Salesforce Journey Builder enhances the way that marketers create meaningful experiences and then connect those experiences across all channels. To fully leverage the benefits of Journey Builder requires an understanding of how it supports custom activities, data collection, and end-to-end processes. That’s why Journey Builder warrants a closer look – and we’re here to break down three of its crucial (yet surprisingly overlooked) capabilities for cross-channel marketing today.
To make the most out of Journey Builder and give your customers a seamless experience, you integrate it with all the available data and tools across your organization; the more the better! By connecting to other existing systems, such as loyalty programs, POS systems, or external databases, Journey Builder enables you to create custom journeys with impact.
In the financial services industry, for example, you may want to offer specific credit cards to clients based on the type of bank accounts they hold (Student, Regular, VIP, etc.) With Journey Builder, you can pull relevant account data to send clients directly down their desired path – a winning solution for all parties involved.
It’s not always easy to determine the best methods for each campaign, but don’t let self-doubt stifle your operations. With Journey Builder’s Path Optimizer, you can A/B test up to 10 different paths in a single journey. More than this, you can promptly pause and modify live journeys as soon as you detect issues or improvements to be made. This means that you can convey tighter, more tailored messaging – with less second guessing – to keep up with changing customer needs.
Now, returning to our earlier example regarding your bank’s new credit card campaign: you can harness Path Optimizer to test out various paths with distinct email subject lines, offers, and deployment times, to see what resonates with who, or which customer profile. After a few months of testing, you can then send out a follow-up email to those who clicked on your first communication simply by pausing the campaign and adding the updated activity into a test (without disrupting the rest).
Reach the right customers at the right time, without delay. Thanks to Journey Builder, you can quickly collect key customer information with CloudPages to effectively analyze their behaviour, actions, and habits, followed by API events to send out triggered messages at the most opportune moment.
Never underestimate the value of making your customers feel well-accommodated. In banking, for instance, you can use Journey Builder to set up reminders for customers who have scheduled meetings with their advisors, and even provide follow-up surveys to get a better sense of their experience and continue ramping up your services. This fortifies trust and keeps loyal customers coming back for more.
Why not stay involved at each stage of the customer lifecycle? From data-backed customer analysis to more aligned messaging, Salesforce Journey Builder empowers businesses to adapt to shifting customer preferences right as they change. Whether you’re in the financial sector or just looking to expand your reach, you can take on the right tools and resources to help realize your strategic vision across your entire organization. With Journey Builder, there are far more capabilities than meet the eye.
“PLUS COMPANY” AND “COMPANY” MEAN PLUS COMPANY CANADA INC. AND ITS AFFILIATES AND BUSINESS UNITS IN CANADA.
Plus Company respects the privacy of its customers.
This Policy concerns you. It describes how we collect, use, disclose and protect your personal information, including when you visit our website or any website we own, operate or control (collectively, the “Site”), when you contact us by phone or email or when you communicate with us via social media.
We may update this Policy (see “Changes to the Policy” below).
You should read this entire Policy before submitting information to us or using our Site. If you submit personal information to us, we assume that you authorize us to use and disclose it as described in this Policy.
Personal information is information that identifies you directly or indirectly, on its own or with other information, such as your name, contact details or IP address.
We may make full use of all information that is de-identified, aggregated or otherwise not in personally identifiable form.
We collect personal information …
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What type of personal information do we collect?
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As part of our business operations, we may disclose personal information to the following categories of third parties:
We currently retain personal information in North America.
We may disclose personal information in locations other than your country, province or state of residence, where privacy laws may differ.
If your personal information is used outside your country, province or state of residence, it is subject to the laws of the place where it is located and may be disclosed to governments, courts, law enforcement agencies or regulatory bodies of that place, or disclosed in accordance with the laws of that place. However, our practices regarding your personal information will remain governed by this Policy and by applicable privacy laws.
We will retain your personal information (collected through online and offline methods) for as long as it is necessary for the purposes described in this Policy. We will also retain and use your personal information to the extent necessary to comply with our legal obligations, resolve disputes and enforce our legal agreements and policies.
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