Showing posts with label Anil Jangra. Show all posts
Showing posts with label Anil Jangra. Show all posts

Engagement Marketing - THE RELEVANCE

Engagement Marketing - THE RELEVANCE

Today all of us see an average of above 1k promotional messages from various offerings and the good news is that we have also learned the ways to avoid them :)

What are the top challenges to Engagement marketers? I will probably cover in a separate blog post.

Let's look into the nuances of being an Engagement Marketer.

From a personal story, years back before I landed my first job, I cleared all rounds of interview for an engagement marketing role in a pharma company and the last round was with the owner of the firm. He had only one question to me, "Have you worked as Medical Representative before?"

At the time I was feeling bad but then I decided to take a bold move and picked sales role with a startup. It helped me grow professionally and accelerated my carrier as well.

If we don't know what exactly a customer is looking for, we will never know the right things to market them, and that's majorly come out of sales experience or selling skills.

You might have seen in your experience, no management gets a happy mode if we don't talk about Engagement metrics in our presentation, and the only reason behind this is that only Engagement metrics gives some confidence in terms of sales conversion.

While selling a marketing product, we must talk about sales outcomes that add product value for the client.

A simple example from Salesforce; you know why both Salesforce Pardot and Salesforce Marketing Cloud still exist? Even though, Marketing cloud is very robust and can connect multi-channels within it.

Salesforce Pardot has Lead Scoring and Grading feature out of the box that has direct measures around Engagement over leads and decision-makers can take a wise call on selling / cross-selling.

Thanks

This post is contributed by:

Anil Jangra

Written May 28, 2020 by Anil Jangra

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Enable Google reCAPTCHA in CloudPages - Salesforce Marketing Cloud

Enable Google reCAPTCHA in CloudPages - Salesforce Marketing Cloud
 

Today, if we are working with any big product company for the Salesforce marketing cloud implementation project. any cloudpages that captures some information and writes inside weather in sales cloud or in marketing cloud will not get security approval unless it has some bot attack protection like Google reCAPTCHA.

How can we add Google reCAPTCHA in Salesforce Marketing Cloud Cloud pages?

Since I have not seen Google reCAPTCHA V2 working perfectly with Salesforce Marketing Cloud AMPscripts functions, below are the details that should be used while implementing Google reCAPTCHA V3 over cloud pages.

In the head section; add the following script code.

<script type="text/javascript" runat="server">
Platform.Load("core", "1");
var response = [0];
var responseDetails = {};
var reCaptchaResponse = Request.GetFormField("response");
var headerNames = ["MyTestHeader1", "MyTestHeader2"];
var headerValues = ["MyTestValue1", "MyTestValue2"];
var contentType = 'application/x-www-form-urlencoded';
var url = 'https://www.google.com/recaptcha/api/siteverify';
var privateKey = 'Your Google reCAPTCHA v3 privateKey';
var payload = 'secret=' + privateKey + '&response=' + reCaptchaResponse;
responseDetails.StatusCode = Platform.Function.HTTPPost(url, contentType, payload, headerNames, headerValues, response);
responseDetails.Response = response;
var res=responseDetails.Response[0];
var obj = Platform.Function.ParseJSON(res);
var score = obj.score;
Variable.SetValue("Score",score);
Write(score);
Write(reCaptchaResponse);
</script>
<script src="https://www.google.com/recaptcha/api.js?render=Your Google reCAPTCHA v3 publicKey"></script>
<script>
grecaptcha.ready(function() {
// do request for recaptcha token
// response is promise with passed token
grecaptcha.execute('Your Google reCAPTCHA v3 publicKey', {action:'validate_captcha'})
.then(function(token) {
// add token value to form
document.getElementById('response').value = token;
});
});
</script>

* Yellow highlighted, please add your own KEYS.

 

well, the above script will not work all alone, if we see carefully it require a google reCAPTCHA response value. for that purpose we need to add a hidden field along with other fields in the cloud page as below;

<input type="hidden" name="response" id="response" value="">

Now that we know, based on Cloudpages visitor and its behaviour over the page, Google reCAPTCHA will generate a Score for that visitor.

the given score is always between 0 to 1. anything closer to "1" is considered as a good score and in other words, the visitor is not a boat.

hence in general as best practice, we always need to check if the score is greater than 0.5 then only proceed with further AMPscripts executions for the cloud page. like below.

IF @score > '0.5' THEN SET @submit = RequestParameter("submit")
IF @submit == 1 THEN SET ......

This post is contributed by:

Anil Jangra

Written May 26, 2020 by Anil Jangra

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Run Salesforce data event based journey for salesforce opportunities in salesforce marketing cloud

 
Run Salesforce data event based journey opportunities in Salesforce
 

Have you come across a use case where you were asked to let the lead be created first in salesforce and then run the journey in salesforce marketing cloud for email marketing? additionally, this journey in salesforce marketing cloud has to be based on Opportunity record which got created because of lead conversion.

And as you know In salesforce marketing cloud, only following sales cloud objects can be used to send for email marketing;

  • Lead
  • Contact
  • Account

In the given scenario, off course it will be the contact record to be entered in the salesforce marketing cloud journey. Keep that in mind, again this contact is also the one that got created because of lead conversion.

Well, you might have handled this situation through salesforce marketing cloud APIs so easily but what if you are not that good in working with APIs.

The fact is The Salesforce as a company is trying hard to make marketing cloud as easy to handle product so that a non-technical background person also can take care of journeys and other things without much hassle. specially salesforce marketing cloud is very easy to use for email marketing.

So, here is the challenge that we need to tackle.

When we say we need to use Opportunity object in salesforce marketing cloud journey builder (Salesforce Data Event) then its not possible to use either of Contact or Lead or Account. And the simple reason behind this is that there is a one to many relationships between Opportunity and Contact object.

How can we make sure the converted Lead related Opportunity and its allocated Contact only enter the journey realtime?

The solution is OpportunityContactRole (OCR) object in Salesforce

When a lead gets converted in Salesforce then an ORC record also gets created that carry one to one relation between opportunity and contact record. It helps in picking direct contact record in salesforce marketing cloud journey event for email marketing.

We need to use OpportunityContactRole object in salesforce marketing cloud journey Data Event. This object will bring all the fields from the Opportunity and Contact object to make any further conditions or filter specific to the journey.

Thanks

This post is contributed by:

Anil Jangra

Written May 21, 2020 by Anil Jangra

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Synchronized Data Sources Contact Deletion in contact builder

Synchronized Data Sources Contact Deletion

You might have encountered a situation where you have been asked to clean up the All Contacts from Contact Builder in salesforce marketing cloud . It may be because the client is running out of allocated billable contacts or tones of junk data have been created during various phases of development and testing.

And most probably you would have referred the standard documentation on this from Salesforce help siteof salesforce marketing cloud contact builder section.

Everything is fine but as per the document;
For Synchronized Data Sources, delete the information from the original data source in Sales Cloud, Service Cloud, or another cloud. This deletes the corresponding record in the Synchronized Data Extension, but it doesn’t delete the contact record from salesforce marketing Cloud contact builder.

So, this is the problem.

How do we delete Synchronized Data Sources Contact in salesforce marketing cloud contact builder?


It's a simple trick that we need to apply and get rid of this data in no less than 5 minutes. We just need to follow these steps:

    1. Go to Contact Builder > Contacts Configuration
    2. Turn On the “Contact Delete” followed by Set ZERO days in Contact Deletion Settings and Save
    3. Go to Mobile Connect and Create a List using Filter Here we select “All Contacts” and use Subscriber Key is NOT NULL as the filter And Save the List by giving a name to it.
    4. Now Go to Contact Builder > All Contacts
    5. From Top Right Corner Click on DELETE icon and Select “Delete Contact From a List”
    6. Select the List that we created in STEP 3
    7. Select “Delete both contacts and list” and Click Delete Contacts. And that’s it. Task Completed.

    We can always check the progress of deletion jobs in Contacts Analytics on the top bar.

    Thanks

    This post is contributed by:

    Anil Jangra

Written May 15, 2020 by Anil Jangra

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