Salesforce Journey Builder: Three (often overlooked) capabilities for maximum marketing impact

Salesforce Journey Builder:

Three (often overlooked) capabilities for maximum marketing impact

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.

Table of Contents

Personalized Focus

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.

Ongoing Opportunities

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).

Customer Analysis

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.

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Plus Company Privacy Policy

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(Canada) EN

Updated as of September 11th. 2023

“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.

What is personal information?

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.

Information collection and use

We collect personal information …

  • From you
  • Using automated technology when you visit our Site or communicate with us through email
  • When third parties, such as service providers, collect such personal information on our behalf

When do we collect your personal information?

  • When you browse our site
  • When you contact us by phone or email
  • When you communicate with us via social media

What type of personal information do we collect?

  • Usage information – IP address, information on the device, domain name, browser used to visit our site, pages displayed, time spent on a page, link clicks
  • With your consent, we may have access to your geolocation and
    site-navigation patterns.
  • Information you provide to us, such as personally identifiable information or contact information, as well as your comments or questions.

Why do we need it?

  • To better understand how you use our Site.
  • To modify or improve our Site, services and business activities.
  • For marketing, research and legal purposes.
  • To comply with our policies, procedures and legal obligations, including complying with law enforcement or governmental authority requests, investigating fraudulent activity, resolving disputes and enforcing our legal agreements and policies.

With whom do we share this personal information?

As part of our business operations, we may disclose personal information to the following categories of third parties:

  • Consultants, service providers and contractors we use to support our business and operations (e.g., hosting or operating our Site and services, data collection, reporting, Site metrics and analytics, data analysis, fraud detection services) who have agreed to keep the information confidential and use it only to provide the applicable services.
  • Government authorities, agencies, if required to do so by law, regulation or court order, or to respond to governmental and/or law enforcement requests.
  • An acquirer or successor in interest in the event of a reorganization, merger, sale, change of control, consolidation, joint venture, assignment, transfer or other disposition of all or any part of Plus Company or its affiliates, including any negotiation thereof.

Where is your personal information stored?

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.

Retention of personal information

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.

Intended audience of Site

Our Site, social media accounts and online activities are intended for persons aged 17 and over. Therefore, we do not request personal information from minors aged 16 years or younger, nor do we knowingly collect such information from minors aged 16 or younger. If you are not 17 or older, you should not visit or use our Site.

How do we protect your personal information?

We take reasonable, appropriate steps to protect personal data from loss, misuse and unauthorized access, disclosure, alteration or destruction, whether in transmission or storage. Remember, however, that no security system is infallible and that transmission over the Internet is not perfectly secure or error-free.

We use a secure server. Only authorized persons have the right to access this information, which they are required to keep strictly confidential.

Your rights with regard to your personal information

Right to access and correct

You may request access to and obtain a copy of the personal information we hold about you.

If any personal information about you is inaccurate, incomplete or ambiguous, or if the collection, disclosure or retention of such personal information is not permitted by law, you may require that it be rectified.

You can also ask us for information about the source of your personal information (if it was not obtained from you), as well as the names of persons who have access to your information and details about how long it is kept.

Right to withdraw your consent

You may request to withdraw your consent to our use or disclosure of your personal information.

In most cases, withdrawing your consent means that we will no longer be able to offer you certain services. Otherwise, we will inform you of the consequences of refusal in our request for consent.

To exercise your rights, please send a request in writing, along with proof of identity, to our Privacy Officer at the contact information provided under How to contact us.

Once your request has been received, we will respond in writing within 30 days.

Cookies and other automated technology

A “cookie” is a small text file that is placed onto an Internet user’s web browser or device and is used to remember and/or obtain information about the user. A “web beacon” is a small object or image that is embedded into a web page, application or email and is used to track activity. Web beacons are also sometimes referred to as pixels and tags. We and/or third parties, including our service providers on our behalf, may use cookies, web beacons and other similar technology to collect information for the purposes described in this Policy, including analytics and monitoring performance and improvement of our Site (traffic, errors, page load time, popular pages, etc.). Before using these technologies to geolocate you or evaluate certain characteristics about you, such as your personal preferences, interests or online behaviour, we will ask for your permission by informing you how to enable such features. We use Google Analytics to understand how our Site, services and products perform and how you use them. To learn more about how Google processes your data, visit https://policies.google.com/privacy. To change your settings relating to cookies and other automated technology, visit our Cookie Manager.
For information and questions about the use of your personal information or this Policy, you may contact our Privacy Officer at privacy@pluscompany.com.
This Policy may be revised from time to time for any reason. In such a case, we will notify you of such changes by indicating the date of the last update. Review the Policy before submitting personal information or using our Site, services or social media pages.
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