personalization in today’s digital landscape.
You may have heard of the term Personalization in digital marketing. If not, here is the most basic example to explain it: you must have received advertisement emails with your name in the first line, or in the subject line, that is Personalization. Wow.. the email is for me only, the offer is especially for me. This is how one may see that but the truth is the email is sent to thousands or lakhs of email addresses and each one of them is getting the email with their first name in it. How did they do it? we will get into it later. Let’s start with why they did it.
Before personalization came into the picture, marketers used to send out generic advertisement content to everyone they can. Back then, it was the game of numbers, the more you send the more you get. Then came-in the concept of Direct marketing, where the idea was to have a one-to-one interaction with the potential customer to make sure they convert. Here the term Personalization was introduced in marketing that allows marketers to tailor content and target in such a way that it looks like a one-to-one interaction.
Who doesn’t enjoy that feeling of walking into a shop and being recognized, welcomed and treated as an individual?
We all relish the personal touch, and this is no less the case when it comes to the marketing we are subjected to online. If you were to stop and take stock at the leaps and bounds made in personalisation over the past decade or so, you couldn’t fail to be impressed.
Five years ago, the most you could expect was messages that made a website visitor feel like they were being spoken to, with phrases like ‘Glad to have you back’ being used to develop a ‘relationship’. These days with the wealth of implicit and explicit customer data available to marketers, the opportunities afforded by personalisation have changed beyond recognition. Particularly in ecommerce, personalisation has been not just limited to welcome messages, but product recommendations: ‘if you liked this product, try these’.
As we progress towards the exhilarating world of ‘the Internet of Things’, manufacturers and developers are finding ingenious ways to make a customer’s experience of a product or service become more personal.
According to a study by econsultancy, 60% of customers online prefer it if an online store remembers their contact details and purchase information. A large swathe of ecommerce customers wants that store to retain all of that personal information, and they expect to receive a personal service that recognises them and how they shop.
Fantastic news if you are already talking to your customers in a personalised and relevant way. It is a problem though, if you are not.
Same study shows, 74% of marketers know that personalisation increases customer engagement and only 19% of marketers are actually using personalisation.
Perhaps it would do to briefly re-examine few benefits of personalisation:

  • Increases Conversion
  • Less Email yields more customers
  • Builds a passionate audience
  • Improves lead nurturing
  • Improves sales call
  • Keeps your website fresh
  • Welcome newcomers
  • Helps Create Marketing People Love
  • Builds Relationships
  • Increase customer engagement
  • Better customer experience
  • Customer retention


Email Marketing-Best Practices

Device Friendly Designs

We have got 3-7 seconds to impress enough the recipient to make him read the whole email. If we fail to do so, the reader will end up ignoring the email or worse, deleting the email. The design/look of the email creates the first impression to the reader, hence we better make the design look good and compatible to most every possible device the user might open it in.
More than 50% of emails are now opened on Mobile devices
Statistics show that 97% of all email interactions happen on the device in which the email was first opened.

The Rule: 20/40/80

The rule stats that the three important parts of an email that makes the reader read the email can affects the email performance.
Following is considered as the high performaning set for the trio.
Sender Detail: 20 Characters
Subject Line: 40 Characters
Intro-Text: 80 Characters

Dynamic/Personalised  Content, Predictive content

Personalised email conatent make the reader ‘valued’ and ‘cared’. Its good to include salutations, names, applicable instances etc to make email personalised. This helps in following:

Improves Email Performance
Increases users’ engagement and Conversions
Prevents Unsubscribes


There are a lot of such best practises to make sure that the email marketing that your organization is investing pays off. Here are a ew of such to-dos that may help:

Use Shared items for re-usable content: Helps in achieving effective designing standards
Use Forward-to-friend to allow recipient to forward the email: Helps tracking forwards and hence can generate new leads.
Create a Plain Text version of your email as well: Helps in email deliverability where HTML emails are blocked.


Email marketing has been an essential part of digital marketing book. Good habits always pay off, similarly if we want to achieve high email performance, open rates, clik-through rates and conversion rates, we should be applying best practices within our efforts.
Hopefully the above mentioned helped and if you want to get more, please write to me at or visit
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