Account Engagement – Adaptal

Account Engagement Form Handler

admin — Tue, 10 Sep 2024 05:00:11 +0000

Adaptal

Adaptal - Salesforce Consulting Partner

Account Engagement Form Handler Creation and Testing

Best Practice

Overview

Account Engagement (formerly known as Pardot) helps streamline sales and marketing efforts when combined with Salesforce. As a Salesforce Consulting Partner, we leverage our expertise to optimise these integrations for your business. One of the key functionalities is the use of Form Handler.

Form Handler is a helpful tool in connecting external forms to Salesforce Account Engagement. This article will:

Explain what a Form Handler is;
Demonstrate how to create a Form Handler;
Demonstrate how to test the Form Handler.

What is a Form Handler?

Account Engagement Form Handler can integrate an existing form on your website with Account Engagement.

Imagine the Form Handler as a bridge between the existing form and the Account Engagement Form; once the visitors/prospects submit the form on website, the handler will help map the fields to the Salesforce and create the Leads for users to engage.

How do we create a Form Handler?

Make sure the field(s) that require filling and mapping are ready. Otherwise, create custom fields in Salesforce and/or Account Engagement on the relevant objects and map them first.
Go to Content > Form Handler> Add Form Handler
Enter the Name, Folder and Campaign
If needed, provide a specific Success Location by pasting the URL (usually a Thank You page)
Add Completion Actions if needed
Under Form Fields, click “Add New Fields” and the enter the External Field Name, the Account Engagement field you need to map to and the field type. Uncheck the “required” checkbox unless required.
Click “Create Form Handler” at the bottom.

How do we test if a Form Handler is working?

Copy the Endpoint URL on the Form Handler created
Paste it on a browser and edit the URL by adding
1. Question mark (?)
2. email=(prospect email)&
3. External Field Name (if it is more than 1 word, put underscore in between words, e.g. last_name)
4. Equal sign and then the value of the field that needs to be captured
5. If there are more fields and values, put “&” before repeating (c) and (d)
Press enter and you should be redirected to the Success Location page if configured
Go to the relevant prospect in Account Engagement and check if the mapped field(s) have the value input

Here is an example where the prospect we want to test:

1. Has an email “test@adaptal.com.au”
2. Feedback = Good
3. Current Status = Negotiation

https://go.sampleclient.com.au/l/1077692/2024-08-21/32vyhq?email=test@adaptal.com.au&Feedback=Good&Current_Status=Negotiation

Conclusion

Creation of Form Handler provides great flexibility especially when users / clients already have existing web forms. This way they do not have to build new forms to substitute the existing ones.

The post Account Engagement Form Handler appeared first on Adaptal. and is written by admin.

Nature Salesforce Success Story

admin — Tue, 20 Aug 2024 05:05:24 +0000

Adaptal

Adaptal - Salesforce Consulting Partner

Nature

Salesforce Success Story

Have visibility across all business departments

This Salesforce success story shows how In an industry where data-driven insights guide decision-making, having the right technology is crucial for maintaining a competitive edge. Nature, a leading strategic insight consultancy, has recently completed a Salesforce implementation across its entire organisation, with the expertise of Adaptal PTY LTD , a premier Salesforce implementation partner in Australia. This transformative project has empowered Nature to streamline processes such as prospect tracking, job management, invoice handling, project cost monitoring, and team performance assessment, all seamlessly integrated with their MYOB financial system. Transitioning from cumbersome spreadsheets and emails, Nature is now equipped to handle its day-to-day tasks with enhanced efficiency and accuracy, thanks to the powerful combination of Salesforce and MYOB.

Structuring the Data

One of the most significant challenges Nature faced was managing and contextualising vast amounts of data spread across multiple platforms. By partnering with Adaptal PTY LTD to implement Salesforce, Nature now benefits from a unified system that centralises all critical information, from prospecting, invoicing to billing, and integrates it seamlessly with MYOB. This comprehensive approach not only facilitates real-time tracking of project progress and financials but also eliminates the silos that previously hindered operational efficiency. With Salesforce and MYOB, Nature has minimised data discrepancies and enhanced their ability to draw meaningful insights, ensuring that every piece of data is connected and accessible. This integrated system significantly reduces compliance and security risks, providing Nature with a robust foundation for sustained growth.

Be Ahead of The Competition

In an era of rapid technological advancement, businesses must be agile and prepared for continuous innovation. Nature’s implementation of Salesforce, executed by Adaptal PTY LTD, positions them at the forefront of personalised communication, advanced reporting, and AI-driven insights. The scalable nature of Salesforce allows Nature to easily adopt new technologies and integrate future developments, ensuring that their operations remain secure, compliant, and efficient.

This approach not only boosts operational performance but also enhances collaboration across teams, improving workflow and client service. By building on this scalable platform, and integrating it seamlessly with MYOB, Nature is addressing current needs while anticipating future trends and innovations. This proactive strategy ensures they are well-equipped to meet evolving market demands.

A big thank you to everyone involved in this project. Every Salesforce implementation comes with its unique challenges, as each business has distinct processes and ways of working that must be respected and preserved. Finding the right balance between maintaining the familiar and introducing a more robust and scalable solution like Salesforce requires careful consideration, particularly when managing timelines, scope, and budget. However, by adhering to Salesforce’s standard functionality and best practices, we significantly reduce the risk of failure, ensuring a smoother transition and a more successful outcome.

It has been a privilege to collaborate with Nature and its stakeholders on this journey toward greater efficiency and technological excellence. The teamwork, transparency, and focus on aligning Salesforce with Nature’s vision were crucial to the project’s success. By streamlining processes and improving data accuracy, this implementation has empowered Nature to make better decisions and achieve long-term goals with confidence.

Additionally, Salesforce’s integration with MYOB provides real-time financial insights, making invoicing and project cost tracking more efficient. This has allowed Nature to simplify previously manual tasks and reallocate valuable time to higher-priority activities. The shift to a data-driven culture has improved overall team performance and strategic decision-making. The ability to scale operations with ease and adapt to changing market conditions ensures that Nature stays ahead of the competition, maintaining both operational excellence and long-term sustainability. This project stands as a testament to the power of collaboration, technology, and a clear vision for success.

ARCHITECTURE

The post Nature Salesforce Success Story appeared first on Adaptal. and is written by admin.

Account Engagement : Best Practice

admin — Thu, 08 Aug 2024 01:25:24 +0000

Adaptal

Adaptal - Salesforce Consulting Partner

Account Engagement (Pardot)

Best Practice

B2B Marketing Automation

THE MAIN ITEMS YOU SHOULD CONSIDER WHEN IMPLEMENTING ACCOUNT ENGAGEMENT

Implementing Salesforce Account Engagement, like many other Salesforce products, offers a wealth of functionalities designed to streamline your marketing and sales processes. However, it is essential to recognise that not every feature will be necessary from the outset, especially as customers transition from other platforms. Drawing from extensive experience as a Salesforce Implementation Partner Australia, specialising in Account Engagement, this guide outlines the key items and best practices to ensure a successful rollout. By focusing on these foundational elements, you can optimise your use of Account Engagement to meet your business needs effectively and efficiently.

One off CONFIGURATIONS

The first crucial step in implementing Account Engagement is setting up the basic configurations. These foundational settings are typically configured once and ensure that Account Engagement functions as expected. By properly configuring these initial settings, you establish a robust framework that supports seamless operations and enhances the overall effectiveness of your marketing automation efforts. As a trusted Salesforce Implementation Partner Australia, we will explore the essential configurations necessary to get your Account Engagement up and running smoothly, providing a solid base for all future activities.

01.

Install Account Engagement

The first step in setting up Account Engagement is to install the official Salesforce AppExchange Package. This ensures that you are using the most reliable and supported version of the tool. It is recommended to install Account Engagement directly in your production environment for all users.

02.

Enable Your Domains

Enabling tracker domains is crucial for ensuring that your emails are not considered spam. Tracker domains help maintain the branding and credibility of your email communications by aligning the email links with your company’s domain.

03.

Email Authentication

Configuring email authentication is essential for allowing your organisation to send emails from an address commonly used for communications with internal or external contacts. Email authentication, including setting up SPF, DKIM, and DMARC, verifies that your emails are genuinely sent from your organisation’s domain.

04.

Connect Account Engagement to Salesforce

Although Account Engagement is a native Salesforce product, it operates as a separate platform and requires a distinct connection to ensure seamless data transfer between the two systems. This connection enables the synchronisation of data, such as leads, contacts, and campaign activities, ensuring that your sales and marketing teams have a unified view of customer interactions.

05.

Enable Email Builder

This tool provides a user-friendly, drag-and-drop interface for creating email templates, making it easy to design and customise your email communications. While it may initially seem a bit limited in its functionality, enabling the Email Builder is considered best practice. Salesforce is continuously working to enhance this feature, ensuring that it evolves to meet your needs more effectively over time.

06.

Field Sync Setup

These fields allow you to define the specific data points you want to sync between the two platforms. Custom fields are crucial for effectively segmenting your prospects based on various criteria, enabling more targeted and personalised marketing efforts. By carefully selecting and configuring these fields, you ensure that the most relevant and valuable information is shared across both systems, providing your team with comprehensive insights and enhancing your overall marketing strategy.

crucial concept in Account Engagement is the notion of Prospects. Prospects encompass all the records to which you can send emails. They represent not only Contacts and Leads from your CRM but also include other contact records that may have been manually uploaded, created, or entered through forms on your website. Essentially, while all Contacts and Leads are Prospects, not all Prospects are necessarily Leads or Contacts.

For seamless utilisation of your marketing assets in Account Engagement, it’s important that these records are properly integrated into the system. If you have installed Account Engagement into an existing Salesforce environment, you will need to manually import all your existing Contacts and Leads into Account Engagement initially. Once this setup is complete, any new Leads or Contacts created in Salesforce will automatically be recognised as Prospects in Account Engagement. As a Salesforce Implementation Partner Australia, we ensure this integration process is handled meticulously, allowing you to consistently manage and engage with your audience through your marketing efforts.

USING ACCOUNT ENGAGEMENT

With the basic configurations in place, it’s time to delve into how marketing managers can effectively use Account Engagement to drive their marketing strategies. This section will introduce the key functionalities available within Account Engagement that empower marketing managers to execute and optimise their campaigns. Spend time to understand and utilise these functionalities, which will enable you to make the most of Account Engagement, ensuring that your marketing activities are both strategic and effective. By collaborating with a certified Salesforce Implementation Partner Australia, you can fully leverage these tools for maximum impact.

01.

Define Your Static and Dynamic Lists

Static Lists are manually curated and remain unchanged unless updated manually, making them suitable for targeting fixed groups for specific campaigns. In contrast, Dynamic Lists automatically adjust based on set criteria, continuously reflecting changes in your contact data. This means individuals are added or removed from the list in real-time based on how they meet or no longer meet the defined criteria. To utilise these lists effectively, you need to define them using custom or standard fields relevant to your marketing objectives.

02.

Build Your Emails

Whether you’re sending out promotional content, newsletters. The Email Builder enables you to craft visually appealing and effective emails without needing extensive technical skills. By utilising this tool, you can ensure that your communications are not only professional but also tailored to meet the needs of your audience.

03.

Communicate

Leverage the functionality of sending emails to lists you’ve created, whether they are static or dynamic. This feature allows you to target specific groups within your audience based on the criteria defined in your lists. By selecting a list, you can send tailored email campaigns directly to its members, ensuring that your communications are relevant and well-targeted. This functionality streamlines your marketing efforts, enabling you to efficiently reach the right people with the right message, enhancing engagement and improving the effectiveness of your campaigns.

04.

Capture Prospects

Use the Account Engagement Form Handler. This tool provides a seamless way to integrate your current web forms with Account Engagement, allowing you to automatically collect and manage leads without needing to redesign your forms. This approach is both easy and effective, enabling you to maintain your current form setup while streamlining lead capture and management processes.

05.

Create Campaigns

This will allow you to manage and allocate your marketing budget more effectively, ensuring that resources are optimised for maximum impact. Additionally, linking Account Engagement assets—such as emails, landing pages, and forms—to your campaigns allows you to track performance metrics and evaluate the success of your marketing efforts. This integration provides valuable insights into how well your campaigns are performing, enabling you to make data-driven decisions and refine your strategies for better results.

06.

Automate

Utilise Journeys and Automation Actions to streamline your marketing processes and achieve greater scale. Journeys allow you to design and automate complex workflows that guide prospects through personalised paths based on their interactions and behaviours. By integrating the prospects and assets you’ve created, you can set up automated processes that nurture leads, send targeted communications, and respond to specific triggers without manual intervention. Automation Actions further enhance this by executing predefined tasks, such as sending follow-up emails or updating records, based on the actions taken by prospects. This automation not only saves time but also ensures consistent and efficient engagement with your audience, enabling your marketing efforts to scale effectively while maintaining a high level of personalisation.

OUR EXPERIENCE

Account Engagement Projects

CSAT Score

Industries

Setting up and effectively using Account Engagement requires a specific skill set and a thorough understanding of its underlying logic. Without this foundational knowledge, you risk encountering frustration and making communication mistakes that could negatively impact your brand and customer relationships. To avoid these pitfalls and ensure a successful implementation, we strongly recommend consulting with a certified Salesforce Implementation Partner Australia. This professional guidance helps establish a solid baseline, ensuring that you are well-prepared to leverage Account Engagement’s capabilities fully and avoid potential issues from the outset.

The post Account Engagement : Best Practice appeared first on Adaptal. and is written by admin.