Deployment Checklist

Salesforce Marketing Cloud Business Unit Deployment Checklist
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Salesforce Marketing Cloud Business Unit Deployment Checklist

  1. Define Objectives and Goals:
    • Clearly define your marketing objectives and goals for the deployment.
    • Identify key performance indicators (KPIs) to measure success.
  2. Plan and Strategize:
    • Determine the target audience and segments for your marketing campaigns.
    • Create a detailed marketing strategy and plan for each campaign.
  3. Data Preparation:
    • Ensure that your data is accurate, up-to-date, and cleansed.
    • Import and integrate relevant data from various sources into Marketing Cloud.
  4. Set up Business Unit:
    • Create a new Business Unit in Salesforce Marketing Cloud.
    • Define roles and permissions for users within the Business Unit.
  5. Configure Email Studio:
    • Set up email templates, including branding and personalization elements.
    • Configure email sending profiles and delivery settings.
    • Define suppression lists and bounce management.
  6. Implement Automation:
    • Set up marketing automation journeys using Journey Builder.
    • Configure triggers, decision splits, and personalized content.
    • Test and validate the automation flows.
  7. Build and Test Email Campaigns:
    • Create email campaigns using Email Studio.
    • Design and customize email content with dynamic variables.
    • Perform thorough testing across different email clients and devices.
  8. Integrate Channels:
    • Connect Marketing Cloud with other channels like social media, mobile, and web.
    • Set up and configure integrations for seamless cross-channel marketing.
  9. Personalization and Segmentation:
    • Define customer segments based on criteria like demographics, behavior, or preferences.
    • Implement personalization using dynamic content and personalization strings.
  10. Set up Tracking and Analytics:
    • Configure tracking in Marketing Cloud to monitor email performance and engagement.
    • Integrate Marketing Cloud with Google Analytics or other analytics platforms.
    • Set up tracking parameters and UTM tags for campaign tracking.
  11. Test and Validate:
    • Perform end-to-end testing of all marketing campaigns and automation journeys.
    • Check for any rendering issues, broken links, or content discrepancies.
    • Test various scenarios and ensure proper functionality.
  12. Training and User Adoption:
    • Provide training sessions and documentation to users onMarketing Cloud features.
    • Ensure users are comfortable with using the platform and its functionalities.
    • Encourage adoption and address any questions or concerns.
  13. Go-Live and Launch:
    • Schedule and launch your marketing campaigns according to your plan.
    • Monitor campaign performance and make adjustments as necessary.
    • Track KPIs and analyze the results to measure success.
  14. Ongoing Maintenance and Optimization:
    • Regularly review and optimize your marketing campaigns based on performance data.
    • Stay updated with new features and releases in Marketing Cloud.
    • Continuously improve your marketing strategy based on insights and feedback.
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