Lightning Experience | Predictive Response

Lightning Experience

The Lightning interface looks a little different from the classic Salesforce you may be used to.

Follow these guides to see how you can use Predictive Response features through Salesforce Lightning!

Email Design and Testing

1. Create a campaign:

2. Campaign Types:

3. Get hands on experience with the design and layout options of the drag-and-drop editor and review campaign and email activation options and date-based publishing triggers:

4. Confirm responsive designs and merge field content through testing:

Automation, Analytics and Branching

1. Review key metrics for tracking and campaign success:

2. Establish scoring defaults and monthly points write-off:

3. Use visitor behavior to segment your lists:

CampaignFlow

1. Automate campaign membership in real-time or as part of a scheduled process.
2. Instantly send a campaign’s first email when a contact or lead is automatically added.
3. Schedule reports to keep an eye on the automation.

Merge Fields & Dynamic Content

1. Establish custom merge fields based on an organization’s data:

2. Publish dynamic content based on either geographic or demographic segments:

Subscription Management

1. Publish a subscription page to provide readers with more than an opt-out option.
2. Review how to embed a subscription page into a website.
3. Learn how to add a campaign to a subscription from within Salesforce.com.

Additional Resources:

 

 

 

 

 

 

 

 

(1)(0)