Email Automation for 90-day readiness Opening: Hey everyone, it's Thursday, and I hope you're all doing well! This will be a very short and sweet presentation. I'm excited to share that we're kicking off an initiative to automate our MLI and HBI follow ups. So we call this project Email Automation for 90-day readiness Project overview: The objective of this project is to get rid of the time-consuming, hands-on tracking of MLI and HBI within Zendesk. By harnessing the capabilities of Salesforce and Salesforce ‘’ParDOT’’, the goal is to introduce automation and accelerate the email follow-up process. Talking points: In simpler terms, we want to stop manually checking, follow ups on MLI and HBI in Zendesk. Instead, we'll use Salesforce and Salesforce ParDOT to make the process automatic and much faster. This means we won't have to spend as much time and effort following up on emails. We all know about SF and what it does, but not everyone here knows much about ParDOT. What is ParDOT: Pardot is a software tool used by businesses to help with their marketing and sales efforts. It helps companies automate and streamline tasks like sending emails, tracking website activity, and managing customer data. This can make it easier for businesses to identify and nurture potential customers, ultimately helping them sell their products or services more effectively. In a nutshell, Pardot is a software as a service marketing automation platform by SalesForce Salesforce Pardot is a tool that simplifies and optimizes marketing activities, from attracting potential customers to converting them into actual clients, all while making the process more efficient and data-driven. What's the difference between Salesforce and ParDOT? Salesforce is like a big organizer for all your customer information and helps your sales and customer service teams keep track of everything. Pardot, on the other hand, is like a helper for your marketing team. It helps them send out emails, create web pages, and figure out which customers are most interested in your products or services. Talking points: In a nutshell, Salesforce is for managing customer relationships, and Pardot is for making marketing efforts more efficient. They can work together, but they're meant for different jobs. HOW THE EMAILS MOVE THRU SF PARDOT Here's my best shot at illustrating the flow. We actually have an alternate version of this, but it doesn't quite fit on the slides because it's in portrait format. However, I can send it to you all if you're interested. This was created by TM MJ. Thanks a lot, TM! - Show and explain Flow Chart for SF Pardot 1. From the day that the client goes live up to the 30th day we want it to still be w/ the IS. 2. The automation will kick in on the 31st day that the client goes live, they will receive email 1 for MLI and 1 for HBI, ONCE a week, But, there's no set day for these emails - it depends on when they enter the engagement. But Rest assured, the emails will reach the clients on weekdays and within regular business hours. 90 day tracker natin shows it's 90 days already YES – unresponsive, Not responsive NO – means they are responsive and they’ve scheduled a call with you, you are already talking to them and MLI or HBI is already in progress then they will be out of the engagement NO – if they Opt out of MLI and HBI I want to express my appreciation to my team, the individuals who contributed to making this project a reality. We've been diligently working on it since July of this year. Big thanks to Maine for always being our go-to Excel expert. Kyle, you're the ParDOT expert we can always count on. special mention to you, Kyle, wherever you may be! And I must acknowledge TM MJ for being the driving force behind all of this. TM, your guidance and support have been invaluable. Thank you! They will receive Emails follow up for MLI , HBI or both. What the clients will received (sample emails) - FAQs o How often does the client receives email? o What happens / what do I do when a client responds to MLI and opt out HBI and vice versa o If HBI/MLI status is not complete but in progress on IS end, can we pause automation? o Can we cc POCs/admins on the email? 1. In the test emails I've been getting, I noticed I get three emails every day. One is about HBI, and the other two are follow-ups for MLI. Can we expect our clients to receive the same thing? 2. If the client enters the automation on a Friday, will they receive an email on that same Friday? Will they receive emails on the weekend, or will the emails be sent during the following business week? 3. I've seen that I keep getting the exact same email templates for MLI and HBI for the 1st week. These emails started coming in on September 23. I still haven't gotten the templates for the 2nd and 3rd weeks.
