Getting Started with Email:

Adding Subscribers
Understand how to manage attributes and import subscribers

Please note: We will be starting a minute or two after the hour to allow for people still
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Getting Started with Email:
Adding Subscribers
Presented by: Your Getting Started with Salesforce Marketing Cloud Team
Forward Looking Statements
Forward Looking Statements under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties
materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or
implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking,
including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements
regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded
services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality
for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and
rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with
completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our
ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment,
our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on
potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent
fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important
disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
POLL: Where will your subscriber data be coming from?
YOUR IMPLEMENTATION JOURNEY
Webinar 1: Administration
Understand how to navigate your account, manage your settings, and create new
users.

Webinar 2: Setting Up the Marketing Cloud Connector

Understand how to install and configure your Salesforce Marketing Cloud
Connector Note: Marketing Cloud Connector must be enabled in your account

Webinar 3: Adding Subscribers

Understand how to import, manage, and segment your subscribers.

Webinar 4: Creating Your Email

Discover how to create, build, and store branded templates and emails.

Webinar 5: Testing and Sending Your Email

Learn the tools and knowledge to ensure you have a successful email
deployment.

Webinar 6: Tracking Your Email

Drive optimization of your email campaigns by understanding the tracking
information.
First, some logistics

Questions, answers, and staying in touch

• How do you ask a question?

• Will this be recorded?
• Where can you get the presentation?
• Where can you go to get more information?
OBJECTIVES: ADDING SUBSCRIBERS

Understand how to import, manage, and segment your

subscribers using lists.

We will share proven approaches to help you:

1. Understand the SUBSCRIBERS RULE philosophy

2. Create and manage preferences & profile attributes
3. Create a subscriber list and import subscribers
4. Segment your list using Groups
SUBSCRIBERS RULE
SUBSCRIBERS RULE

1. Serve the individual.

2. Honor their unique preference with regard to communication,
content, frequency & channels.
3. Deliver to them timely, relevant content that improves their lives.
SUBSCRIBERS
SUBSCRIBERS TAB

To add and manage subscribers, profile and preference attributes and lists,
navigate to the subscribers tab.
PROFILE AND PREFERENCE
MANAGEMENT
PROFILE ATTRIBUTES

Profile attributes allow you to gather additional data points on your subscribers
to drive relevant, personalized communications.
CREATE A PROFILE ATTRIBUTE
Complete the information on the General tab
CREATE A PROFILE ATTRIBUTE
Configure the Data tab
CREATE A PROFILE ATTRIBUTE
Specify possible values – this is optional and should be used when you want to limit
the possible data points used for an attribute
CREATE A PROFILE ATTRIBUTE
PREFERENCE ATTRIBUTES
A preference attribute indicates how a subscriber prefers to receive emails and can
be used for yes/no scenarios.
CREATE A PREFERENCE ATTRIBUTES
Complete fields under the General tab.
MANAGING PROFILE ATTRIBUTES

• Modify existing profile attributes

• Delete profile attributes
• Preview Profile Center
PROFILE CENTER
Subscribers can manage their attributes and preferences using Profile Center.
Live Demonstration:
Creating Profile and Preference Attributes
LISTS
CREATE A LIST
A list is a compilation of subscribers that receive your communications.
Multiple lists can be created to segment subscribers to target your email communications.
CREATE A LIST
CREATE A LIST
Select if you would like to send a welcome email.
• Default value is ‘Do not send welcome email.’
• Welcome email is only sent via web-collect or subscription center.
LIST MANAGEMENT
LIST MANAGEMENT
Live Demonstration:
Creating a List
ADDING SUBSCRIBERS
ADDING SUBSCRIBERS TO A LIST

There are two ways to add a subscriber to a list in the Salesforce

Marketing Cloud email application:

‒ Manually: add one subscriber at a time using the Create Subscriber

Wizard.

‒ Import: add multiple subscribers at once using the Import option.

ADDING SUBSCRIBERS TO A LIST – MANUALLY

Select the list you wish to add a subscriber by

clicking the hyperlinked list name and click Create
in the toolbar.
ADDING SUBSCRIBERS TO A LIST – MANUALLY

Follow the wizard to create your subscriber

ADDING SUBSCRIBERS TO A LIST – MANUALLY
ADDING SUBSCRIBERS TO A LIST – IMPORT
Select the list you wish to add subscribers to by
‒ Clicking the hyperlinked list name, or
‒ Choosing the Import button under Actions
If you click the hyperlinked name,
click Import in the toolbar in the Subscriber Tab.
ADDING SUBSCRIBERS TO A LIST – IMPORT
Follow the Import Subscriber wizards to add subscribers to your list
ADDING SUBSCRIBERS TO A LIST – IMPORT

Data Formats: Update Options:

• CSV • Add and
• Tab Delimited update.
• Other • Add only.
Delimited • Update only.
ADDING SUBSCRIBERS TO A LIST – IMPORT
ADDING SUBSCRIBERS TO A LIST – IMPORT
Live Demonstration:
Importing a List
GROUPS
WHAT IS A GROUP?

A group is a subset of subscribers from a list (or another group).

Allows you to make targeted lists of subscribers at random or based on specific criteria.
GROUP CREATION OPTIONS

There are two methods to create a group.

1. Filtered: Create a group based
on criteria about the subscriber.
2. Random: Create a group with
subscribers either randomly
selected or selected at a fixed
interval.
FILTERED GROUP CREATION
FILTERED GROUP CREATION
RANDOM GROUP CREATION
RANDOM GROUP CREATION
Live Demonstration:
Creating a Group
Data Extensions
Data Extensions Folder
Choose the Data Extensions folder to access those Audiences
Data Extension Creation
Choose create to begin that process.
Data Extension Creation
1. Choosing the Creation Method
2. Properties Page
Data Extension Creation
• Retention Policy
• Data Extension Fields
Data Extension Creation
Data Extension Fields
Data Extension Properties
Live Demonstration:
Creating a Data Extension
Importing into a Data Extension
• Adding Subscribers
Importing into a Data Extension
Data Extension Segmentation
• Filtered Data Extension
• Random Data Extension
Data Extension Segmentation
• Data Filter
Data Extension Segmentation
• Random Data Extension
Live Demonstration:
Creating Segmented Data Extensions
Creating a Report or Campaign in
Salesforce
CREATING A REPORT
FILTERING A REPORT
Live Demonstration:
Creating a Report
KEY RESOURCES

Safe harbor statement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize
Getting
or if any of the assumptions proves incorrect, Started
the results with Email
of salesforce.com, Workbook
inc. could differ materially from the results expressed or implied by the
forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any
projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding
strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upg raded services or
technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for
our service, new products and services,Salesforce
our new businessMarketing Cloud
model, our past operating Help
losses, & Training
possible fluctuations in our operating results and rate
of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with
completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability
to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our
limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential
factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year
and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are
available on the SEC Filings section of the Investor Information section of our Web site.

Salesforce
Any unreleased services or features referenced in this or Marketing Cloud
other presentations, Release
press releases Notes are not currently available and
or public statements
may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are
currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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YOUR IMPLEMENTATION JOURNEY
Webinar 1: Administration
Understand how to navigate your account, manage your settings, and create new
users.

Webinar 2: Setting Up the Marketing Cloud Connector

Understand how to install and configure your Salesforce Marketing Cloud
Connector Note: Marketing Cloud Connector must be enabled in your account

Webinar 3: Adding Subscribers

Understand how to import, manage, and segment your subscribers.

Webinar 4: Creating Your Email

Discover how to create, build, and store branded templates and emails.

Webinar 5: Testing and Sending Your Email

Learn the tools and knowledge to ensure you have a successful email
deployment.

Webinar 6: Tracking Your Email

Drive optimization of your email campaigns by understanding the tracking
information.
Q&A
Thank Y u