# LLMs.txt - Sitemap for AI content discovery # DESelect | Best Salesforce Marketing Cloud Solutions > With the DESelect intuitive platform you can easily segment, find, or analyze Marketing Cloud data for elevated audience engagement - without writing code or relying on technical expertise. --- ## Pages - [Feature Update Landing Page (Do Not Use)](https://deselect.com/feature-update/): Click Here Instantly Optimize Salesforce Marketing Cloud Segment. Engage. Search. Truly connect with the right person, with the right message,... - [Simple Content Download Landing Page (Do Not Use)](https://deselect.com/landing-page/): Click Here Add Your Heading Text Here Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec... - [Meet Bruna](https://deselect.com/meet-bruna/): Meet Bruna See you soon - [sample](https://deselect.com/sample/): Sample Discover how to simplify and accelerate segmentation in Marketing Cloud. Combine & filter with drag-and-drop Combine data extensions simply... - [Optimize Salesforce Marketing Cloud](https://deselect.com/): Instantly optimize Salesforce Marketing Cloud (SFMC) with no-code segmentation, campaign prioritization tools, and search. - [Book a Demo](https://deselect.com/demo-2/): Book a demo and meeting with a DESelect expert today to discuss how we can help you instantly optimize Salesforce Marketing Cloud - [Meeting not booked](https://deselect.com/meeting-not-booked/): Thanks for submitting your information! We noticed you didn’t schedule your meeting. You will receive an email with a personalized... - [Beta Testing Registration](https://deselect.com/beta-testing-registration/): Beta Testing Registration is Currently Closed Thank you for your interest in the DESelect Beta Tester Program! Our registration is... - [Beta Testing Signup](https://deselect.com/beta-testing-signup/): Sign up to be a part of the DESelect beta testing program and get early access to our latest updates before they’re released. - [Segment Free Upgrade](https://deselect.com/segment-free-upgrade/): Get your Segment Free upgrade to Enable to unlock no-code audience segmentation and a complimentary training session for up to 5 users. - [Press](https://deselect.com/press/): DESelect News Read what’s new with us Company Updates DESelect Launches Marketing Optimization Platform for Marketing Cloud DESelect Launches Marketing... - [DESelect for Marketing Teams](https://deselect.com/marketing-teams/): Frequency optimization and segmentation for marketers of all levels. DESelect + Salesforce Marketing Cloud optimizes campaign engagement. - [DESelect for Marketing Ops Teams](https://deselect.com/marketing-operations-teams/): Standardize processes and reduce the time you spend managing data. Improve marketing operations in Salesforce Marketing Cloud (SFMC). - [DESelect for Marketing Leadership](https://deselect.com/marketing-leadership/): DESelect helps executive leaders ensure all teams are operating efficiently to generate revenue as quickly as possible. - [Heroes of Marketing Cloud | Podcast](https://deselect.com/heroes-of-marketing-cloud-podcast/): Sit down with DESelect CEO Anthony Lamot as he interviews Salesforce Marketing Cloud experts from a variety of industries. - [Subprocessors](https://deselect.com/subprocessors/): Subprocessors DESelect’s Subprocessors To support delivery of our Services, DESelect (and its affiliates as applicable), may engage and use data... - [World Tour NYC 2023](https://deselect.com/wt-nyc2023/): Come meet the DESelect team at Salesforce World Tour NY ’23 in New York City on December 14. We can’t wait to meet you all in person. - [DESelect Segment vs Audience Builder: Which Salesforce Marketing Cloud Solution to Choose](https://deselect.com/deselect-segment-vs-audience-builder-which-salesforce-marketing-cloud-solution-to-choose/): DESelect Segment vs Audience Builder - Turn to DESelect Segment for all audience creation needs with the retirement of Audience Builder - [Marketing Cloud University](https://deselect.com/marketing-cloud-university/): Learn Marketing Cloud essentials, such as SQL, AMPscript, Journey Builder + more! Grow your career with DESelect’s Marketing Cloud University - [Salesforce Demo Kit](https://deselect.com/demo-kit/): Get the Salesforce demo kit for DESelect Segment and DESelect Engage today to start maximizing the impact of Marketing Cloud - [Partner With Us](https://deselect.com/partners/): Join fellow consulting organizations such as Capgemini, Accenture, and Merkle in maximizing SFMC for your customers. - [Dreamforce 2023](https://deselect.com/dreamforce-2023/): Come meet the DESelect team at Dreamforce ’23 in San Francisco on September 12-14. We’ll be at booth #102 and can’t wait to meet you all in person. - [Head Test](https://deselect.com/head-test/): - [Security & Data Protection](https://deselect.com/security-and-data-protection/): At DESelect, we prioritize compliance and take the security and privacy of our clients’ data seriously. - [Connections 2023](https://deselect.com/cnx23/): Come meet the DESelect team at Salesforce Connections ’23 in Chicago on June 6-8. We’ll be at booth #515 and can’t wait to meet you all in person. Don’t forget to take a look at our speaker session & side events. - [Segment Free](https://deselect.com/free/): With Segment Free, easily create high performing audience segments in Salesforce Marketing Cloud…without code or technical resources. - [DESelect Culture](https://deselect.com/deselect-culture/): Learn about DESelect through this culture page. Our vision & values were built on 5 principles to shape our products, culture, and brand. - [TEST HUBSPOT](https://deselect.com/test-hubspot/): test - [Search Pricing](https://deselect.com/pricing/search/): Find anything in Salesforce Marketing Cloud (SFMC) instantly with DESelect Search and eliminate the need to manually search through folders - [Engage Pricing](https://deselect.com/pricing/engage/): DESelect Engage Pricing. The Salesforce Marketing Cloud (SFMC) campaign mission control center for prioritizing and optimizing campaigns. - [Segment Pricing](https://deselect.com/pricing/segment/): DESelect Segment Pricing. Accelerate campaign velocity by creating segments in half the time with no-code smart segmentation for SFMC. - [Blogs and SFMC Thought Leadership](https://deselect.com/blog/): Salesforce Marketing Cloud (SFMC) segmentation & saturation control. Save time and drive revenue with DESelect solutions for SFMC. - [Engage](https://deselect.com/engage-2/): Prioritize campaigns across business units, optimize send frequency, and control audience saturation to hit your revenue targets. - [Success Stories](https://deselect.com/stories/): Customer and Partner Success Stories See how the world’s leading companies optimize their marketing with DESelect “I can’t envision the marketing... - [Use Case Library](https://deselect.com/use-case-library/): Use Case Library DESelect helps marketing teams get big results with Salesforce Marketing Cloud. Learn more about how we help... - [Engage - Coming Soon](https://deselect.com/engage-coming-soon/): DESelect is launching a brand new product: Engage – to help marketers control saturation, prioritize communications, and increase revenue. - [Tour](https://deselect.com/tour/): Take a tour through our platform with video product tours and walkthroughs for DESelect Segment, Engage, and Search - [MSA](https://deselect.com/msa/): Rahmenvertrag für Dienstleistungen Zuletzt aktualisiert am 2. Mai 2022. Dieses Master Service Agreement (“MSA“) legt die Bedingungen fest, die für... - [MSA](https://deselect.com/msa/): Contrat-cadre de service Dernière mise à jour le 2 mai 2022. Ce Master Service Agreement (“MSA“) définit les termes et... - [MSA](https://deselect.com/msa-2/): Master Service Agreement Last updated on 8 September 2023 Current Version Master Service Agreement including DPA v4 – Current version... - [How to manage data in Salesforce Email Studio](https://deselect.com/how-to-manage-data-in-salesforce-email-studio/): Salesforce Email Studio is a powerful marketing tool for creating, sending, and tracking email campaigns, boosting customer engagement and ROI. - [Events & Webinars](https://deselect.com/events-webinars/): Webinars & Events Find out about upcoming and past events of DESelect or watch on-demand webinars. Upcoming Events ONLINE A+... - [DESelect Search](https://deselect.com/search/): Use DESelect Search in SFMC, the quickest way to find Objects, Data Extensions, Query Activities, and more in Salesforce Marketing Cloud - [Salesforce Automation Studio Marketing Cloud Guide](https://deselect.com/automation-studio-marketing-cloud-guide/): Learn everything about Automation Studio in Marketing Cloud and how to use DESelect marketing enablement solutions to optimize it - [Principles Manifesto](https://deselect.com/principles-manifesto/): Learn about DESelect through this manifesto. Our vision & values were built on 5 principles to shape our products, culture, and brand. - [Journey Builder in Salesforce Marketing Cloud: How to Use and Best Practices](https://deselect.com/journey-builder/): Journey Builder Marketing Cloud by Salesforce. Learn everything about how to use it to build SFMC journeys successfully - [Segment](https://deselect.com/segment-2/): DESelect Segment enables no-code smart Marketing Cloud segmentation so you can create segments twice as fast to increase campaign velocity. - [Frequently Asked Questions about DESelect](https://deselect.com/faq/): Salesforce Marketing Cloud (SFMC) segmentation and saturation control. Save time, engage customers, and drive revenue with DESelect for SFMC. - [Terms](https://deselect.com/terms/): General Terms & Conditions This is a legacy page (last updated February 12th, 2021), for the latest terms please visit... - [DESelect eBook Data Download](https://deselect.com/ebook-2-download/): DESelect eBook Data Download Your eBook is ready to be downloaded Download now - [DESelect eBook - Download](https://deselect.com/ultimate-guide-to-starting-with-segmentation-in-sfmc-download/): Ultimate guide to starting with segmentation in SFMC Your eBook is ready to be downloaded Download now - [Sad Penguin](https://deselect.com/sad-penguin/): Oops! 404 We can’t seem to find the page you’re looking for. Here are a few links that might be... - [About us](https://deselect.com/about/): We enable smart marketing ops that empower marketers to deliver authentic and engaging customer experiences - [Careers](https://deselect.com/careers/): Browse DESelect careers and job opportunities to join our amazing team and help scale the company that defined smart marketing ops. - [Pricing](https://deselect.com/pricing/): DESelect pricing enables getting started for free and scaling to paid plans depending on the number of users and business units. - [Privacy + Cookie Policy](https://deselect.com/privacy-policy/): Privacy + Cookie Policy I. SCOPE OF THIS PRIVACY POLICY This Privacy Policy describes how DESelect BV and its affiliates... ## ## Posts - [Email Deliverability Challenges in Higher Education: Navigating Privacy Changes and Evolving Metrics](https://deselect.com/blog/email-deliverability-challenges-in-higher-education-navigating-privacy-changes-and-evolving-metrics/): Email Deliverability Challenges in Higher Education: Navigating Privacy Changes and Evolving Metrics The higher education sector continues to face significant... - [Managing Audience Overlap: A Critical Imperative for Higher Education Marketing](https://deselect.com/blog/managing-audience-overlap-a-critical-imperative-for-higher-education-marketing/): Managing Audience Overlap: A Critical Imperative for Higher Education Marketing In higher education, the complexity of marketing operations has grown... - [Unlocking Salesforce Data Cloud’s Consumption-Based Pricing](https://deselect.com/blog/unlocking-salesforce-data-clouds-consumption-based-pricing/): Unlocking Salesforce Data Cloud’s Consumption-Based Pricing A Practical Guide for Marketing Teams 1. Introduction Ever since its grand reveal... - [2025 State of Marketing Operations](https://deselect.com/2025-state-of-marketing-operations/): Welcome to the DESelect 2025 State of Marketing Operations Report! This year, we explored the perspectives of 34 marketing operations... - [Take the DESelect Marketing Operations Maturity Model Assessment](https://deselect.com/blog/marketing-operations-maturity-model-assessment/): Take our free survey to assess and advance your marketing operations maturity model. You'll get a personalized report in a matter of days. - [Beyond Limits - Exploring Smart Communication Capping](https://deselect.com/blog/smart-communication-capping/): Read this comprehensive guide to learn how smart communication capping can maximize customer engagement, marketing ROI, and compliance. - [Top 10 Marketing Operations Predictions for 2025](https://deselect.com/blog/top-10-marketing-operations-predictions-for-2025/): Explore out top 10 marketing operations predictions for 2025 and the opportunities they can bring for marketing ops leaders in the new year. - [sample post](https://deselect.com/sample-post/): DESelect Blog – sample post - [November '24 Release - Cross-BU Saturation Control in DESelect Engage](https://deselect.com/releases/november-24-release-cross-bu-saturation-control-in-deselect-engage/): DESelect introduces centralized cross-BU saturation control to prioritize communications and optimize send frequency across BUs - [Amber Sellens: Building a Horizontal MarOps team, Brand Consistency, and MarTech Leadership | Episode 24](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-amber-sellens/): Watch Heroes of Marketing Cloud Episode 24 with Shell Energy marketing executive Amber Sellens and DESelect CEO Anthony Lamot. - [October '24 Release - New Segment UI and Features](https://deselect.com/releases/october-24-release-new-segment-ui-and-features/): DESelect introduces the October '24 release of the new Segment, with an updated UI and features to increase campaign velocity. - [Lukas Lunow: 2024 Marketing Champion on Evolving with Salesforce, Leading a Global Team | Episode 23](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-lukas-lunow/): Watch Episode 23 of Heroes of Marketing Cloud as Anthony Lamot interviews Lukas Lunow, recently named 2024 Salesforce Marketing Champion. - [Basic-Fit Customer Success Story](https://deselect.com/basic-fit-customer-success-story/): In this customer success story, learn how Basic-Fit cut audience segment creation from four weeks down to less than two days. - [The Ultimate Guide to Salesforce Marketing Cloud Advanced Edition](https://deselect.com/blog/the-ultimate-guide-to-salesforce-marketing-cloud-advanced-edition/): Explore the features, benefits, and impact of Salesforce Marketing Cloud Advanced Edition, announced at Dreamforce 2024. - [DESelect Wins Salesforce Partner Innovation Award in Consumer Goods Category](https://deselect.com/press/deselect-wins-salesforce-partner-innovation-award-in-consumer-goods-category/): DESelect Wins Salesforce Partner Innovation Award in Consumer Goods Category for its partnership with Home Chef - [DESelect Founder and CEO Anthony Lamot Named Finalist for 2024 GTM CEO of the Year Award](https://deselect.com/press/deselect-founder-and-ceo-anthony-lamot-named-finalist-for-2024-gtm-ceo-of-the-year-award/): DESelect Founder and CEO Anthony Lamot has been named a finalist for the 2024 GTM CEO of the Year Award - [Frequency Capping Checklist for Salesforce Marketing Cloud](https://deselect.com/frequency-capping-checklist-for-salesforce-marketing-cloud/): Get the frequency capping checklist for Salesforce Marketing Cloud to ensure your campaigns resonate and don't end up in the spam folder. - [Guide: 32 Email Marketing Templates from ChatGPT](https://deselect.com/guide-32-email-marketing-templates-from-chatgpt/): Download this free guide of 32 email marketing templates from ChatGPT to save time and kickstart your creativity - [2024 State of AI and Personalization in Marketing - Part 1](https://deselect.com/2024-state-of-ai-and-personalization-in-marketing-part-1/): Read the 2024 State of AI and Personalization Part 1 to learn how 300 marketers we surveyed are utilizing the latest tools and technologies. - [2024 State of AI and Personalization in Marketing - Part 2](https://deselect.com/2024-state-of-ai-and-personalization-in-marketing-part-2/): Read the 2024 State of AI and Personalization Part 2 to learn how 300 marketers we surveyed are utilizing the latest tools and technologies. - [Report: 14 Data and AI Challenges from 57 MarTech Leaders](https://deselect.com/report-14-data-and-ai-challenges-from-57-martech-leaders/): Explore insights into the 14 data and AI challenges in this report from DESelect interviews with 57 MarTech leaders - [Report: Understanding the Marketing Fatigue Tipping Point](https://deselect.com/report-understanding-the-marketing-fatigue-tipping-point/): Understand the marketing fatigue tipping point to optimize email campaign send frequency and implement saturation control - [Martin Kihn: From Stand-up to SVP, Data Cloud vs other CDPs, and Buyer Intent Data | Episode 22](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-martin-kihn/): Anthony Lamot sits down with Martin Kihn, Author and Senior Vice President of Market Strategy for Marketing Cloud at Salesforce. - [DESelect Segment vs Audience Builder: Which Salesforce Marketing Cloud Solution to Choose](https://deselect.com/blog/deselect-segment-vs-audience-builder-which-salesforce-marketing-cloud-solution-to-choose/): In this blog, we compare DESelect Segment vs Audience Builder and showcase how Segment can be your solution to Audience Builder retirement. - [Unlocking the Potential of Salesforce Data Cloud: A Comprehensive Guide](https://deselect.com/blog/salesforce-data-cloud/): Read our comprehensive guide about Salesforce Data Cloud, including features, benefits, use cases, and integrations. - [Pato Sapir: Founding Devs United, Finding Success in SFMC, and Marketing Cloud Growth | Episode 21](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-pato-sapir/): CEO and Co-Founder Anthony Lamot sits down with Pato Sapir, Founder and Technical Consultant at Devs United. - [Case Study: Home Chef](https://deselect.com/success-story-home-chef/): Discover how Home Chef boosted revenue per customer by 3% and achieved daily segmentation for 5M+ records using DESelect–all without code. - [Case Study: Camping World](https://deselect.com/success-story-camping-world/): Learn how Camping World streamlined marketing with DESelect, cutting campaign planning from weeks to hours and achieving 96% automation. - [Zandra Marquez, Senior Customer Success Manager](https://deselect.com/blog/zandra-marquez-senior-csm/): Company Culture Meet our team: Senior Customer Success Manager, Zandra Marquez We have a superstar in our Customer Success Team... - [May '24 Release - Enhanced Campaign Reporting in DESelect Engage](https://deselect.com/releases/enhanced-reporting-capabilities-engage/): Enhanced campaign reporting capabilities in DESelect Engage are now available to optimize campaign planning and performance - [Andrea Tarrell: Community Collaboration, Evolution of MarTech, Overcoming Challenges | Episode 20](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-andrea-tarrell/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Andrea Tarrell, a CEO and Co-Founder of Sercante. - [Harnessing the Power of Relative Dates in Salesforce Marketing Cloud (SFMC)](https://deselect.com/blog/harnessing-power-relative-dates-salesforce-marketing-cloud-sfmc/): Learn how to effectively use relative dates in Salesforce Marketing Cloud (SFMC) to enhance your marketing efforts and boost engagement - [Jyothsna "JB" Bitra: Marketing Cloud Learning Camp, Golden Hoodies, & Adaptability | Episode 19](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jb-bitra/): In this episode of Heroes of Marketing Cloud, Anthony Lamot chats with Jyothsna "JB" Bitra, founder of Marketing Cloud Learning Camp. - [Salesforce Announce Marketing Cloud Growth Edition Built on Top of Data Cloud](https://deselect.com/blog/salesforce-announce-marketing-cloud-growth/): Salesforce Marketing Cloud Growth represents a significant advancement in marketing automation, particularly for small and medium-sized orgs. - [What Are the Typical Stages of the B2C Customer Journey?](https://deselect.com/blog/customer-journey-stages/): From awareness to conversion, uncover the stages of the B2C customer journey. Optimize your strategy for maximum customer lifetime value. - [Guide to Segmentation in Salesforce Marketing Cloud (SFMC)](https://deselect.com/blog/segmentation-in-salesforce-marketing-cloud-sfmc/): Learn about the best solutions for segmentation in Salesforce Marketing Cloud to optimize your marketing campaigns and increase engagement. - [Case Study: Springbok](https://deselect.com/case-study-springbok-agency/): Learn how the innovative marketers at Springbok optimized their marketing processes with DESelect Segment to better serve their customers. - [Case Study: Transport for London](https://deselect.com/case-study-transport-for-london/): Non-profit / Government Customer Success Story Convenient Segmentation for Government Orgs with Large Databases Granted marketing teams independence from IT... - [Case Study: Tamedia](https://deselect.com/case-study-tamedia/): We're so excited to work with legacy companies like Tamedia. See how Tamedia optimized their marketing process with DESelect Segment. - [March '24 Release - Import Journeys and Automate Retries](https://deselect.com/releases/import-journeys-automate-retries/): Import journeys and automate retries are featured in our March '24 release to enable marketers to have control over communication frequency. - [Aaron Beatty: Email Personalization, AI for SFMC, and Future of Data Cloud | Episode 18](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-aaron-beatty/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Aaron Beatty, CEO at Engage Evolution - [Timo Kovala: Dealing with Change Management, Marketing Attribution & AI | Episode 17](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-timo-kovala/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Timo Kovala, Managing Architect at Capgemini - [William McMahon: Being a Techonology-Agnostic SI, Odoo vs SFMC & AI tips | Episode 16](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-william-mcmahon/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with William McMahon, CEO and Founder at Gravitai - [Arthur Backouche: Artificial Intelligence, AMPScript, SSJS vs SQL | Episode 15](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-arthur-backouche/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Arthur Backouche, Senior SFMC Consultant at Skie - [Jackie Mennie: Salesforce Marketing Champion, Financial Services Data | Episode 13](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jackie-mennie/): In this episode of Heroes of Marketing Cloud, Anthony Lamot speaks with Jackie Mennie, SFMC Architect at Media.Monks - [Eric Stahl: Campaign Attribution, Digital Innovation, and Adaptability | Episode 10](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-eric-stahl/): Anthony Lamot has a conversation with Eric Stahl, SVP & GM Digital Experience and Marketing Decision Science at Salesforce. - [Dror Meir: Customer Journeys, Marketing Enablement, and Geotargeting | Episode 9](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-dror-meir/): In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Dror Meir, Founder of WEKU Marketing Solutions. - [Chris Zullo: Puzzle Solving, COVID-19 and Future of SFMC | Episode 8](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-chris-zullo/): In this episode of Heroes of Marketing cloud, Anthony Lamot has a conversation with Chris Zullo, Global Practice Director at AllCloud - [Danielle Laffey: Community Leadership and SFMC Best Practices for the Insurance Sector | Episode 7](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-danielle-laffey/): Anthony Lamot talks with Danielle Laffey, Principal Salesforce Consultant in Insurance, and 2020 Salesforce Marketing Champion. - [Julien Coatelen: SFMC Consulting Projects and Being a Community Leader | Episode 6](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-julien-coatelen/): Anthony Lamot talks with Julien Coatelen, Salesforce Marketing Cloud Lead, and User Group leader, and 2020 Marketing Cloud Champion. - [Michiel van Gaalen: Application Architecture, Consulting, and Becoming a Member of the SFMC Community | Episode 5](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-michiel-van-gaalen/): ur host Anthony Lamot, CEO at DESelect, talks with Michiel van Gaalen, SF Application Architect and 2020 Marketing Cloud Champion. - [Lucy Mazalon: Behind the Scenes at Salesforce Ben and The Drip, Educational SFMC Tools | Episode 4](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-lucy-mazalon/): Anthony Lamot, DESelect’s CEO, chats with Lucy Mazalon, Pardot and Salesforce Consultant and editor at Salesforceben.com and The Drip. - [Guilda Hilaire: Historical Trajectory of the SFMC Platform and Becoming a Trailblazer | Episode 3](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-guilda-hilaire-episode-3/): In this episode, our host Anthony Lamot, DESelect’s CEO, chats with Guilda Hilaire, Senior Manager of Product Marketing at Salesforce. - [Kaelan Moss: Starting Your Career in SFMC and Learning Technical Skills | Episode 2](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-kaelan-moss/): In this episode, our host Anthony Lamot, CEO at DESelect, talks with Kaelan Moss, also known as the “Minute Admin”. - [Greg Gifford: Building Apps for Salesforce, Cursory Knowledge and SFMC Challenges | Episode 1](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-greg-gifford-episode-1/): On Heroes of Marketing Cloud, Anthony Lamot speaks with Greg Gifford, Manager of SFMC Engineering at DEG Digital. - [Jason Trout: Future of AI in Marketing, User Adoption, and Consulting | Episode 14](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jason-trout/): On Heroes of Marketing Cloud, Anthony Lamot speaks with Jason Trout, Principal at Salesforce Marketing Cloud consulting firm BoldRamp. - [Journey Builder in Salesforce Marketing Cloud](https://deselect.com/blog/journey-builder-in-salesforce-marketing-cloud/): Journey Builder in Salesforce Marketing Cloud Salesforce Journey Builder is an intuitive marketing tool that allows you to interact with... - [What Is Salesforce Marketing Cloud? A Quickstart Guide](https://deselect.com/blog/what-is-salesforce-marketing-cloud/): From personalized customer experiences to advanced automation, read how Salesforce Marketing Cloud stands out as the solution for marketers. - [Alex Divrioti, Customer Success Manager](https://deselect.com/blog/employee-spotlight-alex-divrioti/): Company Culture Meet Our Team: Customer Success Manager, Alex Divrioti Meet Alex, our newest member of the Customer Success Team,... - [Audience Engagement Scoring 101: Finding Your Best Subscribers](https://deselect.com/blog/audience-engagement-scoring-model/): Learn how to create an audience engagement scoring model to find your most engaged customers and segments ripe for retargeting campaigns. - [Case Study: Bonobos](https://deselect.com/case-study-bonobos/): See why DESelect Segment streamlines all segmentation for Bonobos, eliminating the need for advanced coding knowledge. - [Jurgen Bult: AI in Consumer Goods, Importance of People Development, Campaign Management | Episode 25](https://deselect.com/podcast/jurgen-bult-ai-in-consumer-goods-importance-of-people-development-campaign-management-episode-25/): Guest Jurgen Bult of Dyson shares insights on how he uses DESelect for streamlining segmentation processes and enabling campaign efficiency. - [Case Study: Scalable Capital](https://deselect.com/case-study-scalable-capital/): See how DESelect Segment powers fast, reliable campaigns for Scalable Capital and other financial services businesses. - [Heroes of Marketing Cloud: Genna Matson on the Marketing Cloud Community](https://deselect.com/podcast/homc-salesforce-marketing-cloud-community-expert-genna-matson/): DESelect talks with Genna Matson, creator of HowToSFMC and Email Geeks, on how to tap into the Marketing Cloud community to grow your career. - [Understanding Data Privacy Compliance Across Multinational Teams in Salesforce Marketing Cloud](https://deselect.com/blog/data-privacy-compliance-multinational-teams-sfmc/): Curious how to ensure data privacy compliance among marketing teams spread across the world? Learn best practices to prevent costly fines. - [Ensuring Data Is Ready For Marketing Campaign Launch: Optimal Data Storage, Taxonomy, and Deployment to Journey Builder](https://deselect.com/blog/ensuring-data-is-ready-for-marketing-campaign-launch/): How do you ensure marketing campaign launches are both on-time and effective? We lay out best practices for each step of the process. - [Email Deliverability Best Practices, Part 2: Navigating Gmail’s Ongoing Purge](https://deselect.com/blog/email-delivery-best-practices-gmail-purge/): With Google removing old and inactive Gmail accounts, we provide email deliverability best practices designed to prevent hard bounces - [DESelect – December '23 Release](https://deselect.com/releases/deselect-december-23-release/): DESelect’s Marketing Optimization Platform for Marketing Cloud continues to improve. Now it's easier to navigate our platforms and use Engage. - [Case Study: The National Kidney Foundation](https://deselect.com/case-study-national-kidney-foundation/): See why The National Kidney Foundation uses DESelect for the granular audience requirements its campaigns – without needing SQL or AMPscript - [DESelect Launches Marketing Optimization Platform for Marketing Cloud](https://deselect.com/blog/deselect-launches-marketing-optimization-platform-marketing-cloud/): DESelect launched the Marketing Optimization Platform for Marketing Cloud, helping teams maximize campaign impact in a single platform - [GDPR Compliance in the US Versus the Rest of the World: Key Differences and Challenges](https://deselect.com/blog/gdpr-compliance-in-us-vs-europe/): Explore the nuances of GDPR compliance in the US compared to other regions. Uncover the strategies US businesses need to avoid costly fines. - [DESelect: The Marketing Optimization Platform for Salesforce](https://deselect.com/blog/deselect-marketing-optimization-platform-salesforce/): DESelect may have had humble beginnings, but learn how we've become the leading marketing optimization platform for Salesforce. - [Seeing Too Many Bounces? 5 Tips to Improve Email Deliverability](https://deselect.com/blog/improve-email-deliverability/): Learn how your brand can improve email deliverability, reduce bounce rates, and better engage subscribers with these five expert tips - [Best Practices for a Seamless Salesforce Marketing Cloud Data Migration](https://deselect.com/blog/salesforce-marketing-cloud-migration/): When working with data, a Salesforce Marketing Cloud migration is an intricate, laboring project. Make sure you have the right process - [Outreach Finesse: How Many Follow-Up Emails is Too Many?](https://deselect.com/blog/how-many-follow-up-emails-is-too-many/): Wondering how many follow up emails is too many? Learn how to strike the right balance between persistence and annoyance. - [Query Studio Demystified: 5 Critical Use Cases for SFMC Marketers](https://deselect.com/blog/sfmc-query-studio-demystified-5-use-cases/): Discover expert tips and techniques to enhance your data-driven marketing campaigns in this comprehensive guide on SFMC’s Query Studio. - [DESelect Engage – October '23 Release](https://deselect.com/releases/deselect-engage-october-23-release/): It’s our first DESelect Engage update! Learn how we enhanced rule setting and created a handy AI for all your campaigns and recurring sends - [8 New AI Marketing Tools Sure to Boost Efficiency](https://deselect.com/blog/ai-marketing-tools-boost-efficiency/): Discover 8 cutting-edge AI marketing tools that promise to supercharge your campaign speed and boost effectiveness like never before. - [Case Study: Maczfit](https://deselect.com/case-study-maczfit-catering/): See why Maczfit no longer relies on time consuming SQL queries with DESelect Segment's intuitive segmentation for Marketing Cloud - [DESelect Segment – October '23 Release](https://deselect.com/releases/deselect-segment-october-23-release/): See how we’ve made personalization easier via SQL conversion and source limiting in order to make your marketing ops more effective. - [An Overview of AMPscript in Salesforce Marketing Cloud](https://deselect.com/blog/an-overview-of-ampscript-in-salesforce-marketing-cloud/): Learn what’s possible with AMPscript in Marketing Cloud and what next steps you can take to grow your skillset. - [What Are Four Types of Behavioral Segmentation for the Automotive Industry?](https://deselect.com/blog/what-are-four-types-of-behavioral-segmentation-automotive/): Discover what are four key types of behavior segmentation for automotive companies that drive successful marketing campaigns. - [Case Study: Motorpoint](https://deselect.com/case-study-motorpoint/): See how Motorpoint removed its IT dependency thanks to DESelect Segment's intuitive drag-and-drop segmentation for Marketing Cloud - [Case Study: School Specialty](https://deselect.com/case-study-school-specialty/): See how School Specialty uses both DESelect Segment and Salesforce Data Cloud to create pinpoint segmentations and personalized messages. - [What is Hyper-Personalization? Learn from Over 30 Industry-Specific Examples!](https://deselect.com/blog/what-is-hyper-personalization-ebook-blog/): Discover what Hyper-Personalization is with 32 industry-specific examples! Unlock the secret to tailoring customer journeys like never before - [Optimizing the Touchpoints and Channels of a Digital Customer Journey](https://deselect.com/blog/optimizing-digital-customer-journey/): Explore strategies for how to enhance your digital customer journey with ways to optimize each touchpoint and channel. - [How to Write SQL: The Most Common Queries in SFMC](https://deselect.com/blog/how-to-write-sql-overview/): Learn how to write SQL in Salesforce Marketing Cloud and some valuable use cases specific to SFMC audience segmentation with this in-depth guide. - [4 More Opportunities for Personalization in eCommerce Email Marketing](https://deselect.com/blog/4-more-opportunities-for-personalization-in-ecommerce-email-marketing/): What is the potential impact of maximizing personalization in ecommerce campaigns? Check out opportunities your team can capitalize on. - [Exploring Geographic Segmentation: Elevating Hospitality Experiences with 5 Location-Based Strategies](https://deselect.com/blog/exploring-geographic-segmentation-hospitality/): Uncover how geographic segmentation can revolutionize guest experiences, boost personalized marketing, and enhance overall satisfaction. - [Predictive Marketing: An Overview and How to Segment Audiences with AI](https://deselect.com/blog/how-to-segment-audiences-predictive-marketing/): AI has been a buzz word for a long time, but have you considered how to segment audiences with it? Enter predictive marketing - [Finding the Sweet Spot: Multivariate Testing in Email Marketing](https://deselect.com/blog/multivariate-testing-email-marketing/): Learn the strategic use of multivariate testing in email marketing. Find the optimal combo of variables to enhance each send's effectiveness. - [Case Study: The Brain Tumour Charity](https://deselect.com/case-study-the-brain-tumour-charity/): See how The Brain Tumour Charity has adopted a comprehensive, personalized contact strategy with DESelect Engage. - [Building Strong Customer Relationships: Five Best Practices for Consumer Data Segmentation](https://deselect.com/blog/consumer-data-segmentation-best-practices/): How can your consumer data segmentation practices result in ROI-driven campaigns? We lay out five best practices to consider. - [Pardot vs Marketing Cloud: Which Salesforce MAP Is Best for Your Organization?](https://deselect.com/blog/pardot-vs-marketing-cloud-salesforce-map/): Debating which automation platform will best fit your business needs? We give a breakdown of Pardot vs Marketing Cloud - [Finding and Preventing Contact Undersaturation With Omni Channel Marketing Automation](https://deselect.com/blog/contact-undersaturation-omni-channel-marketing-automation/): How do you find out which subscribers aren’t getting the full value of your outreach through omni channel marketing automation? - [Guide: Automating Marketing Campaigns for B2B and B2C](https://deselect.com/automating-marketing-campaigns-for-b2b-and-b2c/): Download our guide to learn about automating marketing campaigns and creating targeted journeys for B2B and B2C in SFMC - [The 8 Best Types of Email Marketing Campaigns for Retail and eCommerce Success](https://deselect.com/blog/8-types-of-email-marketing-campaigns-retail-ecommerce/): Stand out in a highly competitive industry with these 8 types of email marketing campaigns personalized enough to prime customers for action. - [Austin Salesforce User Group Recap – Summer 2023](https://deselect.com/blog/austin-salesforce-user-group-recap-summer-2023/): Austin hosted its first Salesforce user group for Marketing Cloud in years! Learn how to become an SFMC power user & prevent marketing fatigue - [Eduardo Ruiz de Pascual: Ensuring Customer Success and SFMC Advice | Episode 11](https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-eduardo-ruiz-de-pascual/): Anthony Lamot has a conversation with DESelect's very own Customer Success Manager, Eduardo Ruiz de Pascual! - [DESelect Segment – August '23 Release](https://deselect.com/releases/deselect-segment-august-2023-release/): DESelect Segment continues to finetune its features, and this month we’re rolling out some awesome updates to filter types and more! - [Learn to Segment in Salesforce Marketing Cloud With These Concepts](https://deselect.com/blog/segment-salesforce-marketing-cloud-concept/): Curious what a data extension is? Want to know the relationship between personalizing+segmentation in Salesforce Marketing Cloud? Learn more! - [The Power of Segmenting Data: Boosting Engagement in Email Campaigns](https://deselect.com/blog/segmenting-data-email-campaigns/): Learn the best practices for segmenting data in Marketing Cloud and ways to avoid common pitfalls. Most importantly-how to improve campaigns - [Cornell University, DESelect Partner to Enhance Donor, Student Communications](https://deselect.com/blog/cornell-university-deselect-partner-to-enhance-donor-student-communications/): Cornell University and DESelect have partnered to boost the effectiveness of the university's marketing and communication efforts. - [What Is a DMP? How Does It Differ From a CDP and CRM?](https://deselect.com/blog/what-is-a-dmp/): A data management platform, aka a DMP, offers audience targeting, most often for ads. See how it differs and works alongside CDPs and CRMs. - [What Is Personalization Going to Look Like Long Term? See What Marketers Have to Say](https://deselect.com/blog/what-is-personalization-going-to-look-like-long-term/): Learn how marketers answer, “What is personalization doing for our organization?” with these insights straight from Marketing Cloud users. - [Consumer Report: The Importance of Preventing Email Overload](https://deselect.com/blog/importance-of-preventing-email-overload/): 46% of consumers will unsubscribe from emails too irrelevant/overwhelming. Defend against email overload with DESelect’s consumer insights - [Forming a Data Collection Plan: Why It’s Needed and What to Do With It](https://deselect.com/blog/forming-data-collection-plan/): Marketers rely on a constant flow of new data to support campaigns. Learn how to form a proper data collection plan that empowers your team. - [Salesforce Journey Builder Best Practices: Create Personalized Journeys that Drive Action](https://deselect.com/blog/salesforce-journey-builder-best-practices-create-personalized-journeys-that-drive-action/): Learn how to place segments and content from the Studios into Salesforce Journey Builder, and to optimize campaigns through proper saturation - [Avoid Fines and Build Consumer Trust: Following the GDPR Compliance Checklist](https://deselect.com/blog/following-the-gdpr-compliance-checklist/): Marketing regulations are tough to understand and can result in fines. Follow our GDPR compliance checklist to earn consumer & legal trust. - [Remaining Compliant in the New Digital Age: Zero Party Data Collection Strategies](https://deselect.com/blog/zero-party-data-collection-strategies/): Companies such as Google and Apple are phasing out third-party cookies. Learn how to pivot through these zero party collection strategies. - [DESelect Segment – June '23 Release](https://deselect.com/releases/deselect-segment-june-2023-release/): We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the June '23 Release - [The Reason Open Rates Aren’t Reliable Anymore and the Email Marketing Metrics to Monitor Instead](https://deselect.com/blog/email-marketing-metrics-to-monitor-instead-of-open-rates/): Years later, an iOS update still gives marketers bad data. Learn why open rates aren't reliable and email marketing metrics to follow instead. - [Who Should Be Involved in Creating Your Buyer Personas?](https://deselect.com/blog/who-should-be-involved-in-creating-your-buyer-personas/): Knowing your customers is the responsibility of every customer-facing role. But who should be involved in creating your buyer personas? - [Sharing Data Across Business Units: An Overview and Best Practices](https://deselect.com/blog/sharing-data-across-business-units/): Siloed data is inefficient, especially across enterprise orgs. Learn best practices to manage and synch data across multiple business units. - [Marketing Cloud Audience Builder is Being Retired – What’s Next?](https://deselect.com/blog/marketing-cloud-audience-builder-is-being-retired-whats-next/): Salesforce is retiring Marketing Cloud's Audience Builder, date TBA. How else can marketers of all stripes create highly targeted audiences? - [Heroes of Marketing Cloud: Kaleem McGill, Salesforce Marketing Champion](https://deselect.com/blog/kaleem-mcgill-salesforce-marketing-champions/): Interested in learning from some of the elite Salesforce Marketing Champions? We profiled Kaleem McGill for his career highlights and advice. - [DESelect Segment – April '23 Release](https://deselect.com/releases/deselect-segment-april-2023-release/): We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the April '23 Release - [DESelect Launches 'Engage' Platform to Combat Marketing Fatigue](https://deselect.com/press/deselect-launches-engage-platform-to-combat-marketing-fatigue/): DESelect announces the launch of its Engage platform, which maximizes the impact of every message sent and prevents marketing fatigue. - [The Greatest Debates in Email Marketing History: Prioritizing Campaigns Without the Email Fatigue](https://deselect.com/blog/avoiding-email-fatigue/): Email fatigue is no joke to modern consumers. Learn how to prevent unsubscribes and spam designations without cutting into revenue. - [It is your birthday. How to Ensure Marketing Cloud Doesn’t Skip Leap Day Birthdays from Offers](https://deselect.com/blog/leap-day-birthday-marketing/): Don’t disappoint customers with Leap Day birthdays – here’s how to make sure everyone gets your birthday promotions. - [Field Experts: Why Technical Marketing Cloud Users Love DESelect, Part 2](https://deselect.com/blog/field-experts-why-technical-marketing-cloud-users-love-deselect-part-2/): Even technical marketers love DESelect, as it saves users of all backgrounds valuable time otherwise spent writing tedious SQL JOIN queries. - [Field Experts: Why Technical Marketing Cloud Users Love DESelect, Part 1](https://deselect.com/blog/why-technical-sfmc-users-love-deselect-pt1/): Most marketers know little about union SQL clauses, but that doesn’t have to hamper your team’s marketing ops. With the proper guardrails, marketers quickly get accurate audience segmentations without having to over-rely on technical teams. - [Case Study: ShareNow](https://deselect.com/case-study-sharenow/): Technology – car sharing Customer Success Story How SHARE NOW eliminated marketing bottlenecks and created powerful customer experiences with DESelect.... - [Case Study: Boozt](https://deselect.com/case-study-boozt/): We're incredibly excited to work with innovative companies like Boozt. See how Boozt halved the time required for their campaign segmentation with DESelect Segment. - [Simplifying Personalization: Why Drag and Drop Segmentation is the Future of Salesforce Marketing Cloud](https://deselect.com/blog/drag-and-drop-segmentation-future-of-salesforce/): With intuitive drag and drop features, DESelect simplifies segmentation for all marketers. The future of Salesforce Marketing Cloud is here. - [DESelect Segment – February '23 Release](https://deselect.com/releases/segment-february-2023-release/): We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the February '23 Release - [Avoiding Migration: Preparing for Salesforce Audience Studio's Eventual Sunset](https://deselect.com/blog/salesforce-audience-studios-sunset/): Salesforce Audience Studio provides useful segmenting, but an unstable future means CRM architects should scout potential replacements. - [Common Pitfalls in Salesforce Marketing Cloud - Part 2](https://deselect.com/blog/common-pitfalls-in-salesforce-marketing-cloud-part-2/): Learn about common pitfalls that most Salesforce Marketing Cloud users will face at some point in time in part 2 of this article series. - [Case Study: Simplify Compliance](https://deselect.com/case-study-simplify-compliance/): Learn how the partnership between Simplify Compliance and DESelect freed the marketing team from IT over-reliance. With DESelect Segment, marketers fulfill requests 50% faster. - [Case Study: Capgemini](https://deselect.com/case-study-capgemini/): See how consulting firm Capgemini uses DESelect to remove the burden of SQL, launch campaigns quicker, and boost customer efficiency 40%. - [Customer Data Manager](https://deselect.com/customer-data-manager/): DESelect Blog – Customer Data Manager - [Case Study: University of Minnesota](https://deselect.com/case-study-university-of-minnesota/): We're incredibly excited to work with organizations like UMN Foundation. See how UMN Foundation was able to save time and money for their ongoing personalization strategy with DESelect Segment. - [Common Pitfalls in Salesforce Marketing Cloud - Part 1](https://deselect.com/blog/common-pitfalls-in-sfmc-pt1/): Learn about common pitfalls that most Salesforce Marketing Cloud users will face at some point in time in part 1 of our newest article. - [What’s new in DESelect: December 2022](https://deselect.com/releases/whats-new-in-deselect-december-2022/): This release provides access to more data, upgrades to your favorite tools, and helpful workflow enhancements to make your job easier. - [Report: 2023 State of Marketing Personalization](https://deselect.com/personalization-trends-report-2023/): Get our free report on the state of marketing personalization, with insights, data, and trends so you can take advantage of new capabilities. - [Alternatives to integrating data sources into SFMC](https://deselect.com/blog/alternatives-to-integrating-data-sources-into-sfmc/): Learn about the alternative to integrating data sources into Salesforce Marketing Cloud in this newest article by DESelect. - [From manually integrating data sources to marketing automation](https://deselect.com/blog/from-manually-integrating-data-sources-to-marketing-automation/): Learn how to stop using manual integration of data sources and leverage marketing automation in Salesforce Marketing Cloud. - [How to connect your Salesforce Marketing Cloud](https://deselect.com/blog/how-to-connect-your-salesforce-marketing-cloud/): In this article, we're going to discuss how to connect your Salesforce Marketing Cloud to other data sources. - [How marketers can become more technical without becoming technical marketers](https://deselect.com/blog/how-marketers-can-become-more-technical/): In this article, we're going to find out how marketers can become more technical without becoming technical marketers. - [Save Time using DESelect](https://deselect.com/blog/save-time-using-deselect/): In this article, you can learn how DESelect Segment can save you time when you're working with Salesforce Marketing Cloud. - [Why personalization is key and your average newsletter isn’t enough in a data-driven world](https://deselect.com/blog/why-personalization-is-key/): In this article, we're going to find out why personalization is key, and your average newsletter isn’t enough in a data-driven world. - [What’s new in DESelect: October 2022](https://deselect.com/releases/whats-new-in-deselect-october-2022/): Find out about updated waterfall selections, advanced data management, and improved error visibility in DESelect August 2022 release notes. - [Script Activity - The underrated SFMC powerhouse](https://deselect.com/blog/script-activity-the-underrated-sfmc-powerhouse/): Learn about script activity that you can find in Automation Studio, which is proved to be an underrated Salesforce Marketing Cloud powerhouse. - [Contact Count: Monitoring and Data Cleansing](https://deselect.com/blog/contact-count-monitoring-and-data-cleansing/): Find out everything about the importance of your Contact count in Salesforce Marketing Cloud and data cleansing in our newest article. - [Connecting data through Contact Builder](https://deselect.com/blog/connecting-data-through-contact-builder/): Read the final article in the Contact Builder series where we're going to analyze how the data is connected in Contact Builder. - [What does Contact Builder consist of?](https://deselect.com/blog/what-does-contact-builder-consist-of/): Read the fourth article about Contact Builder in Salesforce Marketing Cloud. Learn everything about what Contact Builder consists of. - [How to manage contacts in Contact Builder](https://deselect.com/blog/how-to-manage-contacts-in-contact-builder/): Read the third article about Contact Builder in Salesforce Marketing Cloud. Learn how to correctly manage your contacts using Contact Builder. - [Our dream team is going to Dreamforce](https://deselect.com/blog/our-dream-team-is-going-to-dreamforce/): We're excited to announce that DESelect is attending Salesforce Dreamforce 2022. Meet us at the booth, watch a live demo, and just say hi. - [Case Study: PON Automotive](https://deselect.com/case-study-pon-automotive/): We're happy to welcome PON Automotive among our clients. With DESelect Segment PON Automotive was able to save time and money for their ongoing personalization strategy. - [Contacts in Salesforce Marketing Cloud Contact Builder](https://deselect.com/blog/contacts-in-contact-builder/): Read the second article about Contact Builder in Salesforce Marketing Cloud. Get to know how what contacts are in SFMC and how to manage them. - [Introduction to Salesforce Marketing Cloud Contact Builder](https://deselect.com/blog/introduction-to-salesforce-marketing-cloud-contact-builder/): Read the first article in the series about Contact Builder in Salesforce Marketing Cloud. Get to know how to manage better manage your data in the platform. - [Personalization techniques for SFMC from Marketing Champions](https://deselect.com/blog/personalization-techniques-for-sfmc/): In our newest article, find out what Marketing Champions share about their favorite personalization techniques for Salesforce Marketing Cloud. - [What’s new in DESelect: August 2022](https://deselect.com/releases/whats-new-in-deselect-august-2022/): Find out about updated waterfall selections, advanced data management, and improved error visibility in DESelect August 2022 release notes. - [Personalization hacks in Salesforce Marketing Cloud](https://deselect.com/blog/personalization-hacks-in-salesforce-marketing-cloud/): Find out the best personalization hacks in Salesforce Marketing Cloud from Marketing Cloud champions in our newest article. - [DESelect is coming to Salesforce Connections 2022: Our experience](https://deselect.com/blog/deselect-is-coming-to-salesforce-connections-2022/): In this article, we're sharing DESelect's experience attending Salesforce Connections 2022 and give tips for SFMC users who want to attend this event. - [On the crossroads between Audience Builder and CDP](https://deselect.com/blog/on-the-crossroads-between-audience-builder-and-cdp/): Find out what's the best segmentation solution for Salesforce Marketing Cloud: Audience Builder, CDP, or DESelect. - [What’s new in DESelect: June 2022](https://deselect.com/releases/whats-new-in-deselect-june-2022/): Summer is finally here along with powerful new features from our team. DESelect proudly opened the door to non-technical marketers... - [What to follow at Salesforce Connections 2022? DESelect recommendations ](https://deselect.com/blog/what-to-follow-at-salesforce-connections-2022/): Discover the best events to follow at Salesforce Connections 2022. DESelect has carefully curated a list of the best events to follow this year. - [Accenture Partner Success Story](https://deselect.com/accenture-partner-success-story/): Read Accenture partner success story to find out about successful DESelect implementation of yet another Salesforce Marketing Cloud company. - [American Ceramic Society Customer Success Story](https://deselect.com/american-ceramic-society-customer-success-story/): Read American Ceramic Society Customer Success Story and learn more about a successful implementation of DESelect. - [How can you improve customer experience with personalized data in SFMC?](https://deselect.com/improve-cx-with-personalized-data-sfmc/): Download our free ebook now to learn how to improve the customer experience with personalized SFMC data - [What’s new in DESelect: April 2022](https://deselect.com/releases/deselect-april-22/): This is a DESelect April ’22 Release. Learn more about time zone conversions for filters, naming new selections, before creating them, and more. - [Trends for Salesforce Marketing Cloud in 2022](https://deselect.com/blog/sfmc-trends-in-2022/): Find out about the top trends for Salesforce Marketing Cloud in 2022. New features, what to watch out for, and more. - [DESelect February ’22 Release: Scheduling of waterfall selections and moving around selected data extensions](https://deselect.com/releases/deselect-february-2022-release/): This is a DESelect February ’22 Release. Learn more about scheduling waterfall selections and moving around selected data extensions. - [How to understand behaviors, preferences, and sentiments to personalize the customer journey](https://deselect.com/blog/how-to-personalize-customer-journey/): Learn how to understand behaviors, preferences, and sentiments to personalize the customer journey in Salesforce Marketing Cloud. - [Data Extensions or Lists: Which is best to store data in Salesforce Marketing Cloud?](https://deselect.com/blog/data-extensions-vs-lists-sfmc/): Find out about benefits of Salesforce Email Studio Lists and Data Extensions. What's the best Salesforce email format? - [DESelect opens new office in Austin, Texas](https://deselect.com/press/deselect-opens-new-office-in-austin-texas/): The MarTech company expands its presence to North America as an extension to its HQ in Belgium - [DESelect Dec ’21 Release: Folders for available data extensions, selection templates and descriptions, and improved date filters](https://deselect.com/releases/deselect-dec-21-release/): This is a Dec ’21 Release. Learn more about folders for available data extensions, selection templates, descriptions, improved date filters. - [Data Segmentation Tools, a Comparison of Salesforce Marketing Cloud Solutions](https://deselect.com/blog/data-segmentation-tools/): Most effective data segmentation tools for Salesforce Marketing Cloud (SFMC). A comparative analysis between top solutions. - [Marketing Champions Spotlight - Vicki Moritz-Henry](https://deselect.com/blog/marketing-champions-vicki-moritz-henry/): Interview with Salesforce Marketing Champion 2021 Vicki Moritz-Henry, learn more about the Salesforce Certified Instructor and Freelance Consultant. - [MarTech scaleup and Salesforce partner, DESelect, raises $5.5M seed round to expand in the USA](https://deselect.com/press/deselect-raises-seed-round/): DESelect, a MarTech scaleup has successfully raised a $5.5 million seed round in less than two years since its incorporation. - [Marketing personalization in SFMC](https://deselect.com/blog/marketing-personalization-sfmc/): An intro to Marketing Personalization in SFMC using data and How to personalize your marketing campaigns with data in Salesforce Marketing Cloud? - [Automation Studio Activities](https://deselect.com/blog/automation-studio-activities-sfmc/): Explore Automation Studio activities available in SFMC. Learn which data-related activities can be automated: Email Send, Script, Data Extract, and more. - [DESelect Oct ’21 Release: Waterfall Segmentation, IN/ Not IN filter for numbers, and much more](https://deselect.com/releases/deselect-segment-oct-21-release/): This is a DESelect October ’21 Release. Learn more about waterfall segmentation, IN filter for numbers in DESelect. - [SFMC Project Managers Spilling their Secrets as Marketing Champions of 2021](https://deselect.com/blog/sfmc-project-managers-marketing-champions-tips/): Get inspired by this year's Salesforce Marketing Champions and the 10 Skills to crush it as an SFMC Project Manager. - [DESelect Crosses €1M ARR Threshold in Less than 2 Years](https://deselect.com/press/deselect-arr-threshold-crossed-in-two-years/): DESelect announced that it has exceeded €1 million in annual recurring revenue in less than 2 years since its incorporation. - [DESelect August '21 Release: Row Number custom values, auto-fix broken selections, folders to Include/Exclude in the Admin Panel, copying selections to other BUs](https://deselect.com/releases/deselect-august-21-release/): This is August ’21 Release. Learn more about Row Number custom values, auto-fix broken selections, and more. - [Creating a Customer Journey in (SFMC) Salesforce Journey Builder](https://deselect.com/blog/customer-journey-sfmc-journey-builder/): A guide to creating a unique customer journey in SFMC Journey Builder. How to choose an entry source and what journeys and activities are available. - [Flow Activities & Integrations in SFMC Journey Builder](https://deselect.com/blog/flow-activities-integrations-sfmc-journey-builder/): A comprehensive guide to understanding Flow Activities and integrations in SFMC Journey Builder. How & when to use them in customer journeys - [The Ultimate Health Checklist for SFMC](https://deselect.com/the-ultimate-health-checklist-for-sfmc/): Get the ultimate health checklist for SFMC to organize, optimize, and clean up your Marketing Cloud instance and improve your ROI. - [DESelect to expand into international markets with a new investment round](https://deselect.com/press/deselect-to-expand-into-international-markets-with-a-new-investment-round/): DESelect is currently expanding its client base in Europe and has a high demand rate in the US and Asia. - [eBook: Your Data and Salesforce Marketing Cloud](https://deselect.com/ebook-your-data-and-salesforce-marketing-cloud-2/): Our eBook Your Data and Salesforce Marketing Cloud is designed for marketers and analysts to use as a guide for data management in SFMC. - [SFMC Consultants Spilling their Secrets as Marketing Champions of 2021](https://deselect.com/blog/sfmc-marketing-champions-2021-traits/): What is the secret to becoming a Marketing Champion and an SFMC Consultant? Learn from top Marketing Cloud experts the 7 must-have qualities. - [Segmentation in Salesforce Marketing Cloud without SQL Queries](https://deselect.com/blog/marketing-cloud-segmentation-no-sql-queries/): Save time, build campaigns faster, and reduce headaches by learning how to do SFMC segmentation without SQL queries. - [DESelect June '21 Release: Viewing SQL queries, encrypted fields, and multibyte characters](https://deselect.com/releases/deselect-june-21-release/): This is a DESelect June ’21 Release. Learn more about using viewing SQL Queries, encrypted fields, and multibyte characters in DESelect. - [Five tips from SFMC pros: How to get started with Salesforce Marketing Cloud](https://deselect.com/blog/five-tips-from-sfmc-pros-how-to-get-started-with-salesforce-marketing-cloud/): Read this article and learn more about five tips from SFMC pros. Find out how to get started with Salesforce Marketing Cloud. - [Strategies for market segmentation in the Insurance industry using Salesforce Marketing Cloud](https://deselect.com/blog/segmentation-in-the-insurance-using-sfmc/): Read this article and watch a video to find out about strategies for market segmentation in the Insurance industry using Salesforce Marketing Cloud. - [DESelect May '21 Release: Predefined Relations](https://deselect.com/releases/deselect-may-21-release-predefined-relations/): This is a DESelect May ’21 Release. Learn more about using predefined relations in Salesforce Marketing Cloud using DESelect. - [How to do aggregations in Salesforce Marketing Cloud?](https://deselect.com/blog/how-to-do-aggregations-in-salesforce-marketing-cloud/): Read this article and watch a video to find out how to use aggregations in SFMC (Salesforce Marketing Cloud) using both SQL and DESelect. - [DESelect April '21 Release: Using fields in dynamic custom values](https://deselect.com/releases/deselect-april-21-release-using-fields-in-dynamic-custom-values/): This is a DESelect April ’21 Release. Learn more about using fields in dynamic custom values in Salesforce Marketing Cloud using DESelect. - [Data extension guide in Salesforce Marketing Cloud: SQL and DESelect](https://deselect.com/blog/data-extensions-marketing-cloud-guide/): In this Data Extension Guide for Salesforce Marketing Cloud, learn how to combine data extensions in SFMC. SQL vs NoSQL - [Customer Success Story: A1](https://deselect.com/customer-success-story-a1/): This is a Customer Success Story of A1. Learn how DESelect became a perfect substitute for Salesforce Marketing Cloud Query Studio. - [SFMC secrets from Marketing Cloud professionals](https://deselect.com/blog/sfmc-secrets-from-marketing-cloud-professionals/): Read this article and find out about SFMC secrets from Marketing Cloud professionals. Valuable advice from Salesforce Marketing Cloud experts in one place. - [DESelect March '21 Release: Scheduling selections](https://deselect.com/releases/deselect-march-21-release-scheduling-selections/): This is a DESelect March ’21 Release. Learn more about scheduling selections functionality in DESelect. - [How to use date filters in Salesforce Marketing Cloud: SQL and DESelect](https://deselect.com/blog/how-to-use-date-filters-in-salesforce-marketing-cloud-sql-and-deselect/): Learn more about how to use date filters in Marketing Cloud with this new article. Discover how to use filters in SFMC using SQL and DESelect. - [DESelect February '21 Release: Aggregations, copying target data extensions of selections, and deleting selections](https://deselect.com/releases/deselect-release-february-21-release-aggregations/): This is a DESelect February ’21 Release. Learn more about aggregations enabling lead scoring and RFM in this blog post. - [Partner Success Story: Gianluigi Morselli (Merkle) [video]](https://deselect.com/partner-success-story-gianluigi-morselli-merkle/): Watch this Partner Success Story with Gianluigi Morselli from Isobar. In the video, Gianluigi talks about his experience of using DESelect. - [DESelect January '21 Release: SQL functions](https://deselect.com/releases/deselect-release-january-21-sql-functions/): This is a DESelect January ’21 Release. Learn more about SQL functions in DESelect that we have prepared this month. - [Customer Success Story: Merlin](https://deselect.com/customer-success-story-merlin/): This is a Customer Success Story of Merlin. Learn how DESelect became a missing puzzle in the Salesforce Marketing Cloud implementation process. - [DESelect December ’20 Release: Sort & limit](https://deselect.com/releases/december-20-release/): This is a DESelect December ’20 Release. Learn more about sort and limit functions, and admin panel improvements. - [My Journey with DESelect: Review by an SFMC Solution Architect](https://deselect.com/blog/my-journey-with-deselect/): Learn how Ekaterina Obolenskaya, SFMC Solution & Technical Architect, experienced DESelect. - [DESelect November ’20 Release: Auto-refresh picklist values, and relations on multiple fields](https://deselect.com/releases/deselect-november-20-release/): This is a DESelect November ’20 Release. Learn more about Auto Refresh Picklist values, and Relations on multiple fields. - [Customer Success Story: Emerald](https://deselect.com/customer-success-story-emerald/): This is a Customer Success Story of Emerald. Learn how they managed to increase their efficiency with DESelect and drastically reduced SQL pains. - [How to boost your career with Salesforce Marketing Cloud with Kaelan Moss from Minute Admin](https://deselect.com/blog/boost-your-career-with-salesforce-marketing-cloud/): In this Heroes of Marketing Cloud series, we talk with exceptional SFMC professionals about their experience. - [Ecosystem spotlight: SalesWings B2B studio for the Salesforce Marketing Cloud](https://deselect.com/blog/saleswings-b2b-studio-for-the-salesforce-marketing-cloud/): Learn more about SalesWings B2B Studio for the Salesforce Marketing Cloud review provided by DESelect. - [DESelect October ’20 Release: Status page, searchable dropdowns, and NULL values in dynamic custom values](https://deselect.com/releases/deselect-october-20-release/): This is a DESelect October ’20 Release. Learn more about Status page, searchable dropdowns, and NULL values in dynamic custom values. - [How to use picklists in Salesforce Marketing Cloud](https://deselect.com/blog/how-to-use-picklists-in-salesforce-marketing-cloud/): Learn how to use picklists in Salesforce Marketing Cloud after reading this blog post provided by DESelect. - [8 Strategies to provide a better customer journey in retail](https://deselect.com/blog/8-strategies-to-provide-better-customer-journey-in-retail/): 8 Strategies for Better Customer Journey in Retail - [DESelect September '20 Release: Improved picklists, drag-dropping of filters, context relevant help, and more](https://deselect.com/releases/deselect-september-20-release/): DESelect Read DESelect September '20 Release and find out about Improved Picklists, Drag-dropping Filters, Context-relevant Help, and more. - [DESelect August ’20 Release: Modifying date fields](https://deselect.com/releases/deselect-august-20-release-modifying-date-fields/): DESelect August ’20 Release: Modifying Date Fields Read about DESelect August '20 Release. This month we introduce modifying date fields. - [DESelect July ’20 Release: Today filter and notifications](https://deselect.com/releases/deselect-july-20-release-today-filter-and-notifications/): Read about DESelect July '20 Release. This month we introduce filter and notifications. - [Salesforce Marketing Cloud Data Model Part 3: How to manage data in Contact Builder](https://deselect.com/blog/salesforce-marketing-cloud-data-model-part-3-how-to-manage-data-in-contact-builder/): How to manage your data in Contact Builder in Marketing Cloud seamlessly. An in-depth tutorial for the SFMC app - [How to build an RFM (Recency, Frequency, Monetary Value) model in Salesforce Marketing Cloud](https://deselect.com/blog/build-rfm-model-sfmc/): RFM Model building guide for effective customer segmentation in SFMC. Optimize your data to achieve personalization at scale. - [DESelect June ’20 Release: Picklists, shared, and synchronized data extensions](https://deselect.com/releases/deselect-june-release-picklists-shared-and-synchronized-data-extensions/): Read DESelect June ’20 Release and find out about our new feature: picklists and new possibilities for shared, and synchronized data extensions. - [Salesforce Email Studio Data Management Guide](https://deselect.com/blog/salesforce-email-studio-guide/): Learn how to manage your data in Salesforce email studio. The complete guide to organizing your subscribers in email marketing cloud - [How to exclude customers who have been targeted recently in Salesforce Marketing Cloud](https://deselect.com/blog/building-exclusion-lists-sfmc/): How to use Exclusion lists to exclude customers in SFMC using SQL. A complete guide for Suppressions Vs. Exclusions lists in Marketing Cloud - [DESelect May ’20 Release: Folders on the selections overview, advanced prio deduplication, and admin panel](https://deselect.com/releases/deselect-may-20-release/): This is a DESelect May ’20 Release. Learn more about folders on the selections overview, advanced prio deduplication, and admin panel. - [Salesforce Marketing Cloud Data Model Part 1: What data to store and how to integrate it?](https://deselect.com/blog/salesforce-marketing-cloud-data-model-part-1/): This is the first Salesforce Marketing Cloud Data Model article of the series. Learn what data to store in SFMC and how to integrate it? - [DESelect April ’20 Release: Custom values](https://deselect.com/releases/deselect-april-20-release-custom-values/): DESelect In this month's release, we would like to present new features like fixed and dynamic custom values. Check out our April 2020 release post. - [DESelect March ’20 Release: Editing data extension fields and deduplication](https://deselect.com/releases/deselect-march-20-release-editing-data-extension-fields-and-deduplication/): In this article learn about our new release: editing Data Extension fields and Deduplication - [Frequently Asked Questions (FAQ)](https://deselect.com/blog/faq/): This is a list of frequently asked questions (FAQ) about DESelect functionality. - [DESelect February '20 Release: Improved lightning design UI and setting data actions](https://deselect.com/releases/deselect-february-20-release/): DESelect February '20 Release: Improved Lightning Design UI and setting Data Actions - [Top 10 Salesforce Marketing Cloud data views](https://deselect.com/blog/top-10-salesforce-marketing-cloud-data-views/): Top 10 Marketing Cloud Data Views in SFMC used to segment your audience in email campaigns. Optimize your Salesforce Marketing Cloud with our guide. - [How to manage marketing pressure in Salesforce Marketing Cloud: A practical guide](https://deselect.com/blog/how-to-manage-marketing-pressure-in-salesforce-marketing-cloud-a-practical-guide/): Thought leadership How to manage marketing pressure in Salesforce Marketing Cloud - [DESelect January ’20 Release: Proactive warnings and much more](https://deselect.com/releases/deselect-january-20-release-warnings-of-errors-and-much-more/): DESelect for Salesforce Marketing Cloud - January ’20 Release: Proactive warnings and much more - [How to use Data Views in SFMC? A guide to select contacts that are known subscribers](https://deselect.com/blog/how-to-use-data-views-in-sfmc-a-guide-to-select-contacts-that-are-known-subscribers/): Thought Leadership How to use Data Views in SFMC? How to select contacts known as subscribers? - [How to segment data extensions in Salesforce Marketing Cloud using DESelect (SFMC segmentation – part 3/3)](https://deselect.com/blog/how-to-segment-in-salesforce-marketing-cloud/): Thought leadership How to segment in Salesforce Marketing Cloud - [TrailMix: Get started with SFMC](https://deselect.com/blog/trailmix-get-started-with-sfmc/): Thought Leadership Learn Salesforce Marketing Cloud tips and tricks while earning badges. - [DESelect December '19 Release: Aggregations and more](https://deselect.com/releases/deselect-december-19-release-aggregations-and-more/): December '19 Release: Use aggregations in filters and more. - [How to segment data extensions in Salesforce Marketing Cloud using SQL queries (SFMC segmentation – part 2/3)](https://deselect.com/blog/data-extensions-segmenting-sfmc-sql/): A 3 step guide to segmenting data extensions in Salesforce Marketing Cloud using SQL queries or DESelect Segment Solution for SFMC - [How to plan a strong customer segmentation and targeting strategy? 4 types of marketing segmentation](https://deselect.com/blog/4-types-of-market-segmentation/): 4 types of market segmentation in SFMC. Learn how to plan a strong customer segmentation and targeting strategy with DESelect Segment tool. - [DESelect November '19 Release: Comparing fields](https://deselect.com/releases/deselect-november-19-release-comparing-fields/): November '19 Release: Filter by comparing fields from the same or related data extensions - [How to filter a data extension in Salesforce Marketing Cloud using filters (SFMC segmentation - part 1/3)](https://deselect.com/blog/how-to-filter-a-data-extension-in-salesforce-marketing-cloud-using-filters-sfmc-segmentation-part-1/): Thought leadership | How to filter a data extension in Salesforce Marketing Cloud using filters - [DESelect October '19 Release: Dynamic date filters, subqueries, data views](https://deselect.com/releases/deselect-october-19-release-dynamic-date-filters-subqueries-data-views/): Introduction to exciting time-saving features released in the October '19 Release - [DESelect September '19 Release: Auto-create data extension](https://deselect.com/releases/deselect-september-19-release-auto-create-data-extension/): Introduction to time-saving features released in the September '19 Release - [Customer Success Story: Cambridge University Press](https://deselect.com/customer-success-story-cambridge-university-press/): Learn how Cambridge University Press uses DESelect for segmentation in Salesforce Marketing Cloud - [DESelect August '19 Release: More filtering options for Salesforce Marketing Cloud](https://deselect.com/releases/deselect-august-19-release/): Thought leadership, features release info and more from DESelect for SFMC. - [DESelect June Release ’19: Data extension combining](https://deselect.com/releases/deselect-june-release-19-data-extension-combining/): Feature release from DESelect for SFMC - Data Extension Combining - [DESelect May ’19 Release: Filter on datetime in Salesforce Marketing Cloud and more](https://deselect.com/releases/deselect-may-19-release-datetime-filter/): DESelect May '19 Release is about filtering on DateTime in Salesforce Marketing Cloud. --- # # Detailed Content ## Pages ### Feature Update Landing Page (Do Not Use) - Published: 2025-04-02 - Modified: 2025-04-28 - URL: https://deselect.com/feature-update/ Click Here Instantly Optimize Salesforce Marketing Cloud Segment. Engage. Search. Truly connect with the right person, with the right message, at the right time. All with one turnkey and intuitive marketing optimization platform for SFMC. Get a demo Add Your Heading Text Here Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Download the first edition of the report to uncover:Bullet point oneBullet point twoBullet point threeBullet point fourBullet point five Clients Trusted by Leading Brands Products Explore solutions for high-performing marketing teams The DESelect Marketing Optimization Platform comprises three modules Segment No-code audience segmentation for Salesforce Marketing CloudAccess all your data extensions in one place, create segments 50% faster using drag-and-drop, and unlock advanced targeting and personalization. Learn more Engage Campaign prioritization, send frequency optimization, and saturation controlPush your Salesforce Marketing Cloud sends to optimal levels based on subscriber behavior and campaign prioritizations. Learn more Search A practical, free tool to find literally anything in Salesforce Marketing CloudFind objects such as email messages, templates, content blocks, data extensions, and more. Try it out Take a tour Customer success stories Why choose DESelect Discover how marketers at the world’s leading companies are optimizing Salesforce Marketing cloud with DESelect Read customer stories "What used to take our marketers anywhere from 3-14 days now takes less than 24 hours. " Brad GreeneSenior Director of Marketing... --- ### Simple Content Download Landing Page (Do Not Use) - Published: 2025-03-31 - Modified: 2025-04-29 - URL: https://deselect.com/landing-page/ Click Here Add Your Heading Text Here Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. Download the first edition of the report to uncover: Bullet point one Bullet point two Bullet point three Bullet point four Bullet point five Add Your Heading Text Here Lorem ipsum dolor sit amet, consectetur adipiscing elit. Ut elit tellus, luctus nec ullamcorper mattis, pulvinar dapibus leo. --- ### Meet Bruna - Published: 2024-11-04 - Modified: 2025-04-29 - URL: https://deselect.com/meet-bruna/ Meet Bruna See you soon --- ### sample - Published: 2024-10-22 - Modified: 2024-12-30 - URL: https://deselect.com/sample/ Sample Discover how to simplify and accelerate segmentation in Marketing Cloud. Combine & filter with drag-and-drop Combine data extensions simply by dragging one source onto another. Then, apply complex filter criteria and exclusion rules with and/or logic. Get helpful tips On-screen guidance helps users navigate to the next step with ease, accelerating the learning curve for new users and making the overall experience easier. Customize with ease Create custom values using advanced calculations, then use them for segmentation, scoring, and personalization. You’re no longer limited to values coming from one of your data sources. Hands-off segment refresh With scheduled selections you can schedule segments to refresh automatically without using Automation Studio. Eliminate errors with Picklists Salesforce Marketing Cloud doesn’t have out of the box picklist solution when segmenting audiences. With DESelect Picklists users choose from a series of values with a drop down, simplifying data entry (saving time) and standardizing values (preventing errors). Waterfall segmentation Run correlated Selections one after the other, split up large Selections into smaller ones and run them in a sequence to reduce the risk of time-outs using waterfall segmentation. Remove duplicate records Set up smart deduplication logic. --- ### Optimize Salesforce Marketing Cloud > Instantly optimize Salesforce Marketing Cloud (SFMC) with no-code segmentation, campaign prioritization tools, and search. - Published: 2024-10-07 - Modified: 2025-04-29 - URL: https://deselect.com/ Instantly Optimize Salesforce Marketing Cloud Segment. Engage. Search. Truly connect with the right person, with the right message, at the right time. All with one turnkey and intuitive marketing optimization platform for SFMC. Get a demo Products Explore solutions for high-performing marketing teams The DESelect Marketing Optimization Platform comprises three modules Segment No-code audience segmentation for Salesforce Marketing Cloud Access all your data extensions in one place, create segments 50% faster using drag-and-drop, and unlock advanced targeting and personalization. Learn more Engage Campaign prioritization, send frequency optimization, and saturation control Push your Salesforce Marketing Cloud sends to optimal levels based on subscriber behavior and campaign prioritizations. Learn more Search A practical, free tool to find literally anything in Salesforce Marketing Cloud Find objects such as email messages, templates, content blocks, data extensions, and more. Try it out Take a tour Customer success stories Why choose DESelect Discover how marketers at the world’s leading companies are optimizing Salesforce Marketing cloud with DESelect Read customer stories "What used to take our marketers anywhere from 3-14 days now takes less than 24 hours. " Brad Greene Senior Director of Marketing Technology +93% Faster segment creation Learn more "By engaging with customers in the right way, we can optimize donations to find a cure. " Gina Almond Director of Fundraising, Marketing and Customer Experience Optimized donations Learn more “We’re engaging customers, improving order rates, generating more revenue, and DESelect allows us to do that. ” Michelle Frandsen Senior Manager, Lifecycle Automation +3% Lift... --- ### Book a Demo > Book a demo and meeting with a DESelect expert today to discuss how we can help you instantly optimize Salesforce Marketing Cloud - Published: 2024-10-04 - Modified: 2024-12-30 - URL: https://deselect.com/demo-2/ Book a demo and connect with a DESelect expert Optimize your audience segments and marketing frequency to ensure you reach the right person, with the right message, at the right time. What can I expect? An in-depth conversation to answer some questions about your business to help us match you to the right solutions A live demo of DESelect tailored to what you are interested in. All your questions answered to ensure we are a good fit for your business needs. Book a demo DESelect Instantly optimize Salesforce Marketing Cloud Up your marketing game and stop leaving money on the table. SegmentCreate powerful audience segments (without SQL) EngageSend every contact the perfect amount of messages (not too much, not too little) SearchFind anything in Salesforce Marketing Cloud "What used to take our marketers anywhere from 3-14 days now takes less than 24 hours. " Brad GreeneSenior Director of Marketing Technology +93%Faster segment creation "By engaging with customers in the right way, we can optimize donations to find a cure. " Gina AlmondDirector of Fundraising, Marketing and Customer Experience Optimizeddonations “We’re engaging customers, improving order rates, generating more revenue, and DESelect allows us to do that. ” Michelle FrandsenSenior Manager, Lifecycle Automation +3%Lift revenue per customer Customer testimonials The world’s leading companies optimize their marketing with DESelect All Customer Stories Stay Connected Join our newsletter to receive updates and helpful SFMC guides Subscribe --- ### Meeting not booked - Published: 2024-10-04 - Modified: 2024-12-30 - URL: https://deselect.com/meeting-not-booked/ Thanks for submitting your information! We noticed you didn't schedule your meeting. You will receive an email with a personalized link to book your meeting within the hour. Booking your demo is the next step to discovering how DESelect can help you instantly optimize Salesforce Marketing Cloud. We look forward to connecting with you! --- ### Beta Testing Registration - Published: 2024-09-28 - Modified: 2024-09-28 - URL: https://deselect.com/beta-testing-registration/ Beta Testing Registration is Currently Closed Thank you for your interest in the DESelect Beta Tester Program! Our registration is now closed, but please stay tuned! There will be more opportunities to get involved in the future. To stay updated on our latest releases, content, and upcoming beta tests, make sure you’re subscribed to our newsletter and follow us on LinkedIn. --- ### Beta Testing Signup > Sign up to be a part of the DESelect beta testing program and get early access to our latest updates before they’re released. - Published: 2024-09-03 - Modified: 2024-09-03 - URL: https://deselect.com/beta-testing-signup/ Join the DESelect Beta Tester Program Sign up to be the first to try our latest features. Join Now What to Expect as a Beta Tester At DESelect, we value your feedback in shaping our products. As a beta tester, you'll get exclusive early access to our latest updates before they're released. Sign up below, and we'll send you all the details and instructions you need to get started. Thank you for helping us make DESelect even better! Join the DESelect Beta Tester Program Sign up, and we will contact you soon. --- ### Segment Free Upgrade > Get your Segment Free upgrade to Enable to unlock no-code audience segmentation and a complimentary training session for up to 5 users. - Published: 2024-07-07 - Modified: 2024-11-22 - URL: https://deselect.com/segment-free-upgrade/ - Admin Menu Group: Product SEGMENT Segment Free Upgrade Get DESelect Segment Free upgrade to Segment Enable to unlock no-code audience segmentation and a complimentary training session for up to 5 users. Use Code BLACKFRIDAY10 at checkout by December 13, 2024 to get 10% off your first year of Segment Enable. What's IncludedUnlimited Selections and runs - foreverSchedule SelectionsEnhanced folder structure5 users licensesUnlimited Business UnitsSupport via in-app genAI, DESelect portal, and emailComplimentary training sessionHow It WorksBuy today! Get upgraded! Your upgrade is activated within one business day. Get trained! Our team will reach out to you to schedule your complimentary training session, redeemable within the first 30 days. Need help with your purchase or have questions? Reach out to support@deselect. com DESelect Segment Enable $9,420. 00 / €9. 000,00 per year Take 10% off with code BLACKFRIDAY10 at checkout Upgrade Now “With DESelect we give our non-tech marketers the power of SQL without the need to have deep tech skills. ” Read Story Evgeniy Kulevnich CRM Team Lead --- ### Press - Published: 2024-06-10 - Modified: 2025-04-29 - URL: https://deselect.com/press/ DESelect News Read what's new with us Company Updates DESelect Launches Marketing Optimization Platform for Marketing Cloud DESelect Launches Marketing Optimization Platform for Marketing Cloud AUSTIN, Texas, Nov. 30, 2023 /PRNewswire/ — DESelect announced the launch of the DESelect Marketing Optimization Platform (MOP), to help marketing teams maximize the effectiveness and efficiency of their campaigns. This is part of DESelect’s strategic initiative to help clients optimize their marketing holistically, from a single platform. The DESelect Marketing Optimization Platform for Marketing Cloud brings together DESelect’s global products, including Segment, Engage, Search, and Deedee AI to provide clients with a mission control center for improving marketing effectiveness. Founder and CEO Anthony Lamot commented, “It’s exciting to establish the Marketing Optimization Platform as an entirely new product category to meet our clients’ needs. We’re December 1, 2023 Company Updates Cornell University, DESelect Partner to Enhance Donor, Student Communications Cornell University, DESelect Partner to Enhance Donor, Student Communications AUSTIN, Texas , July 27, 2023 /PRNewswire/ — Cornell University, renowned for its academic excellence and commitment to research and discovery, has chosen DESelect, the leading marketing enablement platform for Salesforce Marketing Cloud, to boost the effectiveness of marketing and communication efforts. This partnership marks a significant milestone in DESelect’s commitment to delivering innovative and effective marketing solutions to higher education institutions. DESelect’s robust capabilities within Salesforce Marketing Cloud enable universities to engage with their diverse audiences of students, alumni, faculty, and supporters, while personalizing messages and optimizing contact databases. “With the successful implementation of Marketing Cloud across our organization, it is important for us July 27,... --- ### DESelect for Marketing Teams > Frequency optimization and segmentation for marketers of all levels. DESelect + Salesforce Marketing Cloud optimizes campaign engagement. - Published: 2024-04-01 - Modified: 2025-03-31 - URL: https://deselect.com/marketing-teams/ - Admin Menu Group: Persona Campaign Teams Optimize Campaign Performance in Salesforce Marketing Cloud Faster campaign execution, higher click through rates, happier customers See it in action → A turn-key solution for marketing optimization Marketing teams have a LOT to do, and not much time to do it. The DESelect Marketing Optimization Platform empowers marketers to generate the most conversions from Marketing Cloud (and their campaigns) in the least amount of time. Eliminate technical barriers No learning SQL, no waiting on technical teams Combine data sources and filters to create the perfect audience–without code Get campaigns out the door and stop missing out on conversions Send the right messages Build highly targeted audiences Quickly create highly personalized campaigns Automatically optimize marketing frequency Boost metrics that matter 50% less time spent on managing data 5X higher click-through rates 0 Wasted Messages Challenges marketing campaign teams face in Salesforce Marketing Cloud Writing SQL is a cumbersome and time-intensive process. Dependence on IT for segmenation can cause delays in campaign execution. Campaigns may not meet expectations due to SQL complexities. Data challenges prevent advanced personalization, resulting in lower engagement rates Communications aren’t coordinated across teams, resulting contacts receiving too many messages (or not enough) How Marketers use DESelect to send the right message, to the right people, at the right time Segment Personalize Optimize Frequency Your browser does not support the video tag. No-code audience segmentation. Use drag-and-drop to combine any of your data in marketing cloud then add filters to create the perfect audience (no SQL required).... --- ### DESelect for Marketing Ops Teams > Standardize processes and reduce the time you spend managing data. Improve marketing operations in Salesforce Marketing Cloud (SFMC). - Published: 2024-04-01 - Modified: 2025-03-31 - URL: https://deselect.com/marketing-operations-teams/ - Admin Menu Group: Persona MarOps Teams Reduce the time spent managing data in Salesforce Marketing Cloud Save time, standardize processes and empower users See it in action → A turn-key solution for efficiently managing marketing data Operations teams tasked with managing data in Marketing Cloud are often used to writing SQL for segmentation, and fielding a “ping-pong” of time-consuming requests back and forth. With the DESelect platform, even SQL experts can optimize their process to spend 50% less time organizing data for campaign teams. Plan campaigns visually–no code required Combine data sources and filters to create audiences for marketing teams without SQL Optimize send types with a content calendar that covers ALL sends from SFMC Standardize processes with templates & admin controls Use templates to standardize segments. Teams can understand the logic and pick up where other users left off. Customize rules to automatically limit contacts from receiving too many or too few messages. Help teams generate better results, faster Increased user adoption in Marketing Cloud Help execution teams launch campaigns at least 23% faster 5x increase in clicks thanks to personalization at every level Challenges marketing ops users face in Salesforce Marketing Cloud Writing SQL consumes significant time Colleagues rely on CRM teams for data selection issues Underutilization of data for segmentation or personalization Switching between studios in Marketing Cloud wastes time No single source of truth coordinating marketing frequency across teams How Marketing Ops teams use DEselect to manage data more efficiently in Marketing Cloud Segment Standardize Optimize Frequency Your browser does... --- ### DESelect for Marketing Leadership > DESelect helps executive leaders ensure all teams are operating efficiently to generate revenue as quickly as possible. - Published: 2024-03-28 - Modified: 2025-03-31 - URL: https://deselect.com/marketing-leadership/ - Admin Menu Group: Persona Marketing Leadership Eliminate bottlenecks in Marketing Cloud to generate revenue faster Increase SFMC user adoption, reduce risk, save time for expensive resources See it in action → A turn-key solution for accelerating revenue from Marketing Cloud To get the most value from a large investment like Salesforce Marketing Cloud you need users to adopt the platform as quickly as possible, and efficiently execute high-performing campaigns. DESelect dramatically simplifies the campaign workflow, ensuring processes don’t stop when users change, and empowering non-technical users to execute high-performing campaigns at record speeds. Empower nontechnical users Reduce risk, prevent interruptions, waste 0 messages DESelect’s no-code platform empowers marketing teams execute freely, opening up huge amounts of time for expensive technical resources. Leverage priceless data Personalize campaigns around powerful behavioral data Cut campaign creation time in half and still achieve 5X higher click-through rates Improve reporting & maintain consistency Automatic segment updates keep data fresh and accurate for reporting Templates, rules, and shared calendar views keep everyone on the same page, and makes it easy for anyone to step in when users change. Marketing ops is no longer trapped in lines of code. Challenges executive leaders face with Salesforce Marketing Cloud Investment in Marketing Cloud isn't used properly Writing SQL in Marketing Cloud consumes significant time from expensive resources. Marketers need a lot of time for their campaigns Marketing campaigns don't generate as much revenue as they should Processes are at risk of stopping or slowing down if personnel changes Unlock Insights & Collaboration Enable... --- ### Heroes of Marketing Cloud | Podcast > Sit down with DESelect CEO Anthony Lamot as he interviews Salesforce Marketing Cloud experts from a variety of industries. - Published: 2024-02-19 - Modified: 2025-01-07 - URL: https://deselect.com/heroes-of-marketing-cloud-podcast/ - Admin Menu Group: Heroes of Marketing Cloud, Landing pages Podcast Heroes of Marketing Cloud In the Heroes of Marketing Cloud series, DESelect's CEO and Co-Founder Anthony Lamot hosts a conversation with exceptional Salesforce Marketing Cloud professionals about a myriad of topics on the world of Marketing, including lessons from their professional experiences, valuable insights into the Marketing Cloud community, and career advice for new and established marketers. Follow our host Connect with our CEO and Co-founder Anthony Lamot, a recognized Salesforce Marketing Cloud Champion LinkedIn Watch all episodes Get closer to the action: subscribe to our YouTube channel and never miss an interview Youtube Episode 25 Jurgen Bult: AI in Consumer Goods, Importance of People Development, Campaign Management | Episode 25 In this episode, Anthony Lamot interviews Jurgen Bult, CRM Lead EMEA at Dyson. He shares clear insights into a foundational tool for CRM campaign management, streamlining segmentation processes and enabling efficiency in rolling out campaigns across multiple channels. He highlights the often-overlooked importance of people development in MarTech, emphasizing the need for proper training and staffing to fully leverage new tools. This conversation offers valuable takeaways for professionals navigating the evolving Martech landscape. Watch | Listen on Spotify | Listen on Apple Podcasts | Transcript Episode 24 Amber Sellens: Building a Horizontal MarOps team, Brand Consistency, and MarTech Leadership | Episode 24 In this episode, Anthony Lamot interviews Amber Sellens, Head of Marketing Technology and Operations at Shell Energy. She shares insights on building a horizontal marketing operations team at Shell Energy and how they manage 16 MarTech tools... --- ### Subprocessors - Published: 2024-01-15 - Modified: 2025-04-29 - URL: https://deselect.com/subprocessors/ Subprocessors DESelect's Subprocessors To support delivery of our Services, DESelect (and its affiliates as applicable), may engage and use data processors with access to certain Customer Data (each, a ‘Subprocessor’). This page provides important information about the identity, location and role of each Subprocessor. As a condition of permitting a subprocessor to process personal data, DESelect (and its affiliates as applicable) will enter into a written agreement with each subprocessor containing data protection obligations at least as protective as the technical and organizational measures Asana has put into place to protect customer personal data from accidental or unlawful destruction, loss, alteration, or unauthorized disclosure or access. Product Specific Subprocessors The following list of subprocessors are only relevant once you start using any of the DESelect products. Subprocessor DESelect Search DESelect Segment DESelect Engage Description of Processing Type of processed PII Digitalocean LLC ✔️ ✔️ SaaS hosting provider Name, email and username of users Google Cloud EMEA Limited ✔️ SaaS hosting provider Name, email and username of users Datadog, Inc. ✔️ ✔️ ✔️ Centralized logging IP Address Logrocket, Inc. ✔️ ✔️ ✔️ Centralized logging IP Address Cloudflare, Inc. ✔️ ✔️ ✔️ Web application filter Cloudflare MongoDB, Inc. ✔️ ✔️ ✔️ Database provider Name, email and username of users Pendo. io, Inc. ✔️ ✔️ ✔️ Customer feedback Name, email and username of users General Subprocessors The following list of subprocessors are relevant once you get into contact with DESelect. Subprocessor Description of Processing Type of processed PII Zendesk, Inc. Customer Support Name... --- ### World Tour NYC 2023 > Come meet the DESelect team at Salesforce World Tour NY ’23 in New York City on December 14. We can’t wait to meet you all in person. - Published: 2023-11-16 - Modified: 2024-01-30 - URL: https://deselect.com/wt-nyc2023/ - Admin Menu Group: Landing pages Event Find DESelect at Salesforce World Tour NYC! Join us on December 14th to dive into the world of marketing optimization, engage in insightful conversations, and explore how DESelect can revolutionize your marketing strategy. What to expect → It’s all in one day & it’s all free Registration is FREE for both in-person and online passes if you haven’t signed up yet! RSVP Now Don't miss our giveaways Craving a taste of the good life? Enter our raffle for a chance to win up to $300 in gift cards to some of NYC’s finest spots, Carbone and Magnolia Bakery. We will be drawing a winner live at the event on December 14th at the DESelect booth! Enter Today Find us at Booth #227 Meet DESelect Thursday, December 14 at the Javits Center from 9:00 a. m. – 5:00 p. m. ET. Booth #227 is located across from Theater 4. See show-stopping demos, get free enhancements for Marketing Cloud, take home some cool swag and the chance to win our limited time raffle. See you in New York! Want to optimize your marketing cloud today? Get Started --- ### DESelect Segment vs Audience Builder: Which Salesforce Marketing Cloud Solution to Choose > DESelect Segment vs Audience Builder - Turn to DESelect Segment for all audience creation needs with the retirement of Audience Builder - Published: 2023-11-08 - Modified: 2025-01-06 - URL: https://deselect.com/deselect-segment-vs-audience-builder-which-salesforce-marketing-cloud-solution-to-choose/ - Admin Menu Group: Landing pages DESelect Segment VS Audience Builder Audience Builder Sunset: DESelect Segment for Marketing Cloud Segmentation Create audiences without the need for code through DESelect Segment Learn more → Case Study: Boozt Boozt turned to DESelect Segment to perform their segmentation after moving from Audience Builder and SQL queries. The results: Technical marketers save 15% of their time on a weekly basis Brought great flexibility and speed to campaign creation Non-technical marketers get desired segmentations 50% faster DESelect Segment is your solution to Audience Builder Retirement Audience Builder is Salesforce Marketing Cloud’s native segmentation tool, offering a comprehensive suite of features aimed at making the segmentation process intuitive for marketers of all skillsets. Its strength lies in an intuitive UI that removes the need for technical expertise, enabling granular audience segments that power personalized campaigns. Salesforce is in the process of sunsetting Audience Builder. For teams left stranded, it’s important to begin planning the migration process now, seeking a solution that shares the same benefits... and improves on some shortcomings. DESelect Segment shares many of Audience Builder’s strengths, including no-code UI, granular segmentation capabilities, and an ability to handle high volumes of data. Unlike Audience Builder, it’s a Salesforce AppExchange plugin with a one-day setup and super easy adoption – ensuring campaigns experience minimal disruption during the transition. Check out the in-depth article and interview with DESelect CEO Anthony Lamot on Salesforce Ben. Webinar: How to Move on from Audience Builder Schedule a demo While Audience Builder is Salesforce's latest product casualty,... --- ### Marketing Cloud University > Learn Marketing Cloud essentials, such as SQL, AMPscript, Journey Builder + more! Grow your career with DESelect’s Marketing Cloud University - Published: 2023-09-25 - Modified: 2023-10-02 - URL: https://deselect.com/marketing-cloud-university/ Marketing Cloud University Marketing Cloud essentials, including SQL, AMPscript, Journey Builder, Data Cloud, and more, to grow your career. MC basics MC platforms SFMC Community DESelect best practices SQL use case AMPscript Javascript Lorem ipsum dolor sit amet, consectetur adipiscing elit. Duis aliquet, nisi semper mollis mollis, risus nunc placerat... Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed aliquam metus tortor, ac ultricies arcu aliquet non. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed aliquam metus tortor, ac ultricies arcu aliquet non. Learn Marketing Cloud Basics Learn best practices from some of the most experienced Marketing Cloud users – who once started off in your shoes. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed aliquam metus tortor, ac ultricies arcu aliquet non. --- ### Salesforce Demo Kit > Get the Salesforce demo kit for DESelect Segment and DESelect Engage today to start maximizing the impact of Marketing Cloud - Published: 2023-09-05 - Modified: 2024-10-15 - URL: https://deselect.com/demo-kit/ - Admin Menu Group: Landing pages Demo Kit Enable your customers to get the most out of their Marketing Cloud data With DESelect, Salesforce users maximize the impact of Marketing Cloud through convenient segmentation, frequency capping, and instant access to data. Install DESelect Segment → All Customer Stories Segment Create complex audiences without code Engage Optimize communication frequency Search Find anything in Marketing Cloud instantly DESelect is one of our top performing MC ISV partners in EMEA Central. The team is always laser focused on customer success, which already ended up in huge success with some of our major brands like E. ON, T-Systems, Breitling and HelloFresh. The DESelect team are experts in our Marketing Cloud capabilities and customer needs and collaborate with us very transparently. I am looking forward to a very successful Fiscal Year. Matthias GoschISV Senior Principal Account Manager DACH Salesforce How to Download DESelect Segment with Demo Data Install DESelect Segment Free on the AppExchange To get the full version, including DESelect Segment Advanced, unlimited BU support, and demo data: email partners@deselect. com Watch the demo video and read the demo script Reach out to the partner email with any support questions, requests, or opportunities to have a DESelect rep demo with you. How to Download DESelect Engage with Demo Data Contact partners@deselect. com to request the installation of Engage in your Demo org. Watch the demo video and read the demo script. Watch this video to learn how to prepare your data for a demo. Reach out to the partner email... --- ### Partner With Us > Join fellow consulting organizations such as Capgemini, Accenture, and Merkle in maximizing SFMC for your customers. - Published: 2023-08-28 - Modified: 2025-02-03 - URL: https://deselect.com/partners/ - Admin Menu Group: Landing pages Partnership Program Partner with DESelect Maximize Salesforce Marketing Cloud's ROI for your customers and deliver projects rapidly with DESelect Search, Segment, and Engage. Become a partner → Trusted by some of the globe's largest consulting organizations for Salesforce Marketing Cloud: "My team believes in the product. We wouldn't partner with someone if we didn't believe in the value they brought our customers. One of our values is trust and honesty. We will only say what we think is right to customers. So it is quite an easy decision to recommend DESelect" Read Story Corrina Jacobs UK Head, Salesforce Marketing Cloud @ Capgemini “The user interface of DESelect is self-explanatory. This helped me a lot. ” Read Story Gianluigi Morselli Salesforce Martech Advisory Director Merkle Switzerland “I will definitely recommend DESelect to all my clients in the future. ” Read Story Jeroen Milewski Marketing Cloud & Pardot expert Leave a Referral Become a Partner Resources A collection of helpful resources to view, download, or share Guide: Automating Marketing Campaigns for B2B and B2C DESelect Segment and Engage Brochure DESelect Search on the AppExchange - FREE How we work together Demonstration of our solutions to the team - Demo to your overall SFMC-practice - Optional: training and exam for selected DESelect certificate holders Explain our partner benefits & and discuss the best way forward - How we add value - Expectations alignment - commission structure, certifications, call cadence Identify opportunities to win together - Identify clients - Alignment and strategy calls -... --- ### Dreamforce 2023 > Come meet the DESelect team at Dreamforce ’23 in San Francisco on September 12-14. We’ll be at booth #102 and can’t wait to meet you all in person. - Published: 2023-08-10 - Modified: 2023-08-23 - URL: https://deselect.com/dreamforce-2023/ - Admin Menu Group: Landing pages Find DESelect atDreamforce 2023! We’re thrilled to be sponsoring Salesforce’s biggest event of the year this September 12-14th — and we can’t wait to see you there Meet us → Get Started Marketers Welcome Bash DESelect is hosting the Marketers Welcome Bash with Salesforce and Sercante at the Pink Elephant Alibi on Monday, September 11 from 6-9pm PST. Kick off the excitement with other marketing pros, see which sessions everyone is attending, and meet all the cool people in one spot (the marketers) RSVP Now SFMC Meetup... Powered by AIcohol End the conference in style with Sercante and other marketers at the Pink Elephant Alibi on Thursday, September 14 from 1-2pm PST. We’re thrilled to invite you to a one-of-a-kind Mix & Mingle Meetup, designed exclusively for SFMC users. Add Me to the List Find us at Booth #102 Meet DESelect in the Marketing area near Meta & Google! See show-stopping demos, get free enhancements for Marketing Cloud, and enter to win awesome prizes. Don’t miss our limited edition swag, available only at this year's Dreamforce. Schedule a meeting Pre-book a meeting with us to discuss creating influential audience segments (without code), intelligently controlling communication frequency, and achieving faster Marketing Cloud ROI. Book time Enter our raffle! Stop by the DESelect booth to claim your Deedee plush. Take a picture with your penguin anywhere around San Francisco, follow and tag us on LinkedIn to be entered to win an exclusive prize. Must see Marketing sessions Make Every Marketing Moment... --- ### Head Test - Published: 2023-08-06 - Modified: 2023-08-06 - URL: https://deselect.com/head-test/ --- ### Security & Data Protection > At DESelect, we prioritize compliance and take the security and privacy of our clients’ data seriously. - Published: 2023-06-05 - Modified: 2025-03-31 - URL: https://deselect.com/security-and-data-protection/ Security & Data Protection Protect your data like Fort Knox DESelect promises unwavering focus on privacy and security. Visit our trust portal to learn about our security posture and request full access to our security documentation. Compliance At DESelect, we prioritize compliance and take the security and privacy of our clients’ data seriously. To maintain this commitment, we undergo an annual audit to comply with ISO27001 standards, which is a globally recognized certification for information security management. We rely on SOC 2 Type II compliant data centers. Being a SaaS company we are aware that we have shared security responsibilities, which are being defined using CSA star. DESelect is GDPR compliant, ensuring that we meet the strict data protection requirements set forth by the European Union. Moreover, we are CCPA & HIPAA compliant (as business associate). Our servers are in secure data centers, managed by DigitalOcean, with ISO-27001:2013, SOC I and II, and PCI-DSS certifications. Platform security At DESelect, we place a high priority on platform security, knowing that it is essential for the safety and privacy of our client’s data. We are committed to providing a secure platform for our clients, which is why we continuously conduct security testing to identify and address any potential vulnerabilities. By doing so, we ensure that our platform remains highly secure and protected against cyber threats. Our ongoing efforts in this area are aimed at providing our clients with the confidence and peace of mind they need to focus on their business without worrying about... --- ### Connections 2023 > Come meet the DESelect team at Salesforce Connections ’23 in Chicago on June 6-8. We’ll be at booth #515 and can’t wait to meet you all in person. Don’t forget to take a look at our speaker session & side events. - Published: 2023-05-24 - Modified: 2023-05-25 - URL: https://deselect.com/cnx23/ - Admin Menu Group: Landing pages EVENT Join us at Connections 2023! DESelect is a Navigator sponsor for the Salesforce Connections ’23 Conference in Chicago on June 6-8. Stop by booth #515 and chat with us! Also, don't forget to take a look at our speaker session & side events. Speaker session Right Message, Right Time: End Marketing Fatigue w/ Data+AI Drive campaign effectiveness by ensuring messages are being seen and engaged with rather than being ignored or marked as spam. Old Town Theater, Campground Wed, June 7, 2023 @ 3:00-3:20pm Add to your agenda partner event Join us at Fatpour Tap Works (2nd Floor) on June 8 from 8:00 – 9:00 AM CT Did somebody say breakfast and mimosas? Come network with likeminded Marketing Cloud professionals and hear how DESelect can make your job easier. RSVP Today Free Guide DeeDee's Top 10 Chicago Restaurants & Bars We compiled our top 10 most interesting and 4+ star reviewed restaurants & bars in Chicago incase you have some free time during the event. Luella's Southern Kitchen ( 4. 4 ⭐ 1. 2K reviews, $$) Smoque BBQ (4. 7 ⭐ 3. 8K reviews, $$) 3 Dots and a Dash (4. 5 ⭐ 4. 8K reviews, $$$) “With DESelect we give our non-tech marketers the power of SQL without the need to have deep tech skills. ” Read Story Evgeniy Kulevnich CRM Team Lead Reach the most targeted audiences in half the time Schedule a demo --- ### Segment Free > With Segment Free, easily create high performing audience segments in Salesforce Marketing Cloud…without code or technical resources. - Published: 2023-05-23 - Modified: 2024-11-22 - URL: https://deselect.com/free/ - Admin Menu Group: Product Segment Free With Segment Free, easily create high performing audience segments without code. DESelect offers marketers all the segmentation capabilities of SQL and AMPscript with a simple drag-and-drop interface. Get it on AppExchange Easily combine data sources and filters Simply drag and drop to combine data sources and audience filters from any data extension within Salesforce Marketing Cloud. Segment based on data views and behaviors Easily segment based on clicks, opens, bounces and other behavioral data stored in Marketing Cloud data views. Execute campaigns in half the time Enable marketing teams to spend 50% less time segmenting data in Marketing Cloud, resulting in faster campaign launches (better ROI). “With DESelect we give our non-tech marketers the power of SQL without the need to have deep tech skills. ” Read Story Evgeniy Kulevnich CRM Team Lead --- ### DESelect Culture > Learn about DESelect through this culture page. Our vision & values were built on 5 principles to shape our products, culture, and brand. - Published: 2023-05-08 - Modified: 2023-10-25 - URL: https://deselect.com/deselect-culture/ DESelect Culture Our mission is to “Elevate engagement through human intelligence at scale. ” Our vision below outlines how we anticipate the future of how humans will interact with marketing, and our mission reflects where we want to position ourselves in this future. Our culture is put in place to support our mission. When we think about the future of our industry, we envision a world where: Individuals expect timely and 1:1 engagement, while catering to their uniqueness and privacy Organizations that automate messaging yet manage to remain human and authentic are most likely to succeed Human intelligence at scale will deliver “wow”-experiences and empower humanity to remain connected. Consequently, Marketing Operations (MOPS) in general and Marketing Automation (MA) specifically, play a central role in enabling organizations to deliver digital messages effectively. We will see more Senior Executives with MOPS backgrounds because of this. From a technological perspective, in this world, we imagine: Time-to-value as a critical value proposition for SaaS, and (near) instant-deployable SaaS having a huge competitive advantage. While AI will be omnipresent, marketers need to be empowered by their data to build human experiences to best engage with their customers. The complexity of digital engagement, 1:1 personalization, and high-volume messaging has created a need for Marketing Operations to render Marketing Automation more manageable. Consequently, great software makes data understandable and balances intuitive user interfaces with surprising levels of control. To help us achieve our vision, all DESelect “penguins” apply the following 5 principles: Trust because it is... --- ### TEST HUBSPOT - Published: 2023-04-28 - Modified: 2023-04-28 - URL: https://deselect.com/test-hubspot/ test --- ### Search Pricing > Find anything in Salesforce Marketing Cloud (SFMC) instantly with DESelect Search and eliminate the need to manually search through folders - Published: 2023-04-10 - Modified: 2024-07-29 - URL: https://deselect.com/pricing/search/ Pricing Segment Engage Search EUR USD Enable Plan starts at $750 €750 / mo / per SFMC org (billed annually) Drag-and-drop segmentation Access all your data in Marketing Cloud Easily combine multiple data sources Create complex audiences without code Enable non-technical marketers in SFMC see all features Plus Plan starts at $1,600 €1,600 / mo / per SFMC org (billed annually) Every feature from Enable, and: Aggregations Personalized custom values Selection templates Pre-define relations with data sets see all features Advanced Contact sales Every feature from Plus, and: Picklists Waterfall segmentation Over 75 supported custom SQL functions see all features Prices vary based on users, business units, and features needed. All plans are billed annually. Compare plans Engage Plan starts at $1,500 €1,500 / mo / per SFMC org (billed annually) Defend against marketing fatigue Intuitively prioritize communications Cap messaging frequency with logic Maximize ROI & customer experience Optimize campaigns via saturation data see all features the search engine for marketing cloud Free Free Search through all your data in Marketing Cloud Find objects in seconds Install and use without any setup see all features Download now Setup and Onboarding Setup We built all our solutions to be ready-to-use, so you don't have to worry about setup, it's as simple as plug-and-play. An end-to-end test is performed by DESelect to guarantee a seamless launch. Support DESelect offers ongoing support by email as well as providing access to its expansive support and learning portals. The Customer Success Team organizes quarterly meetings... --- ### Engage Pricing > DESelect Engage Pricing. The Salesforce Marketing Cloud (SFMC) campaign mission control center for prioritizing and optimizing campaigns. - Published: 2023-04-10 - Modified: 2025-04-29 - URL: https://deselect.com/pricing/engage/ Pricing Segment Engage Search EUR USD Enable Plan starts at $750 €750 / mo / per SFMC org (billed annually) Drag-and-drop segmentation Access all your data in Marketing Cloud Easily combine multiple data sources Create complex audiences without code Enable non-technical marketers in SFMC see all features Plus Plan starts at $1,600 €1,600 / mo / per SFMC org (billed annually) Every feature from Enable, and: Aggregations Personalized custom values Selection templates Pre-define relations with data sets see all features Advanced Contact sales Every feature from Plus, and: Picklists Waterfall segmentation Over 75 supported custom SQL functions see all features Prices vary based on users, business units, and features needed. All plans are billed annually. Compare plans Engage Plan starts at $950 €850 / mo / per SFMC org (billed annually) Import Journeys & automate retries Intuitively prioritize communications across all channels Cap messaging frequency with logic Maximize ROI & customer experience Optimize campaigns via saturation data see all features the search engine for marketing cloud Free Free Search through all your data in Marketing Cloud Find objects in seconds Install and use without any setup see all features Download now Setup and Onboarding Setup We built all our solutions to be ready-to-use, so you don't have to worry about setup, it's as simple as plug-and-play. An end-to-end test is performed by DESelect to guarantee a seamless launch. Support DESelect offers ongoing support by email as well as providing access to its expansive support and learning portals. The Customer Success... --- ### Segment Pricing > DESelect Segment Pricing. Accelerate campaign velocity by creating segments in half the time with no-code smart segmentation for SFMC. - Published: 2023-04-10 - Modified: 2025-04-29 - URL: https://deselect.com/pricing/segment/ Pricing Segment Engage Search EUR USD Free $0 €0 Available on Salesforce AppExchange Create up to 10 Selections monthly per Business Unit Up to two active Business Units Each Business Unit may have up to three users and 10 active Selections at a given time get started Enable Plan starts at $880 €850 / mo / per SFMC org (billed annually) Drag-and-drop segmentation Access all your data in Marketing Cloud Easily combine multiple data sources Create complex audiences without code Enable non-technical marketers in SFMC see all features Plus Plan starts at $1,885 €1,795 / mo / per SFMC org (billed annually) Every feature from Enable, and: Aggregations Personalized custom values Selection templates Pre-define relations with data sets see all features Advanced Contact sales Every feature from Plus, and: Picklists Waterfall segmentation Over 75 supported custom SQL functions see all features Prices vary based on users, business units, and features needed. All plans are billed annually. Compare plans Engage Plan starts at $1,500 €1,500 / mo / per SFMC org (billed annually) Defend against marketing fatigue Intuitively prioritize communications Cap messaging frequency with logic Maximize ROI & customer experience Optimize campaigns via saturation data see all features the search engine for marketing cloud Free Free Search through all your data in Marketing Cloud Find objects in seconds Install and use without any setup see all features Download now Setup and Onboarding Setup We built all our solutions to be ready-to-use, so you don't have to worry about setup, it's as... --- ### Blogs and SFMC Thought Leadership > Salesforce Marketing Cloud (SFMC) segmentation & saturation control. Save time and drive revenue with DESelect solutions for SFMC. - Published: 2023-03-29 - Modified: 2024-04-29 - URL: https://deselect.com/blog/ Blog Catch up on the best practices in SFMC, expert advice, and more to enable your team and optimize your Marketing Cloud All topics Analytics Careers CDP Customer Engagement SFMC basics --- ### Engage > Prioritize campaigns across business units, optimize send frequency, and control audience saturation to hit your revenue targets. - Published: 2023-03-27 - Modified: 2025-04-01 - URL: https://deselect.com/engage-2/ - Admin Menu Group: Product ENGAGE Are your marketing campaigns leaving money on the table? Prioritize and plan campaigns across business units, optimize send frequency, and control audience saturation to hit your revenue targets. Watch a walkthrough Why Engage Create premium customer engagement experiences With DESelect Engage, prioritize communications to drive revenue, brand loyalty, and ROI. Build engagement, not fatigue Find the best frequency for just-right engagement levels based on an individual subscriber's behavior and apply precision logic and rules for frequency capping. Get the Frequency Capping Checklist Get visibility into saturation levels Eliminate campaign collisions and send the right message to the right person at the right time with a single, holistic system that provides unprecedented visibility and control into all campaigns. Request a demo Ensure regulatory compliance Gain control over marketing saturation to fortify your compliance framework and safeguard your organization's reputation. Read the research report Real Results Welcome to the engagement optimization zone. Increase engagementCap the number of messages sent to a specific contact to drive engagement and defend against unsubscribes or being marked as spam. Prioritize campaigns, your wayPrevent contacts from being overwhelmed by too many messages and prioritize campaigns based on customizable rules and the importance of different campaign types. Realize fast time to valueAchieving a true frequency capping solution without Engage is complex. Engage frees you from reliance on IT or outside resources so you can get ROI fast. Keep your organization safeReduce the risk of high fines or reputation damage associated with excessive or unwanted communications by implementing... --- ### Success Stories - Published: 2023-01-25 - Modified: 2025-04-07 - URL: https://deselect.com/stories/ Customer and Partner Success Stories See how the world’s leading companies optimize their marketing with DESelect "I can’t envision the marketing department without the use of DESelect. This has really improved our ability to scale as a marketing team because the process of cross training a marketer on our data, the querying process, and how our data interfaces with Salesforce, is so much easier with this tool. " Read Story Kim St. Lawrence Chief Marketing Officer Read story "I can’t envision the marketing department without the use of DESelect. This has really improved our ability to scale as a marketing team because the process of cross training a marketer on our data, the querying process, and how our data interfaces with Salesforce, is so much easier with this tool. " Read Story Kim St. Lawrence Chief Marketing Officer Read story University of Minnesota Foundation "The sophistication and the functionality in DESelect can really move you ahead in the higher-ed/nonprofit space by being able to provide really customized messages to donors. " Terri Schlegel-David Associate Vice President, Marketing Programs and Services Read Story “I will definitely recommend DESelect to all my clients in the future. ” Jeroen Milewski Marketing Cloud & Pardot expert Read Story Stories Customer Success Learn how DESelect helps transform Salesforce Marketing Cloud campaigns into revenue drivers through our mastery of segmentation and customer engagement. All Industries Automotive Education Entertainment Events Financial Services Hospitality IT Media Non-profit Partner Partner Story Publishing Retail Telecommunication All Departments Cloud Admins, IT &... --- ### Use Case Library - Published: 2023-01-19 - Modified: 2025-04-29 - URL: https://deselect.com/use-case-library/ Use Case Library DESelect helps marketing teams get big results with Salesforce Marketing Cloud. Learn more about how we help maximize ROI. All Use Cases Combining Unrelated Data Creating Complex Audiences via Logic Data Testing Hyper Personalization Leveraging All Your Data Maintaining Performance Observability & Oversight Quality Assurance Resend Campaign Saturation Control Supplementing Data Drive Engagement with a Resend Campaign Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Financial Services Data Testing Resend Campaign Saturation Control Read more Combining Unrelated Sets of Data Customers from the automotive industry wanted to combine unrelated Data Extensions such as customers and vouchers. Yet, this isn’t possible in SFMC without any matching columns... Automotive Combining Unrelated Data Creating Complex Audiences via Logic Leveraging All Your Data Read more Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Education Creating Complex Audiences via Logic Data Testing View Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Education Supplementing Data View Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Education Resend Campaign See How Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua Education Quality Assurance View Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore... --- ### Engage - Coming Soon > DESelect is launching a brand new product: Engage – to help marketers control saturation, prioritize communications, and increase revenue. - Published: 2023-01-13 - Modified: 2023-01-23 - URL: https://deselect.com/engage-coming-soon/ DESelect Engage Introducing a brand new platform built to help marketing teams solve saturation control, intelligently prioritize communications, and optimize campaigns across teams... . Coming Spring 2023 Does this sound familiar, marketers? Preventing marketing fatigue and not over saturating your customers is a priority, but managing different stakeholders, who want to prioritize different messages at the same time, is complicated at best. Omnichannel marketing makes this even more challenging with more opportunities to oversaturate customers and there is no standard solution, or well-defined process, for preventing this. It's difficult (or impossible) to understand if/when saturation is actually a problem or not, campaigns often compete for attention on the same days, and rules vary between different teams/business units based on different sets of criteria. End the chaos with Engage. DESelect Engage gives marketers a single source of truth forcontrolling saturation by providing a deep understanding of the real-time fluctuations in how, when, and where, you communicate with customers. Avoid unsubscribes, opt-outs, and sending your customers into marketing fatigue. Know exactly which customers are undersaturated to prevent any missed opportunities and lost revenue. Engage helps create better experiences for your customers despite the increasing complexity of your marketing systems, and simplifiescross-team collaboration. Get early access. Apply for the Pre-Release. DESelect Engage will be launching soon in Spring 2023. Be the first to see the new platform in action. Book a Demo of Engage --- ### Tour > Take a tour through our platform with video product tours and walkthroughs for DESelect Segment, Engage, and Search - Published: 2022-10-19 - Modified: 2025-03-19 - URL: https://deselect.com/tour/ See DESelect in Action Take a tour through our platform with walkthrough videos for Segment, Engage, and Search Take the tour Deselect The DESelect Marketing Optimization Platform See how you can unlock the full power of Marketing Cloud Segment: No-code audience segmentation Easily access all your data extensions in one place, eliminate dependence on technical resources, and create segments 50% faster using drag-and-drop for smart Marketing Cloud segmentation. Learn more about Segment Engage: Marketing frequency optimization Prioritize and plan campaigns across business units, optimize send frequency, and control audience saturation to hit your revenue targets. Learn more about Engage Search: Free object-finder for SFMC Save time by using DESelect Search to find literally anything in Marketing Cloud. This free tool is like your very own search engine embedded into Marketing Cloud, eliminating the need to dig through folders one by one. Download Search See how you can unlock the full power of Marketing Cloud Schedule a demo --- ### MSA - Published: 2022-04-27 - Modified: 2023-01-30 - URL: https://deselect.com/msa/ Rahmenvertrag für Dienstleistungen Zuletzt aktualisiert am 2. Mai 2022. Dieses Master Service Agreement ("MSA") legt die Bedingungen fest, die für den Kauf von DESelect Produkten und Dienstleistungen durch einen Kunden gelten, der einen Verkaufsauftrag mit DESelect unterzeichnet hat. Dieses MSA wird durch Verweis in die Bedingungen jedes Verkaufsauftrags aufgenommen. In dieser MSA bezeichnet"Kunde" die als "" identifizierte Einheit. Kunde" im Auftrag und "DESelect" bezeichnet DESelect B. V. oder eines seiner verbundenen Unternehmen, wenn dieses verbundene Unternehmen in der Unterschriftszeile des Auftrags mit dem Kunden als "DESelect" identifiziert wird. DESelect und der Kunde werden im Folgenden einzeln als "Partei" und gemeinsam als die "Parteien" bezeichnet. Als Gegenleistung für die in diesem AMM festgelegten Bedingungen, deren Erhalt und Ausreichendheit von beiden Parteien anerkannt wird, vereinbaren die Parteien Folgendes. 1. Definitionen 1. 1. Für die Zwecke dieses MSA haben, sofern nicht anders angegeben, die in Großbuchstaben geschriebenen Begriffe die unten angegebene Bedeutung: "Affiliate" bedeutet in Bezug auf die betreffende Vertragspartei jede Person oder Organisation, die diese Vertragspartei kontrolliert, von ihr kontrolliert wird oder unter gemeinsamer Kontrolle mit ihr steht, wobei der Begriff "Kontrolle" die direkte oder indirekte Befugnis bedeutet, das Management und die Politik dieser Organisation zu leiten oder leiten zu lassen, sei es durch Vertrag, durch Aktienbesitz, durch Mitgliedschaft im Vorstand, durch Vereinbarung oder auf andere Weise, und in jedem Fall und ohne Einschränkung des Vorstehenden gilt jeder Rechtsträger, der mehr als 50 % der stimmberechtigten Anteile eines zweiten Rechtsträgers hält, als diesen zweiten Rechtsträger kontrollierend (wobei die Begriffe "Kontrolle" und "kontrolliert"... --- ### MSA - Published: 2022-04-27 - Modified: 2023-01-20 - URL: https://deselect.com/msa/ Contrat-cadre de service Dernière mise à jour le 2 mai 2022. Ce Master Service Agreement ("MSA") définit les termes et conditions qui s'appliquent à l'achat de produits et services DESelect par un client qui a signé une commande de vente avec DESelect. Ce MSA est incorporé par référence dans les termes de chaque commande de vente. Dans le présent MSA, "Client" désigne l'entité identifiée comme " Client " dans la Commande et " DESelect " désigne DESelect B. V. ou l'une de ses sociétés affiliées si cette société affiliée est identifiée comme " DESelect " sur la ligne de signature de la Commande avec le Client. DESelect et le Client sont ci-après désignés individuellement comme une "Partie" et conjointement comme les "Parties". En contrepartie des conditions énoncées dans le présent MSA, dont les deux parties reconnaissent la réception et le caractère suffisant, les parties conviennent de ce qui suit. 1. Définitions 1. 1. Aux fins du présent MSA, sauf indication contraire, les termes en majuscules auront la signification qui leur est attribuée ci-dessous : "Affilié" signifie, en ce qui concerne la Partie concernée, toute personne ou entité contrôlant, contrôlée par, ou sous contrôle commun avec cette Partie, le terme "contrôle" signifiant le pouvoir, direct ou indirect, de diriger ou de faire diriger la gestion et les politiques de cette entité, que ce soit par contrat, par la propriété d'actions, par l'appartenance au conseil d'administration, par accord ou autrement et, dans tous les cas et sans limitation de ce qui précède,... --- ### MSA - Published: 2022-04-27 - Modified: 2025-04-29 - URL: https://deselect.com/msa-2/ Master Service Agreement Last updated on 8 September 2023 Current Version Master Service Agreement including DPA v4 – Current version as of 8 September 2023 Previous Versions - Master Service Agreement Including DPA 2022v3 – Valid until 8 September 2023 - General Terms and Conditions 2021 – Valid 12 February 2021 until 2 May 2022 --- ### How to manage data in Salesforce Email Studio > Salesforce Email Studio is a powerful marketing tool for creating, sending, and tracking email campaigns, boosting customer engagement and ROI. - Published: 2022-03-07 - Modified: 2024-04-11 - URL: https://deselect.com/how-to-manage-data-in-salesforce-email-studio/ How to manage data in Salesforce Email Studio Introduction to Email Studio in SFMCEmail Studio in Salesforce Marketing Cloud is an exceptional tool to manage your email communication. This advanced functionality can be of great use to companies and enterprises processing a large amount of subscriber data. You use Email Studio for email sends, storing subscribers, checking email deliverability, and reviewing reports. Email Studio allows you to create subscriber segments for targeted campaigns too. Overall, it’s a flexible tool that opens many opportunities. However, to master it, you first need to understand its processes. This compelling guide aims to elaborate on Salesforce Email Studio’s functionality, highlighting its nuances for better user adoption. Subscribers in Email Studio To begin to understand Email Studio, first, let’s define its lingo. Customers or contacts in Email Studio are referred to as Subscribers. If you open this studio, you’ll see the All Subscribers list. This is a master list of all subscribers receiving emails from your company. The All Subscribers list contains more than just the names of your subscribers. You’ll also find information on unsubscribes, bounces, and deliverability. Subscribers in Email Studio may constitute a subset of your “contacts” and hence count towards the number of contacts covered by your Salesforce contract. You can learn more about how Subscribers and Contacts are related here. Let’s define a subscriber in SFMC and determine the difference between a contact. A subscriber opted to receive communications from you via a specific channel, such as email, SMS, MMS... --- ### Events & Webinars - Published: 2022-01-28 - Modified: 2024-02-14 - URL: https://deselect.com/events-webinars/ Webinars & Events Find out about upcoming and past events of DESelect or watch on-demand webinars. Upcoming Events ONLINE A+ Marketing Cloud Strategies for HigherEd Success: A Fireside Chat with Cornell University and The University of Maryland Global Campus 02/22/2024 Register Here Past Events All All Event Webinar Search State of Marketing Optimization: Top Trends to Get the Most Out of Your Personalization and AI in 2024 The new year brings new strategies for marketers across the globe, so how will trends concerning personalization and rapidly advancing martech affect your team in 2024? Join our panel of experts and industry veterans on Wednesday January 31, 2024 at 11 am CST / 6 pm CET as they explore how marketers are already creating ultra-efficient, tailored campaigns that influence consumer behavior. Topics covered: 2023 Wrapped: What to copy in 2024 and lessons from improvisations Personalization: Creating new opportunities to resonate with customers AI Adoption: How to measure impact to margins Can’t make the webinar? Sign up anyway! A recording Webinar Ignite Tomorrow’s Triumphs Today: DESelect’s Fireside Chat on Concrete 2024 Marketing Planning Strategies The end of the year means it’s time to plan 2024’s marketing strategy. Resources on campaign planning aren’t hard to come by, but how do you find information that isn’t generic or irrelevant? DESelect will host a panel of Salesforce Marketing Cloud experts to discuss concrete marketing plans that strengthen your bottom line. Join us Wednesday, Dec 20, 2023 3:15 pm CET / 8:15 am CST for a discussion... --- ### DESelect Search > Use DESelect Search in SFMC, the quickest way to find Objects, Data Extensions, Query Activities, and more in Salesforce Marketing Cloud - Published: 2021-10-31 - Modified: 2024-11-06 - URL: https://deselect.com/search/ - Admin Menu Group: Product Search in Marketing Cloud A practical, free, object finder for Salesforce Marketing Cloud. Save time by using DESelect Search to find literally anything in Marketing Cloud. This free tool is like your very own search engine embedded into Marketing Cloud, eliminating the need to dig through folders one by one. Watch a demo * Due to recent security updates from Google, the Chrome extension only works if the AppExchange version has already been installed. Install in Marketing Cloud Get from Chrome Store Start here FREE! Find objects in Salesforce Marketing Cloud easily Email Messages & TemplatesMobile Push NotificationsQuery ActivitiesClassic Emails & TemplatesAutomationsContent BlocksData ExtensionsData Filters Get it now How to Get It Find what you've been looking for in Marketing Cloud DESelect Search is free. It's available through AppExchange, or can also be installed as a Chrome Extension in the Chrome Web Store. Features Key Features of DESelect Search 100% free A user-friendly interface Find results from your current business unit or across business units Install it in your Marketing Cloud instance and use it immediately Install once and enable your whole team Search objects by name and external key to find results within seconds You don’t need to enter the Marketing Cloud subdomain Customer Testimonials What real Marketing Cloud Engagement users are saying about DESelect Search DESelect approaches the glaring gap perfectly - with a mix of AppExchange app and Chrome browser Extension you can search through assets from any place of Marketing Cloud and open them directly from... --- ### Salesforce Automation Studio Marketing Cloud Guide > Learn everything about Automation Studio in Marketing Cloud and how to use DESelect marketing enablement solutions to optimize it - Published: 2021-10-22 - Modified: 2024-04-12 - URL: https://deselect.com/automation-studio-marketing-cloud-guide/ Automation Studio Guide Businesses benefit from automation. A State of Marketing report performed by Salesforce reveals marketers expect a 40% increase in the number of data sources they use between 2021 and 2022; this not only accounts for both business-to-customer marketing and business-to-business. Even if their estimate is incorrect, even a fraction of that increase quickly becomes overwhelming. More data sources mean exponentially more data points to consider, and more complex marketing tactics are necessary to keep up. Introducing automation to your marketing and other processes keeps your business moving. Marketing automation takes advantage of all gathered data and extracts valuable insights, allowing you to create the best customer experience possible. There's no need to use valuable human resources to complete repetitive marketing tasks or worry about marketing effectively on multiple channels. Automation Studio in Salesforce Marketing Cloud can handle many, varied types of automation, and when used in conjunction with DESelect Segment, it becomes even more effective. What is SFMC Automation Studio? Automation Studio in Salesforce Marketing Cloud is a powerful tool. It's an application used to execute multi-step marketing and data management activities. It works on an immediate, triggered, or scheduled basis. It also makes sending emails, queries, imports, and more happen automatically — exactly when you expect and need them. In short, it allows you to automate your marketing processes like a pro. Automation Studio saves you time to invest in the aspects of your company that need you the most. Companies looking to accelerate automated... --- ### Principles Manifesto > Learn about DESelect through this manifesto. Our vision & values were built on 5 principles to shape our products, culture, and brand. - Published: 2021-09-03 - Modified: 2023-05-04 - URL: https://deselect.com/principles-manifesto/ DESelect Culture Our mission is to “Elevate engagement through human intelligence at scale. ” Our vision below outlines how we anticipate the future of how humans will interact with marketing, and our mission reflects where we want to position ourselves in this future. Our culture is put in place to support our mission. When we think about the future of our industry, we envision a world where: Individuals expect timely and 1:1 engagement, while catering to their uniqueness and privacy Organizations that automate messaging yet manage to remain human and authentic are most likely to succeed Human intelligence at scale will deliver “wow”-experiences and empower humanity to remain connected. Consequently, Marketing Operations (MOPS) in general and Marketing Automation (MA) specifically, play a central role in enabling organizations to deliver digital messages effectively. We will see more Senior Executives with MOPS backgrounds because of this. From a technological perspective, in this world, we imagine: Time-to-value as a critical value proposition for SaaS, and (near) instant-deployable SaaS having a huge competitive advantage. While AI will be omnipresent, marketers need to be empowered by their data to build human experiences to best engage with their customers. The complexity of digital engagement, 1:1 personalization, and high-volume messaging has created a need for Marketing Operations to render Marketing Automation more manageable. Consequently, great software makes data understandable and balances intuitive user interfaces with surprising levels of control. Our principles, that will help us achieve our vision, are: Trust because it is the foundation of doing... --- ### Journey Builder in Salesforce Marketing Cloud: How to Use and Best Practices > Journey Builder Marketing Cloud by Salesforce. Learn everything about how to use it to build SFMC journeys successfully - Published: 2021-08-12 - Modified: 2025-01-06 - URL: https://deselect.com/journey-builder/ Journey Builder in Salesforce Marketing Cloud Salesforce Journey Builder is an intuitive marketing tool that allows you to interact with your customers on a 1-to-1 customer experience platform across multiple channels. Learn how to make every interaction with your customers as consistent and unified as possible. Connect every communication across email, mobile, advertising, and the web for a seamless customer experience. This guide covers everything you need to know about this innovative program and its activities. What is Journey Builder? This feature in the Salesforce Marketing Cloud makes it easy for you to design customer journeys by giving you a straightforward user interface to build multiple individualized interactions all within one feature in Salesforce Marketing Cloud. With this tool, you can set goals based on behaviors, so your marketing team knows how each one of their campaigns contributes towards the bigger goal. With Journey Builder, SFMC can provide you with the ability to integrate with Sales Cloud and Service Cloud. As a result, you can keep on top of any customer responses while avoiding duplication in efforts. How to Use and Implement Journey Builder Salesforce Within Your OrganizationThis tool gives your customers a way to find what they want easily and quickly while giving you the data you need for better insights on creating content that resonates with all ages and demographics of your customer base. This software makes it easy to automate campaigns. Your campaign can start by converting leads to another marketing channel based on their behavior. It... --- ### Segment > DESelect Segment enables no-code smart Marketing Cloud segmentation so you can create segments twice as fast to increase campaign velocity. - Published: 2021-07-12 - Modified: 2025-04-01 - URL: https://deselect.com/segment-2/ - Admin Menu Group: Product SEGMENT Smart Segmentation for Salesforce Marketing Cloud Easily access all your data extensions in one place, eliminate dependence on technical resources, and create segments 50% faster using drag-and-drop for smart Marketing Cloud segmentation. Book a Demo Why Segment Increase velocity with no-code segmentation Create highly targeted segments in SFMC in half the time - without SQL. Build segments twice as fast Eliminate dependence on IT and inefficient back-and-forth between teams to build segments that reach the right person, with the right message, at the right time See how Camping World did it Say Goodbye to SQL Access all your data extensions, join them together quickly, and predefine relationships - no more wasting time copying queries, switching between studios or checking code for errors. Read the guide See how it works Check out our free, self-paced tutorial to learn how to get started with DESelect Segment quickly and easily. See tutorials Take a tour How it works Fast, easy, smart Marketing Cloud Segmentation Combine data extensions simply by dragging one source onto another. Then, apply complex filter criteria and exclusion rules with and/or logic. Get helpful tips On-screen guidance helps users navigate to the next step with ease, accelerating the learning curve for new users and making the overall experience easier. Customize with ease Create custom values using advanced calculations, then use them for segmentation, scoring, and personalization. You’re no longer limited to values coming from one of your data sources. Refresh segments automatically With scheduled selections you can schedule segments... --- ### Frequently Asked Questions about DESelect > Salesforce Marketing Cloud (SFMC) segmentation and saturation control. Save time, engage customers, and drive revenue with DESelect for SFMC. - Published: 2021-04-26 - Modified: 2023-06-13 - URL: https://deselect.com/faq/ Frequently asked questions General Questions When do I need DESelect Segment? We have customers saying that “anyone using Salesforce Marketing Cloud should have DESelect too”. With some exceptions, they are probably right. One of the powerful features of Marketing Cloud is its flexibility to let you define a data model and integrate various data sources. But as a result: You need to do lots of data management, which usually means writing SQL queries or even doing various operations in Excel. The same happens when you need to create extracts to report on your campaigns. All of that is incredibly time consuming and renders the Marketing team dependent on technical experts to support them. Due to its sometimes technical nature, user adoption may also be below expectations. If any of that sounds familiar, then DESelect is for you! What benefits can I expect from DESelect Segment? Some of the main benefits of DESelect include: You don’t need to use SQL anymore. Based on our customer success stories, we know that on average you can reduce the time you spend on data in Marketing Cloud (such as writing queries, creating data extensions, briefing an expert on your data requirements,... ) by a whopping 52%. You can deliver more targeted and personalized campaigns (asides segmentation, we also offer many ways to personalize your segments). You will be much less dependent on technical experts. You can accelerate your Marketing Cloud implementation, since a large part of an implementation is typically spent on creating the... --- ### Terms - Published: 2021-04-26 - Modified: 2025-04-29 - URL: https://deselect.com/terms/ General Terms & Conditions This is a legacy page (last updated February 12th, 2021), for the latest terms please visit deselect. com/msa 1. General These general terms and conditions govern the relationship between DESelect BV (hereinafter referred to as the “Vendor”) and its customers (hereinafter each individually referred to as the “Customer”). These terms and conditions may be amended from time to time. The Vendor shall promptly inform the Customer of any substantial changes to its general terms and conditions. 2. SaaS 2. 1. Object The Customer and Vendor agree to enter into a software as a service agreement (hereinafter referred to as the “Agreement”). During the subscription period, the Customer will receive a non-exclusive, non-transferable right to access and use the Solution (as defined hereinafter) solely for its internal business operations subject to the terms of this Agreement. The Customer acknowledges that this Agreement is a services agreement and the Vendor shall not deliver copies of the Solution to the Customer as part of the Saas services. 3. Customer’s obligations The Customer cannot use the Solution for other purposes than as specified in this Agreement. The Customer shall not distribute, sell, license or sub-license, let, trade or expose for sale the Solution to a third party. The Customer shall ensure that the Solution retains all Vendor’s copyright notices and other proprietary legends and all trademarks or service marks of the Vendor. 4. Definitions Following definitions and abbreviations may apply: Agreement: the general terms and conditions and the specific terms... --- ### DESelect eBook Data Download - Published: 2021-04-26 - Modified: 2021-12-14 - URL: https://deselect.com/ebook-2-download/ DESelect eBook Data Download Your eBook is ready to be downloaded --- ### DESelect eBook - Download - Published: 2021-04-26 - Modified: 2021-10-07 - URL: https://deselect.com/ultimate-guide-to-starting-with-segmentation-in-sfmc-download/ Ultimate guide to starting with segmentation in SFMC Your eBook is ready to be downloaded Download now --- ### Sad Penguin - Published: 2021-04-23 - Modified: 2024-12-30 - URL: https://deselect.com/sad-penguin/ Oops! 404 We can’t seem to find the page you’re looking for. Here are a few links that might be helpful: Home Quick Tour Resources --- ### About us > We enable smart marketing ops that empower marketers to deliver authentic and engaging customer experiences - Published: 2021-04-20 - Modified: 2025-04-02 - URL: https://deselect.com/about/ We have made it our mission to enable organizations around the world to truly connect with people Creating authentic human-centered relationships driven by smart marketing ops Vision Smart Marketing Ops Marketing is moving faster than ever—more data, more channels, more pressure. We empower marketers to rise to the challenge and cut through martech complexity with smart marketing ops that deliver authentic “WOW! ” experiences that engage customers and drive competitive advantage. We envision a world where we enable organizations to: Orchestrate effective, relevant, and srcset="https://deselect. com/wp-content/uploads/2025/02/Group-209-1. png 90w, https://deselect. com/wp-content/uploads/2025/02/Group-209-1-75x75. png 75w" alt="" /> Simplify and accelerate segmentation, engagement, personalization, and high-volume communications. Gain visibility into campaign planning, priorities, and execution. Achieve near instant deployability and fast time-to-value on their marketing optimization platform investments. Values Our Values DESelect is a values-driven company. We hold ourselves accountable to the following values, all in support of our mission to enable organizations around the world to truly connect with people. Trust We act in our customers’ best interest and communicate openly. Personal Responsibility We hold ourselves accountable and challenge each other. Customer Experience We delight and add value in all our interactions with customers, partners, and colleagues. Continuous Improvement We continuously improve the way we work and act decisively. Adaptability We rise to the occasion and quickly adapt to change. Impact DESelect by the Numbers 1000+ Customers around the global across all industries - consumer goods, financial services, pharmaceuticals, automotive, retail. 31,839,967 SQL words avoided in 2024 —... --- ### Careers > Browse DESelect careers and job opportunities to join our amazing team and help scale the company that defined smart marketing ops. - Published: 2021-04-20 - Modified: 2025-02-03 - URL: https://deselect.com/careers/ Careers at DESelect Interested in joining the company that is defining smart marketing ops? View Open Positions Life at DESelect A glimpse of life at DESelect We think of ourselves as an elite pro sports team. We are building a high-performance team, where people are excited to work when they get up in the morning, inspire and help one another, and are passionate about martech and empowering marketers. We take pride in the fact that our employees often form long-lasting friendships as we help them develop their careers. https://youtu. be/b842wHh_os8 In 2024, our team gathered in Lisbon for an unforgettable company retreat filled with collaboration, creativity, and some fun in the sun. At DESelect, we believe great ideas come from great people—and when our global team comes together, amazing things happen. Ready to join a team that knows how to work hard and have a blast doing it? Why DESelect Come thrive with us At DESelect, we’re more than just a team—we’re a group of driven individuals who thrive on solving challenges, creating impact, and empowering marketers around the world. Whether it’s building cutting-edge products, collaborating across departments, or celebrating our wins, we believe in fostering a culture where everyone has a voice, opportunities to grow, and the support to succeed. If you’re looking for a place where your ideas matter and your work makes a difference, you’ve found it. View Open Positions Co-own success Enjoy a great salary plus stock options, because we believe in co-ownership as a driving... --- ### Pricing > DESelect pricing enables getting started for free and scaling to paid plans depending on the number of users and business units. - Published: 2021-04-16 - Modified: 2025-04-29 - URL: https://deselect.com/pricing/ Pricing Segment Engage Search EUR USD Enable Plan starts at $880 €850 / mo / per SFMC org (billed annually) Drag-and-drop segmentation Access all your data in Marketing Cloud Easily combine multiple data sources Create complex audiences without code Enable non-technical marketers in SFMC see all features Plus Plan starts at $1,885 €1,795 / mo / per SFMC org (billed annually) Every feature from Enable, and: Aggregations Personalized custom values Selection templates Pre-define relations with data sets see all features Advanced Contact sales Every feature from Plus, and: Picklists Waterfall segmentation Over 75 supported custom SQL functions see all features Prices vary based on users, business units, and features needed. All plans are billed annually. Compare plans Engage Plan starts at $1,500 €1,500 / mo / per SFMC org (billed annually) Defend against marketing fatigue Intuitively prioritize communications Cap messaging frequency with logic Maximize ROI & customer experience Optimize campaigns via saturation data see all features the search engine for marketing cloud Free Free Search through all your data in Marketing Cloud Find objects in seconds Install and use without any setup see all features Download now Setup and Onboarding Setup We built all our solutions to be ready-to-use, so you don't have to worry about setup, it's as simple as plug-and-play. An end-to-end test is performed by DESelect to guarantee a seamless launch. Support DESelect offers ongoing support by email as well as providing access to its expansive support and learning portals. The Customer Success Team organizes quarterly meetings... --- ### Privacy + Cookie Policy - Published: 2021-04-06 - Modified: 2025-04-29 - URL: https://deselect.com/privacy-policy/ Privacy + Cookie Policy I. SCOPE OF THIS PRIVACY POLICY This Privacy Policy describes how DESelect BV and its affiliates (“we”, “us” or “our”) collects, uses, consults, retains or otherwise processes your personal data when you are visting our website and when you leave your personal information. We understand that privacy is important to both our online visitors and registered users. We respect your privacy and have taken adequate steps to protect your personal data. This Privacy Policy (the “Privacy Policy”) does not apply to information our customers may process when using our Services which is covered by a different privacy policy. DESelect BV and you are jointly referred to as “Parties” and individually as “Party”. PLEASE READ THIS PRIVACY POLICY CAREFULLY! This Privacy Policy applies globally on the basis of EU Regulation 2016/679 on the protection of natural persons with regard to the processing of personal data (the “GDPR”), as well as any legislation and/or regulation implementing or enacted pursuant to the GDPR and current and future e-Privacy legislation. Terms defined in article 4 of the GDPR shall have the meaning as defined therein. Personal Data as defined in the GDPR includes cookies and other “Navigational Data” such as information about your computer and your visits to our website, your IP address, geographical location, browser type, referral source, length of visit and pages of our website you viewed. Whilst you are afforded the rights based on the GDPR irrespective of your nationality and irrespective of whether or not the... --- ## ## Posts ### Email Deliverability Challenges in Higher Education: Navigating Privacy Changes and Evolving Metrics - Published: 2025-04-29 - Modified: 2025-04-29 - URL: https://deselect.com/blog/email-deliverability-challenges-in-higher-education-navigating-privacy-changes-and-evolving-metrics/ - Categories: Thought Leadership - Tags: Communication Capping, Salesforce Data Cloud Email Deliverability Challenges in Higher Education: Navigating Privacy Changes and Evolving Metrics The higher education sector continues to face significant email deliverability hurdles, compounded by evolving privacy protections and shifting engagement patterns. Despite these challenges, email remains a critical channel for student recruitment when executed strategically. Below, we explore the current landscape, the impact of privacy changes, and actionable steps to optimize email performance. https://youtu. be/B6h0jVAwq9g The State of Email Deliverability in Higher Education Email marketing’s effectiveness is under pressure due to technical barriers and changing user behaviors: Inbox competition: Prospective students receive hundreds of emails from colleges, leading to overfilled inboxes and lower engagement. Domain reputation risks: Poorly configured email systems or excessive spam complaints can trigger filters, causing emails to land in spam folders. Third-party vendor issues: Many institutions rely on external platforms with inconsistent authentication protocols (e. g. , SPF, DKIM), increasing deliverability failures. Recent updates from Google, Yahoo, and Apple have intensified these challenges by prioritizing user privacy and filtering low-engagement content. How Privacy Changes Are Reshaping Email Strategies 1. Apple’s Mail Privacy Protection (MPP) MPP, introduced in 2021, masks open data by preloading email images, including tracking pixels, regardless of whether recipients engage. This has two major consequences: Inflated open rates: Emails appear “opened” even if ignored, rendering open rates unreliable. Obscured engagement signals: Colleges can no longer track location, device, or follow-up timing, complicating personalized outreach. Impact: Institutions relying on open rates for A/B testing or segmentation must pivot to click-through rates (CTRs) and... --- ### Managing Audience Overlap: A Critical Imperative for Higher Education Marketing - Published: 2025-04-29 - Modified: 2025-04-29 - URL: https://deselect.com/blog/managing-audience-overlap-a-critical-imperative-for-higher-education-marketing/ - Categories: Thought Leadership - Tags: Communication Capping, Salesforce Data Cloud - Topic: CDP, Data Management, Digital Innovation, Learning, Marketing Automation, Saturation Control - Role: CRM, IT, Marketing - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Data Management, Saturation Control, Segmentation Managing Audience Overlap: A Critical Imperative for Higher Education Marketing In higher education, the complexity of marketing operations has grown exponentially. Multi-brand institutions, sprawling campuses, and diverse academic offerings mean that marketing teams must reach distinct audiences—prospective students, alumni, donors, and current students—often with overlapping interests and needs. Yet, one challenge consistently undermines these efforts: managing audience overlap, especially in email campaigns. https://www. youtube. com/watch? v=LX9ArUy37a0 The Overlap Problem: Email Collision and Its Consequences Audience overlap, or the presence of the same individuals in multiple campaign lists, is not just a theoretical concern. In practice, it leads to “email collision”—where a single recipient receives multiple, sometimes conflicting, messages from different departments or brands within the same institution. This is especially prevalent in multi-department organizations or universities with decentralized marketing functions. The consequences are significant:Audience Fatigue: Recipients bombarded by multiple emails are more likely to disengage, unsubscribe, or ignore future communications, reducing overall campaign effectiveness. Diminished Campaign Performance: Overlapping messages can dilute the impact of key campaigns, causing confusion or even contradictory calls to action. Operational Inefficiency: Marketing teams waste valuable time manually suppressing or prioritizing audiences, a process that is not only labor-intensive but also prone to error. As one CRM leader in a global organization noted, orchestrating campaigns across 19 countries and multiple business units without centralized coordination is “nearly impossible,” with each region demanding different execution standards and expectations. With so many business units and no structure, managing campaigns across countries is nearly impossible. Every team wants something... --- ### Unlocking Salesforce Data Cloud’s Consumption-Based Pricing - Published: 2025-04-16 - Modified: 2025-04-18 - URL: https://deselect.com/blog/unlocking-salesforce-data-clouds-consumption-based-pricing/ - Categories: Thought Leadership Unlocking Salesforce Data Cloud’s Consumption-Based PricingA Practical Guide for Marketing Teams 1. IntroductionEver since its grand reveal in Dreamforce 2023, Salesforce Data Cloud has been the company’s spearhead product. Data Cloud is a powerful tool that, when used wisely, can lead your marketing to new heights. Salesforce Data Cloud combines hyperscaler performance, real-time profile unification, and the power of agentic AI to fuel advanced marketing use cases. However, its consumption-based pricing model presents challenges in predicting and controlling costs. Marketers need to be aware of how credits are consumed and the potential pitfalls to avoid unexpected expenses, and many Data Cloud users struggle with this. This guidebook provides marketing professionals with a comprehensive understanding of Salesforce Data Cloud’s consumption-based pricing model and credit system. As marketers increasingly rely on >comprehensive view of customer information. This unified data model is crucial for marketing managers and marketing operations specialists who need accurate and actionable insights to drive personalized marketing campaigns and improve customer engagement. What is Salesforce Data Cloud? Salesforce Data Cloud is a hyperscale data engine integrated within the Salesforce ecosystem. It consolidates structured and unstructured data from multiple sources, including internal systems, external data lakes, and third-party applications, into a single, trusted customer profile. This unified view enables marketing teams to better understand customer behavior, preferences, and needs, enabling the orchestration of marketing activities across different channels in near real-time. Data Cloud Key FeaturesData Cloud is built to handle data of all kinds: structured and unstructured, streaming, real-time, bulk, internal, or... --- ### 2025 State of Marketing Operations - Published: 2025-03-31 - Modified: 2025-04-01 - URL: https://deselect.com/2025-state-of-marketing-operations/ - Categories: eBooks - Topic: Data Management, Digital Innovation, Marketing Automation, Personalization, Segmentation - Industry: Hospitality, Insurance, IT, Nonprofit, Retail, Telecom - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Affordability, Analytics, Data Management, Ease of Use, Saturation Control, Segmentation, Speed Welcome to the DESelect 2025 State of Marketing Operations Report! This year, we explored the perspectives of 34 marketing operations leaders across various industries to uncover common challenges, innovative strategies, and emerging trends shaping the field. With contributions from marketing operations thought leaders in healthcare, consumer goods, SaaS, retail, education, and more, this report offers a comprehensive view of the opportunities and obstacles faced by marketing teams today. Marketing Ops Report 2025 State of Marketing Operations Common challenges, innovative strategies, and emerging trends shaping the field. Download PDF Welcome! Foreword This year, we explored the perspectives of 34 marketing operations leaders across various industries to uncover common challenges, innovative strategies, and emerging trends shaping the field. With contributions from marketing operations thought leaders in healthcare, consumer goods, SaaS, retail, education, and more, this report offers a comprehensive view of the opportunities and obstacles faced by marketing teams today. Executive Summary Marketing operations is at a crossroads: balancing technological advancements with organizational alignment. Across 34 in-depth interviews conducted between December 2, 2024 and February 5, 2025, recurring themes include challenges in audience management, the limitations of AI in data segmentation, and the ongoing need for role clarity within teams. This report identifies six key insights along with other learnings and offers actionable advice for navigating the evolving landscape of marketing operations. “Marketing automation is only as effective as the strategy behind it. Tools amplify, but they don’t define success. ” Anthony Lamot CEO & Co-Founder, DESelect Introduction Objective & Methodology The insights in this report are based on in-depth interviews conducted between December 2, 2024 and February 5, 2025. Each interview lasted approximately 35 minutes and involved marketing operations leaders from diverse industries, including: healthcare consumer goods SaaS Retail education + more Participants represented roles such as: senior marketing automation specialist CRM analyst martech consultant director of marketing technology A total of 34 individuals shared their perspectives, providing... --- ### Take the DESelect Marketing Operations Maturity Model Assessment > Take our free survey to assess and advance your marketing operations maturity model. You'll get a personalized report in a matter of days. - Published: 2025-02-27 - Modified: 2025-04-21 - URL: https://deselect.com/blog/marketing-operations-maturity-model-assessment/ - Categories: Thought Leadership - Topic: Customer Engagement, Marketing Automation, Personalization - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership Take our free survey to assess and advance your marketing operations maturity model along two dimensions: automation and personalization. You'll receive your customer report in just a few days. Take the DESelect Marketing Operations Maturity Model Assessment Our free assessment provides a model that enables customers to rate their current maturity in Salesforce Marketing Cloud. DESelect delivers a report that visualizes your maturity in automation and personalization, benchmarks you against others who have taken the assessment, and assesses your growth and improvement potential. Clearly answer “where should we focus next? ” in your marketing operations maturity journey. How the maturity model works: Take the Assessment Marketing Factory: We have solid automated processes but lack personalization efforts SFMC Explorers: We are starting our SFMC journey and building our maturity Marketing Boutiques: We are personalization experts with limited automated processes SFMC Experts: We have advanced automation and personalization processes Once you complete the survey, we tally your score and you’re placed in one of the quadrants. We provide comparisons for your industry and create customized recommendations. We track DESelect customers' maturity year over year. To learn more details about the DESelect marketing operations maturity model, watch our on-demand webinar. Why take the assessment? Know where your team stands in the maturity model. Benchmark your standing and progress against peers and your industry. Maturity results provided within 7 business days. Free meeting with a DESelect expert to take practical next steps to improve maturity level. Book a Meeting --- ### Beyond Limits - Exploring Smart Communication Capping > Read this comprehensive guide to learn how smart communication capping can maximize customer engagement, marketing ROI, and compliance. - Published: 2025-02-18 - Modified: 2025-02-18 - URL: https://deselect.com/blog/smart-communication-capping/ - Categories: Thought Leadership - Tags: Communication Capping, Salesforce Data Cloud - Topic: CDP, Data Management, Digital Innovation, Learning, Marketing Automation, Saturation Control - Role: CRM, IT, Marketing - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Data Management, Saturation Control, Segmentation Beyond Limits: Exploring Smart Communication CappingIn this comprehensive guide, we explore why communication capping matters and how smart communication capping maximizes engagement, marketing ROI, and compliance. Why Communication Capping MattersIn today’s landscape, customers can be overwhelmed with marketing messages across multiple channels. In our 2024 study of 234 consumers across the United States, over two-thirds of respondents said they prefer email to any other channel to receive marketing communications. Newer channels such as SMS, push notifications, and social media are gaining ground and have caught up to the preference for old-school direct mail. Our study revealed that consumers generally find value in marketing communications; however, as the frequency of communication increases, consumers can begin to feel overwhelmed and annoyed. When consumers reach their limit, they may start to disengage from the brand entirely, damaging or undermining marketing campaign ROI. On the flip side, if consumers aren’t communicated with often enough, marketers risk leaving money on the table. Marketing campaigns often fall short as revenue drivers because they don’t prioritize customer engagement effectively. Overwhelming contacts with excessive communications can lead to marketing fatigue (resulting in costly unsubscribe and disengagement rates), wasted resources, and increased compliance risks. These issues are particularly severe in large organizations with multiple Business Units (BUs), where a holistic view of planned communications, subscriber behavior, and enforcement of consistent campaign rules are lacking. Let’s look at each of these three detrimental outcomes: Marketing FatigueWhile brands aim to stay top-of-mind, excessive communication can lead to message fatigue, higher unsubscribe rates,... --- ### Top 10 Marketing Operations Predictions for 2025 > Explore out top 10 marketing operations predictions for 2025 and the opportunities they can bring for marketing ops leaders in the new year. - Published: 2024-12-19 - Modified: 2024-12-30 - URL: https://deselect.com/blog/top-10-marketing-operations-predictions-for-2025/ - Categories: Thought Leadership - Tags: 2025 predictions, marketing cloud optimization, Salesforce Marketing Cloud - Topic: Marketing Automation, Segmentation - Role: CRM, IT, Marketing - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Data Management, Saturation Control, Segmentation We’re excited to unveil our Top 10 Marketing Operations Predictions for 2025. The exponential growth of marketing automation, the impact of AI on strategy and execution, and the drive to become more intentional and data-driven means we’re going to see a lot of interesting dynamics and progress in marketing. As 2024 closes out, we took a step back to think about what the future holds for marketing operations and came up with our first-ever list of predictions. Let’s dive in! Top 10 Marketing Operations Predictions for 2025We’re excited to unveil our Top 10 Marketing Operations Predictions for 2025. The exponential growth of marketing automation, the impact of AI on strategy and execution, and the drive to become more intentional and >last year alone, which means you will need to continue juggling multiple marketing automation tools, CRM systems, and analytics platforms. It will require your vigilance to ensure these changes don’t disrupt your streamlined operations or derail your team’s autonomy. 2. Upskilling Your Team Will Be a PriorityTo boost the ROI of your martech, you will allocate resources to tackle the challenge of upskilling your team. Prioritizing team readiness to effectively use AI and advanced tools and platforms will focus on ongoing training, access to online resources and learning paths, and team communications skills. Upskilling your team will be crucial so they can work independently and confidently adapt to the rapid technological shifts we are experiencing. 3. Increased Investment in DataInconsistent data across different platforms, missing information, and difficulty maintaining a single customer view lead to inaccurate reporting and decision-making. You’ll see investment in addressing your top needs around data quality, integration, and analysis, but beware! “Perfect data” doesn’t exist. While these are areas where you’ve felt the pinch, pursuing perfect data can be paralyzing for your organization and your team. New investments will be helpful, but don’t consider them a lifeline. Instead, look for tools that put you on a better path, such as DESelect Segment, which our customers use... --- ### sample post - Published: 2024-10-25 - Modified: 2025-04-29 - URL: https://deselect.com/sample-post/ - Categories: No category DESelect Blog - sample post --- ### November '24 Release - Cross-BU Saturation Control in DESelect Engage > DESelect introduces centralized cross-BU saturation control to prioritize communications and optimize send frequency across BUs - Published: 2024-10-25 - Modified: 2025-01-06 - URL: https://deselect.com/releases/november-24-release-cross-bu-saturation-control-in-deselect-engage/ - Categories: Product Releases, Releases - Topic: Saturation Control - Role: Marketing, CRM, IT - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control Watch cross-BU saturation control in action in our product release webinar here DESelect Engage: Cross-BU Saturation ControlMarketing campaigns often fall short as revenue drivers because they don’t prioritize customer engagement effectively or ensure saturation control. Overwhelming contacts with excessive communications can lead to costly unsubscribe and disengagement rates, wasted resources, and increased compliance risks. This issue is particularly severe in large organizations with multiple business units (BUs), where a holistic view of communications and subscriber behavior is lacking, along with the inability to enforce consistent rules across the organization. This lack of coordinated oversight results in stressful campaign planning, lost opportunities, and suboptimal campaign performance that leaves money on the table. Hit Your Revenue Targets with Cross-BU Saturation ControlIt’s time to transform your campaigns in Salesforce Marketing Cloud into revenue drivers with DESelect Engage. In the latest release, DESelect introduces centralized cross-BU saturation control to extend send frequency optimization, so you can push your Salesforce Marketing Cloud sends to optimal levels without inducing fatigue, optimize your marketing like never before, and ensure regulatory compliance. Cross-BU Saturation Control is included with every Engage subscription and is now available. The Problem: Lack of enterprise-wide visibility into audience saturation levelsAll sends to a contact across the organization must be considered for saturation control. Until now, Engage has optimized send frequency BU by BU only. But many organizations send to the same contacts from different BUs, running the risk of over-saturation, campaign collisions, and stressful campaign planning because all sends to a contact are... --- ### Amber Sellens: Building a Horizontal MarOps team, Brand Consistency, and MarTech Leadership | Episode 24 > Watch Heroes of Marketing Cloud Episode 24 with Shell Energy marketing executive Amber Sellens and DESelect CEO Anthony Lamot. - Published: 2024-10-18 - Modified: 2024-10-19 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-amber-sellens/ - Categories: Podcast - Topic: Digital Innovation, Time Management - Industry: Retail, Automotive - Department: Cloud Admins, IT & Data Teams, Marketing Leadership - Use Case/Benefit: Data Management Episode 24 | Transcript Amber Sellens: Building a Horizontal MarOps team, Brand Consistency, and MarTech Leadership Anthony Lamot: Hey, Amber! Welcome to the show! Amber Sellens: Hey! Thanks! Anthony Lamot: It's so good to have you here on the show. I think we originally met at a Salesforce conference somewhere last year, where we had a great coffee and a great in-depth chat about marketing ops. So, super pumped to have you here! For starters, can you kind of tell the audience what it is that you do and what was your journey leading up to your current role at Shell Renewables and Energy Solutions? Amber Sellens: Sure. So, I've got a bit of an unconventional path of sorts, and I think it’s really led to my success in marketing ops in general. If I’m being honest, I wasn’t one of those people who grew up knowing that I wanted to be a doctor, a lawyer, or a firefighter. So, I got the opportunity to kind of bop around quite a bit and give myself permission to investigate and explore before I landed on anything permanent. That included managing a coffee house, a pool hall, bartending, working as the executive admin for a marketing firm in downtown Philadelphia, being a subprime mortgage underwriting analyst, and working in insurance on both the health and property and casualty side. And now I’m at Shell. I’ve had a very robust career thus far, and even within Shell over the past 10 years, it's... --- ### October '24 Release - New Segment UI and Features > DESelect introduces the October '24 release of the new Segment, with an updated UI and features to increase campaign velocity. - Published: 2024-10-17 - Modified: 2025-01-10 - URL: https://deselect.com/releases/october-24-release-new-segment-ui-and-features/ - Categories: Product Releases, Releases - Topic: Segmentation - Role: CRM, IT, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control October '24 Release: New Segment UI and Features To learn how you can get started with Segment Free, watch the webinar here. DESelect Segment: Enhanced UI and New Capabilities We’re excited to announce the October '24 release of DESelect Segment, which introduces several new features designed to enhance usability and provide more powerful segmentation capabilities. Whether you're a seasoned DESelect user or just getting started, these updates will help you get more out of your Salesforce Marketing Cloud and cut campaign execution time by 50%. Create highly targeted segments in half the time - without SQL Access all your data extensions in one place, create segments 50% faster using drag-and-drop (no switching between studios required), and unlock advanced targeting and personalization. Whether you have no coding experience or you’re a SQL expert, DESelect empowers you to segment, deduplicate, and enhance data to increase campaign velocity. Build segments twice as fast Say Goodbye to SQL Start using immediately Eliminate dependence on IT and inefficient back-and-forth between teams to build segments that reach the right person, with the right message, at the right time. Access all your data extensions, join them together quickly, and predefine relationships - no more wasting time copying queries, switching between studios or checking code. Download the free version from the Salesforce AppExchange - installation is quick and easy and you'll be up and running in less than 30 minutes. DESelect Segment is now available and will automatically update for current users on October 22, 2024. Segment Release... --- ### Lukas Lunow: 2024 Marketing Champion on Evolving with Salesforce, Leading a Global Team | Episode 23 > Watch Episode 23 of Heroes of Marketing Cloud as Anthony Lamot interviews Lukas Lunow, recently named 2024 Salesforce Marketing Champion. - Published: 2024-09-27 - Modified: 2024-10-19 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-lukas-lunow/ - Categories: Podcast - Topic: Digital Innovation, Time Management - Industry: IT - Department: Cloud Admins, IT & Data Teams, Marketing Leadership - Use Case/Benefit: Data Management Episode 23 | Transcript Lukas Lunow: 2024 Marketing Champion on Evolving with Salesforce, Leading a Global Team Anthony Lamot: Hello, and welcome to Heroes of Marketing Cloud, the show where I interview Marketing Cloud experts. My name is Anthony Lamot, I'm the CEO and co-founder at DESelect, and today I'm talking with Lukas Lunow. Anthony Lamot: Lukas has had a tremendous career, including being an architect for many years at Salesforce, and for over a year now, he's been a Senior Engineering Manager at Maersk, a global logistics company, leading a team of engineers and architects. Lukas gives great insights on how to think about architecting, designing, and strategizing your Marketing Cloud and beyond, and he also offers advice, like how a great architect listens. On that note, I hope you have a great listen. Sit back, relax, and enjoy. Anthony Lamot: Hi, Lukas! Welcome to the show! Lukas Lunow: Hi, Anthony. Thank you, and thanks for having me. Anthony Lamot: It's such a pleasure. We've exchanged messages for quite a while online. I've been following you for a long time, so it's super cool to have you here. I'd like to start off with the question: what inspired you to become a leader in this space? I think it will be interesting for people on the call to hear about your career journey and how you found your way into Marketing Cloud. Lukas Lunow: Yeah, that's a good question. My adventure with Marketing Cloud actually started more or less... --- ### Basic-Fit Customer Success Story > In this customer success story, learn how Basic-Fit cut audience segment creation from four weeks down to less than two days. - Published: 2024-09-26 - Modified: 2025-04-07 - URL: https://deselect.com/basic-fit-customer-success-story/ - Categories: Success Stories - Tags: Retail - Topic: Customer Engagement, Data Management, Marketing Automation, Segmentation - Industry: Retail - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Data Management, Segmentation, Speed Cut audience segment creation from 4 weeks to < 2 days Eliminated reliance on IT and freed up valuable time Easily able to identify highly engaged members for upsell journeys Back to top Retail / Consumer Goods Basic-Fit Success Story Enhancing the member experience through upsell and retention journeys THE CHALLENGE Dependence on IT for Segmentation with SQL Basic-Fit is the largest value-for-money fitness chain in Europe, operating nearly 1,600 gyms across the Netherlands, Belgium, Luxembourg, France, Spain, and Germany. The company has over four million members and continues to grow rapidly, opening new locations almost daily. The CRM team is responsible for member retention and direct communications through Salesforce Marketing Cloud emails and app messages and aims to enhance the member experience by creating upsell and retention journeys while also working closely with other company stakeholders to set vision and strategy. The CRM team takes over once leads are generated, guiding them through email journeys that explain membership options, benefits, onboarding, and ongoing engagement. Before using DESelect, the team was highly dependent on an IT specialist to create segments in Salesforce Marketing Cloud, which slowed down campaign execution and affected the team's agility, especially as marketing needed to move quickly to test and implement new strategies. Goals Eliminate IT bottleneck and free up the technical specialist for more advanced projects. Have a better understanding of data relationships to become more data-driven Efficiently engage and upsell existing members Results: Fast segment creation enables a responsive marketing team Campaigns are launched... --- ### The Ultimate Guide to Salesforce Marketing Cloud Advanced Edition > Explore the features, benefits, and impact of Salesforce Marketing Cloud Advanced Edition, announced at Dreamforce 2024. - Published: 2024-09-19 - Modified: 2025-04-29 - URL: https://deselect.com/blog/the-ultimate-guide-to-salesforce-marketing-cloud-advanced-edition/ - Categories: SFMC platforms, Thought Leadership - Tags: marketing cloud optimization, Salesforce Marketing Cloud - Topic: Marketing Automation, Segmentation - Role: CRM, IT, Marketing - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Segmentation At the Marketing Keynote at Dreamforce 2024, Salesforce announced an exciting expansion to its suite of marketing solutions — the Marketing Cloud Advanced Edition, which builds upon the existing Marketing Cloud Growth Edition and offers even more powerful tools to help small and medium-sized businesses (SMBs) engage their customers in a more personalized and efficient way. This article explores the features, benefits, and impact of Advanced Edition and what it means for SMBs striving to innovate. Salesforce Introduces Advanced Edition at Dreamforce 2024At the Marketing Keynote at Dreamforce 2024, Salesforce announced an exciting expansion to its suite of marketing solutions — the Marketing Cloud Advanced Edition, which builds upon the existing Marketing Cloud Growth Edition and offers even more powerful tools to help small and medium-sized businesses (SMBs) engage their customers in a more personalized and efficient way. With customer expectations rapidly evolving, Salesforce recognizes the need for marketing platforms that deliver consistent engagement across channels, from marketing to sales, service, and commerce. The Advanced Edition, therefore, comes at a critical time for SMBs striving to innovate, leverage new technologies, and scale their marketing efforts effectively. In this article, we will explore what this announcement means for businesses and provide a detailed comparison between the Growth and Advanced Editions. The DESelect Marketing Optimization Platform complements these offerings to maximize their potential. Salesforce Announced Marketing Cloud Advanced Edition at Dreamforce 2024 Recap of Salesforce Marketing Cloud Growth EditionThe Salesforce Marketing Cloud Growth Edition was initially introduced to help small and medium-sized businesses (SMBs), particularly B2B organizations, scale their marketing efforts with an integrated platform that combines data management, AI capabilities, and marketing automation. Here’s a comprehensive look at its core features:AI-Powered CampaignsAutomate and optimize email marketing campaigns using AI insights to better target and engage audiences. Einstein AI enables predictive analytics to enhance campaign effectiveness, ensuring content reaches the right people at the right time. AI-Powered Segmentation Leverage machine learning to segment customers based on behavior, demographics, and... --- ### DESelect Wins Salesforce Partner Innovation Award in Consumer Goods Category > DESelect Wins Salesforce Partner Innovation Award in Consumer Goods Category for its partnership with Home Chef - Published: 2024-09-17 - Modified: 2025-01-08 - URL: https://deselect.com/press/deselect-wins-salesforce-partner-innovation-award-in-consumer-goods-category/ - Categories: Company Updates, Releases - Tags: DESelect, marketing optimization platform, Salesforce Marketing Cloud - Topic: Segmentation - Role: CRM, Marketing - Department: Marketing Leadership, CRM & Marketing Automation Teams, Marketers - Use Case/Benefit: Segmentation DESelect Wins Salesforce Partner Innovation Award AUSTIN, Texas, Sept. 17, 2024 -- DESelect, a leading Salesforce ISV partner specializing in Salesforce Marketing Cloud optimization, is proud to announce it has won the Salesforce Partner Innovation Award in the Consumer Goods category. This prestigious award recognizes DESelect's outstanding contribution to customer success through innovative technology and partnership excellence. The award was granted based on DESelect’s successful collaboration with Home Chef, showcasing how DESelect's solutions have driven significant business impact. “With the help of our partners, innovative technologies, and out-of-the-box thinking, we bring streamlined and valuable joint offerings to customers in every industry and region,” said Brian Landsman, EVP, Global Business Development & Partnerships at Salesforce. Transformative Results for Home ChefThanks to DESelect, Home Chef achieved impressive results, including:A 3% lift in revenue per customerEmpowering marketers to segment independently from ITThe ability to segment 5 million customers daily, enhancing their capacity to identify niche customer segments and enhance cross-sell opportunitiesThese advancements have enabled Home Chef to implement more sophisticated segmentation strategies than ever before, driving targeted marketing efforts and delivering greater value to their customers. “We are honored to receive this recognition from Salesforce,” said DESelect CEO Anthony Lamot. “This award highlights the success of our partnership with Home Chef and our commitment to helping brands achieve more through powerful segmentation and customer engagement solutions. ”DESelect thanks Salesforce for the award and extends its gratitude to Home Chef for being an outstanding customer and partner. For more details on the Home Chef success story,... --- ### DESelect Founder and CEO Anthony Lamot Named Finalist for 2024 GTM CEO of the Year Award > DESelect Founder and CEO Anthony Lamot has been named a finalist for the 2024 GTM CEO of the Year Award - Published: 2024-09-10 - Modified: 2025-04-29 - URL: https://deselect.com/press/deselect-founder-and-ceo-anthony-lamot-named-finalist-for-2024-gtm-ceo-of-the-year-award/ - Categories: Company Updates, Releases - Tags: DESelect, marketing optimization platform - Role: CRM, Marketing - Department: Marketing Leadership - Use Case/Benefit: Data Management, Saturation Control, Segmentation Press Release - DESelect Founder and CEO Anthony Lamot Named Finalist for 2024 GTM CEO of the Year Award AUSTIN, Texas, Sept. 10, 2024 -- DESelect announced today that Pavilion and TrustRadius have named DESelect Founder and CEO Anthony Lamot a finalist for the CEO of the Year award for the 2024 GTM Awards. This prestigious awards program celebrates excellence in B2B SaaS go-to-market leadership across sales, marketing, customer success, operations, executive leadership, and investment roles. As CEO of DESelect, Lamot has driven innovation, growth, and impact that exemplify the high quality the awards program seeks to recognize. The last year saw Lamot establish the DESelect Marketing Optimization Platform as a new product category that equips marketers with everything they need to target the right people, with the right message, at the right time, enabling them to up their marketing game and extract tremendous value from their investment in Salesforce Marketing Cloud. Lamot commented, "I am honored to have been selected as a finalist for the CEO of the Year category for the prestigious 2024 GTM Awards and to be in the company of such esteemed fellow finalists. I look forward to celebrating all the remarkable achievements and contributions DESelect and my colleagues have made in the go-to-market space at the upcoming awards ceremony. " The 2024 GTM Awards ceremony will take place at the Fairmont Hotel in Austin, Texas on the evening of October 15, 2024 during GTM2024 and promises to be an inspiring event bringing together industry leaders, influencers, and innovators.... --- ### Frequency Capping Checklist for Salesforce Marketing Cloud > Get the frequency capping checklist for Salesforce Marketing Cloud to ensure your campaigns resonate and don't end up in the spam folder. - Published: 2024-08-27 - Modified: 2025-01-02 - URL: https://deselect.com/frequency-capping-checklist-for-salesforce-marketing-cloud/ - Categories: Checklists, Marketing Cloud University, SFMC basics - Topic: Marketing Automation, Saturation Control - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control In the world of Salesforce Marketing Cloud, understanding when you may need a frequency capping solution can make a significant impact on whether your campaigns resonate with consumers or end up in the junk folder. Frequency Capping Checklist for SFMC Evaluate if it's time to consider using a frequency capping checklist in your marketing strategy. Download the checklist Before implementing any new marketing strategy, it's essential to ensure it aligns with your goals and needs. Understanding when you may need a frequency capping solution for Salesforce Marketing Cloud can make a significant impact on whether your campaigns resonate with consumers or end up in the junk folder. This comprehensive checklist will help you evaluate if it's time to consider implementing frequency capping into your marketing strategy. Checklist 1: Assess Your Current Marketing Campaigns Are you experiencing complaints from subscribers about receiving too many emails or messages? Have you noticed a decrease in engagement metrics, such as open rates or click-through rates? Do you have poor visibility into subscriber saturation across your multichannel campaigns? Do you have poor visibility into the frequency of communications sent out across multiple Marketing Cloud business units? Are there any specific campaigns where you suspect over-messaging may be occurring? Are there clearly defined rules in place for how many messages a subscriber type can receive in a certain period? Do you have a system for prioritizing the importance of campaigns against each other? If you checked two or more boxes, keep reading, because there's likely a major disconnect between what messages you're sending out and how subscribers perceive them. Checklist 2: Understand Your Audience Have you defined your audience segments clearly, and are you creating content accordingly? Are you creating personalized... --- ### Guide: 32 Email Marketing Templates from ChatGPT > Download this free guide of 32 email marketing templates from ChatGPT to save time and kickstart your creativity - Published: 2024-08-27 - Modified: 2025-01-06 - URL: https://deselect.com/guide-32-email-marketing-templates-from-chatgpt/ - Categories: eBooks - Tags: artificial intelligence, Customer Engagement, email marketing, Marketing Automation, Segmentation, Time Management - Topic: Data Management, Digital Innovation, Marketing Automation, Personalization, Segmentation - Industry: Automotive, Banking, Education, Events, Hospitality, Insurance, IT, Media, Nonprofit, Retail, Telecom - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Data Management, Segmentation, Speed We created 32 email marketing templates from ChatGPT to test how well it could craft common email campaigns for nine industries. While this AI provides some very useful templates for email marketers to mold, we found it ultimately needs your human touch to get just right. Download this time-saving guide of 32 email marketing templates today to kickstart your creativity using ChatGPT. We created 32 email marketing templates from ChatGPT to test how well it could craft common email campaigns for nine industries. While this AI provides some very useful templates for email marketers to mold, we found it ultimately needs your human touch to get just right. Rather than replace marketers, knowing what types of questions to ask ChatGPT enhances the marketing creativity experience with quick, modifiable email copy that lays the groundwork for engagement and clicks. Industries covered:InsuranceRetail and eCommerceBankingAutomotiveNonprofitHospitality and LeisureTelecomMedia and PublishingB2B and SaaS Get the Guide To learn how DESelect can help you create premium customer experiences that drive revenue, brand loyalty, and ROI, we invite you to schedule a meeting today. Schedule a meeting today --- ### 2024 State of AI and Personalization in Marketing - Part 1 > Read the 2024 State of AI and Personalization Part 1 to learn how 300 marketers we surveyed are utilizing the latest tools and technologies. - Published: 2024-08-26 - Modified: 2025-04-21 - URL: https://deselect.com/2024-state-of-ai-and-personalization-in-marketing-part-1/ - Categories: eBooks - Tags: artificial intelligence, Data Management, Marketing Automation, Segmentation - Topic: Data Management, Digital Innovation, Marketing Automation, Personalization, Segmentation - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Data Management, Segmentation AI is in the hype cycle, and the opportunities for marketing applications have many marketers wondering how different 2024 and beyond will look. To give you an idea of how your peers are planning to use marketing-focused Al tools in their job, we asked over 300 of them how they already utilize this technology, the results they've seen so far, how to measure them, and what the future holds. Welcome to the 2024 State of AI and Personalization in Marketing Report - Part 1! In 2023, marketers faced shrinking budgets, higher scrutiny on ROI, and the explosion of Al. While last year's report predicted marketing teams would become more agile as they embraced automation, the 2024 State of AI and Personalization Report reveals that turned out to be a dramatic understatement. We're being asked to do more with less, and at a faster pace than ever before. However, along with those challenges comes an exciting opportunity for all marketers in all industries. With tedious time consuming tasks being eliminated every day by Al, we have more time to focus on important strategic decisions and campaign optimization. With this newfound time, optimization will set apart the elite marketers from the average marketers in 2024. In the spirit of constant evolution and optimization, DESelect collected insights from marketing experts around the world about how they are adopting Al and new personalization strategies. We looked at the challenges they face, the impact of those challenges on their businesses, and how they think about the current tools available to them. The results were truly thought provoking. In Part 1, we cover the insights uncovered around AI, and in Part 2 we cover the insights around personalization. Al stole the spotlight in 2023, and the opportunities for marketing applications have many marketers wondering how different 2024 and beyond will look. To give you an idea of how your peers are planning to use marketing-focused... --- ### 2024 State of AI and Personalization in Marketing - Part 2 > Read the 2024 State of AI and Personalization Part 2 to learn how 300 marketers we surveyed are utilizing the latest tools and technologies. - Published: 2024-08-26 - Modified: 2025-01-06 - URL: https://deselect.com/2024-state-of-ai-and-personalization-in-marketing-part-2/ - Categories: eBooks - Tags: artificial intelligence, Data Management, Marketing Automation, Segmentation - Topic: Data Management, Digital Innovation, Marketing Automation, Personalization, Segmentation - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Data Management, Segmentation Modern marketing relies on building and nurturing authentic relationships with customers. We asked over 300 of your peers how they plan to enhance personalization efforts to improve campaigns in 2024. Welcome to Part 2 of the 2024 State of AI and Personalization in Marketing Report! In Part 1, we covered the insights around the state of AI from our survey of DESelect customers. In Part 2 we cover the insights around personalization. For this survey, we interviewed current DESelect customers: marketers (85 percent) and marketing consultants (15 percent) with experience on the Salesforce Marketing Cloud marketing automation platform. To get the most out of this report and your AI and personalization efforts in 2024, we invite you to watch our webinar on demand and refer to Part 1 here. Key Takeaways - 2024 State of AI and Personalization 2024 State of AI and Personalization Respondents Snapshot What role does the correct data play when it comes to personalization? When we asked this question last year, 77 percent of respondents said it was essential to have the right data within Marketing Cloud before deploying it to personalized campaigns, a near identical result to 2023 (78 percent). Of further note, 19 percent answered that regardless of where data gets stored, it is useless if marketers don't know how to correctly deploy it. Understanding the technical side of Marketing Cloud is just as essential as the creative side. What personalization strategies do you use when working with Salesforce Marketing Cloud? Almost 90 percent of marketers base personalization efforts off of the audience segments they create, with 63 percent creating segments based on behavior. Forty-eight percent use code to extract or enhance personalization, relying... --- ### Report: 14 Data and AI Challenges from 57 MarTech Leaders > Explore insights into the 14 data and AI challenges in this report from DESelect interviews with 57 MarTech leaders - Published: 2024-08-23 - Modified: 2025-01-06 - URL: https://deselect.com/report-14-data-and-ai-challenges-from-57-martech-leaders/ - Categories: eBooks - Tags: artificial intelligence, Data Management, Marketing Automation, Segmentation - Topic: Data Management, Digital Innovation, Marketing Automation, Personalization, Segmentation - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Data Management, Analytics, Segmentation We surveyed 235 consumers across America, examining how they interact with marketing emails, focusing on not only the value they find but also delving into why they'll eventually stop engaging with brands when they are oversaturated to the point of marketing fatigue. Welcome to the 14 Data and AI Challenges Report! The realm of Digital Marketing never ceases to surprise us. At the time of writing (December 2023), Scott Brinker's Marketing 'Technology Landscape' has expanded from a mere 150 solutions in 2011 to now 11,038. In recent years, new questions arose like, "What is the long-term role of CDPs (Customer Data Platforms)? " or "Should a Data Warehouse-native approach serve as the organization's data cornerstone? "And things only seem to accelerate. Since OpenAI launched ChatGPT 3 on November 30, 2022, there has been a whirlwind of new releases and products from tech giants and startups alike. These present tons of opportunities but many challenges as well. How do you make sense of it all? At DESelect, we love to talk to customers and leaders in the industry to understand user needs. We interviewed leaders and experts in Marketing Operations and Marketing Automation across the US and Europe. Our main goal was to uncover challenges related to data and Al, but many other challenges presented themselves as we went along. We thank everyone who took the time to speak with us. This Data and AI Challenges Report would not be here without you! This paper starts with our objective and methodology. Then, we share the common challenges we have identified and add some of our insights. We conclude by providing you with a glimpse of what this all means for DESelect and an afterthought. To see our co-founders unveil the 14 Data and... --- ### Report: Understanding the Marketing Fatigue Tipping Point > Understand the marketing fatigue tipping point to optimize email campaign send frequency and implement saturation control - Published: 2024-07-15 - Modified: 2025-01-06 - URL: https://deselect.com/report-understanding-the-marketing-fatigue-tipping-point/ - Categories: eBooks - Tags: campaign optimization, Saturation Control, send frequency optimization - Topic: Saturation Control, Data Management, Marketing Automation, Personalization - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control We surveyed 235 consumers across America, examining how they interact with marketing emails, focusing on not only the value they find but also delving into why they'll eventually stop engaging with brands when they are oversaturated to the point of marketing fatigue. When do consumers reach the marketing fatigue tipping point? To understand the marketing fatigue tipping point, we surveyed 235 random consumers across America, examining how they interact with marketing emails, focusing on not only the value they find but delving into why they’ll eventually stop engaging with brands when they are oversaturated. The findings reveal that consumers generally find value in marketing emails because they provide them with useful information about promotions, discounts, and new products. However, as the frequency of these emails increases, consumers begin to feel overwhelmed and annoyed. This is called marketing fatigue. When consumers reach their limit, they may start to disengage with the brand entirely. They may unsubscribe from the mailing list, mark the emails as spam, or simply delete them without reading. This can be detrimental to the brand's reputation and prevents future ROI opportunities with each disengaged contact. Brands need to strike a balance between providing useful information with respecting subscribers’ wishes. By following best practices, brands maintain their customers' engagement and avoid the risk of losing them entirely. Email Remains the Dominant Form of Consumer Communication Email marketing is the most reliable channel to effectively reach consumers, and it’s easy to see why. Over 70 percent of consumers are comfortable using an email account, and for marketers, email is relatively cheap with low barriers to entry. Combined, these factors make email an easily scalable way for companies and marketing teams to reach as many people as possible with their brand messaging. Subsequently... --- ### Martin Kihn: From Stand-up to SVP, Data Cloud vs other CDPs, and Buyer Intent Data | Episode 22 > Anthony Lamot sits down with Martin Kihn, Author and Senior Vice President of Market Strategy for Marketing Cloud at Salesforce. - Published: 2024-07-03 - Modified: 2024-10-19 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-martin-kihn/ - Categories: Podcast - Tags: cdp, CRM, Marketing Automation, Salesforce Data Cloud - Topic: CDP, Digital Innovation, Learning, Marketing Automation - Industry: Retail - Role: IT - Department: Marketing Leadership - Use Case/Benefit: Analytics, Data Management Episode 22 | Transcript Martin Kihn: From Stand-up to SVP, Data Cloud vs other CDPs, and Buyer Intent Data Anthony Lamot: Hey, Marty! Welcome to the show! Martin Kihn: Hello! Great to be here. Anthony Lamot: It's such a pleasure to have you here. I'm really bummed out that I didn't get to meet you in person at Connections. We kind of missed each other, but just for the occasion. Martin Kihn: Oh, yes. Nice shirt. Yes. Anthony Lamot: Thank you. For those who are only listening, not watching on Youtube, I'm wearing a Connections Hoodie, because it's a great new line of swag that came out there. Anthony Lamot: But today's not about Connections; today is all about Martin Kihn. Marty, if I look back at your career, you know, starting from your early days in advertising to becoming SVP of Strategy at Salesforce, I'd be curious to learn about the key moments or decisions that significantly shaped your career path. Could you share that with me and the audience? Martin Kihn: Yeah, I mean, it seems like a random career. At least, that's what my mother thinks. But I started out, I wanted to be an actor. Actually. So I was a theater major. And then I came across the realization early on that I had no talent, and acting is actually a lot harder than it looks. You know people out there. It's like golf. It looks so easy on television. But it's actually really hard. Martin... --- ### DESelect Segment vs Audience Builder: Which Salesforce Marketing Cloud Solution to Choose > In this blog, we compare DESelect Segment vs Audience Builder and showcase how Segment can be your solution to Audience Builder retirement. - Published: 2024-07-01 - Modified: 2025-03-07 - URL: https://deselect.com/blog/deselect-segment-vs-audience-builder-which-salesforce-marketing-cloud-solution-to-choose/ - Categories: No category, Thought Leadership - Topic: Segmentation - Department: CRM & Marketing Automation Teams - Use Case/Benefit: Segmentation DESelect Segment VS Audience Builder Audience Builder Sunset: DESelect Segment for Marketing Cloud Segmentation Create audiences without the need for code through DESelect Segment Learn more → Case Study: Boozt Boozt turned to DESelect Segment to perform their segmentation after moving from Audience Builder and SQL queries. The results: Technical marketers save 15% of their time on a weekly basis Brought great flexibility and speed to campaign creation Non-technical marketers get desired segmentations 50% faster DESelect Segment is your solution to Audience Builder Retirement Audience Builder is Salesforce Marketing Cloud’s native segmentation tool, offering a comprehensive suite of features aimed at making the segmentation process intuitive for marketers of all skillsets. Its strength lies in an intuitive UI that removes the need for technical expertise, enabling granular audience segments that power personalized campaigns. Salesforce is in the process of sunsetting Audience Builder. For teams left stranded, it’s important to begin planning the migration process now, seeking a solution that shares the same benefits... and improves on some shortcomings. DESelect Segment shares many of Audience Builder’s strengths, including no-code UI, granular segmentation capabilities, and an ability to handle high volumes of data. Unlike Audience Builder, it’s a Salesforce AppExchange plugin with a one-day setup and super easy adoption – ensuring campaigns experience minimal disruption during the transition. Check out the in-depth article and interview with DESelect CEO Anthony Lamot on Salesforce Ben. Webinar: How to Move on from Audience Builder Schedule a demo While Audience Builder is Salesforce's latest product casualty,... --- ### Unlocking the Potential of Salesforce Data Cloud: A Comprehensive Guide > Read our comprehensive guide about Salesforce Data Cloud, including features, benefits, use cases, and integrations. - Published: 2024-06-13 - Modified: 2025-01-06 - URL: https://deselect.com/blog/salesforce-data-cloud/ - Categories: Thought Leadership - Tags: Customer Data Platform, Data Cloud Integration, Salesforce CDP, Salesforce Data Cloud - Topic: Data Management, CDP, Digital Innovation, Learning - Role: CRM, IT, Marketing - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Data Management, Segmentation Introduction to Salesforce Data CloudIn recent years, Salesforce has been making a strong push into the Customer Data Platform (CDP) space with Salesforce Data Cloud. Data Cloud enables businesses to manage and leverage their customer data across multiple touchpoints, enabling marketers to leverage their data better than ever. By bringing together data from various sources, Data Cloud helps create a unified 360 view of each customer, facilitating more personalized and effective marketing campaigns. From Customer 360 Audiences to Data CloudSalesforce Data Cloud, formerly known as Customer 360 Audiences, Salesforce CDP, and Genie, has undergone significant transformations since its inception. Initially launched as Customer 360 Audiences, the platform aimed to help businesses unify customer data across multiple touchpoints. Over time, it evolved into Salesforce CDP and later Genie, each iteration bringing new features and improvements. Today, it represents a robust solution for businesses looking to harness the power of their customer data. Salesforce Data Cloud product timeline from 2020-2023 Understanding Customer Data Platforms (CDPs)Customer Data Platforms (CDPs) like Salesforce Data Cloud are crucial for modern digital marketing. A CDP gathers and unifies customer data from various touchpoints—websites, CRM systems, social media—into a single, cohesive profile. This unified view allows for highly personalized marketing strategies, making your campaigns more effective and targeted. While Salesforce Data Cloud is a leading CDP, several other platforms also offer robust data management solutions. Adobe Experience Platform is a comprehensive CDP that integrates data from various sources to provide real-time customer profiles and insights. Segment, acquired by... --- ### Pato Sapir: Founding Devs United, Finding Success in SFMC, and Marketing Cloud Growth | Episode 21 > CEO and Co-Founder Anthony Lamot sits down with Pato Sapir, Founder and Technical Consultant at Devs United. - Published: 2024-06-05 - Modified: 2024-10-19 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-pato-sapir/ - Categories: Podcast - Tags: Marketing Automation, Partner Story - Topic: Learning, Digital Innovation, Marketing Automation, Time Management - Role: IT - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Analytics, Data Management Episode 21 | Transcript Pato Sapir: Founding Devs United, Finding Success in SFMC, and Marketing Cloud Growth Anthony Lamot: Hey, Pato! Welcome to the show! Pato Sapir: Hey, Anthony, thank you so much for having me. Anthony Lamot: It's an absolute pleasure. It's very exciting for me to have the creator of the networking app for Dreamforce itself here on the show. So, thank you for making time. Pato! You've had a very interesting career. Can you share a little bit with our audience what your career has looked up to this point, and what drove you to establish Devs United? Pato Sapir: Yeah, sure. So I started, I mean my career, I started when I was 18 years old working in software development, doing mobile apps for airports, mostly before the iPhone, just like pocket PC and handheld type things. So I learned a lot of like C and C there and then I started working on digital marketing in 2007, going into web development there. And then fast forward and moved to the US. I'm originally from Argentina and moved to the US. Still working as a web developer, a little bit of mobile app development. And then in 2012, I started working for a company that worked on projects with ExactTarget. So I served as a technical architect doing projects with the ExactTarget team, a lot of experience that I got there and then in 2015 I decided that it was time for me. I had accumulated... --- ### Case Study: Home Chef > Discover how Home Chef boosted revenue per customer by 3% and achieved daily segmentation for 5M+ records using DESelect–all without code. - Published: 2024-06-03 - Modified: 2025-04-07 - URL: https://deselect.com/success-story-home-chef/ - Categories: Success Stories - Tags: Retail - Topic: Customer Engagement, Data Management, Marketing Automation, Segmentation - Industry: Retail - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Segmentation, Speed Retail / Consumer Goods Home Chef Success Story Leveraging Customer Subscription Behavior for Precision Cross-Selling 3% lift to revenue per customer Daily segmentation of 5M+ records Easily able to identify highly engaged customers for cross-sell opportunities Back to top THE CHALLENGE Dependence on singular IT employee Home Chef, a meal kit and food delivery service that delivers over three million meals monthly to its subscribers, needed to pull proper audiences together in Salesforce Marketing Cloud (Engagement). Because of a reliance on a single team member that was versed in SQL, the company faced challenges in managing and effectively targeting its vast, diverse customer base. When that team member left the company, the marketing automation team was forced to face this dependency, as well as their lack of familiarity with their data model. Home Chef’s marketing department then sought a solution that could enable them to create personalized marketing campaigns and provide deeper insights into customer behavior on their own terms. Today with DESelect, Home Chef has several members of the marketing team that feel confident understanding customer data and putting together the best campaign audiences–in less time than ever. Goals Eliminate bottleneck with IT for creating customer segments Have a better understanding of data relationships Efficiently cross sell and upsell existing customers Results: Independence gained through simple data visualization Achieved more sophisticated segmentation to identify niche customers Able to identify when useful data is missing thanks to deeper understanding Empowered non-technical users to feel confident approaching segmentation in SFMC With... --- ### Case Study: Camping World > Learn how Camping World streamlined marketing with DESelect, cutting campaign planning from weeks to hours and achieving 96% automation. - Published: 2024-06-03 - Modified: 2025-04-07 - URL: https://deselect.com/success-story-camping-world/ - Categories: Success Stories - Tags: Retail - Topic: Data Management, Customer Engagement, Marketing Automation, Segmentation - Industry: Retail - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Analytics, Segmentation, Speed Retail / Consumer Goods Camping World Success Story Streamlining Campaign Velocity To Save Weeks At A Time Reduced campaign planning from 3-14 days to This story was originally presented in-person at Salesforce Connections 2024 in a session titled “How Camping World Optimized Salesforce Marketing Cloud with DESelect” --- ### Zandra Marquez, Senior Customer Success Manager - Published: 2024-05-28 - Modified: 2024-05-15 - URL: https://deselect.com/blog/zandra-marquez-senior-csm/ - Categories: Careers, Thought Leadership - Tags: Careers - Topic: Careers Company Culture Meet our team: Senior Customer Success Manager, Zandra Marquez We have a superstar in our Customer Success Team and her name is Zandra: a true gem with top-tier Salesforce Marketing Cloud knowledge. Get her take on her DESelect journey → Zandra started at DESelect as a Customer Success Manager, where she quickly showed she had a great eye for customer satisfaction and was awesome in building strong relationships. Zandra's dedication and skill got her promoted to Senior Customer Success Manager. With her caring attitude and smart thinking, Zandra has made a big difference in how customers feel about DESelect. Her story shows how you can grow and succeed, inspiring both coworkers and newbies. We recently sat down with Zandra for an interview, to uncover more about her and her role at DESelect. What does a Senior Customer Success Manager do? As a Senior Customer Success Manager, my main focus is to ensure that customers are successfully on-boarded onto the DESelect platform and that they are highly schooled on how to use our platforms, to get maximum value from its features and capabilities. Other responsibilities include analyzing customers' usage data and campaign performance metrics. This allows us to identify trends, patterns, and areas for improvement, providing regular reports and insights to customers. This allows us to highlight the value they are deriving from DESelect, and make recommendations for optimization. In addition, I always ensure that they are satisfied with the service they receive and I proactively identify opportunities... --- ### May '24 Release - Enhanced Campaign Reporting in DESelect Engage > Enhanced campaign reporting capabilities in DESelect Engage are now available to optimize campaign planning and performance - Published: 2024-05-17 - Modified: 2025-01-06 - URL: https://deselect.com/releases/enhanced-reporting-capabilities-engage/ - Categories: Product Releases, Releases - Topic: Analytics, Data Management, Marketing Automation - Role: CRM, Marketing - Use Case/Benefit: Analytics, Ease of Use Watch enhanced campaign reporting features in action in our release webinar: here DESelect Engage: Enhanced campaign reporting with expanded dashboard enables stronger insightsAs a consumer, you’ve likely been targeted by a company that doesn’t measure the impact of their sends on you as a contact. Maybe they send you 5 emails in a week, which they think is great, but in reality, is way too much for your preference. Oppositely, you may never hear from your favorite brand and proceed to fall into “out of sight, out of mind,” missing exciting offers. On the marketer's side, money is being left on the table from pushing your audience away, either from annoying over-communication or disappointing under-communication. It's time to embrace >DESelect Engage introduces powerful reporting tools which allow you to dive deeply into all sends, and the decisions Engage is taking based on the rules and priorities you have defined. Slicing and dicing the data as you see fit will allow you to unlock powerful insights. This feature is now included with every Engage license. The Problem: Inability to judge campaign effectivenessThe dashboard in Engage provided insights into include/exclude decisions on the level of one Send or one Contact but not an overview and not by group, making it hard to judge the effectiveness of Rules. The Solution: Comprehensive campaign performance reportingNow the reporting section within the dashboard includes real-time data visualization, enhancing the ability to monitor and analyze marketing saturation and performance metrics. Within Reports, users can decide how granular... --- ### Andrea Tarrell: Community Collaboration, Evolution of MarTech, Overcoming Challenges | Episode 20 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Andrea Tarrell, a CEO and Co-Founder of Sercante. - Published: 2024-05-03 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-andrea-tarrell/ - Categories: Podcast - Topic: Customer Engagement, Learning, Marketing Automation - Department: Marketing Leadership, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management, Analytics Episode 20 | Transcript Andrea Tarrell: Community Collaboration, Evolution of MarTech, Overcoming Challenges Anthony Lamot: Hi, Andrea. Welcome to the show. Andrea Tarrell: Thanks for having me. Anthony: It’s such a pleasure, especially given our ongoing collaboration. I think it will be really interesting for the audience to get an idea of who Andrea is. Would you mind walking us through your journey so far in your career? Andrea: Yeah, absolutely. So, it's been kind of a winding road to get here. In school, I studied political science and Spanish literature, originally had aspirations of working for the government or working in politics or something like that, but decided to get into marketing communications right out of school. So, I started out kind of as more of a content marketer, marketing generalist, but stumbled into the Salesforce ecosystem when one of our VPS of sales came to me and said “we have this thing called Salesforce. Some guys put it on his credit card. Now, we have 30 licenses all of a sudden, like we really need to just figure out what this is and what we can do with it, and we'll send you to Dreamforce if you can learn it, get trained on it, figure out like how to make this work for our business. Are you willing to try to that? ” And at the time, I didn't know what Salesforce was either, but I heard free trip to San Francisco, but I've never been to California.... --- ### Harnessing the Power of Relative Dates in Salesforce Marketing Cloud (SFMC) > Learn how to effectively use relative dates in Salesforce Marketing Cloud (SFMC) to enhance your marketing efforts and boost engagement - Published: 2024-04-29 - Modified: 2025-04-07 - URL: https://deselect.com/blog/harnessing-power-relative-dates-salesforce-marketing-cloud-sfmc/ - Categories: Thought Leadership - Tags: campaign optimization, DESelect, How-to Guide, Salesforce Marketing Cloud - Topic: Marketing Automation, Segmentation - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management, Segmentation The ability to adapt and react with timely precision is key in the marketing world. Marketing Cloud Engagement (MCE), also often referred to as Salesforce Marketing Cloud (SFMC), offers robust tools to facilitate such agility, particularly through the use of relative dates. This feature enables marketers and SFMC admins to automate campaigns with a precision that aligns perfectly with their audience's engagement patterns. Whether you're a seasoned marketer or just getting to grips with SFMC, understanding how to leverage relative dates can significantly streamline your processes and enhance campaign effectiveness. Understanding Relative Dates in SFMC Relative dates in Salesforce Marketing Cloud are a powerful way to schedule and trigger marketing activities based on dynamic date values rather than fixed ones. This approach allows for the automatic updating of campaigns to reflect real-time changes and customer interactions, making your marketing efforts more responsive and timely. Using Filters to Handle Relative Dates One of the simplest ways to implement relative dates in SFMC is through the platform's built-in --- ### Jyothsna "JB" Bitra: Marketing Cloud Learning Camp, Golden Hoodies, & Adaptability | Episode 19 > In this episode of Heroes of Marketing Cloud, Anthony Lamot chats with Jyothsna "JB" Bitra, founder of Marketing Cloud Learning Camp. - Published: 2024-04-04 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jb-bitra/ - Categories: Podcast - Topic: Saturation Control, Customer Engagement - Department: Marketing Leadership - Use Case/Benefit: Segmentation, Data Management Episode 19 | Transcript Jyothsna "JB" Bitra: Marketing Cloud Learning Camp, Golden Hoodies, & Adaptability Anthony Lamot: Hi, JB. Welcome to the show. Jyothsna Bitra (JB): Hi, Anthony. So happy to be here. Anthony Lamot: It's great, having you, I believe it the first time that I am having someone on the show who's at the moment of the interview based in India. Jyothsna Bitra: Yeah. As of now, as we are speaking in India, so business as usual, it just goes the same way that I am in that I was in us. Anthony Lamot: For sure for sure. And you do have a beautiful set up behind you by the way. I love the whole branding there? Jyothsna Bitra: Thank you. Anthony Lamot: So, JB for those who don't know you yet, could you tell a bit about your background and what led you to start consulting? Jyothsna Bitra: Where should I start? So to start with how I entered into the Salesforce? I still feel it's those magical moments. So I was working as a configuration and release manager and it was kind of monotonous work. And out of my interest and curiosity, I was helping out other teams, the center of excellence team who were trying to integrate Jira with Salesforce at the time. I have no idea what Salesforce is. So I happened to know about Salesforce. I help them with the integration. And out of my curiosity, I wanted to learn further and there... --- ### Salesforce Announce Marketing Cloud Growth Edition Built on Top of Data Cloud > Salesforce Marketing Cloud Growth represents a significant advancement in marketing automation, particularly for small and medium-sized orgs. - Published: 2024-03-26 - Modified: 2025-01-08 - URL: https://deselect.com/blog/salesforce-announce-marketing-cloud-growth/ - Categories: Thought Leadership - Tags: data cloud, Personalization, Salesforce Marketing Cloud - Topic: Marketing Automation, CDP, Data Management, Personalization, Segmentation - Role: Marketing, CRM - Department: CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Segmentation, Data Management Salesforce Announce Marketing Cloud Growth Edition Built on Top of Data Cloud While Salesforce's Marketing Cloud has long been synonymous with cutting-edge marketing automation, the unveiling of Marketing Cloud Growth Edition (MCG) marks a pivotal moment in democratizing marketing prowess. It is the very first glance of a marketing app developed in-line with Salesforce’s core platform and what it embodies. It is a big announcement from Salesforce and should not be downplayed. Built on top of Data Cloud, the edition arrives with new builders (via Salesforce CMS). Through Data Cloud and Einstein’s generative tools, this means a data model that dives into the same Salesforce objectives unveiling a whole armory of data management capabilities. Using features like Unified Individuals, Segments, Lightning Builders, Flow and plenty more to power all the automations. As the CEO and Co-Founder of DESelect, a dedicated provider of solutions tailored for Salesforce users, I'm eager to navigate the landscape of this new offering and discern its significance for businesses, particularly small and medium-sized B2B enterprises (SMBs) across areas such as CRM, AI, and data tapping into the power of Data Cloud. While Marketing Cloud remains a powerhouse in the realm of marketing automation, Marketing Cloud Growth Edition is not positioned as a direct replacement. Instead, it serves as a tailored solution, catering to the unique needs and constraints faced by smaller SMBs. It is an entirely new functionality, and it is also important to mention that Salesforce has expressed that they will continue to bring new... --- ### What Are the Typical Stages of the B2C Customer Journey? > From awareness to conversion, uncover the stages of the B2C customer journey. Optimize your strategy for maximum customer lifetime value. - Published: 2024-03-21 - Modified: 2025-01-06 - URL: https://deselect.com/blog/customer-journey-stages/ - Categories: Thought Leadership - Tags: campaign optimization, Customer Engagement, Salesforce Marketing Cloud - Topic: Analytics, Customer Engagement, Personalization, Saturation Control, Segmentation - Role: Marketing - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Segmentation, Data Management In the dynamic and competitive realm of B2C marketing, understanding the stages of the customer journey is essential for crafting compelling marketing strategies that resonate with consumers at every touchpoint. This journey, a detailed map of a consumer’s engagement with a brand, is pivotal in shaping customer experiences and driving conversions. Let's embark on a comprehensive exploration of the customer journey stages, defining each and analyzing the types of content and campaigns that effectively engage consumers. The Customer Journey in B2C: A Narrative of Engagement and Conversion The stages of the customer journey in B2C marketing represent the evolution of a customer's relationship with a brand, from initial awareness to the ultimate decision to purchase and beyond. This journey is critical for marketers to understand and cater to, as it directly influences how consumers perceive and interact with a brand 1. Awareness Stage: The Curtain Rises The journey begins with the Awareness stage, where potential customers first encounter a brand or product. This stage is pivotal as it sets the tone for the customer's perception of the brand. Here, the aim is to captivate and make a lasting impression. In the Awareness stage, content and campaigns are designed to introduce the brand and its values in an engaging and informative manner. Educational content like blog posts, infographics, and videos that provide insights into the industry or address common consumer questions can be particularly effective. This is also where a robust SEO strategy plays a crucial role, ensuring that when potential... --- ### Guide to Segmentation in Salesforce Marketing Cloud (SFMC) > Learn about the best solutions for segmentation in Salesforce Marketing Cloud to optimize your marketing campaigns and increase engagement. - Published: 2024-03-20 - Modified: 2025-01-08 - URL: https://deselect.com/blog/segmentation-in-salesforce-marketing-cloud-sfmc/ - Categories: Thought Leadership - Tags: Data Cloud Integration, Personalization, personalization trends, Salesforce Data Cloud, Salesforce Marketing Cloud, Segmentation - Topic: Segmentation, Data Management, Digital Innovation, Learning - Role: CRM, IT, Marketing - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Data Management, Segmentation Guide to Segmentation in Salesforce Marketing Cloud (SFMC) Segmentation is a cornerstone of effective marketing, allowing you to tailor campaigns to specific audience segments. In Salesforce Marketing Cloud Engagement, segmentation plays a critical role in optimizing marketing efforts. By dividing a broad audience into smaller, more manageable groups, you can deliver personalized content that resonates with your target audience. This article provides a comprehensive overview of segmentation solutions in Salesforce Marketing Cloud Engagement (MCE), exploring various methods and best practices to enhance your marketing strategies. What is Segmentation? Segmentation in marketing involves dividing a broad consumer or business market into groups based on shared characteristics. These can be demographic, geographic, psychographic, behavioral, technographic, firmographic, needs-based, or value-based. By understanding the specific needs and preferences of each segment, you can create more targeted and effective marketing campaigns. Effective segmentation enables you to focus your marketing efforts on the segments most likely to buy and the most profitable segments. Ideally, you have a clearly defined ICP (Ideal Customer Profile) and personas that embody the characteristics and emotions of your buyer(s) and from which you can derive inspiration for your segmentation efforts. Segmentation improves customer engagement, boosts conversion rates, and enhances customer retention by delivering personalized experiences. For instance, personalized email campaigns can significantly increase open and click-through rates, leading to higher customer satisfaction and loyalty. Salesforce offers a great segmentation primer here. Salesforce Marketing Cloud Engagement OverviewSalesforce Marketing Cloud Engagement is a robust marketing automation platform designed to help businesses manage... --- ### Case Study: Springbok > Learn how the innovative marketers at Springbok optimized their marketing processes with DESelect Segment to better serve their customers. - Published: 2024-03-07 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-springbok-agency/ - Categories: Success Stories - Tags: Partner - Topic: Segmentation, Data Management, Personalization - Industry: IT - Role: CRM - Use Case/Benefit: Segmentation, Data Management, Ease of Use Agency Springbok Success Story Empowering Clients with Quick, Pinpoint Segmentation Created new revenue stream managing client audience segmentation Able to take ownership of end-to-end campaign creation from clients Faster time-to-market, more personalized campaigns Back to top THE CHALLENGE Time-Consuming SQL Creation As an agency specializing in Marketing Automation and CRM, Springbok Agency noticed that almost every client wants an easy way to create and segment audiences, yet in Marketing Cloud it is a complex process. Marketers had to manually write queries with SQL and/or AMPscript for each client’s 3-4 weekly campaigns. Most issues came down to process inefficiencies or quality control stemming from their clients' side, who usually only have one professional qualified to create audiences. Now, Springbok has streamlined the segment creation process for clients – they just use DESelect to quickly create accurate audiences. Goals Easily gather client data in one place for one-stop segmentation Provide additional value (ROI) to clients Results Easy-to-use and automated segmentation greatly reduce time-to-market Better understanding of clients’ customer profiles, informing more accurate campaign forecasting Advanced personalization without the need for AMPscript balances targeting needs with deadline requirements Empowered non-technical users to create audiences, freeing up more technical marketers from day-to-day operations to tackle more impactful projects I am very satisfied with DESelect. It has solved almost every challenge we've had with Marketing Cloud. It's really useful to have all your data in one place and easily segment it. Our customers are also pleased with the service. They like the ROI. Pierre Van... --- ### Case Study: Transport for London - Published: 2024-03-07 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-transport-for-london/ - Categories: Success Stories - Tags: Non-profit - Topic: Segmentation, Data Management, Personalization - Industry: Automotive - Role: CRM - Use Case/Benefit: Segmentation, Data Management, Ease of Use Non-profit / Government Customer Success Story Convenient Segmentation for Government Orgs with Large Databases Granted marketing teams independence from IT teams 850 audiences created Saved cost and time managing marketing ops in-house Back to top THE CHALLENGE Rapidly Changing, Sprawling User Database With an average of more than 3 million passengers using the Underground rapid transit system in a single day, Transport For London needs a reliable and efficient system to organize its vast database. This responsibility, along with email communications, used to be outsourced to third parties. Eventually, the cost became unviable and TFL established its own CRM team. As its database grew, TFL struggled to add data sources and attributes to Audience Builder, often reaching out to Salesforce support teams for help. Frustrated with the complexity of manually writing SQL and its limitations when it comes to data visualization, Transport for London’s CRM team sought out a solution that would simplify data visualization and eliminate the reliance on Salesforce’s assistance. With DESelect Segment, Transport for London has an easier time making sure riders get where they need to go and keeping “The Big Smoke” running efficiently. Goals Easily find and visualize Data Extensions in their extensive database Make the Communications team more independent from the IT department Simplify the process of adding data sources and attributes Results Increased turnaround speed on projects and eliminated reliance on the IT department In-house CRM management has cut down costs and saved time, as opposed to third-party services Simple data visualization creates... --- ### Case Study: Tamedia > We're so excited to work with legacy companies like Tamedia. See how Tamedia optimized their marketing process with DESelect Segment. - Published: 2024-03-07 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-tamedia/ - Categories: Success Stories - Tags: Media - Industry: Media Media Tamedia Giving the Power of SQL to All Marketers in SFMC Unburdened Campaign Creation Time Savings and Precise Audience Segmentation Thorough Understanding of Data Model Back to top THE CHALLENGE Creative Marketer Suddenly in a Technical World Beginning in a more creative marketing role, Laura Scheidegger, the now Product Owner of SFMC at Tamedia, abruptly had to take on responsibility for audience creation when her colleague went on maternity leave – despite having no knowledge of SQL. While she didn’t need to learn DESelect Segment during implementation months earlier, Laura soon found it easy to learn and perform her new job functions better through DESelect’s comprehensive but intuitive design. It was a fast transition, either sink or swim, but DESelect's comprehensive-yet-intuitive design helped her understand the data model and how different attributes are connected. Even as a creative marketer with little technical experience, it took her less than one month to learn how to use DESelect for any operation. Results Non-technical marketer became proficient audience creator in less than a month Creation of audiences for Journey Builder without the use of SQL Discovery of missing fields and data in company database Agency that had previously handled most segmentation needs now uses DESelect too I didn't really understand SQL in the beginning, and DESelect helped me understand how to create complex audiences. I didn't need to know any syntax, orders, or anything like that, I just needed to understand the logic. Laura ScheideggerProduct Owner, Salesforce Marketing Cloud USAGE How Tamedia... --- ### March '24 Release - Import Journeys and Automate Retries > Import journeys and automate retries are featured in our March '24 release to enable marketers to have control over communication frequency. - Published: 2024-03-06 - Modified: 2025-01-06 - URL: https://deselect.com/releases/import-journeys-automate-retries/ - Categories: Releases, Product Releases - Topic: Marketing Automation, Saturation Control, Time Management - Role: CRM, Marketing - Use Case/Benefit: Saturation Control, Ease of Use, Speed Watch DESelect Engage import journeys and automated retries in action in our release webinar: here DESelect Engage: Streamlined Journey Management with Import Journey and Automate RetriesMarketers understand the importance of crafting impactful journeys, but the process of recreating them can be time-consuming. DESelect is excited to announce two innovative features designed to further accelerate time-to-value and optimize messaging frequency: Import Journey and Automate Retries. With Engage's Import Journey and Automate Retry features, marketers using Salesforce Marketing Cloud can seamlessly import their journeys from Journey Builder, directly into Engage, choose retry criteria, and gain full control over communication frequency. It's a solution designed to empower marketers like you to optimize their campaigns and drive better results. These features are now included with every Engage license. The Problem This Feature SolvesManually adding Engage components in front of each decision split in Journey Builder and setting up related sends takes away time from campaign planning. Solution 1: Import Journeys Directly From Journey Builder Into Engage In Just A Few ClicksNow you can seamlessly import all four types of your existing multi-step journeys directly into DESelect Engage:Multiple-Step Journey with Single SendMultiple-Step Journey with Multiple SendsMultiple-Step Journey with Recurring Single SendsMultiple-Step Journey with Recurring Multiple SendsImport Journeys eliminates the need for manual recreation, saving you valuable time and resources. Engage takes it a step further by automatically creating "Send" actions for the relevant message components within each journey. The Import Journey button in DESelect Engage. DESelect Engage will identify every channel configured in the journey.... --- ### Aaron Beatty: Email Personalization, AI for SFMC, and Future of Data Cloud | Episode 18 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Aaron Beatty, CEO at Engage Evolution - Published: 2024-03-04 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-aaron-beatty/ - Categories: Podcast - Topic: Saturation Control, Customer Engagement - Department: Marketing Leadership - Use Case/Benefit: Segmentation, Data Management Episode 18 | Transcript Aaron Beatty: Email Personalization, AI for SFMC, and Future of Data Cloud Anthony Lamot: Hey, Aaron, welcome to the show. Aaron Beatty: Hey, super happy to be here. Thanks for having. Anthony Lamot: It's absolutely a pleasure. It's been a few months now, a few weeks now since we started or a Dreamforce. I was very happy to have been able to meet you face to face. And I'm very excited to have you here today. For our audience, can you tell us a bit about yourself, your background and ultimately what led you to found Engage Evolution? Aaron Beatty: Sure. Yeah. So I'm gonna do my best to give the cliff notes otherwise, you know, I don't know how much time we have, for the podcast, but I have a tendency to go in the way too much detail. So... I will give you, the quick background which is that I started in aerospace engineering. I worked for Northrop Grumman on the C-17 Globe Master 3 aircraft for a while then I switched into professional theater which you know, is a natural jump for most people to go from aerospace engineering to professional theater. But right doing that though I was a master sent Carpenter and a house manager. And then I did some time in retail. I worked for Apple for about eight years. And... once I was ready to start a family, it was time to find something that was a little more... --- ### Timo Kovala: Dealing with Change Management, Marketing Attribution & AI | Episode 17 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Timo Kovala, Managing Architect at Capgemini - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-timo-kovala/ - Categories: Podcast Episode 17 | Transcript Timo Kovala: Dealing With Change Management, Marketing Attribution & AI Anthony Lamot: Timo, welcome to the show. Timo Kovala: Thanks, thanks, Anthony. Happy to be here. AL: Absolutely. It's a pleasure to have you. It's been a while since I’ve had a fellow European on the show. TK: Yeah, I've noticed it as well that the Salesforce ecosystem can be a bit American or Anglo-centric. So it's nice to be part of the wider audience, so to speak. AL: For sure. Yeah. And we do love to mix it up. I guess recently a lot of participants on the show were American because I'm based in the US, but it was great to run into you at Dreamforce. For our guests on the show today, can you tell us a bit about your background and what you currently do at Capgemini? TK: Yeah. So currently, I'm a marketing architect at Capgemini, meaning that I work with clients, and try to help them build or design a roadmap forward in /> Discover how our platform instantly optimizes your Marketing Cloud Start exploring --- ### William McMahon: Being a Techonology-Agnostic SI, Odoo vs SFMC & AI tips | Episode 16 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with William McMahon, CEO and Founder at Gravitai - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-william-mcmahon/ - Categories: Podcast Episode 16 | Transcript William McMahon: Being a Techonology-Agnostic SI, Odoo vs SFMC & AI tips Anthony Lamot: Hey, William. Welcome to the show. William McMahon: It's a great to be here. Anthony Lamot: It's an absolute pleasure having you over. I know we've been collaborating a bit over the past time, so, I feel, this visit to the show was long overdue. William McMahon: Good, good to meet the master and the creator is. Anthony Lamot: Appreciate it well for our audience sake. William, could you tell us a bit about your background? What led you to found Gravitai? William McMahon: Yeah, absolutely. So I've been in the IT game since I was about 16 or even before then I first started programming on a Commodore 64. When I was, I think about six to eight. So I pretty much had my career mapped out for me. Started learning to code when I was very young when I was 17 in secondary school, started up my own kind of web design business. One an entrepreneurial award in Ireland for that just went into the IT career and self-taught myself business as well as it grew through many different roles from everything from engineering in coding, customer services, you name it. I kind of tried it out and it kinda kept my career going of just wanting to learn appetite to figure things out. And then one day somebody put a label on me as a solution architect and it... --- ### Arthur Backouche: Artificial Intelligence, AMPScript, SSJS vs SQL | Episode 15 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Arthur Backouche, Senior SFMC Consultant at Skie - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-arthur-backouche/ - Categories: Podcast Episode 15 | Transcript Arthur Backouche: Artificial Intelligence, AMPScript, SSJS vs SQL Anthony Lamot: Hi, and welcome to Heroes of Marketing Cloud. The show where we talk with Salesforce Marketing Cloud experts. My name is Anthony Lamot. I'm the CEO and co-founder of DESelect. And I'll be your host for today. And today, we'll be talking with Arthur Backouche. Archer is a senior Salesforce Marketing Cloud consultant at Skie and we have a very engaging conversation about AI and all things technical in Marketing Cloud: SQL, AMPScript and also SSGS as well as other trends going on in the marketing automation space. So, welcome to the show. Hi, Arthur, welcome to the show. Arthur Backouche: Hi, Anthony. How are you? AL: I'm doing very well, opposite sides of the world that I appreciate you making time on an early Saturday morning for you. AB: Yeah, it's great to meet you. Actually, your name seems to be French. I was wondering, are you from France and a lot of people from your team are in Switzerland? AL: Yeah, no, that's a great question. So, I'm a, I'm not French although I speak some French or at least I like to think that I speak some French but I'm Belgian. AB: That's nice, it must be great to live in Texas. AL: Right. And I know you're based in Sydney, but you don't particularly have an Australian accent. AB: Yeah. I arrived in Sydney like five years ago now. Yeah, it's really... --- ### Jackie Mennie: Salesforce Marketing Champion, Financial Services Data | Episode 13 > In this episode of Heroes of Marketing Cloud, Anthony Lamot speaks with Jackie Mennie, SFMC Architect at Media.Monks - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jackie-mennie/ - Categories: Podcast Episode 13 | Transcript Jackie Mennie: Salesforce Marketing Champion, Financial Services Data Anthony Lamot: Hey, Jackie, welcome to Heroes of Marketing Cloud. Jackie Mennie: Hey, Anthony, thank you for having me. Anthony Lamot: Yeah. It's an absolute pleasure. I can’t state how excited I am. You've been doing so many interesting things across your career, and I thought that might be a good point to start for our audience today. So if you wouldn't mind, could you give us a high-level overview of your career up to where you ended up today, at Media. Monks? Jackie Mennie: Sure. So I might be dating myself here, but in 2010 I completed my master's degree at the University of Florida (Go Gators! ) in International Business. The job market was pretty bad at the time, and my first salary job was actually working for a financial advisor at Northwestern Mutual. So I kind of started in the financial services industry by accident, I would say. I got to do a wide range of stuff there like insurance, underwriting and client servicing, marketing, and eventually, I became certified to handle investments as well. I was also part of a pilot team for a new CRM at Northwestern Mutual, which somehow launched me into my first Salesforce job in 2014, then I switched over to healthcare, and I spent a year working for a subsidiary of UnitedHealth Group building out “Salesforce core”, as some may call it. After about a year I was recruited... --- ### Eric Stahl: Campaign Attribution, Digital Innovation, and Adaptability | Episode 10 > Anthony Lamot has a conversation with Eric Stahl, SVP & GM Digital Experience and Marketing Decision Science at Salesforce. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-eric-stahl/ - Categories: Podcast Episode 10 | Transcript Eric Stahl: Campaign Attribution, Digital Innovation, and Adaptability Anthony Lamot: Hi, Eric. Welcome to the series. Erich Stahl: Good morning. Thanks for having me. AL: We're very happy to help you. Thank you for making the time. So I'm sure that many other viewers have actually already seen your post on LinkedIn because you tend to share a lot of interesting Marketing Cloud content. But, but just to be sure, could you please give us a quick intro to your viewers? ES: Sure. So, I'm Eric Stahl I run digital here at Salesforce. I've been here for almost 13 years, which is kind of incredible to see Salesforce grow from just a few 1,000 people to the company it is today. I've had a lot of different roles. I started off at a relational database software company. I worked in at a middleware software company, and then I came to Salesforcet. I've worked on our platform, I've worked on our Marketing Cloud, our Commerce Cloud. I helped with Mulesoft for a while getting them onboarded. When they joined the company. I was over in London for a couple of years running our product marketing team. So I've had a lot of different roles. And for the last year, little more than a year, I have been re, thinking our whole digital strategy and re thinking the platform and the, or kind of how we operate and how that's all going to manifest in a completely different... --- ### Dror Meir: Customer Journeys, Marketing Enablement, and Geotargeting | Episode 9 > In this episode of Heroes of Marketing Cloud, Anthony Lamot has a conversation with Dror Meir, Founder of WEKU Marketing Solutions. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-dror-meir/ - Categories: Podcast Episode 09 | Transcript Dror Meir: Customer Journeys, Marketing Enablement, and Geotargeting Anthony Lamot: Hey, there, I'm Anthony from DESelect in today's interview. I talk with Dror Meir, founder of WEKU Solutions. He shares the kind of insights you get from working with Marketing Cloud for as long as 11 years and explains how new SMP products as well as the app exchange play a role in we strategy. Now, if you have any questions for Dror, like usual, just leave them in the comments. Meanwhile, relax, sit back and enjoy. Hi, Dror. Welcome to the series. Dror Meir: Hi. Thank you for having me. AL: It's a, it's a pleasure. You know, we've been talking a bit over the last few months. So I think it was well overdue that we'd have you, but I would like to jump straight into the topic of Salesforce Marketing Cloud. What was the most interesting project you delivered so far? Related to SFMC? DM: Well, we did many projects with many sectors, but I think that if I can think about one that we found very interesting is usually the one that challenges us. We had a project that combined many sources of data. Some of them were on-premise and some of them were completely offline, some such as a POS, or even real delivery mail. And this combination of data architecture that you have to think about that was quite a nice challenge, the ability to understand when someone is you... --- ### Chris Zullo: Puzzle Solving, COVID-19 and Future of SFMC | Episode 8 > In this episode of Heroes of Marketing cloud, Anthony Lamot has a conversation with Chris Zullo, Global Practice Director at AllCloud - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-chris-zullo/ - Categories: Podcast Episode 08 | Transcript Chris Zullo: Puzzle Solving, COVID-19 and Future of SFMC Anthony Lamot: Hello, I'm Anthony from DESelect and in today's interview, I will be talking with Chris Zullo, Marketing Practice Director at AllCloud. We talk about catchy headlines for blogs and some of the amazing Salesforce projects he did such as a major multi-cloud transformation and health care. You will notice that segmentation is never far away from this talk either. Now regular viewers already notice. But if you have any questions for Chris, just put them in the comments and we'll take it from there. Meanwhile, relax, sit back and enjoy. Hi, Chris. Welcome to this series. Chris Zullo: Hey, Anthony. How are you doing? AL: I'm doing great. I'm so glad to have you on the show. The weather looks a bit better over there than it is here. CZ: Yeah, it's certainly sunny but it's a little chilly this morning. AL: Well, anything probably beats northern Europe right now. I'm sure. So. CZ: That's a fair point. Temperature-wise, anyway. AL; Right, right. So, could you please introduce yourself to our viewers? CZ: Sure. Chris Zullo, I'm the Marketing Practice Director at AllCloud and I am a Salesforce MVP as well as a Marketing Champion. AL: Fantastic. That's a great amount of titles that, I definitely would love to dive into. But hey, I know it's something on LinkedIn. Your title says you're also a puzzle solver. So what does that mean? CZ: I, what... --- ### Danielle Laffey: Community Leadership and SFMC Best Practices for the Insurance Sector | Episode 7 > Anthony Lamot talks with Danielle Laffey, Principal Salesforce Consultant in Insurance, and 2020 Salesforce Marketing Champion. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-danielle-laffey/ - Categories: Podcast Episode 07 | Transcript Danielle Laffey: Community Leadership and SFMC Best Practices for the Insurance Sector Anthony Lamot: Hey, there, I'm Anthony from DESelect and in today's interview, I will be talking with Danielle Laffey, principal of insurance solutions at Silverline. We had an in-depth conversation that I really enjoyed about some insurance use cases and how they can be best implemented in Marketing Cloud. There's a lot of practical take always here and inspiration for your own journeys. So if you have a question for Danielle, just put them into comments like always. And in the meantime, just sit back, relax and enjoy. Hi, Danielle. Welcome to this series. Danielle Laffey: Hello. Thank you so much for having me today. AL: It's it's our pleasure. And as we were just discussing it's great to see you showed up in appropriate attire. DL: Yes, absolutely. I've got my code on this is the Trailblazer community because I'm a group leader, have been for a long time and I'm drinking out of my community yet. And I got all sorts of Salesforce swag. AL: That's awesome. Could you actually give us a quick intro for our audience? DL: Yeah, absolutely. So, excuse me, my name is Danielle and I work as an industry principal focused on insurance at Silverline, who is a Salesforce partner, implementation partner, and consulting partner. So I'm at a director level there where I work with clients in the insurance space specifically and kind of help them... --- ### Julien Coatelen: SFMC Consulting Projects and Being a Community Leader | Episode 6 > Anthony Lamot talks with Julien Coatelen, Salesforce Marketing Cloud Lead, and User Group leader, and 2020 Marketing Cloud Champion. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-julien-coatelen/ - Categories: Podcast Episode 06 | Transcript Julien Coatelen: SFMC Consulting Projects and Being a Community Leader Anthony Lamot: Hey, there, I'm Anthony from DESelect and in today's interview, I will be talking with Julien Coatelen, practice lead at Bluewolf and leader of the Paris Marketing Cloud user group. We talk about how to deliver and be well while on challenging projects. We also cover many useful tools and remind ourselves to stay human in this ever-more digital context. If you have a question for us, just leave it in the comments meanwhile, just relax, sit back, and enjoy. Julien, welcome to the series. Julien Coatelen: Nice to be with you today. AL: Yeah, we're very happy to have you. Thanks, thanks for making the time for us. Now. For those who don't know you yet, could you please introduce yourself to our viewers? JC: So my name is Julien Coatelen. I am the Salesforce Marketing Cloud practice leader at Bluewolf, an IBM company. I have been working on Marketing Cloud since 2013 when I built my first Marketing Cloud team at Deloitte Digital progressively over five years. In 2016, I created the Salesforce Marketing Cloud user in France which has now 500 numbers. And more recently, I have been elected Marketing Champion by Salesforce. AL: That's quite a background. One, thing stood out there for me. I think you mentioned you've been working with Marketing Cloud since 2013, you said? JC: Yeah, exactly. So basically, I was, the first official partner at... --- ### Michiel van Gaalen: Application Architecture, Consulting, and Becoming a Member of the SFMC Community | Episode 5 > ur host Anthony Lamot, CEO at DESelect, talks with Michiel van Gaalen, SF Application Architect and 2020 Marketing Cloud Champion. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-michiel-van-gaalen/ - Categories: Podcast Episode 05 | Transcript Michiel van Gaalen: Application Architecture, Consulting, and Becoming a Member of the SFMC Community Anthony Lamot: Hey, there, I'm Anthony from DESelect and in today's interview, I will be talking with Michiel van Gaalen. Now, aside Marketing Cloud, we talk about things like Salesforce Application Architecture and pigs in a blanket. If you have a question for us, just leave in the comments. Relax, sit back and enjoy. Hi, Michiel. Welcome to the series. Michiel van Gaalen: Hi Anthony. Nice to meet you again. AL: Yeah, always a pleasure for sure. I'm very glad to have you here today with us. But I mean, we already know each other but for our audience, could you please introduce yourself? MG: My name is Michiel, I am a father of three, living in the Netherlands and, in daily life, for my work, I'm a freelance Salesforce consultant, Application Architect. I'm also a baker together with my brother Bart. And as a freelancer, I'm currently working for KLM. AL: And it's quite a background for sure. Now, a lot of your work has to do with Marketing Cloud. Can you tell me how your own SFMC journey so to speak started? MG: Yeah, yeah. To be honest, that started not when Marketing Cloud start with, I think in 98 and 99. I started back then, my first... you know, marketing agency rapid sugar. And for me, I, I've always been half market are half... even in the back in... --- ### Lucy Mazalon: Behind the Scenes at Salesforce Ben and The Drip, Educational SFMC Tools | Episode 4 > Anthony Lamot, DESelect’s CEO, chats with Lucy Mazalon, Pardot and Salesforce Consultant and editor at Salesforceben.com and The Drip. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-lucy-mazalon/ - Categories: Podcast Episode 04 | Transcript Lucy Mazalon: Behind the Scenes at Salesforce Ben and The Drip, Educational SFMC Tools Anthony Lamot: Hey, there, I'm Anthony from DESelect and in today's interview, I will be talking with Lucy Mazalon, known as one of the main editors of Salesforce Ben and The Drip. We talk about things like the difference between SFMC, and Pardot, some common pitfalls you should know when implementing SMS and we even have a very special guest star on the show today. So if you have any questions for us, just leave in the comments. Meanwhile, just relax, sit back and enjoy. Hi, Lucy. Welcome to the series. Lucy Mazalon: Hi, thanks for having me. Thanks for inviting me on. AL: Well, it's absolutely my pleasure. I'm a big fan in fact, I would say The Drip, well, before we get to The Drip actually, could you introduce yourself to our viewers? LM: Sure. So as you said, I'm Lucy and I'm based in London. I, well, I've been in the Salesforce ecosystem for about six years and I've been on the SI side. So on the consultancy side, I've also worked for ISVs, but I finally settled on marketing automation as my specialization especially Pardot, but I've always been interested in the wider marketing automation sphere. Then at the start of this year, I actually went fulltime working as the editor of sales for Ben and I oversee all the operations, for the blog as well. I also... --- ### Guilda Hilaire: Historical Trajectory of the SFMC Platform and Becoming a Trailblazer | Episode 3 > In this episode, our host Anthony Lamot, DESelect’s CEO, chats with Guilda Hilaire, Senior Manager of Product Marketing at Salesforce. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-guilda-hilaire-episode-3/ - Categories: Podcast Episode 03 | Transcript Guilda Hilaire: Historical Trajectory of the SFMC Platform and Becoming a Trailblazer Anthony Lamot: Guilda, welcome to the series. Guilda Hilaire: Thank you for having me so excited to be here. AL: Great. Then really, it's our pleasure. Could you please introduce yourself to our viewers? GH: So my name is Guilda Hilaire. And I am the senior product marketing manager at Salesforce. The community considers me as like their agent or their handler. I focus primarily on Trailblazer community programs for Marketing Cloud. And for Pardot. AL: Great. Thank you for providing a short bio there. And I would say, yes, you're definitely an agent for the community if not the champion of champions that's also how this series started in the end. We all know you do a lot for the Salesforce community. Can you briefly describe what is your main focus right now? GH: Well, I was a customer prior to joining Salesforce. I was actually a customer for well over 14 years focused on ExactTarget which is now the Salesforce Marketing Cloud platform. So, as a customer, you know, I always wanted to, you know, you don't know what you don't know. So I always was looking for ways to be active in the community from writing blogs, to wanting, you know, Salesforce to champion my ideas or support my ideas, to attending every single event that they were having, whether they were virtual, whether they were conferences, whether they were invitations... --- ### Kaelan Moss: Starting Your Career in SFMC and Learning Technical Skills | Episode 2 > In this episode, our host Anthony Lamot, CEO at DESelect, talks with Kaelan Moss, also known as the “Minute Admin”. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-kaelan-moss/ - Categories: Podcast Episode 02 | Transcript Kaelan Moss: Starting Your Career in SFMC and Learning Technical Skills Anthony Lamot: I'm Anthony from DESelect. In today's, interview, I'll be talking with Kaelan Moss also known as the MinuteAdmin. Kaelan recently became a Salesforce Marketing Cloud certified instructor, and he has created a very thorough learning platform for SFMC professionals. Now, we will be talking about how you can quickly gain expertise in SFMC, and how to leverage this in the current job market. And we will also be discussing different modules of the platform. So sit back and enjoy. Hi, Calen. Welcome to the series. Kaelan Moss: Hey there, Anthony. Thanks for having me. AL: Well, you know, my pleasure. Really. We're glad to have you here. Could you please introduce yourself to our audience? KM: Yeah. So my name is Kaelan Moss, also known as MinuteAdmin for people who follow my YouTube channel, you know, I am a Marketing Cloud basically e-mail specialist consultant administrator. Anything you wanna, you know, throw in there everything kinda besides that developer role. I'm also a Marketing Cloud instructor. So, about a month ago, I was actually certified, as a Salesforce Marketing Cloud instructor, so. AL: Congratulations. KM: Yeah, that was a, very thorough process and I'm definitely glad to have that under my belt now. So that's probably my proudest achievement right now in the Marketing Cloud space is being certified by Salesforce and having that stamp of approval to be able to teach their... --- ### Greg Gifford: Building Apps for Salesforce, Cursory Knowledge and SFMC Challenges | Episode 1 > On Heroes of Marketing Cloud, Anthony Lamot speaks with Greg Gifford, Manager of SFMC Engineering at DEG Digital. - Published: 2024-02-21 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-greg-gifford-episode-1/ - Categories: Podcast Episode 01 | Transcript Greg Gifford: Building Apps for Salesforce, Cursory Knowledge and SFMC Challenges Anthony Lamot: Hi there. And welcome to today's episode of Heroes of Marketing Cloud. I'm Anthony, I'm the CEO of DESelect. And in today's episode, I'll be talking with Greg, also known as “Gortonington” who has an extensive experience in Marketing Cloud and he'll be sharing the things that he likes and has experienced working with the platform. We'll be giving a lot of tips and insights that I think you'll find really useful. So, enjoy, hi, Gregory. Welcome to the series. Greg Gifford: Hello, I'm glad to be here. AL: Alright. Well, I'm sure that some of our listeners have heard of you before, but could you just give us a short intro on what you do? GG: Sure. A lot of people know me from Stack Exchange as Gortonington. I've been in Marketing Cloud, got almost 12 or 13 years. At this point. I've been working on it off. I, I'm Salesforce MVP. I am Salesforce Marketing Cloud champion. I've been active in many communities. I've spent... years, got like 10 years on Cloud side. And now I've been probably about total three or four years as an, on an agency side. So I've kind of, you know, I like to say I've seen it all. I've worked from the actual executions of emails and different aspects like that all the way up to strategy. So I've touched everywhere and I've right now,... --- ### Jason Trout: Future of AI in Marketing, User Adoption, and Consulting | Episode 14 > On Heroes of Marketing Cloud, Anthony Lamot speaks with Jason Trout, Principal at Salesforce Marketing Cloud consulting firm BoldRamp. - Published: 2024-02-20 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-jason-trout/ - Categories: Podcast Episode 14 | Transcript Jason Trout: Future of AI in Marketing, User Adoption, and Consulting Anthony Lamot: Hi, and welcome to Heroes of Marketing Cloud. The show where we interview Salesforce Marketing Cloud experts. My name is Anthony Lamont and I'll be your host for today. I'm the CEO and co-founder of DESelect. And today, I'll interview Jason Trout who runs BoldRamp, a Salesforce Marketing Cloud consulting firm. Welcome. Hey, Jason. Welcome to the show. Jason Trout: Thanks a lot. Glad to be here. AL: Yeah, it's a pleasure. Thank you for making the time just for the sake of, for our audience. Could you introduce yourself? What is it that you do? JT: Yeah, sure. My name is Jason trout. I'm the principal at BoldRamp, and we are a consultancy that focuses on Salesforce Marketing Cloud. So we do a lot of new implementations, advisory, support, and ongoing campaign services for clients. AL: And is there a specific... differentiator, a string, something that you're really proud of? That BoldRamp does? JT: I think we have a lot of experience. So, we have a lot of senior consultants that do a lot of good work. And, you know, I think sometimes you could run into, some consultancies that, you know, might have more junior consultants and don't really invest in the people as much as they should to create quality work. And so, I think that's something that we really focus on is ensuring that we're working with top talent... --- ### Journey Builder in Salesforce Marketing Cloud - Published: 2024-02-01 - Modified: 2025-01-07 - URL: https://deselect.com/blog/journey-builder-in-salesforce-marketing-cloud/ - Categories: No category, Thought Leadership Journey Builder in Salesforce Marketing Cloud Salesforce Journey Builder is an intuitive marketing tool that allows you to interact with your customers on a 1-to-1 customer experience platform across multiple channels. Learn how to make every interaction with your customers as consistent and unified as possible. Connect every communication across email, mobile, advertising, and the web for a seamless customer experience. This guide covers everything you need to know about this innovative program and its activities. What is Journey Builder? This feature in the Salesforce Marketing Cloud makes it easy for you to design customer journeys by giving you a straightforward user interface to build multiple individualized interactions all within one feature in Salesforce Marketing Cloud. With this tool, you can set goals based on behaviors, so your marketing team knows how each one of their campaigns contributes towards the bigger goal. With Journey Builder, SFMC can provide you with the ability to integrate with Sales Cloud and Service Cloud. As a result, you can keep on top of any customer responses while avoiding duplication in efforts. How to Use and Implement Journey Builder Salesforce Within Your OrganizationThis tool gives your customers a way to find what they want easily and quickly while giving you the data you need for better insights on creating content that resonates with all ages and demographics of your customer base. This software makes it easy to automate campaigns. Your campaign can start by converting leads to another marketing channel based on their behavior. It... --- ### What Is Salesforce Marketing Cloud? A Quickstart Guide > From personalized customer experiences to advanced automation, read how Salesforce Marketing Cloud stands out as the solution for marketers. - Published: 2024-01-30 - Modified: 2025-01-06 - URL: https://deselect.com/blog/what-is-salesforce-marketing-cloud/ - Categories: Thought Leadership - Tags: campaign optimization, Customer Engagement, How-to Guide, Salesforce Marketing Cloud - Topic: Data Management, Analytics, Customer Engagement, Personalization, Segmentation - Role: IT, Marketing - Department: CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Segmentation, Data Management What Is Salesforce Marketing Cloud? A Quickstart Guide Never heard of Salesforce Marketing Cloud or simply don’t know enough? You have come to the right place. Today, we will be discussing the platform in a little more detail, along with the benefits of investing in SFMC for the long-term strategic future. As we embark on this exploration, it's essential to understand the robust foundation that Salesforce Marketing Cloud (SFMC) provides, opening doors to unparalleled opportunities. And trust me when I say those opportunities are plentiful. It’s a formidable platform that enables businesses to, first and foremost, connect with their retrospective audiences. Salesforce Marketing Cloud, at its core, is more than a platform; it's a dynamic ecosystem designed to elevate your marketing endeavors. From being a new SFMC customer to wanting to further your knowledge to ensure you are getting the best out of it, here is a quickstart guide to get you situated. For those initiating their journey with SFMC, the initial steps involve acquainting oneself with the platform's multifaceted tools and capabilities. For you techies in the back, this might be something that you are already familiar with if you have come across the platform before. SFMC offers tools, each addressing specific facets of modern marketing challenges. From personalized customer experiences to streamlined automation, SFMC empowers you to create targeted and impactful campaigns. With many features, Salesforce Marketing Cloud has become essential for marketers looking to streamline their workflows, improve customer engagement, and drive better results. Ultimately, SFMC combines... --- ### Alex Divrioti, Customer Success Manager - Published: 2024-01-24 - Modified: 2024-01-24 - URL: https://deselect.com/blog/employee-spotlight-alex-divrioti/ - Categories: Thought Leadership, Careers - Tags: Careers - Topic: Careers Company Culture Meet Our Team: Customer Success Manager, Alex Divrioti Meet Alex, our newest member of the Customer Success Team, who left sunny Greece behind and moved to Belgium to work at DESelect. Get her take on her DESelect journey → Alex has a passion for innovation, change and exponential growth. That passion makes her an amazing fit for most tech startups. She recently decided to join DESelect as a next step in her career , working from our cozy office in Antwerp. We recently sat down with Alex for an interview, to uncover more about the girl who has a huge heart for her customers. How was your journey at DESelect so far? I needed to relocate from Greece and I appreciate how everyone was trying to help me with things that I didn't know. It’s an international environment and everyone is open in the office. We really have good and fun people working at this company. When comparing the onboarding process with other companies, I must say that I really enjoyed the onboarding at DESelect. There is proper documentation and different things you have to study before you get started. It can be a bit overwhelming in the beginning because there is a lot of information. But once you get into a rhythm, the process is quite smooth. I’ve seen myself grow a lot in short period of time. The first 2 months was all about training and followed by months where I got to join client... --- ### Audience Engagement Scoring 101: Finding Your Best Subscribers > Learn how to create an audience engagement scoring model to find your most engaged customers and segments ripe for retargeting campaigns. - Published: 2024-01-17 - Modified: 2025-04-29 - URL: https://deselect.com/blog/audience-engagement-scoring-model/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: analytics, Customer Engagement, email marketing - Topic: Customer Engagement, Analytics, Personalization, Segmentation - Role: IT, Marketing - Department: CRM & Marketing Automation Teams, Marketers - Use Case/Benefit: Analytics, Segmentation Audience Engagement Scoring 101: Finding Your Best Subscribers DESelect | Best Salesforce Marketing Cloud Solutions 63% of marketers segment and personalize customers’ messages based on their behavior. But what does that really mean? It is always crucial for companies to establish what kind of relationship they possess with each subscriber, no matter how they operate. You should know exactly which contacts resonate with your content, need more nurturing, or should be completely abandoned. Luckily, there is a practical and efficient method to determine each subscribers’ engagement level that will empower your marketing team with precious insight for future campaigns. What is Audience Engagement Scoring? Engagement scoring is a method used to discover and sort customer engagement into tiers used to power future campaigns. At the end of this process, each customer will have a score indicating the individual level of interaction with your content, giving marketers a clear criterion to segment their audiences. With this knowledge, your team can engage with your audience on future behavior-based campaigns using the appropriate amount of content. This method applies to both B2C and B2B audiences. For example, retail companies benefit from audience scoring by sorting their customers for proper retargeting. B2B companies benefit from it by driving alignment between sales and marketing and giving insights into the best moments to reach out to the right audience. Another typical model for evaluating the value of your subscribers is RFM (Recency, Frequency, Monetary Value) analysis. How does it work? Engagement scores depict your customers’ behavior... --- ### Case Study: Bonobos > See why DESelect Segment streamlines all segmentation for Bonobos, eliminating the need for advanced coding knowledge. - Published: 2024-01-13 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-bonobos/ - Categories: Success Stories - Tags: Retail - Topic: Segmentation, Customer Engagement, Personalization - Industry: Retail - Role: Marketing, IT - Department: Marketers, Cloud Admins, IT & Data Teams, Marketing Leadership - Use Case/Benefit: Segmentation, Analytics, Speed Retail Bonobos Success Story Efficient Personalization for In-Store and Online Retail Improved foot traffic and retention with personalization Better tracking of customer loyalty with custom-built RFM model Greater understanding of key customer segments across teams Back to top THE CHALLENGE Extensive, Complex Customer Database Lacking the personnel to handle an overwhelming amount of data, the team at Bonobos struggled to meet the unique marketing needs of each of their customers. Having "products that fit perfectly" as their main selling point, Bonobos felt that their marketing operations needed to align with that promise. This meant manually segmenting their vast audiences through SQL, which cost the company precious time. Today, DESelect Segment streamlines all segmentation, eliminating the need for advanced coding knowledge and allowing the team to focus on what matters most: making sure customers find the "best-fitting pants they've ever worn. " Goals Create audience segments based on purchase behavior and email engagement Identify and differentiate the most important customers (MVPs vs loyalists) Efficiently inform corporate and in-store stakeholders on new ways to engage with customers Results: Tailor-Made Marketing Personalization Personalizing each customer interaction with informative and relevant messaging has improved foot traffic in stores Visualizing data extensions facilitates quick decision making Improved user-adoption of Salesforce Marketing Cloud with an intuitive platform that makes audience segmentation easy for all members of the team, even those who don't know SQL It’s surprising how much time it has saved me. Instead of creating new and multiple automations in Automation Studio, which is really... --- ### Jurgen Bult: AI in Consumer Goods, Importance of People Development, Campaign Management | Episode 25 > Guest Jurgen Bult of Dyson shares insights on how he uses DESelect for streamlining segmentation processes and enabling campaign efficiency. - Published: 2024-01-07 - Modified: 2025-01-30 - URL: https://deselect.com/podcast/jurgen-bult-ai-in-consumer-goods-importance-of-people-development-campaign-management-episode-25/ - Categories: Podcast - Topic: Digital Innovation, Time Management - Role: CRM - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management, Segmentation Episode 25 | Transcript Jurgen Bult: AI in Consumer Goods, Importance of People Development, Campaign Management Anthony Lamot: Jurgen, thank you for participating in this. Jurgen Bult: Thank you, and thank you for having me, Anthony. Anthony Lamot: So you have been immersed as a CRM leader in global brands like Philips and Dyson for a decade. Can you share your career journey and how you found your way into the role of CRM Lead for EMEA at Dyson? Jurgen Bult: Of course, and I think I need to extend a bit on this. We need to jump back about 15 years ago when I started in my first marketing role for a big cinema chain in the Netherlands called Pote Pote Cinemas. This was when I started in general marketing, handling everything around it. One of the activities I picked up was sending newsletters to our small base using a small ESP supplier and manual imports for audience data. We also received local requests from the 12 or 13 cinemas in the Netherlands at the time. This was my first discovery in CRM—or more accurately, newsletter management—working with HTML and data. Around this time, we started opening up online ticket sales, which brought in more data. We also introduced a subscription card for unlimited cinema visits, which further expanded our data collection. With the growing channels, we needed to upgrade our tooling. This led to our first marketing automation tool, Selligent, which we implemented through an RFP process. I... --- ### Case Study: Scalable Capital > See how DESelect Segment powers fast, reliable campaigns for Scalable Capital and other financial services businesses. - Published: 2024-01-04 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-scalable-capital/ - Categories: Success Stories - Tags: Financial Services - Topic: Segmentation, Data Management - Industry: Banking - Role: CRM, Marketing - Department: Marketers, Marketing Leadership - Use Case/Benefit: Segmentation, Ease of Use, Speed Financial Services Scalable Capital Success Story DESelect Segment Powers Fast, Reliable Campaigns for Financial Services 30+ unique segments created per month Eliminated reliance on data team to create audiences Intuitive features used for easy segmentation Back to top THE CHALLENGE Complex, Blind Marketing Ops Getting the most out of Salesforce Marketing Cloud requires extensive technical knowledge. Without a dedicated SQL expert on staff, the team at Scalable Capital was forced to “do what they could” to “work it out. ” This meant a lot of trial and error, manual query updates, and back and forth with the data team – adding to the time required to launch new campaigns. Worst of all, even after all that manual entry, there wasn’t a way to be 100% certain of accurate results. Today, DESelect Segment removes that guesswork and blockage, ensuring accurate, on-time campaigns. Needs Replace query writing (SQL) with intuitive drag-and-drop segmentation Enable everyone on the team to quickly set up target audiences Clean up the data within key segments Results: Faster, Comprehensive Audience Creation An automated segmentation process removes the need to manually rebuild audiences for each send Marketers are able to personalize messaging without relying on Excel spreadsheets Marketers without coding experience have total control of audience segment creation We wanted to eliminate this back and forth when it came to writing queries. We don’t have to rely on other teams anymore, and can easily set it up ourselves. " Sabrina JauckSenior CRM Manager USAGE How Scalable Capital uses DESelect... --- ### Heroes of Marketing Cloud: Genna Matson on the Marketing Cloud Community > DESelect talks with Genna Matson, creator of HowToSFMC and Email Geeks, on how to tap into the Marketing Cloud community to grow your career. - Published: 2023-12-23 - Modified: 2024-07-29 - URL: https://deselect.com/podcast/homc-salesforce-marketing-cloud-community-expert-genna-matson/ - Categories: Podcast, Marketing Cloud University, SFMC Community, Thought Leadership - Tags: artificial intelligence, Data Management, Heroes of Marketing Cloud - Topic: Data Management, Digital Innovation, Learning - Role: CRM, IT, Marketing - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Data Management, Ease of Use Stay Connected Stay Connected Subscribe Episode 12 | Transcript Genna Matson: Technical Architecture in SFMC, Email Marketing and SFMC Learning Resources Anthony Lamot: Genna, welcome to the show! Genna Matson: Hello, thank you. Anthony Lamot: It’s such a pleasure to have you here. How have you been since the last time we spoke at Connections? Genna Matson: Good. Busy, but very good. I like to keep things busy. Anthony Lamot: That’s awesome. Well, I really appreciate the time you’ve taken off your busy schedule to be here with us today. And talking about being busy, you had a very active career up to this point. I see you’re currently engaged in multiple projects, which is pretty cool. Can you tell us a little bit about your trek and what drove you to establish HowToSFMC? Genna Matson: I’ve been doing this my whole life. I grew up with my dad owning a trade bindery. They work in the printing industry, and I started selling his folders when I was 11, collecting direct mail pieces that were being shipped all over the country. So I feel like I’ve come to this naturally and organically. Next in my career, I did a short stint in college and dropped out. I claim that now, though I was embarrassed about it for a long time when I was younger. Anthony Lamot: There you go! I love the confidence. Genna Matson: Eventually, I ended up back in direct mail and wound up doing data architecture for... --- ### Understanding Data Privacy Compliance Across Multinational Teams in Salesforce Marketing Cloud > Curious how to ensure data privacy compliance among marketing teams spread across the world? Learn best practices to prevent costly fines. - Published: 2023-12-22 - Modified: 2025-04-29 - URL: https://deselect.com/blog/data-privacy-compliance-multinational-teams-sfmc/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: compliance, Data Management, documentation - Topic: Data Management - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management Data Privacy Compliance Across Multinational Teams in SFMC More than 70% of nations have enacted data protection and privacy laws in the last decade, as shown by the 241 legislations listed on the United Nations Trade and Industry website. The pressing question arises: How do multinational teams navigate the complexities of data privacy compliance, especially when adopting Salesforce Marketing Cloud (SFMC), as it ingests their customers’ data to generate insights and facilitate communication across diverse channels? Those versed in CRM administration, as well as creative and technical marketing, often attest to undergoing data privacy training preemptively, aligning with regional legislation. Such training is especially important for individuals with system access privileges and those handling the data directly. According to Salesforce's website, the company diligently monitors the evolving global privacy landscape, adjusting its privacy program to remain abreast of changes. This article delves into the influential data privacy legislative and regulatory frameworks impacting multinational teams, the challenges multinational organizations encounter, and how streamlining collaboration can lead to better compliance. It further sheds light on compliance best practices that can be executed using SFMC, encompassing useful system and automation functionality that culminate in effective and efficient communication with subscribers. Legal and Regulatory Frameworks Impacting Multinational TeamsDiverse regulations worldwide emphasize distinct facets of data privacy, focusing on specific rules within each jurisdiction. The landscape of data privacy laws is continually evolving, affecting multinational teams as they navigate compliance across these jurisdictions. This dynamic environment traces back to the initiation of the EU's General... --- ### Ensuring Data Is Ready For Marketing Campaign Launch: Optimal Data Storage, Taxonomy, and Deployment to Journey Builder > How do you ensure marketing campaign launches are both on-time and effective? We lay out best practices for each step of the process. - Published: 2023-12-16 - Modified: 2025-04-29 - URL: https://deselect.com/blog/ensuring-data-is-ready-for-marketing-campaign-launch/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics, SFMC platforms - Tags: Data Management, data migration, journey builder - Topic: Data Management - Role: IT, CRM - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management Ensuring Data Is Ready For Marketing Campaign Launch In today's digital landscape, where customer experiences reign supreme, the strategic use of data has become a pivotal factor in achieving success in each marketing campaign launch. Your ability to harness and leverage data effectively often means the difference between a captivating customer journey and one that falls short of expectations. To navigate this >More secure data: This is because measures are taken to mitigate threats and provide ongoing visibility into data access patterns and potential risks. Compliance: Ensure data and storage management complies with applicable regulations and can meet auditing requirements. Continuous use: Systems, processes and data protections are put into place to ensure ongoing availability and reliability, resulting in greater user productivity and customer satisfaction. Long term use: Storage devices provide the capacity necessary to meet current and future workloads, while accommodating different types of data, without over-provisioning storage hardware. Adaptable operations: Storage systems are flexible enough to scale as demand fluctuates, while reacting to changing requirements and accommodating new storage technology. Comprehensive: Storage systems are easier to manage and monitor, and deploying storage devices is faster, often without the compatibility and integration issues that come with siloed or piecemealed storage systems. Data Storage Options For Marketing Cloud Teams Within SFMCIn the world of Salesforce Marketing Cloud, the choice between Lists and Data Extensions is a pivotal decision, one that can significantly impact the efficiency and effectiveness of each marketing campaign launch. Both options come with their unique advantages and... --- ### Email Deliverability Best Practices, Part 2: Navigating Gmail’s Ongoing Purge > With Google removing old and inactive Gmail accounts, we provide email deliverability best practices designed to prevent hard bounces - Published: 2023-12-14 - Modified: 2025-01-08 - URL: https://deselect.com/blog/email-delivery-best-practices-gmail-purge/ - Categories: Thought Leadership - Tags: analytics, Data Management, email marketing - Topic: Customer Engagement, Data Management - Role: CRM, IT - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management, Analytics Email Deliverability Best Practices, Part 2 DESelect | Best Salesforce Marketing Cloud Solutions Earlier in December, Google accounts that had not seen any activity in the last 2 years were deleted. The decision was heralded back in May by Google's VP of Project Management, who stated that inactive accounts can be easily compromised and therefore pose a security threat to other users. "The end is nigh! " cried marketers all over the world, in anticipation of the dreaded and inevitable spike in hard bounces that this purge is expected to cause. But the world hasn’t ended, and there are a few simple countermeasures built off existing email deliverability best practices that marketers can follow to avoid any negative consequences. What Is the Effect on Email Marketers? An erasure of inactive Gmail accounts could mean many of your emails won't be delivered if your contact list is outdated. Attempting to send a message to nonexistent addresses will result in a hard bounce. If left uncorrected, too many hard bounces result in a negative impact to your email sender reputation, which causes email service providers (ESPs) to flag the sender’s entire domain. Once this happens, it’s not uncommon to find your messages skipping the inbox and going straight to spam. What Is Email Sender Reputation? In a way, your reputation defines if people will talk to you or not- much like high school. Your email sender reputation is set by ESPs and determines whether emails sent by each domain will actually be... --- ### DESelect – December '23 Release > DESelect’s Marketing Optimization Platform for Marketing Cloud continues to improve. Now it's easier to navigate our platforms and use Engage. - Published: 2023-12-06 - Modified: 2025-01-06 - URL: https://deselect.com/releases/deselect-december-23-release/ - Categories: Releases, Product Releases DESelect is the Marketing Optimization Platform for Salesforce Marketing Cloud, and our end-of-year product updates reflect that value. In this update, we’ve made it easier to navigate between the three solutions of the DESelect platform and made improvements to the reporting and speed of Engage. Global Navigation DESelect Segment, Engage, Search (all plans) Available for all DESelect users, regardless of plan, we’ve introduced a global navigation dropdown, which allows customers of multiple solutions from the DESelect platform to easily switch between Segment, Search, and Engage without needing to return to the Salesforce Marketing Cloud main menu. Additionally, multi-tab functionality now allows users to run multiple DESelect solutions in different tabs, facilitating simultaneous management of various marketing initiatives. Another win for efficiency! For organizations not utilizing the entire DESelect platform or users without full access, a sort of choose-your-own-adventure will play out (see below). Those with Segment can interact with the platform based on license type/access, same as before. Campaign Table EnhancementDESelect EngageEngage reporting features a more deep-dive review of campaign sends. Users are now able to filter based on values for "Outcome" (i. e. , Included, Excluded, or Both) and "Reason for Exclusion" in the Dashboard View of a specific send. Now users can inspect all available values without having to sift through potentially thousands of rows. With the ability to analyze the reasons why contacts were included or excluded, marketers can better understand how their marketing frequency can be optimized to prevent subscriber fatigue or undersaturated contacts. Calendar Performance... --- ### Case Study: The National Kidney Foundation > See why The National Kidney Foundation uses DESelect for the granular audience requirements its campaigns – without needing SQL or AMPscript - Published: 2023-12-02 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-national-kidney-foundation/ - Categories: Success Stories - Tags: Non-profit - Topic: Segmentation, Data Management, Personalization - Industry: Nonprofit - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Segmentation, Analytics, Speed Non-profit National Kidney Foundation Success Story Doubling Email Engagement Metrics with Accessible Personalization 65,000 segmentations created Accelerated Marketing Cloud adoption Striking improvements across all email metrics Back to top THE CHALLENGE Empowering Non-Technical Marketers to Adopt SFMC When the National Kidney Foundation (NKF) migrated to Salesforce Marketing Cloud, the team was excited to take advantage of customer journeys and personalization opportunities for more resonant experiences, but Marketing Cloud’s code-intensive segmentation requirements were the direct opposite of the intuitive UX they had previously enjoyed. That’s where DESelect came in. Since their plug-and-play implementation, the NKF’s small e-mail team creates segments with ease for 12 million emails sent annually. Needs Facilitate team's Marketing Cloud adoption Activate CRM data to maximum effect while bypassing time-consuming SQL and AMPscript use Integrate seamlessly with Marketing Cloud Results Roughly doubling key email engagement metrics, sharp rise in CTR, ~50% lower unsubscribe rates Able to nationalize personalized email campaigns for local events and operations – no AMPscript required Non-technical marketers have a better grasp of the NKF’s data model & Marketing Cloud use cases DESelect has been more impactful than Marketing Cloud itself... it gives us access to so much in Salesforce. Also, it's improved our Salesforce skills because we must identify the data that connects the two platforms and have a deeper understanding of how the data architecture works. Sara ValenciaEmail Marketing and Automation Director USAGE How The National Kidney Foundation uses DESelect Segment Manage large segments (e. g. , healthcare providers, donors) while creating targeted... --- ### DESelect Launches Marketing Optimization Platform for Marketing Cloud > DESelect launched the Marketing Optimization Platform for Marketing Cloud, helping teams maximize campaign impact in a single platform - Published: 2023-12-01 - Modified: 2023-12-06 - URL: https://deselect.com/blog/deselect-launches-marketing-optimization-platform-marketing-cloud/ - Categories: Releases, Company Updates, Thought Leadership - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation, Saturation Control, Segmentation - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Saturation Control, Data Management, Segmentation AUSTIN, Texas, Nov. 30, 2023 /PRNewswire/ -- DESelect announced the launch of the DESelect Marketing Optimization Platform (MOP), to help marketing teams maximize the effectiveness and efficiency of their campaigns. This is part of DESelect's strategic initiative to help clients optimize their marketing holistically, from a single platform. The DESelect Marketing Optimization Platform for Marketing Cloud brings together DESelect's global products, including Segment, Engage, Search, and Deedee AI to provide clients with a mission control center for improving marketing effectiveness. Founder and CEO Anthony Lamot commented, "It's exciting to establish the Marketing Optimization Platform as an entirely new product category to meet our clients' needs. We're equipping marketers with everything they need to target the right people, with the right message, at the right time. This furthers our mission to elevate engagement through human intelligence at scale. " Co-founder and CTO Jonathan van Driessen added, "Since day one DESelect has existed to help marketing operations teams engage their audiences more effectively and efficiently. By combining audience segmentation, frequency optimization, search, and AI together – in a single platform – we've made it possible for clients to have greater control and visibility over their marketing. " DESelect's Marketing Optimization Platform for Marketing Cloud is available to all clients globally, with features based on their current plan tier. AI and machine learning will allow clients to build segments automatically via text prompts, ask questions about their audiences, and better understand their customers' marketing preferences. CEO Anthony Lamot concluded, "We talk to customers frequently and a common theme we hear is that they need... --- ### GDPR Compliance in the US Versus the Rest of the World: Key Differences and Challenges > Explore the nuances of GDPR compliance in the US compared to other regions. Uncover the strategies US businesses need to avoid costly fines. - Published: 2023-11-30 - Modified: 2025-01-08 - URL: https://deselect.com/blog/gdpr-compliance-in-us-vs-europe/ - Categories: Thought Leadership - Tags: data collection, Data Management - Topic: Customer Engagement, Saturation Control - Role: CRM - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management How GDPR Compliance in the US Looks Different from the EU Data is arguably the most valuable commodity on the planet, therefore data privacy and protection are of paramount concern globally. With personal information being sold on the black market and cybercrime on the rise, consumer privacy and the security of their data are now more important than ever before. The General Data Protection Regulation (GDPR) is a comprehensive set of regulations designed to protect the privacy and data rights of European Union (EU) citizens. While GDPR is primarily focused on Europe, its influence extends beyond its borders, affecting businesses around the world. compliant with international regulations, but also maximize the impact of your Marketing Cloud data. Anthony November 30, 2023 Thought Leadership All Customer Stories Stay Connected Stay Connected Subscribe --- ### DESelect: The Marketing Optimization Platform for Salesforce > DESelect may have had humble beginnings, but learn how we've become the leading marketing optimization platform for Salesforce. - Published: 2023-11-30 - Modified: 2025-01-08 - URL: https://deselect.com/blog/deselect-marketing-optimization-platform-salesforce/ - Categories: Thought Leadership - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation - Role: CRM - Department: CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Data Management DESelect: The Marketing Optimization Platform for Salesforce During my years as a consultant for a large automobile distributor, a grave problem in the marketing field became apparent to me. Almost every marketer that I had worked with expressed the same feeling about Salesforce Marketing Cloud – Although a powerful Marketing Automation Platform, it required a significant amount of technical expertise. In order to use the platform to its full potential, marketers would need to engage in SQL writing (an intimidating process for many). I noticed that there was a need to simplify the audience segmentation and marketing optimization processes for Salesforce automation, and from that realization, DESelect was born. Alongside Jonathan, my longtime friend and now DESelect's Chief Technology Officer, we set out to create a company that would become the definitive segmentation solution for SFMC. Grounded in a bottom-up approach and easy UX, DESelect Segment (an intuitive drag-and-drop tool seamlessly integrated into Marketing Cloud) quickly became our flagship product. As the company grew, so did our ambitions. In a pivotal moment in our history, we noticed that many competitors struggled to differentiate themselves from the thousands of vendors in the SaaS market, and therefore our sights were set on growing beyond a point solution and into a full-blown platform. That objective was intrinsically aligned with our mission statement: "to elevate engagement through human intelligence at scale. " It is our ultimate goal to equip marketing leaders with powerful, intuitive tools so that they can offer enhanced customer experiences, all while acknowledging... --- ### Seeing Too Many Bounces? 5 Tips to Improve Email Deliverability > Learn how your brand can improve email deliverability, reduce bounce rates, and better engage subscribers with these five expert tips - Published: 2023-11-21 - Modified: 2025-01-06 - URL: https://deselect.com/blog/improve-email-deliverability/ - Categories: Thought Leadership - Tags: campaign optimization, Customer Engagement, email marketing - Topic: Customer Engagement, Saturation Control - Role: IT, Marketing - Department: Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Saturation Control Email deliverability is just the first step in gauging the success of your email marketing campaign. Before you can complete A/B or multivariate testing, measure your CTR, or determine your campaign ROI, people need to actually receive your emails. Worst case scenario, your brilliant emails end up in a junk folder and the data points you gather are too incorrect to make informed decisions. So how do you improve email deliverability if it’s gone too low? RELATED: The Reason Open Rates Aren’t Reliable Anymore and the Email Marketing Metrics to Monitor Instead Why is my email deliverability rate low? There are a few different reasons your emails may be sorted into a spam filter or completely blocked from users. Internet service providers (ISPs) allow your audience to access the internet from their phone or computer. ISPs come in different sizes and functionalities, and smaller ones may struggle to deliver larger, more complex emails. While the ISPs being used by your audience are out of your control, it is an important factor to consider when creating your marketing campaign. Your audience will also use different email service providers (ESPs) that all have different functionalities. Each ESP has its own rules around how they sort and display emails, meaning that a format that is delivered by one provider may not be delivered by another. One important factor you can control is your reputation. ESPs assign a score to every email sender. If your sender score drops too low, ESPs may prevent your... --- ### Best Practices for a Seamless Salesforce Marketing Cloud Data Migration > When working with data, a Salesforce Marketing Cloud migration is an intricate, laboring project. Make sure you have the right process - Published: 2023-11-09 - Modified: 2025-04-29 - URL: https://deselect.com/blog/salesforce-marketing-cloud-migration/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: Data Management, data migration, documentation - Topic: Data Management - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams, Marketing Leadership - Use Case/Benefit: Data Management Ensuring a Seamless Salesforce Marketing Cloud Data Migration Data migration specialists adhere to essential best practices to ensure a seamless transition and preserve data integrity and reliability. Following migration best practices also minimizes risks and saves you time, resources, and potential headaches in the long run. Whether you are transitioning to Salesforce Marketing Cloud from a legacy system or transferring data from other platforms, it is imperative to follow established best practices. Your efforts will significantly influence your ability to build audiences, personalize campaigns, and ultimately drive business growth. In this article, we delve into Salesforce Marketing Cloud data migration best practices tailored for migration architects and business process owners to position you for success. While each business context and use case may introduce unique complexities that we cannot cover in this brief post, we can provide you with an overview that will prove valuable for your upcoming migration project. Follow these recommended data migration best practices for a seamless transition and achieve the highest data quality outcomes for your migration. Stage 1: Determine Why, When, and How Data Will MigrateDefine Objectives ClearlyCommence the migration process by establishing clear objectives from the outset, a pivotal step in ensuring the efficiency of the entire process. Begin by precisely defining the scope of your data migration endeavor, including the specific datasets you intend to transfer and their respective volumes. To make informed decisions regarding data quality and relevance, engage in meaningful discussions with business process owners and data custodians. Their insights can... --- ### Outreach Finesse: How Many Follow-Up Emails is Too Many? > Wondering how many follow up emails is too many? Learn how to strike the right balance between persistence and annoyance. - Published: 2023-10-19 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-many-follow-up-emails-is-too-many/ - Categories: Thought Leadership - Tags: Customer Engagement, Personalization, Saturation Control - Topic: Saturation Control, Customer Engagement - Role: Marketing - Department: Marketers - Use Case/Benefit: Saturation Control 41% of consumers say being harassed with too many emails is the worst part of the platform. With so many different approaches to email marketing, it's easy to create misalignment with audiences on the optimal frequency. Yet with email providing so much opportunity, one of the first questions you should ask is how many follow up emails is too many, as this will inform how to avoid costly email fatigue among your audiences. Influencing FactorsEach campaign may have a different ideal number of follow-up emails based on the context, including your segmentation and email content. Tailoring your follow-up strategy to your audience will help you find the greatest success across multiple campaigns. Existing customers may require fewer emails, focusing on loyalty and upsells, while prospects need nurturing sequences to build trust. Warm leads are primed for conversion, warranting timely follow-ups, whereas cold leads demand more patience and educational content to rekindle interest. Pay close attention to your analytics and the story your data is telling you to find what strategy resonates with each segment. Finding the Sweet SpotSo what is the right balance between sending enough emails to stay relevant with consumers but not so many emails that your readers get fatigued? Research has shown that subscribers should not receive more than five emails per week from your brand. Remember that if you’re running concurrent email campaigns, subscriber lists could potentially overlap. Look across all your running and planned campaigns to ensure you send the highest-priority messages to individual contacts,... --- ### Query Studio Demystified: 5 Critical Use Cases for SFMC Marketers > Discover expert tips and techniques to enhance your data-driven marketing campaigns in this comprehensive guide on SFMC’s Query Studio. - Published: 2023-10-18 - Modified: 2025-04-29 - URL: https://deselect.com/blog/sfmc-query-studio-demystified-5-use-cases/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms, SQL use case - Tags: Data Management, Marketing Automation, Segmentation - Topic: Data Management, Segmentation - Role: IT, Marketing - Department: Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Segmentation, Ease of Use SFMC Query Studio Demystified: 5 Critical Use Cases In the expansive digital marketing realm, target="_blank" rel="noopener">MySQL Workbench. Before we explore Salesforce Marketing Cloud's Query Studio, it's essential to grasp the existing features and functionalities within Salesforce Marketing Cloud, as well as the limitations that come with these standard features. Understanding this context will underscore why solutions like Query Studio enhance your marketing campaigns significantly. The Power of Salesforce Marketing CloudSalesforce Marketing Cloud (SFMC) is renowned for its robust suite of digital marketing tools designed to empower marketers in their height="492" src="https://deselect. com/wp-content/uploads/2023/10/qs1. png" alt="data extension filters" srcset="https://deselect. com/wp-content/uploads/2023/10/qs1. png 1007w, https://deselect. com/wp-content/uploads/2023/10/qs1-300x147. png 300w, https://deselect. com/wp-content/uploads/2023/10/qs1-768x375. png 768w, https://deselect. com/wp-content/uploads/2023/10/qs1-750x366. png 750w" sizes="(max-width: 1007px) 100vw, 1007px" /> Basic SQL Query Functionality: SFMC provides a basic interface to run SQL queries for those familiar with SQL. This feature is handy for complex data manipulations extending beyond simple filtering. Marketers can extract, transform, and load (ETL) their data to suit specific campaign needs Automation Studio: This is where the magic of automation happens. Marketers can set up workflows to automate tasks like data imports, data filtering, and even running SQL queries at scheduled intervals. However, while these features are powerful, they come with their limitations:Single Data Extension Filtering: One significant limitation of Salesforce Marketing Cloud's native capabilities is the restriction to filter within a single data extension at a time. Combining or comparing data across multiple data extensions is a challenge for the native tools, particularly when trying to gain a comprehensive... --- ### DESelect Engage – October '23 Release > It’s our first DESelect Engage update! Learn how we enhanced rule setting and created a handy AI for all your campaigns and recurring sends - Published: 2023-10-12 - Modified: 2025-01-06 - URL: https://deselect.com/releases/deselect-engage-october-23-release/ - Categories: Releases, Product Releases It’s been six months since the launch of DESelect Engage, but in that short time the product has grown by leaps and bounds. Now, you’re able to set much more complex saturation rules to fit your complex customer journeys (and recurring sends), we’ve updated the UI so that Engage is much easier to navigate, and we’re (soon) rolling out an exciting new AI-powered feature that allows you to personalize marketing frequency for each contact automatically. --- ### 8 New AI Marketing Tools Sure to Boost Efficiency > Discover 8 cutting-edge AI marketing tools that promise to supercharge your campaign speed and boost effectiveness like never before. - Published: 2023-10-09 - Modified: 2025-01-06 - URL: https://deselect.com/blog/ai-marketing-tools-boost-efficiency/ - Categories: Thought Leadership - Tags: artificial intelligence, Segmentation, Time Management - Topic: Customer Engagement, Segmentation, Time Management - Role: Marketing - Department: Marketers - Use Case/Benefit: Speed, Segmentation From being dismissed as science fiction, artificial intelligence (AI) has journeyed through time from the realm of fantasy to our current reality. In fact, 50% of marketers believe inadequate AI adoption is holding them back from achieving their goals. With decades of relentless research and innovation, AI has evolved into a transformative force that is revolutionizing the marketing industry and the way customers engage with brands. Demystifying AI Marketing ToolsIn the era of digital marketing, AI marketing tools emerge as indispensable allies, harnessing artificial intelligence to enhance your marketing activities. Fuelled by machine learning, ongoing learning, and natural language processing (NLP), these tools decipher data, discern patterns, offer strategic guidance, and optimize campaigns. These tools often excel in content creation, social media optimization, customer segmentation, predictive analytics, and crafting personalized customer experiences. However, it's crucial to remember that AI tools are complements, not replacements, for human creativity and decision-making. The benefits of these tools are immediate – streamlined operations, continued consistency, and new insights from data. Let us explore eight AI marketing tools you can use today to boost efficiency and derive better returns on your marketing activities. Salesforce Marketing CloudCustomers interact with your brand through various channels every day. This is generally at their convenience and could be via email, mobile, social, web, and other connected device interfaces. With Salesforce Marketing Cloud (SFMC), an all-in-one AI-powered marketing operations platform for B2B, B2C, and nonprofits of any size, small medium, and large, marketers can deliver the right message at the... --- ### Case Study: Maczfit > See why Maczfit no longer relies on time consuming SQL queries with DESelect Segment's intuitive segmentation for Marketing Cloud - Published: 2023-10-06 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-maczfit-catering/ - Categories: Success Stories - Tags: Hospitality - Topic: Segmentation, Data Management, Time Management - Industry: Hospitality - Role: IT, Marketing - Department: Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Segmentation, Speed Hospitality Maczfit + Cloudity Success Story Maximizing the Impact of Salesforce Consulting 12,000 audience segments run Precision segmentation amid large database 50% faster segmentation process Back to top THE CHALLENGE Time-Consuming SQL Processes Like many large brands, Maczfit utilizes the services of a consultant for much of its marketing operations’ needs. This consultant, Cloudity, creates targeted audience segments for Maczfit, requiring a deep understanding of the database. Once reliant upon Query Activity in Salesforce Marketing Cloud, users found the segmentation process lengthy and draining resources from other projects. To mitigate this, the teams decided to go with DESelect Segment. Needs Remove overreliance on SQL Activate CRM data to maximum effect Results Segments created 50% faster: Pushing campaigns live quicker and on time Increased data literacy: Users better understand relationships between data and how SQL impacts audience creation Deduplication efforts prevent potential GDPR challenges Even users with SQL knowledge benefit: Time savings free up time to create more paths in Journey Builder and finetune email templates By using DESelect I understand the database of Maczfit in a better way, because it gives me the data I have to use, and I simply have to put the pieces together. Maciej KucharczykMarketing Cloud Consultant at Cloudity USAGE How Maczfit uses DESelect Segment Create segments for Journey Builder using date-based triggers Join data extensions with filters in Target Data Extension phase Use DESelect in conjunction with Automation Studio at different stages Refresh data extensions on a daily basis Deduplicate data, then further segment to... --- ### DESelect Segment – October '23 Release > See how we’ve made personalization easier via SQL conversion and source limiting in order to make your marketing ops more effective. - Published: 2023-10-03 - Modified: 2025-01-06 - URL: https://deselect.com/releases/deselect-segment-october-23-release/ - Categories: Releases, Product Releases DESelect Segment rolled out exciting new features designed to elevate the way you create audiences and market to them. See how we’ve made personalization easier via SQL conversion and source limiting, designed to make marketing ops easier and more effective. SQL to Selection ConverterPlan: AdvancedCurrently in beta and liable to change, waitlist spot available upon requestThe SQL to Selection Converter feature enables users to seamlessly transform SQL queries into Selections within the platform. This powerful feature simplifies the process of creating Selections when relying on custom SQL queries. Once a user presses Save, the Selection gets built. So if you have preexisting segmentations your team has created using SQL, you can still plug them in with DESelect to:Validate all SQL syntax as correct. Take advantage of DESelect Segment features such as prio deduplication to further finetune audiences. Save time in this process with intuitive drag-and-drop features. Easily templatize or copy the Selections resulting from SQL queries for an easier starting point in future campaigns. Read more about this process here. Source LimitingPlan: Plus, AdvancedSource Limiting allows users to apply different size limits to the generated results of different sources (tabs). This feature allows users to perform advanced segmentation in cases where more than one tab is used. This addresses audience samples when performing A/B or multivariate testing to ensure results represent accurate proportions or sizes. Additionally, source limiting comes in handy for creating control groups. These allow the option to intentionally remove a randomly selected subset of subscribers from a... --- ### An Overview of AMPscript in Salesforce Marketing Cloud > Learn what’s possible with AMPscript in Marketing Cloud and what next steps you can take to grow your skillset. - Published: 2023-10-01 - Modified: 2025-04-29 - URL: https://deselect.com/blog/an-overview-of-ampscript-in-salesforce-marketing-cloud/ - Categories: Marketing Cloud University, AMPscript, Thought Leadership - Tags: ampscript, Personalization - Topic: Learning, Personalization - Role: IT - Department: Marketers, Cloud Admins, IT & Data Teams An Overview of AMPscript in Salesforce Marketing Cloud Are you looking to elevate your email marketing campaigns to new heights of personalization and engagement? AMPscript is a proprietary scripting language that empowers marketers to create one-to-one, personalized communications across various digital channels such as emails, landing pages, SMS, and push messages. In this blog, we'll dive into the benefits of using AMPscript in Marketing Cloud, provide you with practical examples, and guide you on how to get started with this powerful tool. The Magic of AMPscriptAMPscript opens up a world of possibilities for digital marketers. Here are some of the key advantages:Personalization: AMPscript allows you to personalize your emails using subscriber or contact data. Imagine addressing your recipients by their first name or tailoring content based on their preferences – that's the kind of personalization AMPscript can bring to your campaigns. Dynamic Content: Create dynamic and highly engaging emails using conditional logic. With AMPscript, you can craft emails that change based on specific conditions. This means you can send tailored content to different segments of your audience without creating multiple versions of the same email. Data Cleanup and Formatting: AMPscript isn't just about personalization, it can also help you clean and format your data. Ensuring that your data is clean and structured correctly is essential for effective marketing. Real-Time Information: Inject real-time information into your emails, such as the current date or time. This dynamic content can create a sense of urgency or relevance in your communications. Tracking Impressions: Gain... --- ### What Are Four Types of Behavioral Segmentation for the Automotive Industry? > Discover what are four key types of behavior segmentation for automotive companies that drive successful marketing campaigns. - Published: 2023-09-29 - Modified: 2025-01-08 - URL: https://deselect.com/blog/what-are-four-types-of-behavioral-segmentation-automotive/ - Categories: Thought Leadership - Tags: Customer Engagement, Personalization, Segmentation - Topic: Personalization, Customer Engagement, Segmentation - Industry: Automotive - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation What Are Four Types of Behavioral Segmentation? For automotive professionals, navigating the industry today is like steering through a high-speed racetrack. Gone are the simple days of just selling cars. Now, we're in an era where understanding our customers and their behaviors is the real key to success. The automotive industry accounts for 5. 3 percent of ad spend in America, but still the age-old question remains: How do marketers get their messages in front of consumers in a cost-efficient way? To get started, just ask a similar question: What are the types of behavioral segmentation my audience will relate to? We give you four campaigns to get you started. RELATED: Segmentation Unleashed: Enhancing Customer Engagement in Salesforce Marketing CloudPurchase Behavior: Delving into Consumer MotivationsThe automotive purchase journey isn't uniform for all. It's a mosaic of diverse consumer motivations, each with its unique set of aspirations and requirements. Pay close attention to what consumers are purchasing and use this to your advantage. Example: Notice a segment of first-time car buyers? The focus should be on messaging with a reputation for reliability and cost-effectiveness. On the other hand, for luxury aficionados, it's prudent to emphasize state-of-the-art features, coupling them with the brand's illustrious heritage. Occasion & Timing: Synchronizing with Life’s MilestonesThe second type of behavioral segmentation requires event-based personalization. The need to buy a vehicle often aligns with significant life events, so recognizing these pivotal moments can be instrumental in positioning the right vehicle to the right audience at the right... --- ### Case Study: Motorpoint > See how Motorpoint removed its IT dependency thanks to DESelect Segment's intuitive drag-and-drop segmentation for Marketing Cloud - Published: 2023-09-27 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-motorpoint/ - Categories: Success Stories - Tags: Automotive - Topic: Segmentation, Analytics, Personalization, Time Management - Industry: Automotive - Role: Marketing, CRM - Department: CRM & Marketing Automation Teams, Marketers, Marketing Leadership - Use Case/Benefit: Segmentation, Analytics, Speed Automotive Motorpoint Success Story Achieving Executive Vision: Using Precision Targeting to Increase Engagement 250% Increased click through rates 252% Reduced reliance on the IT team by 100% Efficiently launching campaigns faster Back to top THE CHALLENGE Removing IT Dependency to Empower Marketing Currently undergoing a digital and data transformation, Motorpoint was looking to scale up its eCRM output without growing headcount. Having been heavily reliant on IT resources when implementing email marketing strategy in the past, Motorpoint needed to find a way for the team to self-serve, when building out new customer journeys and segmenting audiences. Needs Remove the business' overreliance on SQL Activate CRM data to maximum effect Integrate seamlessly with Marketing Cloud Results Campaigns have seen a major uptick in click through rates, strengthening overall results of the marketing team Streamlined segmentation processes to expedite campaign creation and boost the volume of email marketing campaigns sent Enhanced campaign optimization to align with customer's position in their purchasing journey Refined categorization to enhance relevance by considering customers' geographical location and preferences By reducing the team’s reliance on IT resources to build out audience segments, DESelect has really given us a level of autonomy and freedom that didn’t exist before. It’s removed so many blockers for us that it’s really revolutionized how we work and the speed at which we can deliver results. We’ve been using DESelect for the last nine months and the scope of work we’ve been able to deliver in that time would have been unthinkable 12... --- ### Case Study: School Specialty > See how School Specialty uses both DESelect Segment and Salesforce Data Cloud to create pinpoint segmentations and personalized messages. - Published: 2023-09-26 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-school-specialty/ - Categories: Success Stories - Tags: Retail - Topic: Data Management, Personalization, Segmentation - Industry: Retail - Role: CRM, IT - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management, Segmentation Retail School Specialty Success Story Expanding the Impact of Salesforce Data Cloud 4 million contacts used in segmentations 50% faster segmentation process Campaigns more targeted, go live faster Back to top THE CHALLENGE Why School Specialty Values Detailed Segmentation As early adopters of Salesforce Data Cloud (formerly CDP), the team at School Speciality quickly found the platform’s comprehensive data ingestion and unification essential to marketing operations. While the platform does send segments to Marketing Cloud, the team found these too large for the tactical campaigns they rely upon. With hyper-targeted communications often centering on product type and buyer persona, the team at School Specialty found the resultant process of writing SQL queries in Automation Studio too time consuming and totally reliant upon a single technical marketer. Goal Make the most of Salesforce Data Cloud adoption with a solution that allows for more tactical segmentation for day-to-day operations Results Easier to join data extensions with supplemental user data for maximum data enrichment Segments created faster and easier, relieving pressure on the marketing ops team Builds upon Salesforce Data Cloud segments to deliver highly personalized communications IMPACT DESelect Segment + Salesforce Data Cloud As users of both DESelect Segment and Data Cloud, the School Specialty team creates highly personalized campaigns in the following ways. The team sends very large master segments of customer data from Data Cloud to Marketing Cloud, then uses DESelect filters to create downstream audiences for marketing and sales teams’ operational campaigns. This process requires fewer calls and makes... --- ### What is Hyper-Personalization? Learn from Over 30 Industry-Specific Examples! > Discover what Hyper-Personalization is with 32 industry-specific examples! Unlock the secret to tailoring customer journeys like never before - Published: 2023-09-25 - Modified: 2025-01-08 - URL: https://deselect.com/blog/what-is-hyper-personalization-ebook-blog/ - Categories: Thought Leadership - Tags: campaign optimization, Customer Engagement, Personalization - Topic: Personalization - Industry: Insurance, Automotive, Banking, Hospitality, Media, Nonprofit, Retail, Telecom - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation What Is Hyper-Personalization? See 32 Industry-Specific Examples Consumers love it when a brand suits their needs and is personalized to their preferences. If you excel at creating a highly individualized experience for your audience, you’ll win their hearts and build successful campaigns. This is where hyper-personalization comes into play. What is hyper-personalization? Hyper-personalization is an advanced marketing strategy that uses AI and real-time data to deliver more personalized content to consumers. Unlike traditional personalization, which relies on demographic data such as age or location, hyper-personalization leverages behavioral and real-time data to create experiences tailored to an audience’s unique needs and preferences. By understanding and analyzing a user's behavior, preferences, and past interactions, marketers can create highly tailored content or offers that resonate with customers on a personal level. This deeper level of personalization has significantly increased user engagement, brand loyalty, and conversion rates, making it a sought-after strategy in today's digital landscape. DESelect sat down and asked the question, “What is a hyper-personalized message going to look like in the __ industry? ” over 30 times. With our insights into how hyper-personalization helps businesses, we curated 32 Industry-Specific Email Marketing Templates from ChatGPT that you can use to create more resonant email marketing campaigns. Hyper-personalization is the secret to optimal business performanceMany industries use predictive analytics, machine learning, and AI to merge online and offline data to provide content that connects with customers. In addition, hyper-personalization marketing strategies can help marketers and businesses drive revenue by up to 15 percent.... --- ### Optimizing the Touchpoints and Channels of a Digital Customer Journey > Explore strategies for how to enhance your digital customer journey with ways to optimize each touchpoint and channel. - Published: 2023-09-21 - Modified: 2025-01-08 - URL: https://deselect.com/blog/optimizing-digital-customer-journey/ - Categories: Thought Leadership - Tags: Customer Engagement, Personalization, Segmentation - Topic: Personalization, Customer Engagement, Segmentation - Role: Marketing, CRM - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Segmentation Optimizing the Touchpoints of a Digital Customer Journey In the digital age, the emphasis on curating an immersive digital customer journey has never been more vital. It's not enough to merely attract visitors. Brands must foster an integrated and seamless experience across every touchpoint and channel. Let's delve into the strategic art of enhancing each interaction and touchpoint within your customer journeys. Understanding the Dynamics of Channels and TouchpointsWhen we speak of channels in the digital customer journey, we're referring to the platforms where brands meet their audiences: email, social media, websites, and mobile apps. Within these channels are touchpoints – the specific moments of interaction. For instance, a channel might be a brand's official website, but a touchpoint within could be a promotional pop-up, a product video, or an interactive quiz. Your website or landing page acts as a digital storefront, often creating that critical first impression. Their design, content, and user experience can either make or break an engagement. Next, we have the realm of email marketing – a direct and personalized route to your audience's daily life. While some regard it as an older channel, its efficacy in delivering targeted messages is unmatched, especially when curated with precision. On the other side of the spectrum is social media. Platforms like Facebook, Instagram, and LinkedIn are dynamic landscapes for both organic and paid engagements. The spontaneity and vast reach of these platforms can catalyze brand visibility in valuable ways. Lastly, mobile apps are redefining immediacy within the digital... --- ### How to Write SQL: The Most Common Queries in SFMC > Learn how to write SQL in Salesforce Marketing Cloud and some valuable use cases specific to SFMC audience segmentation with this in-depth guide. - Published: 2023-09-20 - Modified: 2025-04-29 - URL: https://deselect.com/blog/how-to-write-sql-overview/ - Categories: Marketing Cloud University, SFMC basics, SQL use case, Thought Leadership - Tags: Data Management, IT, union sql - Topic: Data Management, Learning - Role: Marketing - Department: Marketers - Use Case/Benefit: Data Management DESelect | Best Salesforce Marketing Cloud Solutions Blog | How to Write SQL: The Most Common Queries in SFMC Structured Query Language (SQL) is a powerful programming language designed for managing data within relational databases. Similar to Excel, these databases organize information in tables, utilizing rows and columns to represent distinct data attributes and their relationships. SQL enables users to execute commands for storing, updating, removing, searching, and retrieving data, contributing to efficient database management. Widely embraced across diverse applications, SQL is favored by data analysts and developers for its seamless integration with various programming languages, such as Java. Its user friendly nature, employing common English keywords, makes SQL accessible for learners and facilitates the creation of high-performance data processing applications. For those who want to learn how to write SQL, we will review concepts specific to Marketing Cloud, the parts of a query, and applying these queries to common use cases. RELATED: Script Activity – The underrated SFMC powerhouseWhat is SQL used for in Salesforce Marketing Cloud? In Salesforce Marketing Cloud, structured effectively for activation. Ultimately, SQL in Salesforce Marketing Cloud goes beyond surface-level activity, unlocking a more powerful understanding of the customer base for data-driven marketing strategies. Extracting and Filtering DataSQL queries serve as a strategic tool, allowing users to sift through large volumes of information and focus solely on relevant data, simplifying the complex process of data extraction. The versatility of SQL is evident in its filtering capabilities, enabling marketers to pinpoint specific criteria crucial to their... --- ### 4 More Opportunities for Personalization in eCommerce Email Marketing > What is the potential impact of maximizing personalization in ecommerce campaigns? Check out opportunities your team can capitalize on. - Published: 2023-09-07 - Modified: 2025-01-06 - URL: https://deselect.com/blog/4-more-opportunities-for-personalization-in-ecommerce-email-marketing/ - Categories: Thought Leadership - Tags: Personalization, Retail, Segmentation - Topic: Personalization, Segmentation - Industry: Retail - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation You’re a creative marketer hot on the heels of our deep dive into foundational email marketing techniques, right? Well, let’s shift gears a bit. You've got to grips with 8 of the best types of email marketing campaigns for retail segments, but there’s always room to refine, innovate, and surprise your email audience. Let's journey beyond the familiar landscape and explore four advanced opportunities for personalization in ecommerce that are sure to make your email campaigns even more compelling. Personalization in eCommerce: Segmentation Geo-Targeting: Crafting Location-Specific Narratives What is it? Geo-targeting isn't just a buzzword for marketers. Beyond the generalities of email marketing, geo-targeting focuses on resonating with subscribers on the grounds of locality and shared experiences. Get specific and pay attention to the idiosyncrasies of their area. Example: If you’re launching a winter collection, cater to the seasonality. As London braces for rain, an email featuring rain boots or trench coats might be apt. But for subscribers in sun-drenched California? Maybe it's lightweight jackets or autumn accessories. But go deeper still – consider touching on local festivals or events. It not only personalizes but also shows that you're in tune with your customers' world. Behavioral Product Recommendations: Elevating Predictive Suggestions What is it? Moving past the usual cross-sell and upsell territory, this method leans into understanding and forecasting user behaviors to make product suggestions that will resonate deeper, really hitting their mark. Example: Have you noticed a customer often browsing sustainable products but never committing to a purchase? Perhaps... --- ### Exploring Geographic Segmentation: Elevating Hospitality Experiences with 5 Location-Based Strategies > Uncover how geographic segmentation can revolutionize guest experiences, boost personalized marketing, and enhance overall satisfaction. - Published: 2023-08-31 - Modified: 2025-01-06 - URL: https://deselect.com/blog/exploring-geographic-segmentation-hospitality/ - Categories: Thought Leadership - Tags: Hospitality, Personalization, Segmentation - Topic: Segmentation, Personalization - Industry: Hospitality - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation 40 percent of consumers say irrelevant content is the worst thing about email. People behave differently based on location, culture, climate, etc. , so incorporate these factors into your campaigns. Marketers use geographic segmentation to leverage these location-dependent characteristics to provide more relevant, more personalized, and more satisfying customer experiences. This especially applies to the hospitality industry, where tailor-made experiences are essential to customer acquisition and repeat business. This article discusses five effective location-based strategies those in leisure and accommodations can use in their marketing. RELATED: What Is Personalization Going to Look Like Long Term? See What Marketers Have to Say What are the top 5 location-based strategies for elevating hospitality experiences? 1. Segment by location Segmenting by location is helpful for running a business within a specific area. For instance, a hotelier in Atlanta might anticipate an important NFL game in the city by restricting a send list to people in the opposing team’s city. This will result in more effective communications with a highly relevant audience. In addition to streamlining marketing and advertising, segmenting by location helps marketers understand the location-based attributes of their target market and identify trends over time. With this information, companies can finetune experiences to create more personalized journeys for target audiences in their respective locations. 2. Segment by climate The climate of a geographical location significantly impacts how people within that area behave. For instance, people living where the weather is cold all year would likely adopt thick clothing and shoes, hot drinks,... --- ### Predictive Marketing: An Overview and How to Segment Audiences with AI > AI has been a buzz word for a long time, but have you considered how to segment audiences with it? Enter predictive marketing - Published: 2023-08-24 - Modified: 2025-01-08 - URL: https://deselect.com/blog/how-to-segment-audiences-predictive-marketing/ - Categories: Thought Leadership - Tags: artificial intelligence, Digital Innovation, Segmentation - Topic: Digital Innovation, Segmentation - Role: Marketing, IT - Department: Marketers, Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation Predictive Marketing and How to Segment Audiences with AI In the expansive realm of digital marketing, the convergence of AI with predictive analytics has paved the way for unprecedented advancements. One can't help but marvel at the transformative potential of predictive marketing. But how, precisely, does AI enable us to discern and navigate the complex terrain of how to segment audiences? RELATED: Want to learn segmentation fundamentals? Learn to Segment in Salesforce Marketing Cloud With These ConceptsUnraveling the Intricacies of Predictive MarketingPredictive marketing, far from being just a high-tech catchphrase, is the art and science of utilizing >A study by Forrester found that companies that excel at predictive marketing are 2. 9 times more likely to achieve revenue growth at rates higher than the industry average. By mining past customer data and discerning patterns, businesses can anticipate future trends, giving their marketing strategies an anticipatory edge. The Method Behind the Magic: Segmenting Audiences with AIDelving deeper into AI-driven audience segmentation reveals a meticulously choreographed dance of data, algorithms, and insights. Data Collection: In today's digital world, every online footprint provides a clue. The McKinsey Global Institute estimates that target="_blank" rel="noopener">a study by Deloitte showed that machine learning could predict with 82% accuracy whether a user would click on an ad, highlighting the granularity with which AI can discern user behavior. The Art of Segmentation: Leveraging these insights, AI crafts precise audience segments. Think beyond rudimentary age or location-based segments. Consider specific categories like "millennial parents who research organic food products... --- ### Finding the Sweet Spot: Multivariate Testing in Email Marketing > Learn the strategic use of multivariate testing in email marketing. Find the optimal combo of variables to enhance each send's effectiveness. - Published: 2023-08-23 - Modified: 2025-01-06 - URL: https://deselect.com/blog/multivariate-testing-email-marketing/ - Categories: Thought Leadership - Tags: analytics, campaign optimization, Personalization - Topic: Analytics, Personalization - Role: Marketing - Department: Marketers - Use Case/Benefit: Analytics Email marketing isn’t a guessing game. It’s constantly reviewing important metrics, like click-through rate or open rate, to determine the most successful options to use in your future campaigns. Multivariate testing in email marketing gives you the opportunity to test different combinations of elements in your emails to find what works best for your audience. RELATED: What Is Personalization Going to Look Like Long Term? See What Marketers Have to SayMultivariate testing vs. A/B testingA/B testing is a common experimental approach that lets marketers test two similar emails to determine what performs better. For example, A/B testing might include the same subject line and body copy, but use a different CTA to see what drives more action from their audience. A/B testing is a great way to get a broad look at where your campaigns are most successful. While most commonly used for landing pages, multivariate testing in email marketing provides more detailed information on how to create perfect messages. Rather than testing individual email elements, multivariate testing helps you better understand which details work well together by testing multiple elements. For example, A/B testing may have helped you narrow your email body copy to a strong message that drives engagement. You can then use multivariate testing to see which subject lines and/or images pair well with that copy, helping you piece together an optimized message. Why use multivariate testing for email marketing? You want email marketing to be as successful as possible in increasing engagement and ultimately increasing revenue.... --- ### Case Study: The Brain Tumour Charity > See how The Brain Tumour Charity has adopted a comprehensive, personalized contact strategy with DESelect Engage. - Published: 2023-08-21 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-the-brain-tumour-charity/ - Categories: Success Stories - Tags: Non-profit - Topic: Saturation Control, Customer Engagement, Time Management - Industry: Nonprofit - Role: Marketing - Department: Marketing Leadership, Marketers - Use Case/Benefit: Speed, Saturation Control Non-Profit The Brain Tumour Charity Success Story Prioritizing campaigns to create an optimal customer experience Informed decisions improve customer journeys Optimized donations 72000 contacts managed Back to top THE CHALLENGE Why The Brain Tumour Charity Values Frequency Capping The Brain Tumour Charity sits at the heart of a diverse community, serving donors small and large, corporate sponsors, researchers, and of course those who live with or have had brain tumors, along with their loved ones. The marketing team works to ensure a fantastic customer experience, but creating an optimal contact strategy often presented a problem, as the team's manual process provided poor visibility into how the frequency of sends affected individual contact saturation. Goals Prioritize more crucial communications so that the right message reaches the right subscriber at the right time Gain insight into how different strategies affect the customer experience Optimize donations without inducing marketing fatigue Results Considerable time savings compared to the old, clunky, piecemeal contact strategy Insight into how new & expanded campaign strategies impact customer journeys Optimized donations to further the charity’s cause Sometimes you think something like this is so far away from what we’re ultimately trying to do, but it’s not. It’s right in the middle of it all. Because if we engage with our customers in the right way, chances are we will optimize donations, and by doing that, we will be able to put more money into supporting those with a brain tumor and their families, but also (and really importantly) putting... --- ### Building Strong Customer Relationships: Five Best Practices for Consumer Data Segmentation > How can your consumer data segmentation practices result in ROI-driven campaigns? We lay out five best practices to consider. - Published: 2023-08-18 - Modified: 2025-01-08 - URL: https://deselect.com/blog/consumer-data-segmentation-best-practices/ - Categories: Thought Leadership - Tags: campaign optimization, Data Management, Personalization - Topic: Segmentation, Data Management, Personalization - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation Five Best Practices for Consumer Data Segmentation Most consumers share a similar set of psychological behaviors. Retail, education, insurance or automotive – no matter which industry you are in, your customers will respond in similar ways to different messages. So these five best practices are applicable to any customer data segmentation. Of course, it’s better to tweak and interpret them to match your brand, then implement them into your segmentation strategy. RELATED: 32 Industry-Specific Email Marketing Templates from ChatGPT1. Activate New Users (Subscribers/Customers)Create a segment for customers who have bought, subscribed, or interacted with you for the very first time. Show that you care about them and make them feel the first WOW moment. Start with a warm, personalized welcome message, directing them to explore or make their first purchase. When customers feel you immediately recognize them, it gives you an opportunity to build positive connections right off the bat, creating trust and encouraging them to further check out your offerings or buy your products – it improves customer experiences and fosters long-term ROI. 2. Upsell Converted UsersIt’s not enough to make one-off conversions. You need to establish a repeat process to grow your business. To target this audience, you can create customer data segmentations of those who have bought some time ago but have a low frequency. When enacting upsell campaigns, personalization makes a major impact. Brands often use reward points and loyalty programs to incentivize customers to make additional purchases. You can always remind them of their points... --- ### Pardot vs Marketing Cloud: Which Salesforce MAP Is Best for Your Organization? > Debating which automation platform will best fit your business needs? We give a breakdown of Pardot vs Marketing Cloud - Published: 2023-08-14 - Modified: 2025-01-08 - URL: https://deselect.com/blog/pardot-vs-marketing-cloud-salesforce-map/ - Categories: Thought Leadership - Tags: CRM, Data Management, Marketing Automation - Topic: Data Management, Marketing Automation - Role: CRM, Marketing - Department: Marketing Leadership, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management Pardot vs Marketing Cloud: Which Is Best for Your Organization? In the digital era, a Marketing Automation Platform (MAP) is an essential tool for any organization. A MAP automates, streamlines, and measures marketing tasks, enhancing efficiency and growing revenue by targeting leads more effectively. Two of the standout MAPs provided by Salesforce are Pardot and Marketing Cloud. So, which one should you choose? Let’s break them down. RELATED: What is CDP? Understanding Salesforce Data Cloud and How to Best Manage Data with DESelectPardot OverviewPardot is tailor-made for B2B marketing, focusing on lead management and email marketing automation. It offers robust tools for tracking website visitor activity and assigning scores to leads based on their interactions. This platform shines in personalized email campaigns, allowing marketers to reach potential clients at different stages of the buying cycle. Moreover, Pardot integrates seamlessly with Salesforce CRM, fostering collaboration between sales and marketing teams. It also includes ROI reporting to measure campaign effectiveness. Marketing Cloud OverviewMarketing Cloud, catering more to B2C marketing, boasts a comprehensive suite of tools for various marketing needs. One of its standout features is customer journey mapping, enabling marketers to craft personalized pathways from the first touchpoint to conversion. The platform provides robust tools for email, mobile, and social media marketing, allowing content tailoring across various platforms. Artificial Intelligence within Marketing Cloud provides insights and recommendations, helping in more strategic decision-making. Furthermore, it can integrate data from various external platforms, adding to its versatility. Conclusion: Key DifferencesThe distinction between Pardot vs... --- ### Finding and Preventing Contact Undersaturation With Omni Channel Marketing Automation > How do you find out which subscribers aren’t getting the full value of your outreach through omni channel marketing automation? - Published: 2023-08-10 - Modified: 2025-01-08 - URL: https://deselect.com/blog/contact-undersaturation-omni-channel-marketing-automation/ - Categories: Thought Leadership - Tags: Customer Engagement, marketing fatigue, Saturation Control - Topic: Saturation Control, Customer Engagement - Role: Marketing, CRM - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Saturation Control Contact Undersaturation & Omni Channel Marketing Automation 49 percent of consumers receive what they call either an annoying amount of emails, and that’s easier to find in unsubscribe and spam complaint rates, but how do you address underwhelming your audiences? Effective customer communication is crucial for businesses seeking to establish a meaningful connection and foster lasting relationships, and amid today’s myriad touchpoints, brands often rely on omni channel marketing automation to provide a holistic view of all marketing channels from a single source. However, a company may find that subscribers aren’t always getting the full value of this outreach, despite embracing modern tactics. This leads to a loss in revenue and brand awareness, among other factors. It is thus critical to understand how to identify and prevent an underrated problem – contact undersaturation. The Cost of UndersaturationWhen an omni channel marketing automation strategy isn’t working as intended, customers aren’t going to get the most out of your messaging. Consumers typically face one of two consequences: either messages come at such a high frequency that they become overwhelming, or at a frequency too low, known as undersaturation. RELATED: We go over how to prevent oversaturation here. Learn how prioritizing campaigns strikes a balance between engagement and customer retentionA company will usually notice the effects of undersaturation in the form of: Decreased brand awarenessReduced conversion ratesLower customer retention rates and lost loyaltyDiminishing sales and lost opportunitiesUndersaturation signals that there is scope for a company to do more. How to Measure SaturationAn omni channel... --- ### Guide: Automating Marketing Campaigns for B2B and B2C > Download our guide to learn about automating marketing campaigns and creating targeted journeys for B2B and B2C in SFMC - Published: 2023-08-10 - Modified: 2024-12-06 - URL: https://deselect.com/automating-marketing-campaigns-for-b2b-and-b2c/ - Categories: eBooks, Marketing Cloud University, SFMC platforms - Tags: campaign optimization, Marketing Automation, Segmentation - Topic: Marketing Automation, Segmentation - Role: Marketing, IT - Department: Marketers, Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation Download this guide to learn step-by-step how to create targeted journeys in Salesforce Marketing Cloud, whether they be for B2B vs B2C marketing campaigns, to fully engage subscribers and drive conversions. Guide: Automating Marketing Campaigns for B2B and B2C Build campaigns that convert with Journey Builder Demystify the technical concepts of journey creation within Marketing Cloud. Whether you primarily run B2B vs B2C marketing campaigns, segmentation is crucial to finding the right audience for each message. Learn various segmentation techniques needed to effectively target each audience. Learn from real-world campaign examples that showcase the successful implementation of Content Builder and Email Studio, and learn how to create engaging and impactful content. Once you've created the right message for the right audience, it's time for Journey Builder. This guide thoroughly explains the concept of customer journeys, detailing diverse types of journeys for B2B and B2C marketing campaigns. We delve into the mechanics of Journey Builder, going over its features, entry sources, and message control activities. Examine real-life B2B vs B2C marketing journey examples to learn how to craft seamless and personalized customer experiences. We finish off with comprehensive insights into reporting, optimization, and testing of journeys, providing practical advice on testing strategies, further journey optimization, and valuable tips for effective reporting. --- ### The 8 Best Types of Email Marketing Campaigns for Retail and eCommerce Success > Stand out in a highly competitive industry with these 8 types of email marketing campaigns personalized enough to prime customers for action. - Published: 2023-08-08 - Modified: 2025-01-08 - URL: https://deselect.com/blog/8-types-of-email-marketing-campaigns-retail-ecommerce/ - Categories: Thought Leadership - Tags: Customer Engagement, Personalization, Retail - Topic: Customer Engagement, Personalization - Industry: Retail - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation 8 Best Types of Email Marketing Campaigns for Retail Success Email marketing campaigns are the bread and butter of retail and ecommerce marketing efforts that work to keep your audience engaged. With so many types of email marketing campaigns, brands have to figure out which to prioritize to keep interactions high without subjecting customers to email overload. If you want examples of each, we’ve linked to our guide below, which details how marketers can automate email creation via ChatGPT. RELATED: Guide: 32 Industry-Specific Email Marketing Templates from ChatGPT1. Purchase confirmationAn essential part of ecommerce, an automated purchase confirmation message validates a customer’s purchase details. With consistently high open rates for an automated campaign type, it’s wise to make this a standard part of the customer journey. After an order is placed, send a standard order confirmation email with a few related product options at the end of the email to advertise other items. 2. Email preferences updatesRemoving unengaged contacts from your database protects your deliverability, but maybe it doesn’t need to happen in the first place. Of marketers who follow this best practice, 44. 4% will first send re-permission emails to at-risk contacts before removal. Take this opportunity to build rapport with your customers while also cleaning up your data. If your communication plan is changing, share with your subscribers what those changes will affect frequency and content. Letting people know you plan to email them more while giving them the option to set their own pace creates a natural... --- ### Austin Salesforce User Group Recap – Summer 2023 > Austin hosted its first Salesforce user group for Marketing Cloud in years! Learn how to become an SFMC power user & prevent marketing fatigue - Published: 2023-08-07 - Modified: 2025-01-08 - URL: https://deselect.com/blog/austin-salesforce-user-group-recap-summer-2023/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: IT, marketing fatigue, salesforce community - Topic: Learning, Saturation Control - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams - Use Case/Benefit: Saturation Control https://youtu. be/dQA4KcQsqxA Austin Salesforce User Group Recap – Summer 2023 On July 11, DESelect had its first in-person Salesforce user group meetup for Marketing Cloud (SFMC) users in Austin, Texas this year. The speakers explored the world of Marketing Cloud certifications and how to use that knowledge to master and maximize SFMC for career growth and better customer engagement. Did you miss the meetup? No worries! In this recap, we’ll reiterate the unique framework that will help you pass Marketing Cloud certifications, gain a deep understanding of the platform, and best engage your audiences. RELATED: Heroes of Marketing Cloud: Eduardo Ruiz de PascualHow to prepare for Salesforce Marketing Cloud (SFMC) certificationKaelan Moss, Salesforce Golden Hoodie Recipient 2023, and founder of MinuteAdmin presented how to obtain any of the four Marketing Cloud certificates! Step 1: Follow the 5-Step Marketing Cloud project frameworkAdministration setup – understand how to properly implement Marketing Cloud across an entire organizationData management – understand, manage, and expand the data available for useContent creation and delivery – create and test messages that go out to subscribersAutomation – develop customer journeys and expand marketing outputReporting – analyze performance through standard and custom reportingStep 2: Understand the exam outlineFamiliarize yourself with the exam outline specific to the certification you are pursuing. Getting acquainted with the outline will help you identify the essential concepts and skills you need for your desired course. Step 3: Convert exam sections into real-life questionsTransform bullet points from exam sections into real-life questions so you can... --- ### Eduardo Ruiz de Pascual: Ensuring Customer Success and SFMC Advice | Episode 11 > Anthony Lamot has a conversation with DESelect's very own Customer Success Manager, Eduardo Ruiz de Pascual! - Published: 2023-08-05 - Modified: 2025-01-06 - URL: https://deselect.com/podcast/transcript-heroes-of-marketing-cloud-eduardo-ruiz-de-pascual/ - Categories: Podcast, Thought Leadership - Tags: Data Management, Heroes of Marketing Cloud, Segmentation - Topic: Data Management, Digital Innovation, Learning, Segmentation - Role: CRM, IT, Marketing - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Data Management, Ease of Use, Segmentation Stay Connected Stay Connected Subscribe Episode 11 | Transcript Eduardo Ruiz de Pascual: Ensuring Customer Success and SFMC Advice Anthony Lamot: Hi, Eduardo. Thank you for being here. Welcome to Heroes of Marketing Cloud. Edu Ruiz de Pascual: Thank you very much for having me. AL: Yeah, it’s a pleasure. It’s a pleasure. We’ve been working together for a while, obviously. Uh, and I know you are a true Salesforce Marketing Cloud expert, so I thought it’s only apt that the first interview be you. But just for our audience, could you just wheel it back a notch and take us back in your career and walk us through the path you’ve taken? Edu: Yeah, sure. So, well, thank you very much for your words. First of all, it’s my pleasure to be here. And yeah, so my background, well, I studied computer science, so I’ve always been in the tech side of things. My first job was actually at Airbus, where I developed software for satellites, which is a very different sector obviously. And yeah, I really loved it there. It sounds very fancy also, but you know, at the same time you only see a small picture inside the satellite, what’s going on. So you cannot really see the impact you’re making, I think. And I started looking for something different. And then I ended up in Deloitte Digital and that’s where I met MarTech and marketing. And I really love how marketing embraces creativity and how technology... --- ### DESelect Segment – August '23 Release > DESelect Segment continues to finetune its features, and this month we’re rolling out some awesome updates to filter types and more! - Published: 2023-08-04 - Modified: 2025-01-06 - URL: https://deselect.com/releases/deselect-segment-august-2023-release/ - Categories: Releases, Product Releases DESelect Segment continues to finetune its features, and this month we’re rolling out some awesome updates! Check out these cool new features to get your segments easier and faster. Shared/Salesforce Data Extensions as Target Data ExtensionsThere are a few different types of Data Extensions inside SFMC. Some of them have read-only access for users, and others also allow writing access. These include:Standard data extensionsSalesforce data extensionsShared data extensionsShared Salesforce data extensionsIn the past, DESelect only allowed Standard Data Extensions for writing (Target Data Extensions), but now you can write that data into all types via any DESelect Segment plan. Each Shared Data Extension can be used across multiple Business Units. Organizations with multiple BUs where the parent BU holds many data points can use Shared Data Extensions to split and distribute data of this parent BU to the corresponding BUs. For the longest time, users had to create these Data Extensions in a Standard folder, use them in DESelect, and afterward transfer to a Shared/Salesforce folder so that they can use them the desired way. Now, the entire process is streamlined through DESelect. Here’s what you can now do:View and select Salesforce and Shared Data Extensions on the dropdown list on the Target Definition pageCreate Data Extensions inside the Shared Data Extensions folder (and its children)Run selections that use one of the above types as Target Data ExtensionsAvailable for: Free, Enable, Plus, and Advanced plansContains/Does not contain one of filter typesThere are cases where users need to filter a field... --- ### Learn to Segment in Salesforce Marketing Cloud With These Concepts > Curious what a data extension is? Want to know the relationship between personalizing+segmentation in Salesforce Marketing Cloud? Learn more! - Published: 2023-08-03 - Modified: 2025-01-08 - URL: https://deselect.com/blog/segment-salesforce-marketing-cloud-concept/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: Data Management, Personalization, Segmentation - Topic: Segmentation, Customer Engagement, Personalization - Role: Marketing - Department: Marketers - Use Case/Benefit: Data Management, Segmentation Segment in Salesforce Marketing Cloud With These Concepts Salesforce Marketing Cloud, one of the most powerful marketing automation tools available today, offers robust functionalities for marketers to manage customer journey touchpoints. A key element of this platform is the ability to segment customers, allowing for highly personalized experiences. This blog post will explain the fundamental concepts you need to understand about how to segment in Salesforce Marketing Cloud, specifically data extensions, segmentation, personalization, and deduplication. https://youtu. be/ZMtw4dMfV2sUnderstanding Data Extensionshttps://youtu. be/B5gSHqEhPt8In Salesforce Marketing Cloud, data extensions are essentially your means of storing data. These can be thought of as --- ### The Power of Segmenting Data: Boosting Engagement in Email Campaigns > Learn the best practices for segmenting data in Marketing Cloud and ways to avoid common pitfalls. Most importantly-how to improve campaigns - Published: 2023-07-28 - Modified: 2025-01-08 - URL: https://deselect.com/blog/segmenting-data-email-campaigns/ - Categories: Thought Leadership - Tags: Data Management, Personalization, Segmentation - Topic: Segmentation, Customer Engagement, Personalization - Role: Marketing, IT - Department: Marketers, Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management, Segmentation Segmenting Data: How to Boost Email Campaigns In today's target="_blank" rel="noopener">RELATED: We recently did a webinar on this very topic! Watch Segmentation Unleashed: Enhancing Customer Engagement in Salesforce Marketing CloudSegmentation MethodsDepending on the customer relationship management (CRM) system you use, several methods are available for segmenting your data, including queries, filters, and data extensions. Among these methods, SQL stands as the most widely used approach and offers a sophisticated way to filter and target information, allowing for precise segmentation. However, creating complex queries and leveraging SQL knowledge can be challenging. Thankfully, there are tools available to assist with SQL queries, and one such tool is DESelect. The Power of DESelectIt is a powerful integration tool that simplifies the process of segmenting data from customers and subscribers. With its intuitive drag-and-drop interface, DESelect enables marketers to seamlessly combine and filter data from multiple sources, eliminating the need to write complex SQL queries. This integration streamlines the segmentation process, saving valuable time and resources. Personalization and Saturation ControlDESelect goes beyond simplifying segmentation. It also offers capabilities for personalization and saturation control. Marketers leverage DESelect to create tailored campaigns based on unique behaviors and attributes, ensuring that each contact receives an optimal amount of communications. Your content will be precisely targeted to meet each segment's unique needs and preferences. Segmentation Best PracticesStep 1: Define your goals and objectives Before diving into audience segmentation, it is essential to establish clear goals and objectives for your email campaigns. Are you aiming to boost sales, enhance... --- ### Cornell University, DESelect Partner to Enhance Donor, Student Communications > Cornell University and DESelect have partnered to boost the effectiveness of the university's marketing and communication efforts. - Published: 2023-07-27 - Modified: 2024-01-06 - URL: https://deselect.com/blog/cornell-university-deselect-partner-to-enhance-donor-student-communications/ - Categories: Releases, Company Updates, Thought Leadership - Tags: Customer Engagement, Education - Topic: Digital Innovation, Marketing Automation, Segmentation - Industry: Education - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Data Management AUSTIN, Texas , July 27, 2023 /PRNewswire/ -- Cornell University, renowned for its academic excellence and commitment to research and discovery, has chosen DESelect, the leading marketing enablement platform for Salesforce Marketing Cloud, to boost the effectiveness of marketing and communication efforts. This partnership marks a significant milestone in DESelect's commitment to delivering innovative and effective marketing solutions to higher education institutions. DESelect's robust capabilities within Salesforce Marketing Cloud enable universities to engage with their diverse audiences of students, alumni, faculty, and supporters, while personalizing messages and optimizing contact databases. "With the successful implementation of Marketing Cloud across our organization, it is important for us to empower our diverse teams with the ability to construct their own segments without IT support. We required a solution that offers both flexibility and independence," said Vicky Mikula, Assistant Director of Enterprise Applications at Cornell University. Partnerships with DESelect allow universities to optimize all communications and provide personalized experiences to each audience, ultimately driving higher-quality enrollment, fostering stronger alumni relationships, and boosting overall brand visibility. "We are excited to work with Cornell University's marketing teams to drive better experiences for stakeholders and supporters," said Anthony Lamot, DESelect CEO and Co-Founder. "Cornell University has a rich history and an exceptional commitment to research and academics. With DESelect, communication teams can augment their Salesforce Marketing Cloud to segment without technical dependence and increase campaign velocity. " Read more about why higher education institutions trust DESelect for targeted audience segmentation. About DESelect DESelect is an official Salesforce Marketing Cloud partner offering the leading marketing enablement platform on the... --- ### What Is a DMP? How Does It Differ From a CDP and CRM? > A data management platform, aka a DMP, offers audience targeting, most often for ads. See how it differs and works alongside CDPs and CRMs. - Published: 2023-07-26 - Modified: 2025-01-08 - URL: https://deselect.com/blog/what-is-a-dmp/ - Categories: Thought Leadership - Tags: CRM, Customer Engagement, data collection - Topic: Data Management, Customer Engagement, Segmentation - Role: CRM - Department: CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Data Management, Segmentation What Is a DMP? How Does It Differ From a CDP and CRM? In the era of target="_blank" rel="noopener">With ever-stringent data protection regulations like GDPR and CCPA, it's vital to choose a DMP that ensures the privacy of user data and complies with relevant laws. Finally, the ability to create detailed audience segments and facilitate effective targeting is the essence of a DMP. Ensure that your chosen platform meets the needs of your teams, campaign types, and current data. The Leading DMPsSeveral leading DMPs are widely used by businesses around the world. Adobe Audience Manager is a notable example, renowned for its comprehensive data management capabilities. It allows businesses to consolidate audience data from various sources, create detailed audience segments, and activate these segments across different marketing channels. Another example is Oracle BlueKai, a cloud-based DMP known for its extensive third-party data marketplace. BlueKai offers advanced data collection, analysis, and segmentation capabilities, enabling businesses to develop precise, target="_blank" rel="noopener">However, Audience Studio is in the middle of a phase-out — see how DESelect Segment offers the same benefits without requiring a lengthy data migration. Segment audiences, without the code How DMP Differs from a CRMCRM OverviewCustomer Relationship Management (CRM) systems are platforms designed to manage a company's interactions with its current and potential customers. Unlike DMPs, which primarily deal with anonymized data, CRM systems manage known customer data, (both behavioral and demographic) such as contact information, purchase history, and interaction records. Popular CRM platforms like Salesforce and HubSpot are pivotal to... --- ### What Is Personalization Going to Look Like Long Term? See What Marketers Have to Say > Learn how marketers answer, “What is personalization doing for our organization?” with these insights straight from Marketing Cloud users. - Published: 2023-07-17 - Modified: 2025-01-08 - URL: https://deselect.com/blog/what-is-personalization-going-to-look-like-long-term/ - Categories: Thought Leadership - Tags: Customer Engagement, Personalization, personalization trends - Topic: Personalization, Time Management - Role: Marketing - Department: Marketing Leadership, Marketers - Use Case/Benefit: Speed What Is Personalization Going to Look Like Long Term? Every marketer knows what personalization is, that’s why first names are so common in emails. But only half of marketers will personalize content beyond this, putting customer relationships at risk. There has been a greater focus on personalization and customer experience among marketers in recent years, but where do your industry peers actually stand? At the turn of this year, DESelect ran a survey of marketers across the Salesforce Marketing Cloud ecosystem, finding 90 percent of marketers increased personalization efforts in the last year, but about half that number said their results didn’t return an appreciable ROI. Our research revealed the challenges marketers face with personalization and ways to make those efforts truly resonate with subscribers. Plus, we recommended new solutions you can adopt for teams too reliant on technical personnel. Read on to gain key takeaways from our 2023 State of Marketing Personalization report. 1. Marketers’ personalization efforts in the last year were time- and resource-intensiveMany marketers highlighted challenges in the past year with their personalization efforts. A primary challenge is the lack of resources to properly measure results from these efforts. Salesforce Marketing Cloud comes with many handy personalization features. However, marketing teams often rely on technical members who write the code necessary to leverage these tools. According to many interviewed marketers, coordinating technical personnel with marketing teams is cost- and time-intensive. On average, most marketers need at least 17 people, including technical personnel, involved in every marketing campaign.... --- ### Consumer Report: The Importance of Preventing Email Overload > 46% of consumers will unsubscribe from emails too irrelevant/overwhelming. Defend against email overload with DESelect’s consumer insights - Published: 2023-07-13 - Modified: 2025-01-08 - URL: https://deselect.com/blog/importance-of-preventing-email-overload/ - Categories: Thought Leadership - Tags: Customer Engagement, marketing fatigue, Saturation Control - Topic: Saturation Control, Customer Engagement - Role: Marketing - Department: Marketing Leadership, Marketers - Use Case/Benefit: Saturation Control The Importance of Preventing Email Overload Marketers must understand audiences' preferences to properly engage with them, but how do consumers currently feel about the current status quo? To get the real story, DESelect gauged consumer sentiment with a survey asking the average buyer how they perceive marketing campaigns and what contributes to email overload. A quick summation of our findings:Consumers enjoy emails with useful information about various promotions, discounts, and newly developed products. However, if the email frequency increases, customers feel overwhelmed and frustrated. These feelings lead to actions that harm brands’ relationships with these consumers. These actions take many forms: unsubscribing from a mailing list, marking the emails as spam, or simply deleting them without reading them. To prevent these results, brands need to respect customers’ wishes and send valuable information. Find all these insights and more in our consumer report: Understanding the Marketing Fatigue Tipping Point and How to AvoidConsumers Have LimitsEmails are present worldwide. However, brands need to send relevant emails on particular days to not overwhelm customers. Consumers mention they desire a maximum limit of 5 emails per week from individual brands. Evaluate whether your campaign cadences align with these expectations, or if there’s even room for further saturation. If your current output exceeds this threshold, look for ways to optimize your campaign calendar. But, if the output is below this threshold, you still have space for sending additional valuable content. 12 percent of consumers experience email overload, a form of fatigue which reduces desire to... --- ### Forming a Data Collection Plan: Why It’s Needed and What to Do With It > Marketers rely on a constant flow of new data to support campaigns. Learn how to form a proper data collection plan that empowers your team. - Published: 2023-06-26 - Modified: 2025-01-06 - URL: https://deselect.com/blog/forming-data-collection-plan/ - Categories: Thought Leadership - Tags: data collection, Data Management, Personalization - Topic: Data Management, Personalization - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams, Marketers - Use Case/Benefit: Data Management, Segmentation Despite considerable advances in data science, marketers continue to gather data en masse, often because “we can. ” The truth is consumers feel companies collect way too much data, with 44 percent viewing emails that contain content based on personalized shopping history as a violation of privacy. The questions all marketers and data managers must consider: Why are we collecting the data we collect? What are our goals? Does each datum have a truly defined purpose, or is it a “just in case” scenario? How are we collecting data? Do we use legally compliant tactics? Do we utilize this data to its full potential? Are we satisfied with the state of our data collection at this point in time? For those without a concrete data collection plan, we’ll go over the types of data and some strategies to utilize what gets collected. Types of data to collect Let’s start by breaking down data types into the basics. In general terms, we can put data into two categories: quantitative and qualitative. Quantitative data The following are the classification of quantitative data, which follow fixed data points easily measured with a set of options: Demographic data – a collection of all the data points about a person, such as their name, email, title, income, location, marital status, and more. Firmographic data – a collection of all the data points about a business, such as company name, industry, number of employees, annual revenue, and stage in the sales cycle. Behavioral data – reflects... --- ### Salesforce Journey Builder Best Practices: Create Personalized Journeys that Drive Action > Learn how to place segments and content from the Studios into Salesforce Journey Builder, and to optimize campaigns through proper saturation - Published: 2023-06-19 - Modified: 2025-04-29 - URL: https://deselect.com/blog/salesforce-journey-builder-best-practices-create-personalized-journeys-that-drive-action/ - Categories: Thought Leadership, AMPscript, Marketing Cloud University, SFMC platforms - Tags: Customer Engagement, Personalization, Saturation Control - Topic: Personalization, Customer Engagement, Saturation Control - Role: Marketing, IT - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Saturation Control Salesforce Journey Builder Best Practices 54% of consumers say whether or not a brand is perceived as spammy comes down to two factors, the strength of the relationship and the content of the messages. So how do you ensure whatever customer journeys you create further strengthen pre-existing consumer relationships? In Salesforce Marketing Cloud, Journey Builder provides a strategic and automated way to engage with existing subscribers or prospects across multiple touchpoints over a defined period. Designed to guide individuals through a series of interactions, it delivers personalized and relevant experiences at each stage of engagement. Each journey is built with an end goal in mind, which may vary from campaign to campaign. The journey might be transactional (e. g. , sending an acknowledgment when subscribers interact with the brand) or commercial (e. g. , encouraging subscribers to engage with new promotional campaigns). The common goal that most commercial journeys strive toward is to drive action and optimize marketing campaigns through proper saturation. In this blog, we will discuss some of the Salesforce Journey Builder best practices that help you effectively reach audiences, nurture conversions, and achieve internal goals. 1. Creating Segments for Salesforce Journey BuilderAudience segments help define a journey in terms of who the journey is targeting. Having deep and useful data in Marketing Cloud becomes crucial to creating personalized campaigns for each subscriber. Personalizing audience segments in Marketing Cloud journeys involves using customer data and segmentation criteria to tailor the content and messaging delivered. The following are the... --- ### Avoid Fines and Build Consumer Trust: Following the GDPR Compliance Checklist > Marketing regulations are tough to understand and can result in fines. Follow our GDPR compliance checklist to earn consumer & legal trust. - Published: 2023-06-15 - Modified: 2025-01-06 - URL: https://deselect.com/blog/following-the-gdpr-compliance-checklist/ - Categories: Thought Leadership - Tags: Customer Engagement, data collection, Data Management - Topic: Data Management, Customer Engagement - Role: Marketing, CRM - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management No matter what you do or what industry you are in, if you are online and use the Internet to perform any type of activity, your data will be collected, tracked, and observed. This is especially relevant in the marketing industry, where marketers depend heavily on consumer data to create successful campaigns and evaluate how customers think about their brands. But marketers do not just take data and use it as they please, especially since the recent introduction of more wide-ranging regulations. So, to be a successful marketer who builds trust with consumers, you need to know GDPR and comply with its requirements. Therefore, today, we will cover GDPR, why it’s relevant to marketers, and the steps in the GDPR compliance checklist. Let’s begin! What Is GDPR, and How Does It Affect Marketers? A recent consumer insights report from DESelect finds 33 percent of consumers try to never sign up for marketing emails. Over half believe companies should keep communications to a minimum, and 40 percent say too many emails are the worst part about using the channel. How do marketers ensure their campaigns align with consumer preferences? General Data Protection Regulation, or GDPR, is a set of rules the EU implemented in 2018 to provide better consumer protection for EU citizens and modernize data privacy and security laws. It applies to all businesses that process data from EU citizens, no matter the location of their headquarters. Beyond the legal requirements, marketers must abide by GDPR if they wish to... --- ### Remaining Compliant in the New Digital Age: Zero Party Data Collection Strategies > Companies such as Google and Apple are phasing out third-party cookies. Learn how to pivot through these zero party collection strategies. - Published: 2023-06-13 - Modified: 2025-01-06 - URL: https://deselect.com/blog/zero-party-data-collection-strategies/ - Categories: Thought Leadership - Tags: Customer Engagement, data collection, Data Management - Topic: Data Management, Customer Engagement, Segmentation - Role: Marketing, CRM - Department: Marketers, CRM & Marketing Automation Teams - Use Case/Benefit: Segmentation Over 85 percent of Americans want stricter data protection laws. While the U. S. Congress has yet to enact any new protections recently, our friends at Google and Apple have thrown a wrench in marketers’ plans by phasing out third-party cookies. Combined with recent and looming EU developments, third-party cookies have practically become obsolete. To remain competitive, marketers need to take a deep breath, pivot, and dive into these zero party data collection strategies you can use instead to build robust customer profiles. In this article, we'll cover:The impending extinction of third-party cookies and what it means. Why zero party data is about to become your new best friend. Nifty zero party data strategies to collect user information while remaining in compliance. How to best apply collected data to marketing campaigns. We're all in the same boat here, so let’s learn how to ride the waves together. The trouble with third-party cookiesThird-party cookies – the behind-the-scenes trackers that allow brands to profile customers’ online behaviors – are on the decline. They're no longer as effective for advertisers who want to target users or track performance. That’s because they fall short when it comes to tracking the full customer journey – especially as people switch between multiple devices and apps. The result? Misallocated advertising budgetIncorrect performance viewsA less-than-seamless user experienceIt largely comes down to the increasing demand for online privacy. New privacy laws are emerging globally. Key players like Mozilla Firefox and Apple Safari have begun to prevent third-party cookies. Safari... --- ### DESelect Segment – June '23 Release > We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the June '23 Release - Published: 2023-06-09 - Modified: 2025-01-08 - URL: https://deselect.com/releases/deselect-segment-june-2023-release/ - Categories: Releases DESelect Blog - DESelect Segment – June '23 Release This year at DESelect, we are charting new territories at breakneck speed. Last week we finally announced not one, but TWO top-secret projects:DESelect Segment FreeSegment Free is our brand-new product available to all Salesforce Marketing Cloud users through a freemium model. To existing customers, not to worry – your edition of Segment is still exponentially more powerful, more feature dense (and unlimited). DESelect Segment Free users can create up to 10 Selections monthly, with two active Business Units. Each Business Unit may have up to three users, and 10 active Selections at a given time. We simply wanted to reach more marketers who are struggling with SQL! Power to the people! Please share this exciting news with friends/colleagues that don’t yet use DESelect – it’s 100% free and they can download it right now! Deedee AIDeedee AI is the next evolution to DESelect Segment brining the exponentially expansive capabilities of generative AI into DESelect’s product that you all know and love. Deedee AI allows you to talk/write in human language however you want to segment audiences ... then Deedee AI will automagically create the segments in our easy to understand interface – all inside of Salesforce Marketing Cloud! ... and we’re starting the Private Beta soon ... keep your eyes open. Segment – June '23 ReleaseNow! Let’s jump into today’s release! Fresh off the heels of DESelect's grand introduction of: Engage in March (which, by the way, you should explore if... --- ### The Reason Open Rates Aren’t Reliable Anymore and the Email Marketing Metrics to Monitor Instead > Years later, an iOS update still gives marketers bad data. Learn why open rates aren't reliable and email marketing metrics to follow instead. - Published: 2023-06-07 - Modified: 2025-01-08 - URL: https://deselect.com/blog/email-marketing-metrics-to-monitor-instead-of-open-rates/ - Categories: Thought Leadership - Tags: Customer Engagement, Data Management, Marketing - Topic: Customer Engagement, Learning - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation Email marketing metrics to know beyond open rate The digital marketing landscape experienced a seismic shift on September 20, 2021, when Apple unveiled iOS 15. The standout feature, "Mail Privacy Protection," was a major leap toward enhancing user privacy. By automatically loading all email images and concealing recipients' IP addresses and locations, this update effectively disrupted traditional email marketing metrics. Impact to marketers: What’s affected and what hasn’t changediOS 15's Mail Privacy Protection marks every email as 'open' on iOS 15 devices, regardless of the user's actual engagement with the email. Consequently, this change has led to significantly inflated open rates. Given that... iPhones dominate about 48 percent of the U. S. smartphone market, andOf the 75 percent of iPhone users currently on iOS 15 or higher, roughly 97 percent of users opted into Mail Privacy Protection... ... marketers need to understand a significant portion of their email base inaccurately reports back open rates. Considering the substantial adoption of iPhones and the appeal of enhanced data privacy, it's probable that analytics tools are over-reporting open rates. Pre-iOS 15, the average commercial open rate hovered around 20 percent, but with iOS 15, this could theoretically surge to 48. 8 percent. However, it's critical to remember these calculations presume every Apple mobile device user has upgraded to iOS 15, opted into Mail Privacy Protection, and resides in the U. S. This shift has brought a significant change for many marketers. However, click rates, a measure of active engagement with email content, have... --- ### Who Should Be Involved in Creating Your Buyer Personas? > Knowing your customers is the responsibility of every customer-facing role. But who should be involved in creating your buyer personas? - Published: 2023-05-31 - Modified: 2025-01-08 - URL: https://deselect.com/blog/who-should-be-involved-in-creating-your-buyer-personas/ - Categories: Thought Leadership - Tags: Data Management, Personalization - Topic: Customer Engagement, Learning, Personalization - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation Who should be involved in creating your buyer personas? 80% of consumers are more likely to make a purchase when brands offer personalized experiences, so how do marketers understand their customers enough to create these tailored communications? Buyer personas are robust customer profiles essential to understanding the best audiences to target to ensure marketing campaigns achieve desired results. But you can’t just research customer insights on Google, so how do you obtain this crucial information? To correctly profile your prospective buyers, you must first determine who should be involved in creating your buyer personas. But first, it’s helpful to understand what a buyer persona is, and how to apply the findings. RELATED: Why personalization is key and your average newsletter isn’t enough in a >What pain points do they want addressed (knowingly or unknowingly)? What barriers prevent or discourage them from buying? Who is involved in the purchase decision, and who has the final say? What trends pop out among your target customer bases? How is a buyer persona used? Knowing how to create a buyer persona is one thing, but understanding how to apply this information is crucial to accomplishing sales and marketing goals. Here are typical ways buyer personas inform different business operations:Targeted marketing: 78 percent of businesses have found some level of success with personalization. Buyer personas can help you identify and understand your target audience better, enabling you to create more personalized marketing campaigns that resonate with these audiences and address their unique needs. Product development:... --- ### Sharing Data Across Business Units: An Overview and Best Practices > Siloed data is inefficient, especially across enterprise orgs. Learn best practices to manage and synch data across multiple business units. - Published: 2023-05-24 - Modified: 2025-01-08 - URL: https://deselect.com/blog/sharing-data-across-business-units/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: Data Management, Marketing Automation - Topic: Data Management, Marketing Automation - Role: CRM, IT - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams Sharing Data Across Business Units Salesforce Marketing Cloud is a powerful platform that enables marketers to create, manage, and execute campaigns across multiple channels. As industries forever evolve, it has become imperative for organizations to stay agile and not fragile. Growth, expansion, restructuring, and so many other factors often create the need for organizations to share data across various business units. Today I invite you to join me as we explore the >separate Marketing Cloud environment with its own set of assets, users, and data. By default, each business unit operates in a silo and cannot access data or assets from other business units. Data ExtensionsA data extension is a table-like structure used for data storage within SFMC. Unlike a static list, data extensions offer the ability to create more personalized and constantly updating data to suit organizational requirements. You can use data extensions to store different data types, such as text-, number-, and date-based records; boolean (true/false statements), email addresses, and more. This data is used to create accurate and relevant marketing campaigns that target a subscriber base. --- ### Marketing Cloud Audience Builder is Being Retired – What’s Next? > Salesforce is retiring Marketing Cloud's Audience Builder, date TBA. How else can marketers of all stripes create highly targeted audiences? - Published: 2023-04-18 - Modified: 2025-01-06 - URL: https://deselect.com/blog/marketing-cloud-audience-builder-is-being-retired-whats-next/ - Categories: Thought Leadership - Tags: Data Management, Segmentation - Topic: Segmentation, Data Management - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams, Marketing Leadership - Use Case/Benefit: Segmentation, Data Management Marketing Cloud Audience Builder has allowed marketers to create granular segmented audiences based on behavioral and demographic data. So now it is being retired, the question on everyone’s mind is “what’s next? ”As with any tool retirement, we need to find a new solution capable of complex segmentation – and we’ve got some options. DESelect CEO Anthony Lamot joined Lucy Mazalon, Ops Director/Founder, Salesforce Ben and The DRIP, for a conversation on: The present and future of Audience Builder What options teams have when shopping around for a replacement The strengths of Audience Builder to look for in that replacement Were you aware Audience Builder is on the way out? In a recent poll, only around 40% of respondents were, with 60% not knowing that this tool is scheduled for sunset. Whether you’ve known it for a while, or this is news to you, it’s never too early to put a plan in place for the future. What is Marketing Cloud Audience Builder? Audience Builder in Marketing Cloud allows marketers to create granular segmented audiences based on behavioral and demographic data. User interface: The Audience Builder UI is easier to use than having to leverage SQL queries which makes it a good option for less-technical marketers. Data volumes: Audience Builder is a robust solution which can handle large volumes of data, whereas SQL queries often time out. Integration: Being fully integrated with Marketing Cloud, Audience Builder allows marketers to segment data across a number of what Audience Builder calls “dimensions. ”... --- ### Heroes of Marketing Cloud: Kaleem McGill, Salesforce Marketing Champion > Interested in learning from some of the elite Salesforce Marketing Champions? We profiled Kaleem McGill for his career highlights and advice. - Published: 2023-04-12 - Modified: 2025-01-08 - URL: https://deselect.com/blog/kaleem-mcgill-salesforce-marketing-champions/ - Categories: Thought Leadership, Marketing Cloud University, SFMC Community - Tags: Data Management, Marketing, salesforce community - Topic: Data Management, Segmentation, Time Management - Role: CRM, IT - Department: CRM & Marketing Automation Teams, Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management Kaleem McGill, Salesforce Marketing Champion To be the best, you have to learn from the best. For that reason, we profiled Kaleem McGill, who became one of the illustrious Salesforce Marketing Champions back in 2020. More on this later. Currently an Implementation Specialist, Kaleem has over a decade of experience working with CRMs and Marketing Cloud. We talked to Kaleem about his unconventional start to Marketing Cloud, how that led to some of his career highlights, and how others can advance their careers in a similar manner. How did you start your journey with SFMC, and what's happened since? My journey into SFMC started unconventionally, much like many others. While working in a full-time client success role managing digital marketing campaigns, I realized the need for hard skills in digital marketing. To gain these skills, I enrolled in a 6-month marketing program offered by Kenzie Academy, a coding school. Through Kenzie's partnership with Pep Up Tech, I became a member of their Marketing Cloud Cohort and underwent 8 weeks of intensive training to achieve my Email Specialist Certification. I successfully acquired the Email Specialist and Marketing Cloud Admin certifications and landed my first role working in Marketing Cloud. My hard work and dedication paid off when I was nominated to be part of the Salesforce Marketing Champions program, where I received valuable mentorship from some of the top professionals in the field. I worked in that role for almost a year before transitioning to a full-time marketing strategist position. Currently,... --- ### DESelect Segment – April '23 Release > We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the April '23 Release - Published: 2023-04-06 - Modified: 2025-01-06 - URL: https://deselect.com/releases/deselect-segment-april-2023-release/ - Categories: Releases 2023 is moving quick with lots of big things happening at DESelect. We just launched DESelect Engage in March (if you haven’t seen it yet, definitely take a look), and today we’re excited to share what’s brand new with DESelect Segment. The April ‘23 release is comprised entirely of highly-upvoted requests from our customer base and these features are built to make your marketing lives easier! Configure a default Send Relationship fieldAdmins can define the “Send Relationship” and minimize potential errors*Available for: Enable, Plus, and Advanced plans. It’s no secret that many admin users don’t want to leave anything to chance, and they ultimately need to make sure their marketing team is setup for success. The Send Relationship can have a huge impact and it’s critical that marketers configure this properly. Now you have a safeguard against potentially harmful errors that many marketers may not be aware of. The April Release gives DESelect Segment this brand new feature allowing admins to define the Send Relationship, admins can type the field name that’s used to store the values that relate to subscribers. Then you can select between either Subscriber Key, or Subscriber ID. FYI – This setting will have no effect on existing Target Data Extensions that are already Sendable. Marketers, now you have less to worry about! For example: whenever you’re working on a Selection and you need to enable it as a sendable Data Extension – when you’re editing the Target Data Extension (via the target definition screen) if... --- ### DESelect Launches 'Engage' Platform to Combat Marketing Fatigue > DESelect announces the launch of its Engage platform, which maximizes the impact of every message sent and prevents marketing fatigue. - Published: 2023-03-28 - Modified: 2023-12-06 - URL: https://deselect.com/press/deselect-launches-engage-platform-to-combat-marketing-fatigue/ - Categories: Releases, Company Updates - Department: Marketing Leadership AUSTIN, Texas, March 28, 2023 -- Amid a macro environment where marketing teams must increasingly scrutinize spend, DESelect, the leading Salesforce Marketing Cloud partner, announced the launch of its Engage platform, designed to maximize the impact of every communication sent to each individual contact and defend against marketing fatigue. DESelect Engage gives marketers the tools to control saturation through rule-based messaging prioritization and real-time insights into how, when, and where subscribers receive communications based on campaign and contact type. These insights inform marketers of who is at-risk of oversaturation, as well as opportunities to further engage undersaturated contacts. With audience saturation control, email campaigns more effectively reach and convert potential customers, rather than driving contacts to unsubscribe and mark content as spam. Self-controlled campaigns further help organizations maintain compliance with major government regulations such as GDPR and the CAN-SPAM Act. These improved customer experiences ultimately lead to increased ROI on marketing outreach efforts. "DESelect has always been about empowering marketing teams with the tools to optimize personalization," said Jonathan van Driessen, CTO and Co-Founder of DESelect. "Engage defends organizations against costly unsubscribes and spam complaints that eliminate further revenue opportunities. " "As organizations grapple with economic uncertainty, Engage primes each potential customer for action with only the most relevant campaigns, maximizing the impact of every dollar, euro, or pound spent on outreach. " To give marketers ultimate control over campaign prioritization, Engage offers two triage modes. Users can saturate based on custom rules for both contact and campaign types, empowering teams to test... --- ### The Greatest Debates in Email Marketing History: Prioritizing Campaigns Without the Email Fatigue > Email fatigue is no joke to modern consumers. Learn how to prevent unsubscribes and spam designations without cutting into revenue. - Published: 2023-03-23 - Modified: 2025-01-06 - URL: https://deselect.com/blog/avoiding-email-fatigue/ - Categories: Thought Leadership - Tags: Saturation Control - Topic: Data Management, Segmentation, Time Management - Role: Marketing - Department: Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control Marketers rely on subscriber communications as the lifeblood of revenue generation, yet over a quarter of consumers indicate extreme email fatigue from increased campaign exchanges. Add in modern omnichannel experiences and separate marketing teams naturally prioritizing their own campaigns, and it becomes easy for end recipients to drown in an overwhelming flood of communications. Each person expects something different from every organization, but marketers unable to balance between campaign output and subscriber disenchantment risk the loss of future interactions. What does email fatigue look like? Email over-saturation, where a person receives an overwhelming number of emails from a specific source, creates a negative perception of the brand and disincentivizes interaction. For example, imagine a busy professional who in one week receives numerous email newsletters, promotional emails, app alerts, physical mailers, and automated follow-up emails from an action completed weeks ago – all from the same company. In such a case, this individual will take steps to manage their communication overload, such as unsubscribing from newsletters and promotions, placing unwanted emails in the spam folder, turning off app notifications, or avoiding future interactions and purchases entirely. Common saturation control measuresIt’s possible to prioritize maximum engagement, and there are ways to do so while still respecting recipients’ already-full inboxes. Marketers commonly take several steps to help prevent or reduce subscriber email fatigue. Segmented email lists: As opposed to bombarding them with generic emails that may not be of interest, segmenting email lists based on subscriber preferences and behavior, such as their interests... --- ### It is your birthday. How to Ensure Marketing Cloud Doesn’t Skip Leap Day Birthdays from Offers > Don’t disappoint customers with Leap Day birthdays – here’s how to make sure everyone gets your birthday promotions. - Published: 2023-03-16 - Modified: 2025-01-08 - URL: https://deselect.com/blog/leap-day-birthday-marketing/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: Data Management, Marketing Automation, Personalization - Topic: Data Management, Personalization, Time Management - Role: IT, Marketing Ensure SFMC Doesn’t Skip Leap Day Birthdays from Offers How would you feel if your birthday was forgotten for multiple years in a row and you feel left out on your special day? That’s exactly the feeling most companies give their customers who were born on the infamous Leap Day – February 29th. Companies often overlook Leap Day birthdays due to its rarity. February 29th happens once every four years – 2. 5 times per decade. Many people never even meet a person with this birthday, so it’s easy to miss when marketers set up their birthday campaigns. How about your birthday or anniversary campaigns? Did you think about leap years? If not, it is time to change that. You may think that the group of people affected is probably very small – this might be true, but spending just a little time to include Leap Day birthdays in your marketing campaigns can generate great reactions from your customers! If you take that special date into account but only send an email the day February 28th with your usual birthday wishes plus a coupon, it won’t have a huge effect. However, if you combine that with dynamic content in your email, you can create personalized communications that drive action. As an example,“We’d never forget your birthday, even if there isn’t a Leap Day this year. We’re sure others do, and therefore we celebrate your special day even more – instead of the usual 10% off, you’ll get 5% on top... --- ### Field Experts: Why Technical Marketing Cloud Users Love DESelect, Part 2 > Even technical marketers love DESelect, as it saves users of all backgrounds valuable time otherwise spent writing tedious SQL JOIN queries. - Published: 2023-02-21 - Modified: 2025-01-08 - URL: https://deselect.com/blog/field-experts-why-technical-marketing-cloud-users-love-deselect-part-2/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: Data Management, Marketing Automation - Topic: Data Management, Marketing Automation, Segmentation - Role: CRM, IT - Use Case/Benefit: Segmentation, Data Management Why Technical Marketing Cloud Users Love DESelect, Pt. 2 Salesforce Marketing Cloud’s nearly infinite data storage makes the novice marketer’s head spin. Such highly technical, complicated processes take time to complete and leave users anxious over the effects of potential mistakes. Marketing Cloud expert Markus Dang previously demoed some of his favorite admin features in DESelect Segment to reduce the risk and time requirements associated with routine audience segmentation. In this article, Markus reviews more of his favorite features, designed to automate many of the complex SQL JOINs and INNER JOIN queries that can frustrate any user. Read Part 1 here. Templates Part one of this series focused on how Marketing Cloud admins can best set safeguards for less-technical marketers. Now we move more into the DESelect core – complex audience segmentation. Whereas data sets allow more technical marketers to prepare data for tasks like joins and relationships between data extensions, templates get used later in the segmentation process. Templates are used when you have similar Selections that rely on complex criteria. It’s a straightforward process. Create a SelectionSave it as a templateAdjust the filters with new selections going forwardNow teams don’t have to repeat every task repeatedly when creating similar or routine segmentations. https://youtu. be/QLLsfruTXAoAs you can see, data sets act more like expansive data extensions, quickly giving marketers the complex data necessary for advanced segmentation. They can then convert the overall Selection created from these data extensions or data sets into a template, so later segmentations will immediately complete... --- ### Field Experts: Why Technical Marketing Cloud Users Love DESelect, Part 1 > Most marketers know little about union SQL clauses, but that doesn’t have to hamper your team’s marketing ops. With the proper guardrails, marketers quickly get accurate audience segmentations without having to over-rely on technical teams. - Published: 2023-02-21 - Modified: 2025-01-06 - URL: https://deselect.com/blog/why-technical-sfmc-users-love-deselect-pt1/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: Data Management, Marketing Automation, union sql - Topic: Data Management, Marketing Automation, Segmentation - Role: CRM, IT Audience personalization in Salesforce Marketing Cloud heavily relies on the UNION SQL (Structured Query Language) clause for data manipulation, analysis, and segmentation. This complex code has been a language many creative marketers struggle to master, making it the "French" of marketing ops. What better way to understand how DESelect solves this problem other than demo videos? Keep reading to get to the video content below. The Traditional Importance of UNION and SQL Overall SQL is the language of Marketing Cloud. Without a strong understanding, users and teams typically face several challenges, including: Data Retrieval: Difficulty accessing and using data needed to make informed decisions Data Analysis: Absent UNION or SQL knowledge altogether, users struggle to segment, aggregate, and filter data to gain necessary insights into customer behavior Data Segmentation: Marketers use SQL to segment their audience based on various criteria, such as behavior, demographics, and purchase history Automated Campaigns: Marketers rely on SQL to define the conditions that trigger automated, personalized campaigns Data Management: SQL allows users to import, export, and manipulate large amounts of data Often, teams rely on technical marketers and IT professionals to fill these roles. However, too great a reliance limits the effectiveness of Salesforce Marketing Cloud's capabilities and distracts these employees from primary functions, leading to reduced output and efficiency across the entire team. Worst case scenario: marketers do not know enough about SQL to create correct UNION sequences. Still, they have to try anyway, leading to hours of lost productivity waiting on IT ticket... --- ### Case Study: ShareNow - Published: 2023-02-10 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-sharenow/ - Categories: Success Stories - Tags: Automotive, IT - Industry: Automotive Technology – car sharing Customer Success Story How SHARE NOW eliminated marketing bottlenecks and created powerful customer experiences with DESelect. Combine data from multiple sources No more bottlenecks Hyper-personalize for better impact Back to top THE CHALLENGE What SHARE NOW needed DESelect Segment to help solve SHARE NOW is a tech company and the European market leader and pioneer of free-floating car sharing. As the organization grew quickly, so did the demand on their Salesforce Marketing Cloud setup. Most of their marketers depended on a technical team to write SQL queries for customer segmentation, managing data, and complex communications in SFMC. As the volume of technical ticket requests continued increasing, this created marketing more bottlenecks for the team and restricted capacity. Goals Enable marketers and CRM managers to complete projects without technical dependencies Leverage more data for tailored-customer experiences to make customers choose SHARE NOW Give the marketers the ability to utilize and combine data from multiple sources without code Results More active customers. DESelect provides the ability to add & combine data from multiple sources to enrich campaigns. No more bottlenecks. Marketers can complete all projects in SFMC without writing SQL code or reliance on technical teams. Better customer experience. DESelect helps marketers use data for hyper personalization to create impactful moments. DESelect allows us to understand and segment our customers better to communicate in relevant moments with them. This raises loyalty and retention is overall what we are working towards. The customer always comes back to the brand... --- ### Case Study: Boozt > We're incredibly excited to work with innovative companies like Boozt. See how Boozt halved the time required for their campaign segmentation with DESelect Segment. - Published: 2023-02-10 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-boozt/ - Categories: Success Stories - Tags: Retail - Industry: Retail Retail Boozt How Boozt cut time required for campaign segmentation in half with DESelect Segment. 50% faster segmenting Successful migration from Audience Builder Increased amount of available data Back to top THE CHALLENGE What Boozt needed DESelect to help solve Prior to implementing DESelect Segment, Boozt used Audience Builder and SQL queries to perform their segmentation in Salesforce Marketing Cloud. After experiencing limitations in the amount of data available for non-technical users, as well as a limited amount of time for technical users, Boozt was on the hunt for a solution. DESelect helped non-technical marketers harness the power of SQL, via drag-and-drop interface. Goals Give non-technical marketers the ability to segment and understand their data Speed up segmentation processes Migrate from Audience Builder and time spent writing SQL queries https://www. youtube. com/watch? v=VUXc2-uEmd8 Results Technical marketers save 15% of their time on a weekly basis Brought us great flexibility and speed utilizing data for all team members With DESelect, non-tech marketers grasped the power of SQL, without the need to have deep tech skills Non-technical marketers get desired segmentations 50% faster USAGE How Boozt uses DESelect Non-tech marketers gain the power of tech and SQL without needing deep tech skills. Fully migrated from Audience Builder. Simplifying data management with DESelect, removing the prep work required to utilize data. Driving highly personalized multi-channel messaging to thousands of subscribers. --- ### Simplifying Personalization: Why Drag and Drop Segmentation is the Future of Salesforce Marketing Cloud > With intuitive drag and drop features, DESelect simplifies segmentation for all marketers. The future of Salesforce Marketing Cloud is here. - Published: 2023-02-07 - Modified: 2025-01-08 - URL: https://deselect.com/blog/drag-and-drop-segmentation-future-of-salesforce/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation, Time Management - Topic: Data Management, Marketing Automation, Time Management - Role: Marketing Why Drag and Drop Segmentation is the Future of Salesforce MC Imagine for a second... You have millions of dollars worth of equipment in a warehouse. You’re scrambling around trying to fix problems, keeping equipment from crashing, and spending all day solving issues as they come up. That’s the old-school way people used to do business. Before SaaS (Software as a Service), companies had servers in their building that they needed to maintain, which cost them millions of dollars every year. That’s why it was so hard to run a business back in the day. The new way of doing businessIn today’s modern business world, you just sign in to a SaaS platform like Salesforce with a username and password and have everything at your fingertips. You get all the functionality in the world without the headache of maintenance. Salesforce takes care of all the behind-the-scenes problems while you use the software to get the job done and make money faster than ever before. It’s been proven that SaaS products like Salesforce save companies an average of 25% on IT costs and increase productivity by 26%. Phew. Thank goodness for technology, right? ! Why clicks and not codeAnd that brings us to why the future of Salesforce Marketing Cloud is moving away from SQL and toward drag-and-drop segmentation. Salesforce’s mantra is “Clicks, not Code. ”Salesforce aims for its products to function through clicking, dragging, and dropping with minimal need to write any code. Salesforce’s mission is to make life as... --- ### DESelect Segment – February '23 Release > We’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for Segment – all in the February '23 Release - Published: 2023-02-04 - Modified: 2024-02-21 - URL: https://deselect.com/releases/segment-february-2023-release/ - Categories: Releases It’s already February and it’s already time for our next Segment release! You asked, and we listened. In response to some of our customers’ most upvoted feature requests, today we’re releasing brand new capabilities, workflow upgrades, and UI/UX design enhancements for DESelect Segment. Cross Joins A new join type to combine Data Extensions with DESelect Segment Available for: Enable, Plus, and Advanced plans. Amongst our highly requested features – a cross join is used to generate a paired combination of each row of the first Data Extension with each row of the second Data Extension (this is also sometimes referred to as a Cartesian join). Read more about how this works on DESelect’s Support Portal. Let’s say your marketing team wants to perform A/B testing to identify campaign effectiveness. You could have one Data Extension (DE #1) containing three customer records, and a second Data Extension (DE #2) containing three possible campaigns to send to them. Joining these Data Extensions using a cross join would produce a new Target Data Extension with 9 records – allowing you to test every possible combination; and that’s just one example! When joining Data Extensions, all users will now notice a new option from the drop-down menu to define the relationship (join type) called: EACH FROM – which is a cross join. Typically joining Data Extensions allows the user to specify the fields which the Data Extensions relate on; however that’s not required with a cross join because it creates new records from a... --- ### Avoiding Migration: Preparing for Salesforce Audience Studio's Eventual Sunset > Salesforce Audience Studio provides useful segmenting, but an unstable future means CRM architects should scout potential replacements. - Published: 2023-01-13 - Modified: 2025-01-06 - URL: https://deselect.com/blog/salesforce-audience-studios-sunset/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation, Time Management - Topic: Data Management, Segmentation, Time Management - Role: CRM, IT Nearly 60% of marketers say they lack enough resources to fully optimize personalized campaigns, and a recent McKinsey report found 67% of marketers list the synthesis of customer data among their greatest personalization challenges. Without proper resources, brands cannot launch communications resonant enough to influence consumer purchasing decisions. TLDRSalesforce is closing down its Audience Studio platform, meaning marketing teams and CRM architects need to look for a replacementTo replace AS’ segmentation features, users can look to three feasible options: migrating away from Marketing Cloud entirely, Salesforce CDP, and DESelectThose using Marketing Cloud may be familiar with Salesforce Audience Studio, the data management platform (also called DMP) that allows organizations to aggregate and segment data from many sources in order to create personalized marketing campaigns across multiple channels. How Salesforce Audience Studio worksMarketers can upload first-, second- and third-party data from sources such as website analytics tools, social media, and CRMs to create detailed audience segments based on attributes such as demographics, behavior, and purchase history. Once users assemble these segments, they can put the data to use across different channels such as email, social media, and display advertising to create more personalized and influential campaigns for target audiences. Salesforce Audience Studio also includes analytics that allow marketers to measure campaign effectiveness and receive feedback on what's working and what isn’t. These understandings help optimize campaigns and improve ROI over time. Impending phase-outWith privacy concerns prompting Google and Apple to phase out third-party cookies and cross-app tracking, the value of DMPs... --- ### Common Pitfalls in Salesforce Marketing Cloud - Part 2 > Learn about common pitfalls that most Salesforce Marketing Cloud users will face at some point in time in part 2 of this article series. - Published: 2023-01-04 - Modified: 2025-01-06 - URL: https://deselect.com/blog/common-pitfalls-in-salesforce-marketing-cloud-part-2/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation, Time Management - Topic: Data Management, Time Management - Role: CRM, IT As already mentioned in Part 1 of this series, there are a few common pitfalls when working with Salesforce Marketing Cloud that you need to be aware of. If you haven’t read the first part, make sure to check it out. This second part highlights even more of the most common challenges users face when working with Salesforce Marketing Cloud. Roles and PermissionsA lot of people struggle with roles and permissions as they are a very complex topics. Especially if the standard roles aren’t sufficient for the organizational and operational structure and how data and its access needs to be separated, multiple Business Units and custom roles come into play. This is the point where it usually gets complicated and quite a few mistakes can be made. First of all, a new user doesn’t have a default set of permissions and therefore can’t do much after the credentials are handed over. So the first pitfall is even applicable for tiny setups without the added complexity of Business Units and custom roles. Not assigning any role(s) to a brand new user - which I see happening quite frequently - leads to the possibility to log in but nothing more. This is often discovered in the first couple of minutes of a training/onboarding session where some users complain about not being able to follow because of limited access. The fix for that is easy - just prepare yourself a checklist of tasks to perform when onboarding new users to your Marketing Cloud... --- ### Case Study: Simplify Compliance > Learn how the partnership between Simplify Compliance and DESelect freed the marketing team from IT over-reliance. With DESelect Segment, marketers fulfill requests 50% faster. - Published: 2022-12-23 - Modified: 2025-04-10 - URL: https://deselect.com/case-study-simplify-compliance/ - Categories: Success Stories - Tags: Education, IT - Topic: Marketing Automation - Industry: Education Business Training & Education Simplify Compliance How Simplify Compliance scaled their marketing team while maximizing ROI from Salesforce Marketing Cloud. Stronger personalization Elimination of duplicates Improved reporting Back to top THE CHALLENGE Overcoming the challenge of SQL while implementing SFMC Simplify Compliance was surprised to learn how much SQL knowledge would be required to use Marketing Cloud. Although a few veteran marketers could help, the team’s need for a large volume of complex queries exceeded their bandwidth. Additionally, company leadership needed a way to make it easier, and more efficient, for their marketers to understand the complexity of how different data elements needed to work together for successful campaigns. Goals Accommodate high volumes of complex queries needed for personalized campaigns. Standardize queries, and remove duplicate work, to create more efficiency and productivity. Uncover hidden opportunities via better reporting and improve marketing data integrity. Results 300% increase in queries run successfully. Marketing team is fulfilling requests 50% faster producing immediate revenue implications. No more reliance on IT tickets for help with queries or running reports. Marketing can now self service. I can’t envision the marketing department without the use of DESelect. This has really improved our ability to scale as a marketing team because the process of cross training a marketer on our data, the querying process, and how our data interfaces with Salesforce, is so much easier with this tool. Kim St. LawrenceChief Marketing Officer USAGE How Simplify Compliance uses DESelect Primarily to build very targeted market segments with sophisticated... --- ### Case Study: Capgemini > See how consulting firm Capgemini uses DESelect to remove the burden of SQL, launch campaigns quicker, and boost customer efficiency 40%. - Published: 2022-12-23 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-capgemini/ - Categories: Success Stories - Tags: IT, Partner Story - Industry: IT IT Services & IT Consulting Capgemini How Capgemini helps their customers streamline segmentation in Marketing Cloud THE CHALLENGE What Capgemini needs for their customers Many organizations come to Capgemini seeking their expertise in the Salesforce ecosystem. For the customers with Marketing Cloud, many find the platform to be a challenging and overly technical platform without the right approach. Often times their customers invest a significant amount into Marketing Cloud and discover they don’t have the right skills or staff to properly support it – especially when it comes to SQL. Goals Give power back to their customers' marketing teams to run SFMC without learning SQL Provide a solution to customers that is simple, quick to implement, and easy to learn Ensure fast time to value to enable their customers to rapidly get campaigns out the door Results Avg. 40% increase in efficiency in Marketing Cloud with marketers (customers) repurposing time otherwise lost writing SQL. DESelect’s product is accessible and simple to learn for any marketer, regardless of previous experience or skill level Rapid iteration cycles. Capgemini’s customers can build segments quickly, check the quality, and easily revise as needed. My team believes in the product. We wouldn't partner with someone if we didn't believe in the value they brought our customers. One of our values is trust and honesty. We will only say what we think is right to customers. So it is quite an easy decision to recommend DESelect. Corrina JacobsUK Head, Salesforce Marketing Cloud @ Capgemini USAGE How... --- ### Customer Data Manager - Published: 2022-12-23 - Modified: 2025-04-29 - URL: https://deselect.com/customer-data-manager/ - Categories: Success Stories - Tags: Automotive - Industry: Automotive - Department: Cloud Admins, IT & Data Teams DESelect Blog - Customer Data Manager --- ### Case Study: University of Minnesota > We're incredibly excited to work with organizations like UMN Foundation. See how UMN Foundation was able to save time and money for their ongoing personalization strategy with DESelect Segment. - Published: 2022-12-14 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-university-of-minnesota/ - Categories: Success Stories - Tags: Education Education University of Minnesota Foundation Success Story How the University of Minnesota effectively reaches their audience at the right time. Significant cost savings 1 day setup Increased marketing bandwidth Back to top THE CHALLENGE What UMF needed DESelect to help solve The University received frustrating news when they learned the legacy marketing system they depended on would be discontinued in one year. Without that solution in place the University, and all of its campuses, would be forced to revert to writing SQL queries to obtain the data needed for marketing communications. With hundreds of University staff members depending on this system, the consequences would mean reducing their marketing capacity to a small fraction as before. Goals Replace legacy software and quickly implement a new solution with zero disruption to marketing Maintain a very-high level of data privacy security, and standards, for all University stakeholders Continue executing planned campaigns during transition while increasing bandwidth and performance Results One-day installation, and implementation of DESelect in 4 weeks, without compromising marketing Significant cost savings for UMF, while simultaneously increasing marketing bandwidth from month #1 DESelect allows UMF to send messages as soon as needed (previous software caused 36-48 hour delays). This enabled UMF to have “super immediate responses to donors. ” The sophistication and the functionality in DESelect can really move you ahead in the higher-ed/nonprofit space by being able to provide really customized messages to donors. DESelect really puts us in a place where we can compete with how consumers are going... --- ### Common Pitfalls in Salesforce Marketing Cloud - Part 1 > Learn about common pitfalls that most Salesforce Marketing Cloud users will face at some point in time in part 1 of our newest article. - Published: 2022-12-07 - Modified: 2025-01-08 - URL: https://deselect.com/blog/common-pitfalls-in-sfmc-pt1/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation, Time Management - Topic: Data Management, Time Management - Role: CRM, IT Common Pitfalls in Salesforce Marketing Cloud - Part 1 | DESelect When working with Salesforce Marketing Cloud there are a few common pitfalls that most users fall into at some point in time - at least if they are not aware of them upfront. Some of the problems are easier to debug, but others are quite a challenge, even for experienced users. Therefore this article highlights some of the most common ones, but as Marketing Cloud is a very flexible tool this is definitely not an exhaustive list, but stay tuned for part 2 of this article with even more pitfalls to watch out for. Retrieving a large number of data extension rowsWorking with excess of data from data extensions using AMPscript, there is a risk of running into problems that you don’t encounter during testing with a smaller test dataset. This is the case if you want to retrieve more than 2000 rows from a data extension using LookupRows for example, as there is a hard limit for performance reasons. To know if you could run into problems, there is an even better function that returns the number of rows a data extension contains (which is called DataExtensionRowCount), but it still isn’t possible to retrieve those rows using LookupRows or its several derivatives for ordered and/or case sensitive retrieval. Depending on the context you are retrieving and using the data, it might be a good idea to limit the returned rows nonetheless, which is possible using LookupOrderedRows for example.... --- ### What’s new in DESelect: December 2022 > This release provides access to more data, upgrades to your favorite tools, and helpful workflow enhancements to make your job easier. - Published: 2022-12-03 - Modified: 2024-01-06 - URL: https://deselect.com/releases/whats-new-in-deselect-december-2022/ - Categories: Releases, Product Releases Happy Holidays! It’s time to reveal what’s inside the last DESelect release of 2022. Our December release is packed with upgrades like access to more data, serious workflow enhancements, and helpful improvements that admin users will love. Shared Custom Values Expedite your process and remove redundant tasks. *Available for: the Advanced plan. Previously, when you created a Custom Value it was only available for one specific Selection. If/when you wanted to use that Custom Value with a different Selection this would have to be created again from scratch. This new feature allows admin users to create a “Shared” version of a Custom Value. Shared Custom Values will be available for all DESelect users to use on any Selection they want without having to set everything up again manually. For users with more complicated Custom Values (i. e. applying formulas & dynamic logic), this is truly a huge time saver – removing duplicate work for both you and your teammates. In the admin panel, a new navigation menu item is available called: Shared Custom Values. When creating a new Shared Custom Value, admin users can provide a detailed description about it, and select the type of Custom Value. Users can also view the description from inside a Selection by hovering over the Shared Custom Value. From there you can define it by choosing Data Extensions from a multi-select field, add criteria, and enter default values. Once you’ve set up a Shared Custom Value, all of the DESelect users within that... --- ### Report: 2023 State of Marketing Personalization > Get our free report on the state of marketing personalization, with insights, data, and trends so you can take advantage of new capabilities. - Published: 2022-11-24 - Modified: 2024-12-06 - URL: https://deselect.com/personalization-trends-report-2023/ - Categories: eBooks - Tags: DESelect, Marketing, Personalization, personalization trends - Topic: Customer Engagement, Personalization, Segmentation - Industry: Education - Role: CRM, Marketing Download this report to view the latest personalization trends other marketers are seeing across their audiences, customers, teams, and Marketing Cloud. Learn what strategies they are using to better relate to target audiences while maximizing campaign production. Report: 2023 State of Marketing Personalization Marketers overwhelmingly view personalization as essential to maximizing audience engagement and purchasing decisions, yet many struggle to fully utilize this resource. In this industry report, learn: How much time marketing departments spend on segmentation and personalization Where marketers are looking to complement their current teams with resources and automation that reduce reliance on time-consuming processes Best practices for maximizing personalization impact in Salesforce Marketing Cloud Download now to see how your industry peers are adapting. --- ### Alternatives to integrating data sources into SFMC > Learn about the alternative to integrating data sources into Salesforce Marketing Cloud in this newest article by DESelect. - Published: 2022-10-14 - Modified: 2025-01-06 - URL: https://deselect.com/blog/alternatives-to-integrating-data-sources-into-sfmc/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Marketing Automation, Personalization, Time Management - Role: CRM, IT AMPScript and CloudPages together give you possibilities to integrate with SFMC, but: Disadvantages are like API integration AMPScript is a proprietary Salesforce code library that is less known CloudPages can capture leads but, again, marketers are better off using CMS or drag-and-drop landing page builders. No-code integration solutions require no rare knowledge and allow users to connect to other no-code solutions. Native Connector (Marketing Cloud Connect) Integration Native connectors offer you a simplified standard way to integrate, but: The typical integration points are Sales or Service Cloud, not SFMC Developer dependency will cease but you’ll still require an admin Sync is not real-time Yet, no-code solutions for integration in SFMC connect with nearly every data point while syncing in real-time. FTP Integration FTP offers easy setup that digests large data volumes, but: It’s not secure, nor considered a best practice Syncing occurs in a batch (usually hourly) Lack of error notifications makes debugging time-consuming Alternatively, no-code SFMC integration is secure, supports more campaign types, and is monitored easily. Middleware (e. g. , MuleSoft) Integration Middleware is robust for large data volumes and offers real-time integration, but: The tech stack sits on enterprise level, not just in marketing They’re typically managed by IT No-code integration solutions enable marketers! Watch this video to learn more about alternative data integrations for Salesforce Marketing Cloud https://youtu. be/1SkTUR9VPp4 Anthony October 14, 2022 Thought Leadership All Customer Stories Stay Connected Stay Connected Subscribe --- ### From manually integrating data sources to marketing automation > Learn how to stop using manual integration of data sources and leverage marketing automation in Salesforce Marketing Cloud. - Published: 2022-10-14 - Modified: 2025-01-08 - URL: https://deselect.com/blog/from-manually-integrating-data-sources-to-marketing-automation/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Marketing Automation, Personalization, Time Management - Role: CRM, IT From manually integrating data sources to marketing automation Sometimes marketers request a data file for a campaign, upload the file, and then send an email to the resulting list. This has become uncommon yet still exists. Manual processes like these are slow and often induce error. The FileZilla interface when connecting the FTP to SFMC to do data imports and exports Fortunately, manual imports and exports have declined. With companies spending efforts on automated integration, efficiency and security continuously increase. The required volume and frequency of data synchronization is typically too high to do manuallyThere was a time when manual data extracts on every email campaign were possible. But going from monthly newsletters to more frequent mailings, that doesn’t work. You would have needed daily manual updates. Since that process requires significant work hours, it’s easy to see why it’s an efficient approach. Now, throw in factors like opt-outs. You would need to check these manually before each campaign. That would be too time-consuming and extremely stressful. Otherwise, this could lead to spam complaints. Also, we recommend that you avoid bought lists. Many countries forbid their use because of privacy regulations, and they can damage your sender reputation. How often should my data sync? How often your data should sync depends on the use case:If it is to build a report, a sync probably doesn’t need to happen more than the cadence of which you report, and a weekly batch sync might be sufficient. When you actively segment your database... --- ### How to connect your Salesforce Marketing Cloud > In this article, we're going to discuss how to connect your Salesforce Marketing Cloud to other data sources. - Published: 2022-10-14 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-connect-your-salesforce-marketing-cloud/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Marketing Automation, Personalization, Time Management - Role: CRM, IT From limited native connectors to more control and supported uses cases Companies using SFMC are likely to have Service Cloud or any of the other Salesforce cloud offerings. That means these companies might depend on native connectors built into SFMC. Marketing Cloud Connect is a well-known native connector that allows admins to integrate Service and Sales Cloud. Yet, they have limitations. Data doesn’t sync in real time. It takes about 10 minutes. Also, only “send data” can be sent back to SFMC. With non-native connectors, these limitations don’t exist. Why are these limitations such an issue? Marketers need to integrate non-Salesforce data sources too If you want to integrate Shopify, a non-Salesforce CRM, or a proprietary database, you’ll need either a programmer or software to manage these tasks. Are there non-Salesforce tools I should definitely integrate into SFMC? We observe that most marketing teams are well-served by having a drag-and-drop landing page builder, or some other form of CMS (Content Management System). Basically the no-code content enabling solutions out there (whereas DESelect is data enabling). Integrating these to SFMC, so you can trigger autoresponders, journeys, etc. can be a must. Other than Marketing Cloud Connect, are there other native connectors? Yes, there are native connectors out there for Salesforce products like Datorama, Salesforce CDP, and Social Studio, to name a few. Each will have various purposes. Therefore, the native connector varies accordingly. What if I don’t have other Salesforce products? Since there are no SFMC-native connectors... --- ### How marketers can become more technical without becoming technical marketers > In this article, we're going to find out how marketers can become more technical without becoming technical marketers. - Published: 2022-10-14 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-marketers-can-become-more-technical/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Marketing Automation, Personalization, Time Management - Role: CRM, IT From custom development to no-code integration for SFMC SFMC’s reputation for being somewhat technical still stands. The integration work still requires developers. Integrating requires knowledge of authentication, REST API, SOAP API, and sometimes SFMC’s proprietary scripting code, AMPScript, used in CloudPages. This difficult route requires developers who understand complex code stacks. That means marketers are dependent on technical resources. The dependency is synonymous with initial development costs, maintenance, support, and hosting. Fortunately, with DESelect, you can integrate without code. The result is: Marketing enablement instead of dependency No development cost Minimal maintenance Companies can deploy a no-code solution and go to market faster, which provides a critical advantage in a competitive landscape. What drives this trend? There is a shortage of technical resources If you have struggled to attract or retain developer talent, you’re not alone. There’s a global shortage of IT professionals and even more for data analytics, and companies are forced to look for other solutions. Source: McKinsey, “Beyond hiring: How companies are reskilling to address talent gaps. ” What if I do have access to technical resources? Chances are they are very busy. Think about what you could use them for if you could free up their time! In an interesting and somewhat entertaining twist of events, we had a case with a customer that demonstrated just how valued technical resources are these days. Context: When analyzing if DESelect is suited for a customer, we always build a business case together with them. Usually, we estimate... --- ### Save Time using DESelect > In this article, you can learn how DESelect Segment can save you time when you're working with Salesforce Marketing Cloud. - Published: 2022-10-12 - Modified: 2025-01-06 - URL: https://deselect.com/blog/save-time-using-deselect/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Segmentation, Time Management - Role: CRM, IT If you’re like me and already are proficient in SQL, when looking at DESelect, you might wonder, “What’s in it for me? ! ”. I did the same until I had a closer look into what the tool has to offer and how easy it is to use. Thinking about where the tool could help you even if you're not the one to use it also is interesting 😉No more spending hours on debugging and supportEven for those who are tech-savvy but not necessarily a developer or database person, some SQL queries can be difficult to write. Occasionally they may reach a point where they have a complex query that just doesn’t do exactly what they want, leading them to ask for your help. That’s just one example of what’s really in it for me - debugging SQL queries can be challenging even for someone experienced with SQL. Especially if you don’t know the underlying data or the exact use case, etc. So you find yourself switching from data extension to data extension, then data designer, then SQL activity, and talking to your colleague until you finally figure out what’s wrong. Not to mention then figuring out how you can help your colleague or client to achieve their goals. And all of that often takes nearly as much time as starting from scratch and writing the SQL query on your own. From a scalability perspective, that won’t work well if more and more colleagues start using data and having the... --- ### Why personalization is key and your average newsletter isn’t enough in a data-driven world > In this article, we're going to find out why personalization is key, and your average newsletter isn’t enough in a data-driven world. - Published: 2022-10-10 - Modified: 2025-01-06 - URL: https://deselect.com/blog/why-personalization-is-key/ - Categories: Thought Leadership - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Marketing Automation, Personalization, Time Management - Role: CRM, IT From newsletters to data-driven campaigns In the past, email marketing was easier. A simple welcome letter and regular newsletter would have sufficed. These were relatively easy from a data perspective. All you needed was a list of customers (or “data extension” in SFMC terms), provided by some form of CRM or a subscribe button on the website. That was it. Not anymore. These approaches jeopardized open rates, unsubscribes, and other not-so-successful metrics. Not to mention it left the opportunity for relevant messaging untapped. Today, marketers know how to segment commercial, behavioral, and transactional data to increase ROI with more targeted campaigns. Customers value experiences (and personalization is the key) Many businesses underestimate how much impact customer experience has on purchasing behavior. Salesforce research found out that 84% of customers believe customer experience is as crucial as the company’s products and services. Never before have customer experiences had such a large impact. But, to do it right, you’ll need good marketing creativity and data to serve your content in a timely, targeted, and personalized way.What are good ways to personalize?Go beyond “Dear John.” You’ll want the address and delivery info for an ecommerce business or dealer information for an automotive company.But that’s not all the demographic information you’ll need. Behavioral data tells the most. For example, a software vendor dropped the “Dear John” and relied solely on personalized content based on website visitor behavior. Based on clicks and form submits, users would enter journeys peppered with already high-scoring content.How do I get... --- ### What’s new in DESelect: October 2022 > Find out about updated waterfall selections, advanced data management, and improved error visibility in DESelect August 2022 release notes. - Published: 2022-10-03 - Modified: 2024-01-06 - URL: https://deselect.com/releases/whats-new-in-deselect-october-2022/ - Categories: Releases, Product Releases Happy October! We’re excited to announce a bunch of new features focused on increasing your efficiency and effectiveness as marketers. Many of the new features in this release have been highly requested and eagerly awaited by our customers so let’s jump right in. Introducing: Filter Sets Drive efficiency with Filter Sets *Available for: Plus and Advanced plans. Earlier this summer we released Data Sets, which allow you to combine multiple Data Extensions together (and way more) to remove technical barriers. Building on that feature, today we’re announcing Filter Sets – a power up that allows you to combine a group of filters as a template (predefined set of filters). Use Filter Sets to drive personalization and help your marketing teams leverage filters more effectively inside a Selection. Read more about how to use Filter Sets here. From the admin panel, there is a new section for Filter Sets. Admins can create Filter Sets by selecting an existing Data Set to associate it with. Anytime a user works with that Data Set, the new Filter Set will also be available. Admins can create multiple Filter Sets per Data Set; giving your marketers a flexible, and simple, workflow in Marketing Cloud. You can even pre-define the operators and values of the filters within a Filter Set as well! DESelect enables you to make this as broad or narrowly targeted as you need. From here your marketers can move lightning fast through their workflow. Using the structures that you put in place, they... --- ### Script Activity - The underrated SFMC powerhouse > Learn about script activity that you can find in Automation Studio, which is proved to be an underrated Salesforce Marketing Cloud powerhouse. - Published: 2022-09-28 - Modified: 2025-01-06 - URL: https://deselect.com/blog/script-activity-the-underrated-sfmc-powerhouse/ - Categories: Thought Leadership, Javascript, Marketing Cloud University - Tags: Data Management, IT, Marketing Automation, Time Management - Topic: Data Management, Time Management - Role: CRM, IT Perhaps you haven't heard about Automation Studio's script activity yet? Or maybe you're still wondering what you can do with it. You're not alone, as this powerful activity type's sorely underused. However, you'll appreciate its flexibility and power once you see what it can do. Many MVPs, Marketing Champions, and passionate power users swear by these activities and utilize them for complex situations otherwise requiring external software solutions. The basics You can find script activity in the "Activities" section of Automation Studio and add it to the automation workflow just like any other activity. As it can be utilized to run Server-Side JavaScript (SSJS) code, it bears all the capabilities of SSJS without the hassle of worrying about long page load times and how to schedule tasks. Furthermore, using a script activity avoids anyone guessing the CloudPage URL, as it's not accessible publicly. While it is a "Script Activity" and should therefore be clear to Marketing Cloud that it contains SSJS code, you must use a script-tag within the activity configuration just as you would on a CloudPage to indicate where the SSJS code is located: But what exactly can I do with it? Here are some examples of how you can use script activity:Interact with the Marketing Cloud API or SSJS Marketing Cloud functions to:Trigger other automations or activities within an automation. Run them on demand or as soon as a task is finished rather than the typical schedule. Dynamically create data extensions based on data fetched using your... --- ### Contact Count: Monitoring and Data Cleansing > Find out everything about the importance of your Contact count in Salesforce Marketing Cloud and data cleansing in our newest article. - Published: 2022-09-12 - Modified: 2025-01-06 - URL: https://deselect.com/blog/contact-count-monitoring-and-data-cleansing/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation, Time Management - Topic: Data Management, Time Management - Role: CRM, IT Contact Count - Monitoring and Data CleansingHave you already heard about the “Contact Limit” or “Contact Count” within Salesforce Marketing Cloud? Or have you been contacted by your Account Executive because you exceeded the allocated amount of contacts? In this article you will learn everything you need to know! What is the “Contact Count” and why is it important? In every Salesforce Marketing Cloud contract there are some key parameters that you as an administrator need to be aware of. Some of these parameters are static things like included Studios and features. But there are also usage based parameters like the “Super Messages”, “API Calls per Year” or the included “Contacts”. It is important to be aware of these limits in order to plan the usage based on campaigns, audience growth, integrations and everything else you are doing within Marketing Cloud. Knowing your limits and what usage you planned is also important as a “sanity check” for those numbers and knowing if a cleanup is required once in a while or as soon as you are contacted by your Account Executive because you reached the limits. You might ask yourself what is considered a contact and therefore counted toward this limit? And how are contacts different from subscribers? The Marketing Cloud documentation states the following:A contact in Contact Builder is an individual added to any contact database within your Marketing Cloud instance. A contact is also any other individual to whom you sent a message via any channel using Marketing... --- ### Connecting data through Contact Builder > Read the final article in the Contact Builder series where we're going to analyze how the data is connected in Contact Builder. - Published: 2022-09-06 - Modified: 2025-01-06 - URL: https://deselect.com/blog/connecting-data-through-contact-builder/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation - Topic: Data Management - Role: CRM, Marketing Marketing Cloud Connect and Contact Builder What is Marketing Cloud Connect (MC Connect)? MC Connect helps you synchronize your CRM data from Sales Cloud or Service Cloud to your Marketing Cloud. You do this through synchronized data sources, where you define which CRM "objects" (accounts, contacts, etc. ) need to sync to Marketing Cloud. These objects will then show as "synchronized data extensions" in Marketing Cloud. All Salesforce Marketing Cloud standard and custom CRM data are synchronized. However, the best practice is to sync only the data you need. Have a look at this Trailhead on how to implement MC Connect. Why is it useful for you? This feature allows you to create highly interactive and personalized messages to send to your customers using synchronized data sources from Salesforce CRM. Where can you find the synchronized data in Salesforce Marketing Cloud? In Contact Builder, Under Data Sources, you can choose Synchronized. Then, choose Set up Object and decide what data you want to synchronize with your Marketing Cloud account. (Here, you can choose entities to synchronize with Salesforce Marketing Cloud. ) After you choose CRM objects that you would like to synchronize with Marketing Cloud, you will see the CRM data in the Contacts overview. Be careful with defining new fields to the sync when merging your Salesforce Account. For instance, lookup fields can be transferred to Marketing Cloud. It's because those lookups are necessary to add that field you need and configure data relationships in the backend.... --- ### What does Contact Builder consist of? > Read the fourth article about Contact Builder in Salesforce Marketing Cloud. Learn everything about what Contact Builder consists of. - Published: 2022-09-06 - Modified: 2025-04-29 - URL: https://deselect.com/blog/what-does-contact-builder-consist-of/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: Data Management, Marketing Automation - Topic: Data Management - Role: CRM, Marketing Data DesignerData Designer is probably the primary tool in Contact Builder. You use this tool to view and manage contact data, aggregate a contact's demographic and behavioral data, and define how that data relates to a contact record. Businesses use the combined data to enrich the customer experience and serve them better. (An overview of 'Data Designer' within Contact Builder. ) Within Data Designer, data is stored using populations, attribute groups, attribute sets, and attributes. Attribute groups can be related to one another and your contacts using data relationships. (Attribute Group overview in Salesforce Marketing Cloud. ) Populations in Contact Builder in Salesforce Marketing CloudYou can use populations to categorize various distinct audiences in Contact Builder. Think of a population as the subset of the master list of people who could enter a journey. Consider having no more than three populations. You should never send a population directly; it's a database that is not sendable. That means the data you store in populations cannot immediately be used for sends. Firstly, you must send it to sendable data extensions. For instance, populations best benefit a company with a different model or structure for communicating with customers versus employees. Other Marketing Cloud apps, such as Journey Builder, MobileConnect, and MobilePush, can use the populations you create in Contact Builder. For example, in Journey Builder, you can create an abandoned cart journey for a customer. You can use the Customer population as the journey's entry contacts. Configure the journey to filter contacts... --- ### How to manage contacts in Contact Builder > Read the third article about Contact Builder in Salesforce Marketing Cloud. Learn how to correctly manage your contacts using Contact Builder. - Published: 2022-09-06 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-manage-contacts-in-contact-builder/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation - Topic: Data Management - Role: CRM, Marketing Manual contact creation in Contact BuilderImagine you're testing an email for a future campaign and would like to send a test email to a test contact. At this point, you might wonder if it is possible to create contacts in Contact Builder manually. Yes, you can. When you create a data extension in Contact Builder, you can later manually add records to that data extension. It's a quick way to make fake contacts that you can use for future tests. Performing such an exercise is one of the main (sometimes the only) reasons that non-admins need access to Contact Builder. Import activities in Contact BuilderYou use import activities to add new data to the extensions in Contact Builder. There are several opportunities to import data. For instance, if your file exceeds 20 MB, you must use the FTP option. Alternatively, you don't need to rely on FTP servers if your files are smaller. You can choose a CSV file from your computer or data from an existing data extension. You can find more instructions on how to use import activities in SFMC here. How to add a CSV file to a data extension in Contact BuilderAdding new data in a data extension in Contact Builder is similar to the one in Email Studio. Watch this video to learn how to import a CSV file with contact information in a data extension. https://www. youtube. com/watch? v=QJznmeaL6xI&t=314s Deleting contacts in Salesforce Marketing CloudWhy is contact deletion significant? At some point, your customers... --- ### Our dream team is going to Dreamforce > We're excited to announce that DESelect is attending Salesforce Dreamforce 2022. Meet us at the booth, watch a live demo, and just say hi. - Published: 2022-09-05 - Modified: 2025-01-08 - URL: https://deselect.com/blog/our-dream-team-is-going-to-dreamforce/ - Categories: Thought Leadership - Tags: Digital Innovation - Topic: Data Management - Role: CRM, Marketing Our dream team is going to Dreamforce | DESelect We're excited to attend the epic Dreamforce conference from September 20-22, and we'd love to see you at our booth. What's Dreamforce? Aside from being the world's largest software conference, this annual Salesforce conference has an off-the-scale list of guest speakers, including Matthew McConaughey, Jane Goodall, Magic Johnson, and Jennifer Hudson. The Red Hot Chilli Peppers are putting in an appearance alongside our very own rockstars, Anthony Lamot (CEO) and Jonathan van Driessen (CTO), supported by DESelect's EMEA and US team representatives. Billed as "more than just a conference," this incredible event focuses on education, inspiration, and giving back, focusing on having fun. Why might you attend Dreamforce? Aside from the fact that the Chilli Peppers are playing? ! ;) Well, for us, events like this offer a whole collection of opportunities, such as networking and building real-life connections, listening to motivational speakers and global thought leaders, and finding out about new apps and Cloud technologies. Finding our way to Dreamforce 2022After attending Connections in June and receiving overwhelmingly positive feedback from many marketers, attending this upcoming global event was a no-brainer. Dreamforce is a fantastic opportunity for us to connect with Marketing Cloud users, meet new friends and partners we met at Connections, and listen and learn from some of the world's brightest and best marketing minds. We're keen to leave our mark on this year's Dreamforce; hence our team will present at the event, which is exciting in itself.... --- ### Case Study: PON Automotive > We're happy to welcome PON Automotive among our clients. With DESelect Segment PON Automotive was able to save time and money for their ongoing personalization strategy. - Published: 2022-08-29 - Modified: 2025-04-07 - URL: https://deselect.com/case-study-pon-automotive/ - Categories: Success Stories - Tags: Automotive Saved time and money for their ongoing personalization strategy. Created huge efficiencies by way of our readymade in-tool segmentation templates. Made it easy for new team members to hit the ground running thanks to straightforward functionality. The challenges Speaking of Pon's ongoing personalization strategy, Thije explained what life was like for the company before DESelect. "In 2018, we began using Salesforce for our CRM. Nowadays, we engage in many initiatives using Salesforce, which continues to become more sophisticated. " He added, "With this comes more complex selection tasks for personalized one-to-one communication with our customers. We recognized that DESelect had the potential to simplify this process. With DESelect, the segmentation of our list management became much easier and faster. Also, the onboarding process in creating new customer selections went much smoother. " History of the companyPon Automotive started as a small-scale family business in 1895, becoming a market-leading trading firm and automotive retailer. Now operating globally, the company is the number one car importer in the Netherlands, with a significant market position in the US, representing Volkswagen, Audi, Seat, Škoda, and CUPRA, and luxury automotive brands such as Porsche, Bentley, Bugatti, and Lamborghini. Pon is also a strong player in bicycles, marine solutions, excavation, energy supply, flow control, and industry services. "It will be easier to onboard new colleagues in database marketing because SQL knowledge is not necessary with DESelect. " Thije BoksebeldData Analyst, Pon Automotive The results We were keen to learn why Pon chose to work with DESelect;... --- ### Contacts in Salesforce Marketing Cloud Contact Builder > Read the second article about Contact Builder in Salesforce Marketing Cloud. Get to know how what contacts are in SFMC and how to manage them. - Published: 2022-08-22 - Modified: 2025-01-06 - URL: https://deselect.com/blog/contacts-in-contact-builder/ - Categories: Thought Leadership - Tags: Data Management, Marketing Automation - Topic: Data Management - Role: CRM, Marketing What are "contacts" in Salesforce Marketing Cloud Contact Builder? A "contact" is a data record that contains contact information (like an email address or phone number) and to which other relevant data may be related (like personal details, demographic information, behavioral data). A contact ideally refers to a single person, although there may be situations where you end up with several contacts representing the same person. For instance, you may know a person by two email addresses for which two contacts exist. However, one of the advantages of Contact Builder is that it can help you build a single view of your customer. So ideally, your contacts represent one person. You may need to connect different pieces of contact information (like an email address or phone number) to the same contact in Salesforce Marketing Cloud. Because of this, it is a best practice to use a unique identifier, defined by a system or potentially by the business, as the Contact Key. How to identify contacts in Contact Builder? You can identify each contact in Salesforce Marketing Cloud Contact Builder with a unique Contact Key and Contact ID. The Contact Key and Contact ID are two sides of the same coin: You can define the Contact Key while Salesforce Marketing Cloud automatically generates the Contact ID. Using Contact KeysA contact is managed across different channels (like email or SMS) using a single Contact Key. Let's say you have a contact in Email Studio that you identify using her email address, and... --- ### Introduction to Salesforce Marketing Cloud Contact Builder > Read the first article in the series about Contact Builder in Salesforce Marketing Cloud. Get to know how to manage better manage your data in the platform. - Published: 2022-08-12 - Modified: 2025-01-08 - URL: https://deselect.com/blog/introduction-to-salesforce-marketing-cloud-contact-builder/ - Categories: Thought Leadership - Topic: Data Management - Role: CRM, Marketing Salesforce Marketing Cloud Contact Builder | DESelect What is Contact Builder in Salesforce Marketing Cloud, and for what purpose does it serve? Contact Builder is a Marketing Cloud app that you use to manage contacts and related data. You use Contacts to store demographic and behavioral information about individuals. The primary purpose of Contact Builder is to organize your contact data into a single customer view. Why would you use Contact Builder? Leverage information from any Marketing Cloud app for any contact as mentioned in this Trailhead;Design, map, and link data about your customers;Add synchronized data sources from Salesforce CRM to Salesforce Marketing Cloud using Marketing Cloud Connect (if applicable). With this single view of your customer, you take an essential step towards creating personalized and targeted campaigns. In other words, you can deliver a better customer experience. Who defines access to Contact Builder? You can assign several roles to users that grant them access to Contact Builder. These roles vary from having access to the app to permissions for more specific functions within Contact Builder. Typically, Marketing Cloud admins assign these roles. It is best practice to create a custom role for marketers (or other groups of users) who need access to Contact Builder, so you assign them relevant permissions. Why should you give someone access to Contact Builder? Various instances require Salesforce Marketing Cloud users to access contact data in Contact Builder. For example, for a marketing agency you hired to create templates in Content Builder, you would... --- ### Personalization techniques for SFMC from Marketing Champions > In our newest article, find out what Marketing Champions share about their favorite personalization techniques for Salesforce Marketing Cloud. - Published: 2022-08-12 - Modified: 2025-01-08 - URL: https://deselect.com/blog/personalization-techniques-for-sfmc/ - Categories: Thought Leadership, Marketing Cloud University, SFMC Community - Tags: Personalization - Topic: Personalization - Role: IT, Marketing Personalization techniques for SFMC | DESelect Personalization is critical for any successful marketing campaign, so in our hunt for more pro tips, we asked a couple of experts to share some of their personalization techniques for SFMC. Here's what they had to say. Swati Bhalla, Sr. Specialist Email and Digital Channel at SalesforcePersonalization in SFMC is something every marketer dreams of, and we have many ways to personalize content and reach your audience at the right time with the right message. Here are just a few personalization tools at your disposal:Personalization string. AMPscript. Einstein. Dynamic Content module. I want to focus on the Dynamic Content module and how it helped me increase an open rate by 27% (and CTR by 4%) in just 30 days. What is a dynamic content block? A content block allows you to tailor your email campaign so that different contact groups receive different content, specific offers, images, copy, or calls to action. For example, you can send one campaign with multiple targeted messages for various customer groups. How I used itWe were running a loyalty program campaign where all the members received similar content despite their loyalty level (e. g. , whale, elephant, rhino. etc. )We used a dynamic content block to tailor the content based on each loyalty level, personalized images, the sender's signature, and subject lines. We also used Einstein features for the campaign to understand the best open time for our audience, thus targeting them better. Having witnessed great results, we are... --- ### What’s new in DESelect: August 2022 > Find out about updated waterfall selections, advanced data management, and improved error visibility in DESelect August 2022 release notes. - Published: 2022-07-28 - Modified: 2023-04-11 - URL: https://deselect.com/releases/whats-new-in-deselect-august-2022/ - Categories: Releases The DESelect team has been looking forward to this release with many eagerly requested features finally here and ready for you! This August we’re introducing several features and UIUX enhancements designed to keep your workflow smooth, simplify data management, and empower Admin users. Building, revising and managing Waterfall Selections is now easier, and faster, than ever. Waterfall Selections (a series of Selections with Target Data Extensions that run sequentially) play an important role in maintaining high performance and reducing the risk of time-outs in Marketing Cloud. Oftentimes, Waterfall Selections consist of several dozen, or hundreds, of different steps. As you build versions with more complexity, validating the contents of an individual Selection inside a Waterfall can be challenging. Opening Selections *Available for: the Advanced plan. Now, brand new UI/UX improvements allow users to click into, and access, an individual Selection from the Waterfall Selection page: When viewing a Waterfall Selection, you’ll notice the orange Selection icons are now interactive. If you hover your mouse over the icon, you can click to open, and access, that specific Selection. This will take you directly to the Selection Criteria Page where you can edit anything about that Selection. When you’re finished editing/reviewing, a new “Go Back” button brings you right back to where you left off on the Waterfall Selection page. Creating New Selections *Available for: the Advanced plan. Users can now click on the “Create New Selection” button inside the Waterfall Selection page to generate a brand new Selection starting from... --- ### Personalization hacks in Salesforce Marketing Cloud > Find out the best personalization hacks in Salesforce Marketing Cloud from Marketing Cloud champions in our newest article. - Published: 2022-07-11 - Modified: 2025-01-08 - URL: https://deselect.com/blog/personalization-hacks-in-salesforce-marketing-cloud/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: Personalization - Topic: Digital Innovation - Role: Marketing Personalization hacks in Salesforce Marketing Cloud | DESelect Why are marketers obsessed with personalization? There are three burning reasons:It's the opportunity to have one-to-one interactions with each customer. From the customer's perspective, it feels much more like we (brands) are listening to them, welcoming their engagement. In preparation for a cookie-less world, you really should know your customer. We spoke with Marketing Cloud professionals to understand their go-to solutions for personalization in SFMC. Here are the tips they shared. Aman BatraDirector at Genetrix Technology and Salesforce Marketing ChampionIt's not too late"First-party data is always reliable for segmentation and personalization. But sometimes, lacking first-party data can become a pain for marketers. That's the best time to do some out-of-the-box thinking. While working for a healthcare client, we wanted to send an email to a set of contacts. The email was to have the location of a nearby medical facility. But the dataset we were going to target did not contain location information. After some investigation, we found that this data set had already received some promotional and transactional emails in the past month. The automation studio tracking extract came to the rescue. We ran a tracking extract for the last three months and included geo-location. The extract came to the FTP, and we imported it back into a Marketing Cloud data extension. As expected, the extract had most of our target contacts and their geo-information like IP Address, Region, Country, City, Latitude, Longitude, Metro Code, and Areacode. We successfully used this... --- ### DESelect is coming to Salesforce Connections 2022: Our experience > In this article, we're sharing DESelect's experience attending Salesforce Connections 2022 and give tips for SFMC users who want to attend this event. - Published: 2022-06-16 - Modified: 2025-04-29 - URL: https://deselect.com/blog/deselect-is-coming-to-salesforce-connections-2022/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Topic: Digital Innovation - Role: Marketing What is Salesforce Connections? Connections is the biggest Salesforce Marketing Cloud event that brings marketing, commerce, and digital professionals together — to inspire, educate, and connect. The event creates an excellent opportunity for Salesforce professionals to network and learn together. Salesforce Connections 2022 was happening live for the first time since the COVID-19 pandemic and was streamed via Salesforce+ for thousands of people dialing in from distant locations. Why is it important to everyone who uses SFMC? In comparison to Dreamforce, Connections is the most significant event that unites Marketing Cloud professionals alongside MuleSoft and Tableau users. Therefore, the event offers an excellent opportunity to meet all professionals in person, learn about updates in Marketing Cloud, and get to know new vendors. The event is invaluable for those wishing to create a footprint in the SFMC ecosystem actively. Our way to connectionsWe've closely observed every Connections event since 2020, and it's remarkable that after only two years, we're attending in person, where we had the pleasure of presenting. We've built a fantastic cross-Atlantic team dedicated to helping Salesforce customers with their segmentation and data integration needs in just two years. What was it like for us? Chicago is an incredible city, and attending this event was a phenomenal experience. Over 4,500 customers and potential customers attended, and another 3,000 Salesforce people. We had a big booth, well located in the space. We had a lot of interest from attendees, so the team constantly talked with people about what DESelect is... --- ### On the crossroads between Audience Builder and CDP > Find out what's the best segmentation solution for Salesforce Marketing Cloud: Audience Builder, CDP, or DESelect. - Published: 2022-06-14 - Modified: 2025-04-29 - URL: https://deselect.com/blog/on-the-crossroads-between-audience-builder-and-cdp/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Topic: Digital Innovation - Role: Marketing What to choose when it comes to segmentation in SFMC? When it comes to Salesforce Marketing Cloud, it's not uncommon for marketers to find themselves unsure of what decisions to make that best suit technology to their business needs. Many users facing audience segmentation problems are offered native addons like Audience Builder or a novel product like Salesforce CDP. In this article, we'll do a comparison between Audience Builder and CDP to help users in the market for segmentation make a choice that best suits them. Let's start with the basics: Audience Builder - what is it? Audience Builder helps users build a single customer view by integrating data from any source with robust contact management. With Audience Builder, you can segment subscribers in a drag-and-drop interface using any combination of attributes. It utilizes an external non-relational database to build segments much easier and faster than using data filters or SQL in SFMC. (example of an Audience Builder UI) Where does the data come from? The tool allows you to use data from any of your sources (e. g. Sales Cloud, Service Cloud, web analytics, and offline data), to truly expand your customer view. What problem does it solve? Audience Builder also allows you to manage the complexities of your data, by transforming raw information into marketer-friendly and usable data, whereby you can quickly find and use key attributes to personalize customer conversations of any size and in any channel. The tool allows you to filter data from multiple sources instantly.... --- ### What’s new in DESelect: June 2022 - Published: 2022-06-06 - Modified: 2022-10-12 - URL: https://deselect.com/releases/whats-new-in-deselect-june-2022/ - Categories: Releases Summer is finally here along with powerful new features from our team. DESelect proudly opened the door to non-technical marketers by ending the technical dependencies around SQL. We also take pride in equipping technical marketers with tools that increase work efficiency and campaign precision in Marketing Cloud. Today we’re taking this even further: Introducing: Data Sets A performance optimizing game changer for all marketers. *Available for: Plus and Advanced plans. “Do less, better” is a popular phrase here at DESelect. It’s the spirit behind our ambition to build tools to help marketers scale their impact by getting more done with less work, and in less time. Until now, taking full advantage of Marketing Cloud’s capabilities depended on a technical leader who understands data modeling and the technical relationships between their data. It’s easy to see how this hinders the performance of marketers. We built this to set marketers free to do what they do best while simultaneously improving campaign performance. Even still for our technical folks, Data Sets gives you a faster workflow with far less clicks and speedier results. --- ### What to follow at Salesforce Connections 2022? DESelect recommendations  > Discover the best events to follow at Salesforce Connections 2022. DESelect has carefully curated a list of the best events to follow this year. - Published: 2022-05-30 - Modified: 2025-01-08 - URL: https://deselect.com/blog/what-to-follow-at-salesforce-connections-2022/ - Categories: Thought Leadership - Topic: Digital Innovation - Role: Marketing What to follow at Salesforce Connections 2022? | DESelect This year, Salesforce fans can look forward to an incredible line-up of talks and presentations at Salesforce's Connections 2022. The event promises to be so packed that we'll have to plan carefully to ensure we don't miss out. Trailblazers visiting Chicago will have the ability to create their schedules based on the sessions calendar. Online viewers can subscribe to sessions and stream event content via Salesforce+. To avoid getting lost in the maze of options, we've identified what we believe to be the main session themes. Namely, they are personalization, data privacy, omnichannel marketing, and data management. Since we strive to make life easier for data marketers, we've selected a series of sessions that we suggest you attend centered explicitly on data management and strategy. We think it's important to understand the power of data and its significance to the modern marketer. Becoming >Creating a Data Strategy to Maximize Marketing OutcomesDelivering Omni-Channel, Real-Time, Personalization at ScaleMarketing Automation Made Easy with Automation StudioThe Future of Marketing in Privacy-Safe EnvironmentsUnleash the Power of Your DataBuild Your Own Marketing Cloud PracticeAnother significant subject we're keen to highlight is the series of events around email marketing. Contrary to popular belief, email marketing is neither dead nor retired. Moreover, it's a valuable channel for communicating with relevant audiences. To maximize your marketing campaign results, we recommend the following email marketing sessions at Connections 2022:Email Marketing Best Practices and InnovationsHow to Maximize Subscriber Growth with Hyper-PersonalizationA Once-in-a-Lifetime... --- ### Accenture Partner Success Story > Read Accenture partner success story to find out about successful DESelect implementation of yet another Salesforce Marketing Cloud company. - Published: 2022-05-16 - Modified: 2025-04-07 - URL: https://deselect.com/accenture-partner-success-story/ - Categories: Success Stories - Tags: IT, Partner Story It’s with great pleasure that we share yet another partner story with you, this time from one of the world’s leading strategic consultancies, Accenture. Accenture is a global professional services company with leading capabilities in digital, cloud, and security. Combining experience and specialized skills across more than 40 industries, they offer Strategy and Consulting, Interactive, Technology, and Operations services—all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Their 537,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. In a recent discussion, our CTO Jonathan spoke to Jeroen Milewski, Marketing Cloud & Pardot expert, at Accenture. Jeroen works specifically with Accenture’s sales & marketing automation platforms, including Salesforce Marketing Cloud and Pardot, and has a great deal of experience working with complex data marketing projects. Jeroen explained how Accenture recently helped onboard one of their clients using DESelect. Before DESelect Accenture’s client had once used a relatively old platform, handling basic segmentation, which was quite simple, and in fact, did not require any SQL knowledge to use the tool. In 2018, they switched to Marketing Cloud but didn’t immediately use the system. It was when they began using SFMC much later that the problems arose, as they suddenly had a large number of daily and weekly queries to handle. With so many queries scheduled, there was a need for campaign-specific data segmentation, but it became clear that SFMC handled segmentation differently from their old tool.... --- ### American Ceramic Society Customer Success Story > Read American Ceramic Society Customer Success Story and learn more about a successful implementation of DESelect. - Published: 2022-05-16 - Modified: 2022-08-23 - URL: https://deselect.com/american-ceramic-society-customer-success-story/ - Categories: Success Stories - Tags: Non-profit The American Ceramic Society (ACerS) is the hub of the global ceramics community, trusted and respected for its ceramic materials & applications knowledge. They aim to advance the study, understanding, and use of ceramics to benefit their members and society. With more than 10,000 members from over 70 countries, membership data & communication is crucial to the organization. And so they've turned to DESelect to help them. We first spoke to the society's IT Director, who was keen to introduce us to the marketing team. During a recent interview, we spoke to Kameron Haines, Marketing Manager, responsible for membership marketing and group liaison between Salesforce Marketing Cloud and DESelect. "DESelect is great," explained Kameron, "because it allows us to utilize (and market to) comprehensive and filtered databases without the need to memorize or learn SQL. It's been a great tool for that very reason! " As is so often the case with DESelect clients, Kameron explained that he had minimal SQL knowledge in technical terms. Kameron went on to describe how before discovering DESelect, the American Ceramic Society (ACerS) had just recently begun using Marketing Cloud. "I had no idea how we would implement Salesforce data other than utilizing our IT Director for SQL and slowly learning the process," he said. With no personnel able to effectively use SQL, ACerS had a problem to solve, as Kameron explained: "DESelect helped with the issue of not having a dedicated person on staff who was fluent in SQL. The... --- ### How can you improve customer experience with personalized data in SFMC? > Download our free ebook now to learn how to improve the customer experience with personalized SFMC data - Published: 2022-04-11 - Modified: 2024-12-06 - URL: https://deselect.com/improve-cx-with-personalized-data-sfmc/ - Categories: eBooks, DESelect best practices, Marketing Cloud University, SFMC basics - Topic: Customer Engagement, Personalization, Segmentation - Industry: Education - Role: CRM, Marketing Read this eBook to find out how to improve customer experience with personalized data in Salesforce Marketing Cloud. Inside you'll find real-life personalization scenarios that are ready to use in SFMC. eBook: Data driven personalization Get your copy of our eBook and find out how you can improve customer experience with personalized data in Salesforce Marketing Cloud Download the eBook We've been collecting data for years, and while more recently, there've been considerable advances in data science and marketing, we still continue to gather data en masse, often because "we can. " The truth is that companies collect too much data. 18% of companies are using 20 or more data sources for decision-making. Our survey results indicate that this figure will grow in the future. The questions to consider here are why are we collecting the data we collect? Have we truly defined its purpose, or is it a "just in case" scenario? Or do we simply not know? Organize your Salesforce Marketing Cloud to improve your ROI According to the Salesforce State of Marketing Report (7th Edition), marketers expect a 40% increase in the number of data sources they use between 2021 and 2022. This is a whopping increase that will bring new challenges to companies' data strategy. It will also naturally lead to companies holding inconsistent data problems with data governance and management that may well result in security breaches. Pro tip: Count the data sources your company is collecting. We guess it's more than 20. Then take a moment to ask three fundamental questions: Do you utilize this data to its full potential? What is your goal in collecting all of this data? Are you satisfied with the... --- ### What’s new in DESelect: April 2022 > This is a DESelect April ’22 Release. Learn more about time zone conversions for filters, naming new selections, before creating them, and more. - Published: 2022-04-04 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-april-22/ - Categories: Releases, Product Releases Get more time back in your day with DESelect. That’s not an April Fools’ joke! It’s no secret that our no-code products already help thousands of marketers unlock the full power of SQL for more effective marketing campaigns. Today we’re excited to share several enhancements focused on more productive workflows, and making it all happen in less time! Let’s take a look at what’s new: Faster workflow: naming new Selections, before creating them Who doesn’t want to do more in less time? Nobody wants a missing-name error to disrupt their flow in Marketing Cloud or cause a delay. That’s why we’re launching a new workflow making it impossible to forget to name a new Selection; thus, eliminating missing-name errors. Here are the new upgrades making this happen: New modal window that allows users to name a new Selection and choose which folder to store it in. The newly created Selection name auto populates on the next screen, which is still editable. While the user types the new Selection name on the new modal window, DESelect simultaneously loads the Selection Criteria page for faster loading. How does the new Selection-creation workflow help me? The new workflow means you spend less time working in SFMC, accelerate campaign execution, and produce results for your clients and teams sooner. Ending disruptive missing-name errors means a less complicated process overall, and a happier day at work using DESelect with Salesforce Marketing Cloud! Searching for Target Data Extensions is now easier than ever. If you’ve ever... --- ### Trends for Salesforce Marketing Cloud in 2022 > Find out about the top trends for Salesforce Marketing Cloud in 2022. New features, what to watch out for, and more. - Published: 2022-03-18 - Modified: 2025-01-08 - URL: https://deselect.com/blog/sfmc-trends-in-2022/ - Categories: Thought Leadership - Topic: Digital Innovation - Role: Marketing SFMC trends in 2022 | DESelect In 2022, Salesforce Marketing Cloud releases will be synced with Salesforce releases, making it easier to follow the market updates and better promote an omnichannel approach to using Salesforce products. With this article, we took the liberty to predict the development trends for Salesforce Marketing Cloud. AI advances AI has played a part in marketing for quite some time now, including SFMC. We predict that in 2022 it will become a general practice to use tools like Einstein Analytics. Some Salesforce professionals expect an emphasized use of Einstein in 2022. Even the recent SFMC release hints so too. Its new feature allows using Einstein Send Time Optimization for your bulk and batch send emails from Automation Studio. This feature sends the emails to your contacts at the best predicted time for each individual to maximize engagement. Another exciting update is Einstein Engagement Scoring for Email, which predicts five types of engagement scores for each consumer contact within each customer's business unit. Predictions include email opens and clicks, subscriber retention, web conversion, and overall engagement. More power to the AI helps marketers personalize at scale while using technology. Privacy concerns With the new GDPR and the introduction of VCDPA (a new privacy policy for Virginia), it's becoming more difficult for marketers to rely on third-party data and even tools like Google Analytics. In 2022, we expect to see a decline in Google Analytics usage by European marketers and a search for GDPR-compliant alternatives. It's safe... --- ### DESelect February ’22 Release: Scheduling of waterfall selections and moving around selected data extensions > This is a DESelect February ’22 Release. Learn more about scheduling waterfall selections and moving around selected data extensions. - Published: 2022-02-07 - Modified: 2022-03-07 - URL: https://deselect.com/releases/deselect-february-2022-release/ - Categories: Releases It is the first release of the year so let's make it interesting! As you may already know, DESelect loves to bring customer's ideas to life. And so, we are introducing 2 new powerful functionalities that come by popular demand: scheduling of waterfall selections and moving around selected data extensions. Let's get started! Scheduling of waterfall selections Available in: DESelect Segment AdvancedAs you know, waterfall selections allow you to run a series of selections one after the other. Furthermore, this feature also allows you to split huge selections into smaller ones. This itself already eliminates the risk of getting a timeout, but, until now, you can only run it manually. We know that many of you wanted to automate running your waterfall selections just as you do with regular selections. For this reason, we have developed scheduling of waterfall selections. With this, you will be able to schedule your waterfall selections to run at night or before your day starts, ensuring you have the updated data on your data extensions ready to be used. How can you schedule your waterfall selection? Easy! Follow the below steps. Open the waterfall selection to which you want to apply the schedule setting. Click on the scheduling icon. 3. Switch on the toggle to enable the setting. 4. Optionally, you can change the preferred timezone of when you want to run the selection by choosing the 'Select a timezone' dropdown. 5. Choose between: Once - set... --- ### How to understand behaviors, preferences, and sentiments to personalize the customer journey > Learn how to understand behaviors, preferences, and sentiments to personalize the customer journey in Salesforce Marketing Cloud. - Published: 2022-02-01 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-personalize-customer-journey/ - Categories: Thought Leadership - Topic: Personalization - Role: Marketing In North America and Europe, shoppers want brands to personalize their experiences based on their purchase history (26%) and interests (21%). That said, knowing your customer improves your relationship and leads to a longer lifetime value (LTV). This article focuses on understanding behaviors, sentiments, and preferences to personalize the customer journey. I. e. , the three pillars that underly all successful customer journeys. How to understand behaviors to personalize the customer journey Behavior segmentation Behavioral segmentation is a customer segmentation based on customers' behavioral patterns as they interact with a company or make a purchasing decision. It allows businesses to divide customers into groups according to their knowledge of, attitude towards, use, or response to a product, service, or brand. Behavior segmentation reflects how your customers decide to purchase from you. Although you need to observe how an individual makes these decisions, there are also common patterns in this behavior. For instance, the COVID 19 pandemic has changed the way customers make purchases. Due to the pandemic, behavioral patterns have shifted from a physical to a digital world. For instance, grocery shopping is often done online, and since many gyms got closed, the demand for exercising at home has risen. You can segment behavior in several ways. For example, occasion-oriented behavioral segmentation is when a customer purchases a product for a specific occasion. It may then be repeated or never happen again. Usage-oriented segmentation observes the number of times the consumer uses the product, whether heavy, moderate, or minor. Loyalty-oriented... --- ### Data Extensions or Lists: Which is best to store data in Salesforce Marketing Cloud? > Find out about benefits of Salesforce Email Studio Lists and Data Extensions. What's the best Salesforce email format? - Published: 2022-01-11 - Modified: 2025-01-06 - URL: https://deselect.com/blog/data-extensions-vs-lists-sfmc/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: Data Management - Topic: Data Management - Role: CRM, Marketing - Department: CRM & Marketing Automation Teams - Use Case/Benefit: Data Management Storing subscriber data in Salesforce Marketing Cloud can be trickier than most marketers expect. As a versatile and powerful tool, SFMC offers more than one way to store subscriber lists or data within data extensions. This article intends to help you determine the best method for storing your data in the Marketing Cloud. What kind of data can be stored? Just about anything! Purchases, accounts, orders, types of products, and even personal data such as birthdays, email addresses, etc. These specific pieces of information can be combined to craft highly personalized points of communication, ensuring optimal customer engagement. While Marketing Cloud can be much more than just a data warehouse, its storage capabilities should not be overlooked for your future marketing campaigns. Before looking for data storage solutions, marketers should first define which type of data model their marketing campaigns and operations require: 1-to-1 or 1-to-many. For example, if there is one email address and one Subscriber ID that relates to this email, it's 1-to-1. On the other hand, if there is the need to relate this Subscriber ID to the purchase information, it would be 1-to-many, given that one subscriber can make several purchases. segmentation best practices, data extensions are preferred for 1-to-many data models. Critically, they allow marketers the option to create granular segments of their audiences through SQL queries, a process not possible with lists. In order to segment their audiences using lists, marketers would need to take the time to create several different lists. In short,... --- ### DESelect opens new office in Austin, Texas > The MarTech company expands its presence to North America as an extension to its HQ in Belgium - Published: 2021-12-21 - Modified: 2024-02-21 - URL: https://deselect.com/press/deselect-opens-new-office-in-austin-texas/ - Categories: Releases, Company Updates - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation, Saturation Control, Segmentation - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Saturation Control, Data Management, Segmentation The MarTech company expands its presence to North America as an extension to its HQ in BelgiumANTWERP, Belgium, Dec. 20, 2021 /PRNewswire/ -- DESelect, a leading solutions provider of marketing data enablement for Salesforce, is expanding its- facilities to better serve the US market by opening a new office in Austin, Texas, in the Domain area. DESelect was founded in 2019, and its head office is in Antwerp, Belgium. The expansion is part of DESelect's growth acceleration plan. It has reached two significant milestones in 2021, crossing the $1,2M ARR threshold in less than two years and securing a $5. 5M seed investment round from key investors in North America and Europe. Additionally, this year, DESelect has launched a new search engine fully integrated with SFMC. The new product, DESelect Search, is available in AppExchange, Salesforce Marketing Cloud's marketplace. The new footprint in the US brings DESelect closer to its US-based customers and provides room to grow and deepen its presence in the market as it continues to expand its team. The new office will add 30 jobs in sales, marketing, and HR over the upcoming 12 months to support key roles within the company. To learn more about the vacancies at DESelect, visit the Careers Page. DESelect successfully serves several US brands, including Emerald, Florida Prepaid, Ceramics Society, PLI, and more. To learn more about DESelect customers, read the Customer Success Stories. DESelect is an official partner to Salesforce Marketing Cloud, and the new location addition will facilitate more collaboration opportunities between both parties. "Over the past two years, we have witnessed great success with... --- ### DESelect Dec ’21 Release: Folders for available data extensions, selection templates and descriptions, and improved date filters > This is a Dec ’21 Release. Learn more about folders for available data extensions, selection templates, descriptions, improved date filters. - Published: 2021-12-02 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-dec-21-release/ - Categories: Releases, Product Releases It's that cold snowflakes season and DESelect is introducing some new cool features: folders for Available Data Extensions, selection templates, and descriptions, and improved date filters. Let's dive in! Folders for Available Data Extensions Available for: DESelect Segment Enable, DESelect Segment Plus, DESelect Segment Advanced Being able to search for the data extensions that you need using a search bar is indeed very handy. However, this also requires you to know the name of the data extensions that you need. What if that is not the case? In some instances, you might not remember or know the name of the data extensions. In addition, you might find yourself in an organization that uses too many data extensions and you are not sure which one to use. To ensure that DESelect covers those instances, we offer you folders for Available Data Extensions. Now, besides the search function, you can also browse for the data extensions you need through your folder structure. Just simply click on the funnel icon next to the search bar under the Available Data Extensions section and a modal will appear with the folder structure where you can navigate and browse for data extensions. Read more about Folders for Available Data Extensions in our support portal. Selection templates and descriptions Available for: DESelect Segment Plus, DESelect Segment Advanced As you know DESelect is very fond of collaborating with customers and this new feature is one of the interesting ideas brought up by our customers. With this release, you... --- ### Data Segmentation Tools, a Comparison of Salesforce Marketing Cloud Solutions > Most effective data segmentation tools for Salesforce Marketing Cloud (SFMC). A comparative analysis between top solutions. - Published: 2021-11-25 - Modified: 2025-04-29 - URL: https://deselect.com/blog/data-segmentation-tools/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: campaign optimization, Segmentation - Topic: Segmentation - Role: CRM, IT, Marketing - Department: Marketing Leadership, Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams, Marketers - Use Case/Benefit: Segmentation Marketing teams must find efficient and effective methods to reach their audience quickly for every campaign they launch. Salesforce Marketing Cloud (SFMC) segmentation tools make collecting this data easier than ever. Data Segmentation Tools, a Comparison | DESelect Marketing teams must find efficient and effective methods to reach their audience quickly for every campaign they launch. Salesforce Marketing Cloud (SFMC) segmentation tools make collecting this data easier than ever. You basically have three solutions available:No-code solutions, like using SF filters, SF Reports, or Excel, to name a fewCoding solutions, like SQL, Query Studio, or SASHiring external help, like full-time employees (FTE) or system integratorsChoosing the best audience segmentation approach for your organization means knowing the advantages and disadvantages of each of these solutions. This in-depth guide will give you all the information you need to decide which segmentation tools will work best for you and your marketing team. What are the Key Features of SFMC Segmentation Solutions? Here are some of the features of SFMC segmentations tools you should check:Ramp-up time & ImplementationThe amount of time it takes to prepare and integrate the segmentation tool into your current campaign module. Knowing the amount of time required to complete this process is vital to determine which tool will work best for your organization. Data storageThe amount of data storage you need will determine which solution is best for your audience segmentations. Furthermore, consider whether additional storage costs are acceptable if you need to scale up as your leads list grows. Experience/Skills RequiredThe skill level of the marketer running these segmentation tools will affect the time it takes to launch a campaign. It will also affect costs, as these tasks take away from... --- ### Marketing Champions Spotlight - Vicki Moritz-Henry > Interview with Salesforce Marketing Champion 2021 Vicki Moritz-Henry, learn more about the Salesforce Certified Instructor and Freelance Consultant. - Published: 2021-11-25 - Modified: 2025-01-08 - URL: https://deselect.com/blog/marketing-champions-vicki-moritz-henry/ - Categories: Thought Leadership, Marketing Cloud University, SFMC Community - Tags: Heroes of Marketing Cloud - Topic: Learning - Role: CRM, Marketing We decided to find out what makes a Salesforce Marketing Cloud marketer a real Marketing Champion. To gain some insight, we spoke with Vicki Moritz-Henry, a Salesforce Certified Instructor who was previously a Freelance Consultant for Salesforcemums. Vicki Moritz-Henry in the Spotlight | DESelect We decided to find out what makes a Salesforce Marketing Cloud marketer a real Marketing Champion? To gain some insight, we spoke with Vicki Moritz-Henry, a Salesforce Certified Instructor who was previously a Freelance Consultant for Salesforcemums. Vicki shares her inspiring story about making it as a Marketing Champion with no educational background in marketing! We are sure that her experience will inspire you. How did you start your journey with SFMC? I’ll let you in on a secret - I actually didn’t have a background in marketing before starting to learn SFMC. I had a few years of experience on the core Salesforce platform learning different products such as Experience Cloud (Community Cloud back then). I had been leading our Admin courses at Supermums. We wanted to be able to support our trainees as they continued their journeys, and so many had a marketing background, so SFMC seemed the way to go. I’m so glad we did because it has been an amazing journey, and I can now proudly say that we’ve helped grow the SFMC community. Which feature in Salesforce Marketing Cloud is your favorite and why? This may be a pretty common answer, but I have to go with Journey Builder here. It’s the tool that makes Marketing Cloud stand out from other marketing automation tools, and there are endless possibilities. You can make such rich and complex journeys to tailor content for your customers on any channel, making it... --- ### MarTech scaleup and Salesforce partner, DESelect, raises $5.5M seed round to expand in the USA > DESelect, a MarTech scaleup has successfully raised a $5.5 million seed round in less than two years since its incorporation. - Published: 2021-10-30 - Modified: 2024-02-21 - URL: https://deselect.com/press/deselect-raises-seed-round/ - Categories: Releases, Company Updates - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation, Saturation Control, Segmentation - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Saturation Control, Data Management, Segmentation ANTWERP, Belgium, Oct. 28, 2021 /PRNewswire/ -- DESelect, a MarTech scaleup has successfully raised a $5. 5 million seed round in less than two years since its incorporation. The funding is aimed to speed up DESelect's global expansion. The official Salesforce partner is specialized in offering marketing data enablement solutions for Salesforce Marketing Cloud. The lead investor of the just-completed capital round is Adjacent, a New York-based investment fund. Federico Larsen, the Co-Founder of Copado which recently announced reaching "unicorn status", as well as the founders of Showpad are among a number angel investors who also joined the round. DESelect's flagship product, DESelect Segment, helps marketers segment their data in Salesforce Marketing Cloud (SFMC) seamlessly and autonomously with its user-friendly features, which are fully integrated with SFMC. Its flagship product, DESelect Segment, enables marketers to launch campaigns 23% faster and reduce time spent on managing data by 52% on average. Recently, the platform expanded its range of products with DESelect Connect, a code-free solution to integrate external data sources. As well as DESelect Search, a free search engine embedded in the Marketing Cloud to help its users instantly find any object or data extension. Not a long while ago, DESelect announced surpassing an Annual Recurring Revenue (ARR) of €1 million. World-renowned brands such as Volvo Cars Europe, HelloFresh, and T-Mobile are among DESelect's growing list of clients. Joining the new board of directors is Nico Wittenborn, the founder of Adjacent. He will be joining the DESelect founders, CEO Anthony Lamot and CTO Jonathan van Driessen.... --- ### Marketing personalization in SFMC > An intro to Marketing Personalization in SFMC using data and How to personalize your marketing campaigns with data in Salesforce Marketing Cloud? - Published: 2021-10-27 - Modified: 2025-01-06 - URL: https://deselect.com/blog/marketing-personalization-sfmc/ - Categories: Thought Leadership, AMPscript, Marketing Cloud University, SFMC basics - Tags: Data Management, Personalization, Segmentation - Topic: Personalization - Role: Marketing, IT - Department: Cloud Admins, IT & Data Teams, Marketers - Use Case/Benefit: Segmentation A survey created by Think with Google mentions that 90% of marketers think that marketing personalization significantly contributes to business profitability. How to personalize your marketing campaigns with data in Salesforce Marketing Cloud? A survey created by Think with Google mentions that 90% of marketers think that marketing personalization significantly contributes to business profitability. Yet still, 58% of consumers say brands send them items that they don’t want. When it comes to personalization, it takes time to recognize the problem and act upon solving it. The question that marketers can ask themselves is where to start? And our answer will always be — start with data. Let’s find out how to leverage big data for personalization at scale and be ahead of the game. First, define what data you need to collect. There are all sorts of data out there that your company probably already collects. You most likely track the data about your website visitors, collect data about your customers, store their personal information in your CRM, and probably create email marketing campaigns where the engagement of your subscribers is monitored. If you do all of that, that’s a great start, but how to use all that big data for personalization in Marketing Cloud? That’s something you’re about to find out now. Focus on different aspects of data Guillaume Cabane, former VP of Growth at Drift and Segment, recommends using data to enrich your marketing personalization strategy and confirm visitors' information to create a frictionless experience. However, not all data you collect from visitors and customers is actionable. To generalize, we can put data into two categories: quantitative and qualitative.... --- ### Automation Studio Activities > Explore Automation Studio activities available in SFMC. Learn which data-related activities can be automated: Email Send, Script, Data Extract, and more. - Published: 2021-10-22 - Modified: 2025-01-06 - URL: https://deselect.com/blog/automation-studio-activities-sfmc/ - Categories: Thought Leadership, Javascript, Marketing Cloud University, SFMC platforms - Tags: IT, Marketing Automation - Topic: Marketing Automation - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management, Ease of Use A roundup of >This Trailhead module explains in detail how you can do it in Salesforce Marketing Cloud. To use Email Send Activity in Automation Studio, you need to configure the email message to send on its own or in sequence according to a schedule. Scheduling activities opens many possibilities for recurring campaigns that can be easily automated in the studio. It's also possible to reuse email activities, so you don't need to create a new one every time. You can choose and configure an email message to send on its own or in sequence according to a schedule. Configuring the Send Email Activity creates a Send Definition that can be used in other automations. It's also possible to edit the email in the running automation. You can learn more about how to do it here. You have to keep in mind that sending emails via Automation Studio has its limitations. For instance, the test sends are better to do outside the Automation Studio. That's because editing a user-initiated email with a test audience in Automation Studio automatically removes the test audience. It's better to use Email Studio for these purposes. Send email activities that were created with classic email editor inside automation are no longer editable. If you want to edit the activity, you must replace it. The send definition that each Send email activity uses for sending is still valid. Journey Builder is more often used as an alternative for Automation Studio for email sends purposes, and it... --- ### DESelect Oct ’21 Release: Waterfall Segmentation, IN/ Not IN filter for numbers, and much more > This is a DESelect October ’21 Release. Learn more about waterfall segmentation, IN filter for numbers in DESelect. - Published: 2021-10-10 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-segment-oct-21-release/ - Categories: Releases, Product Releases It is already Q4, the last quarter of the year, the time when most B2C companies are preparing End of Year campaigns. Is that your case? Here at DESelect, we are all about making marketers’ lives easier. We are sure that we can help you release these campaigns faster, with outstanding quality, and obtain exciting results with our October Release. Let’s kick off with a beautiful image of nature in mind: Waterfall Segmentation Available for: DESelect Segment Advanced Imagine Iguazu falls, one of the seven Nature Wonders of the World. Replace the water flow with your data, and you will get the picture. Now, with Waterfall Segmentation, customers are able to have a stream of Selections, one related to the other and triggered by the results of the previous one. More than a chain of multiple Selections, it is an opportunity to build more sophisticated segmentations that benefit from insights extracted from different data extensions to find segments or niches within segments. Customers will see a significant benefit in migrating complex Selections to Waterfall ASAP so they can split up extensive Selections into smaller ones and run them in a sequence that reduces the risk of time-outs. Isn’t that great? Take a look at this example: A car dealer produces monthly campaigns for each car model preference and has separate data extensions with information on Products, Services, and Customers that are used for segmentation. They want to send a single campaign for each customer based on one product preference category.... --- ### SFMC Project Managers Spilling their Secrets as Marketing Champions of 2021 > Get inspired by this year's Salesforce Marketing Champions and the 10 Skills to crush it as an SFMC Project Manager. - Published: 2021-09-27 - Modified: 2025-01-08 - URL: https://deselect.com/blog/sfmc-project-managers-marketing-champions-tips/ - Categories: Thought Leadership Tips from top SFMC Project Managers | DESelect We asked Salesforce Marketing Cloud Project Managers to share insights and lessons they've learned from their most exciting projects, and here’s what we got from 5 Marketing Champions in SFMC. If you're starting your career as a Project Manager or already working as one, this article is a must-read for you! Digital Project Manager and Salesforce Marketing ChampionAmilcar Damian Salamao The most exciting project I ever worked on was a client in a luxury market who had to migrate 20 customer journeys between another email marketing solution and Salesforce Marketing Cloud. The project had to happen without interrupting sales. We had to create a data model across many data relationships, including sources from three different data warehouses. It was a huge challenge, yet working as a team, we have achieved it! The main challenge was merging the information across the data extensions, identifying the Primary Key in each table. For example, with a unique client ID and from another table containing shops and tickets. Amilcar also shared his top 5 qualities that a good Marketing Cloud Project Manager needs to have:Effective communication skills. You must have a special gift to be able to understand the client's needs and transfer them to your team. Strong leadership skills. Natural-born leader to achieve the maximum efficiency of the difference to get the goals set for the project. Attention to Detail. Always make your best with the client and the team and it will make your project... --- ### DESelect Crosses €1M ARR Threshold in Less than 2 Years > DESelect announced that it has exceeded €1 million in annual recurring revenue in less than 2 years since its incorporation. - Published: 2021-09-17 - Modified: 2024-02-22 - URL: https://deselect.com/press/deselect-arr-threshold-crossed-in-two-years/ - Categories: Releases, Company Updates - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation, Saturation Control, Segmentation - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Saturation Control, Data Management, Segmentation Antwerpen, Belgium, Sept. 15, 2021 (GLOBE NEWSWIRE) -- DESelect, a leading marketing enablement solutions provider for Salesforce Marketing Cloud, today announced that it has joined the league of very few SaaS scaleups by exceeding €1 million in annual recurring revenue (ARR) in less than 2 years since its incorporation. This milestone follows the announcement of DESelect’s plans for global expansion. “Reaching €1 million in ARR confirms DESelect’s vision and the value of its expanding list of products dedicated to making marketers’ time and efforts optimized to the fullest potential in Salesforce Marketing Cloud. I am truly proud of the hard work our team has put into making our vision a reality, and humbled by the ongoing support DESelect has received from its prominent advisory board members as well as supporters and advocates from Salesforce Marketing Cloud itself who believed in DESelect’s potential and offering”— Anthony Lamot, co-founder and CEO of DESelect. Reaching the €1 million ARR benchmark is rare in the tech startup ecosystem. According to a number of sources, the tech startup industry has the highest startup business failure rate, at 63%, where only 1% of tech startups hit the $1 Million in ARR mark. What’s more, the company achieved this solely by “bootstrapping”, that is to say, without having to use outside capital. “From day one, we set up our company on 5 fundamental principles: Trust, Personal Responsibility, Customer Experience, Continuous Improvement, and Adaptability. Our products were shaped and continuously improved according to customer feedback. Our company has expanded during... --- ### DESelect August '21 Release: Row Number custom values, auto-fix broken selections, folders to Include/Exclude in the Admin Panel, copying selections to other BUs > This is August ’21 Release. Learn more about Row Number custom values, auto-fix broken selections, and more. - Published: 2021-08-17 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-august-21-release/ - Categories: Releases, Product Releases Row Number custom values Available for: DESelect Segment Plus, and Advanced At DESelect, we are very happy when a customer comes up with a suggestion that can benefit not only his/her company but all DESelect Segment users. That is the case with Row Number custom values. With Row Number custom values, our customers can match two data extensions that don’t have matching fields or columns. For example, you can provide random vouchers or promo codes from one data extension for a list of customers in another DE. Instead of using SQL to perform a (left) join, where there is a data extension “A” containing Customers data (Customer ID as the primary key) and a second data extension “B” with only one field called "voucher" or “promo code”, now you can create a Row Number custom value to quickly and easily JOIN customer and codes in the same data extension. Row Number custom values add extra fields in the DEs to be used as a matching column. So, Row Number custom values solve this issue as follows by running 3 selections to obtain the desired result: A selection with a custom value to add a row number to the first data extension (i. e. Contacts) A selection with a custom value to add a row number to the second data extension (i. e. Coupon codes) A selection that joins the Contacts and Coupon codes data extensions using the Row Number field that has been added as the matching column. Take a... --- ### Creating a Customer Journey in (SFMC) Salesforce Journey Builder > A guide to creating a unique customer journey in SFMC Journey Builder. How to choose an entry source and what journeys and activities are available. - Published: 2021-08-10 - Modified: 2025-01-06 - URL: https://deselect.com/blog/customer-journey-sfmc-journey-builder/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: Customer Engagement, Marketing - Topic: Customer Engagement - Role: Marketing - Department: Marketers - Use Case/Benefit: Segmentation How to create a customer journey in Marketing Cloud Salesforce Journey Builder is probably the most popular Marketing Cloud app and a highly sophisticated consumer journey builder suitable for massive data projects. It offers advanced customer journey marketing. The feature enables marketers to develop personalized campaigns and experiences that will be meaningful for every customer. This sounds really promising, doesn’t it? However, to leverage all the benefits it offers, you must understand how to work with such a powerful tool. That’s why we came up with this in-depth guide on how to work with Salesforce Journey Builder. Read it and become an expert :) What are the common uses of Journey Builder? Salesforce gives many customer journey examples, from various opt-in methods to Welcome Series, Abandoned Cart, Birthday, Browse Retargeting, Customer Anniversary, Loyalty, Newsletter, App Downloads, Post-Purchase, Promotional, Re-Engagement, and Win-Back journeys. Entry sources for a journey Understanding the audience and the journey goal is paramount. The first thing you consider before starting with Salesforce Journey Builder is the origin of your customer journey’s data. Various entry sources can be used for a journey. Entry Sources example Data extensions You can use data extensions (DEs) as an entry source for your customer journey. Data extensions are tables that can contain a variety of data. You can learn more about themThought Leadership --- ### Flow Activities & Integrations in SFMC Journey Builder > A comprehensive guide to understanding Flow Activities and integrations in SFMC Journey Builder. How & when to use them in customer journeys - Published: 2021-08-10 - Modified: 2025-01-06 - URL: https://deselect.com/blog/flow-activities-integrations-sfmc-journey-builder/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: journey builder - Topic: Marketing Automation - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Ease of Use This comprehensive guide to SFMC Journey Builder, tackles different flow activities in Journey Builder and touches upon the integrations available with Journey Builder, offering useful tips on how to set up and measure journey goals as well as how to define the exit criteria for a journey. Flow activities in Journey BuilderFlow control activities (also known as flow activities in Journey Builder, such as wait activities, decision splits, random splits, and engagement splits, create the contact journey path. Flow activities exampleWait activities in SFMC Journey BuilderWait activities are flow activities belonging to message delivery timing; holding your customers between one activity and the next. SFMC Journey Builder continually evaluates customers between flow activities, determining whether they have engaged with a message, met a goal, or reached the right criteria for a decision split. Wait activities can be used with alternative flow controls. Plan wait timing according to your content, and the rhythmic messaging expectations you have in mind for customers. Consider the optimal wait duration and the time of day to reach your customers. Apart from journey testing, avoid wait times less than an hour. Also, be mindful to avoid any unnecessary waits, especially at the beginning of a journey. Wait By Duration activity, Wait By Attribute or Wait By Until Date, are all available flow activities in Journey BuilderSFMC Journey Builder’s Wait By Duration activity can release contacts after a specified time has elapsed. This option is useful for marketers keen to create a consistent experience for all contacts... --- ### The Ultimate Health Checklist for SFMC > Get the ultimate health checklist for SFMC to organize, optimize, and clean up your Marketing Cloud instance and improve your ROI. - Published: 2021-08-10 - Modified: 2024-12-06 - URL: https://deselect.com/the-ultimate-health-checklist-for-sfmc/ - Categories: Checklists, Marketing Cloud University, SFMC basics The ultimate health checklist for SFMC Get our audit checklist for your Salesforce Marketing Cloud data Download the checklist Did you know that a spectacular 94% of businesses suspect their customer and prospect data to be inaccurate (according to Zoominfo)? A messy Salesforce Marketing Cloud account can lead to problems in all sorts of shapes and sizes. Organize your Salesforce Marketing Cloud to improve your ROI Did you know that a spectacular 94% of businesses suspect their customer and prospect data to be inaccurate (according to Zoominfo)? A messy Salesforce Marketing Cloud account can lead to problems in all sorts of shapes and sizes. So what does that look like in reality? Well, a ‘small’ issue could be as simple as a marketer struggling to find a correct data extension to segment an audience. In contrast, ‘big’ problems lead to direct losses for your company. Don’t forget that, like any other marketing automation platform, Salesforce costs correlate directly with the number of contacts an account has and how many messages (‘SuperMessages’ in Salesforce-lingo) you consume. So with that in mind, useless data equals additional expense! If that’s not enough to encourage you to clean your data, then perhaps also consider the legalities. Inadequate maintenance of sensitive data can lead to hefty legal charges and could ultimately damage your company’s reputation. Don’t get us wrong; we’re not here to put a downer on things and know how ominous the prospect of data maintenance can be. The upside is that 66% of... --- ### DESelect to expand into international markets with a new investment round > DESelect is currently expanding its client base in Europe and has a high demand rate in the US and Asia. - Published: 2021-08-04 - Modified: 2024-06-04 - URL: https://deselect.com/press/deselect-to-expand-into-international-markets-with-a-new-investment-round/ - Categories: Company Updates, Releases - Tags: campaign optimization, DESelect, marketing optimization platform - Topic: Marketing Automation, Saturation Control, Segmentation - Role: Marketing, CRM - Department: Marketing Leadership - Use Case/Benefit: Saturation Control, Data Management, Segmentation ANTWERP, Belgium, Aug. 2, 2021 /PRNewswire/ -- DESelect, the tech scale-up behind the powerful marketing enablement solution, has witnessed rapid growth in 2020, where founders of renowned companies like Collibra, Showpad, and 4C/Wipro have taken notice and declared their intention to invest in the next phase of DESelect's expansion. Moreover, Pascal Borremans (4C/Wipro) and Hendrik Isebaert (Showpad) have joined the company's advisory board. Established in 2019 by Anthony Lamot and Jonathan Van Driesen, DESelect helps companies using Salesforce Marketing Cloud launch campaigns efficiently and independently via their intuitive segmentation solution DESelect Segment, the company's first ready-to-plug-in SFMC solution. The company aims to use its newly raised funds to accelerate its growth internationally as well as add more solutions to help enterprises maximize their SFMC return on investment. "Every marketer has to wrestle with the question of finding the fastest and most efficient way to reach their target audience. Marketers nowadays often have to rely on IT experts to set up specific filters or carry out customized searches on extremely complex databases. We developed DESelect Segment specifically for users who don't have a technical background. The tool lets them define the right target group for their campaigns in a matter of minutes" - Anthony Lamot. DESelect is an official Salesforce partner and is available via the Salesforce AppExchange. Global brands such as Volvo Cars Europe, HelloFresh, T-Mobile are already customers of DESelect, as are Merlin Entertainments and Cambridge University Press. Melanie Becker, senior CRM manager Europe at Merlin Entertainments, "Our portfolio is quite diverse, and with 67 million annual visitors, our segmentation needs are complex. We were having to put a... --- ### eBook: Your Data and Salesforce Marketing Cloud > Our eBook Your Data and Salesforce Marketing Cloud is designed for marketers and analysts to use as a guide for data management in SFMC. - Published: 2021-08-04 - Modified: 2025-01-02 - URL: https://deselect.com/ebook-your-data-and-salesforce-marketing-cloud-2/ - Categories: eBooks What is Marketing Cloud? Salesforce Marketing Cloud (SFMC, or simply Marketing Cloud) is a marketing automation platform developed by Salesforce. In 2020, it ranks as one of the leading marketing automation platforms. Your Data and Salesforce Marketing Cloud Download your free eBook All Customer Stories Join our newsletter to receive updates and helpful SFMC guides. Subscribe --- ### SFMC Consultants Spilling their Secrets as Marketing Champions of 2021 > What is the secret to becoming a Marketing Champion and an SFMC Consultant? Learn from top Marketing Cloud experts the 7 must-have qualities. - Published: 2021-07-28 - Modified: 2025-01-08 - URL: https://deselect.com/blog/sfmc-marketing-champions-2021-traits/ - Categories: Thought Leadership - Topic: Learning - Role: Marketing In the world of SFMC, all roads lead to the data and a clear understanding of Contact Builder. Comprehending its use will provide a solid foundation for all other features of an SFMC account. It’s more than just the technical expertise of how to use and set up Contact Builder. Top Traits of SFMC Marketing Champions 2021 | DESelect In the world of SFMC, all roads lead to the data and a clear understanding of Contact Builder. Comprehending its use will provide a solid foundation for all other features of an SFMC account. It's more than just the technical expertise of how to use and set up Contact Builder. You must also understand the more general concepts around data and data management within the context of SFMC. These concepts will play a central role during any project, influencing the many decision options that will ultimately lead to a successful project. Tom suggests that a good SFMC Consultant, along with technical platform expertise, needs to be an effective communicator. We often find ourselves at the center of any project, he says, serving as a bridge between the various stakeholders involved, and to ask the right questions, convey concepts effectively, and to educate as well as inform is an important quality to possess. Not only will this ensure a successful project, but just as important will allow the client and stakeholders to feel empowered and confident in using their SFMC account long after you have left the project. Senior Marketing Consultant at Bluewolf (an IBM Company), and Salesforce Marketing Cloud Champion Oana Munteanu The Subscriber Key and how it relates to Contacts and Salesforce data are crucial for users to understand. It's a basic but essential feature in your subscriber management strategy. Many businesses still get it wrong due to a lack... --- ### Segmentation in Salesforce Marketing Cloud without SQL Queries > Save time, build campaigns faster, and reduce headaches by learning how to do SFMC segmentation without SQL queries. - Published: 2021-07-12 - Modified: 2025-01-06 - URL: https://deselect.com/blog/marketing-cloud-segmentation-no-sql-queries/ - Categories: Thought Leadership - Topic: Segmentation - Role: Marketing, CRM - Department: Marketers, CRM & Marketing Automation Teams, Marketing Leadership - Use Case/Benefit: Data Management, Ease of Use, Segmentation SFMC segmentation without SQL queries If you are using Salesforce Marketing Cloud (SFMC), you are probably familiar with its extensive capabilities. Marketing Cloud now ranks #1 in marketing applications, and we believe one of the reasons for that is the flexibility the platform offers. For instance, Marketing Cloud allows you to define your own data model and integrate or upload various data sources in what’s known as ‘data extensions’ within the platform. However, with great flexibility comes great responsibility. And in that case of data, a lot of what you do in Marketing Cloud depends on SQL queries. Things like segmentation, personalization, and reporting will require you to write SQL queries inside of Marketing Cloud so that you can filter, enrich, or combine the aforementioned data extensions. Now, writing SQL is something your team may not be very familiar with. And even if you are, the process of writing, testing and debugging SQL queries remains time-consuming and not particularly user-friendly. You’ll be doing a lot of manual work and it will be easy to make mistakes. When you take the SQL road, your marketers will ultimately remain dependent on technical expertise. What if you could avoid all of that while still using Marketing Cloud to the fullest? At DESelect, we learned how organizations can save an average of 50% of the time they spend on data in Marketing Cloud. We learned how to enable their marketers so they segment, target and personalize independently and more creatively. All of this drives campaign... --- ### DESelect June '21 Release: Viewing SQL queries, encrypted fields, and multibyte characters > This is a DESelect June ’21 Release. Learn more about using viewing SQL Queries, encrypted fields, and multibyte characters in DESelect. - Published: 2021-06-11 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-june-21-release/ - Categories: Releases, Product Releases At the start of summer, DESelect is releasing not 1 but 3 new sunny features: Viewing SQL Queries within DESelect, Encrypted fields and Multibyte characters in DESelect. Let’s dive in. Viewing SQL Queries within DESelect Available in: DESelect Enable, DESelect Plus, DESelect Advanced As you know, DESelect provides a user-friendly interface to build campaign segments by a simple drag-and-drop, while building complex SQL queries in the backend. Now, people who do understand SQL sometimes may want to see the query that DESelect built, to make sure DESelect built the query they wanted. This is now possible in a very easy way. When you preview a selection, a link View Query becomes available on the Preview screen. When clicking this link, a modal pops up showing the SQL query DESelect built in a nicely formatted way, complete with indentation and colors for easy reading. Encrypted Fields Available in: DESelect Enable, DESelect Plus, DESelect Advanced DESelect supports working with data extensions that contain encrypted fields, and this reflects in 3 places: Available Fields In the Available Fields sections, which shows the fields that are available for filtering, encrypted fields will be marked with a lock icon. Creating a Target Data Extension When creating a new target data extension, an additional option appears on newly created fields to mark a field as encrypted. Note that when creating a new field from an existing encrypted field, this new field will also be encrypted. Preview When running a preview with encrypted fields, the preview screen... --- ### Five tips from SFMC pros: How to get started with Salesforce Marketing Cloud > Read this article and learn more about five tips from SFMC pros. Find out how to get started with Salesforce Marketing Cloud. - Published: 2021-06-09 - Modified: 2025-01-08 - URL: https://deselect.com/blog/five-tips-from-sfmc-pros-how-to-get-started-with-salesforce-marketing-cloud/ - Categories: Thought Leadership Five tips from SFMC pros: How to get started with SFMC - DESelect Blog We listened carefully to what real Heroes of Salesforce Marketing Cloud have to say. It’s time to share a few tips from our YouTube series, ‘Heroes of Marketing Cloud, a collection of interviews with senior marketers keen to share their expertise with newcomers to the platform. Since the value of these lessons cannot be stressed enough, we collected some of the most helpful insights perfectly suitable for those of you just beginning to work with the platform. Reach out to the SFMC communityGreg Gifford, Salesforce MVP, highly recommends tapping into SFMC communities such as #EmailGeeks’ Slack channel, Stackexchange, and technical blogs for technical tips and tricks. Greg also runs Gortington, a technical marketing blog. Here’s what he says: ”There are tons of hidden gem resource pages. Also, get into different groups and communities. ”Guilda Hilaire, a Salesforce community thought leader, also values the importance of community and continuous learning. In addition to recommending that you read various blogs on the subject, she also suggests joining Trailblazer communities. One key point she makes — which we fully endorse — is that you should never feel embarrassed about reaching out and asking for help. This community is incredibly supportive and open to any & all questions. Never stop learningKaelan Moss, AKA ‘Minute Admin’, is a Learning and Development Consultant at Revolent Group. Kaelan encourages having a hunger for knowledge, suggesting that getting better in your niche is vital.... --- ### Strategies for market segmentation in the Insurance industry using Salesforce Marketing Cloud > Read this article and watch a video to find out about strategies for market segmentation in the Insurance industry using Salesforce Marketing Cloud. - Published: 2021-05-26 - Modified: 2025-01-06 - URL: https://deselect.com/blog/segmentation-in-the-insurance-using-sfmc/ - Categories: Thought Leadership - Topic: Customer Engagement - Industry: Insurance - Role: Marketing As sector-specific marketing needs grow, more bespoke opportunities present themselves, to help marketers better engage with their audience. In this article, we’d like to talk a little about the nuances of leveraging Marketing Cloud in the insurance sector. How segmentation in the insurance sector is organized According to AccountLearning. com, the insurance industry can be broken down into five sectors: Household: Salaried class, self-employed, retired employees; Industrial: Public sector and private sector; Trade: Small business and big business; Institutional: Universities, colleges, schools, and institutions; Region: Central, eastern, western, northern, or southern zone. Salesforce and insurance Many Salesforce products help insurance companies manage their business. Of course, there is Salesforce CRM, but there’s also Financial Services Cloud, and Service Cloud. All of them can help your business thrive and help you listen better to the needs of your customers. On top of that, Marketing Cloud allows insurance providers to send timely campaigns to policyholders, cross-sell and provide a better customer experience in general. Data model for the Insurance sector Insurance data models depend on the type of insurance your company provides. For instance, The Life Insurance industry model set consists of Enterprise, Business Area, and Scenarios Cross-sell campaign for the Insurance sector in SFMC Customer retention campaign for the Insurance sector in SFMC Conclusion Back to top kyra. constam May 28, 2024 Careers Latest Articles Thought Leadership Top 10 Marketing Operations Predictions for 2025 We’re excited to unveil our Top 10 Marketing Operations Predictions for 2025. The exponential growth of marketing... --- ### DESelect May '21 Release: Predefined Relations > This is a DESelect May ’21 Release. Learn more about using predefined relations in Salesforce Marketing Cloud using DESelect. - Published: 2021-05-14 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-may-21-release-predefined-relations/ - Categories: Releases, Product Releases Available for: DESelect Enable, DESelect Plus, DESelect Advanced. This month we’re very proud to be releasing a feature that is going to be a game changer for marketers. DESelect already made it very easy for marketers to do campaign segmentation without writing SQL, but a remark we sometimes got was that the marketer still needs to have some understanding of the data model. Specifically, how data extensions are related to each other. Predefined relations now solves that completely. And thanks to predefined relations, we’re able to make certain existing functionalities within DESelect much easier to use. Let’s dive in. Step 1: Predefining Relations In the admin panel in DESelect, accessible through the gear icon on the lower right corner, admins will now find the Relations tab, where one can define how different data extensions and data views are related to each other. In the screenshot below, you can see how an admin can easily define how the Orders data extension relates to the Customers data extension. Step 2: Easy joining of data extensions When you add 2 data extensions that have a predefined relation to the Selected Data Extensions section, DESelect will automatically set the fields based on the predefined relation. For example, if first we add DESelect_Demo_Customers to the Selected Data Extensions, and then DESelect_Demo_Orders, the Relation modal will pop up and it will already have the fields set automatically. So, the marketer does not need to think about which field on the Contacts data extension matches with the... --- ### How to do aggregations in Salesforce Marketing Cloud? > Read this article and watch a video to find out how to use aggregations in SFMC (Salesforce Marketing Cloud) using both SQL and DESelect. - Published: 2021-05-10 - Modified: 2025-01-08 - URL: https://deselect.com/blog/how-to-do-aggregations-in-salesforce-marketing-cloud/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: Segmentation, union sql - Topic: Data Management - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation How to do aggregations in Salesforce Marketing Cloud? - DESelect Blog Would you like to be able to find the number of orders each customer has made in a certain period of time? Or calculate the average order value for each customer? Or maybe you want to count the number of emails sent to each subscriber in the last 30 days? All that and more is possible with the aggregation functionality in Salesforce Marketing Cloud. In this article, we will explain how to use aggregations in Salesforce Marketing Cloud (SFMC) using SQL and DESelect. How to use aggregations in SFMC using SQL SQL is great at aggregating data the way you might in a pivot table in Excel. The functions are similar to what you’ll find in Excel or certain analytical tools. For instance, The GROUP BY statement groups rows that have the same values as summary rows, like “find the number of customers in each country”. The GROUP BY statement is often used with aggregate functions (COUNT, MAX, MIN, SUM, AVG), to group the result-set by one or more columns. Here you can find a brief explanation of what each function means:AVG – calculates the average of a set of valuesCOUNT – counts rows in a specified table or viewMIN – gets the minimum value in a set of valuesMAX – gets the maximum value in a set of valuesSUM – calculates the sum of values. In this article, we’re going to dig deeper into the COUNT aggregation that allows you to do a count on a data extension or data... --- ### DESelect April '21 Release: Using fields in dynamic custom values > This is a DESelect April ’21 Release. Learn more about using fields in dynamic custom values in Salesforce Marketing Cloud using DESelect. - Published: 2021-04-12 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-april-21-release-using-fields-in-dynamic-custom-values/ - Categories: Releases, Product Releases Available in: DESelect Plus, DESelect Advanced. Using fields in dynamic custom values This month, we’re making it possible to refer to fields in dynamic custom values, the DESelect alternative to CASE WHEN statements in SQL. Please have a look at 2 common use cases below. Example 1: Taking Phone or Mobile Phone We have a list of contacts, and for each contact, we have a mobile phone number, a landline phone number, or both. For each contact, we need to take one phone number. In case we do have a mobile phone number, we want to take that one. If we don’t have a mobile phone number but we have a landline phone number, we want to take the landline. If we don’t have any phone number, we want to choose a NULL value. In DESelect we can easily do this via the creation of a dynamic custom value. In the Target Definition Screen, click on Add new value under Custom Values and give it a name to create a custom value of type Dynamic Value. For Field Type, we choose Phone. Now we’ll add 2 criteria by clicking the Add Criteria button. Under the When statement for the first criteria, we build a filter using the Mobile Phone Number field, and choose filter type Is not empty. Under the Then statement, we click on the grid icon to switch to using fields, and then refer to the Mobile Phone Number field. Now let’s add the second criteria. Under the When statement, we build a... --- ### Data extension guide in Salesforce Marketing Cloud: SQL and DESelect > In this Data Extension Guide for Salesforce Marketing Cloud, learn how to combine data extensions in SFMC. SQL vs NoSQL - Published: 2021-04-06 - Modified: 2025-01-06 - URL: https://deselect.com/blog/data-extensions-marketing-cloud-guide/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: Data Management, IT - Topic: Data Management - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management How to combine data from 2 data extensions with or without using SQL How would you find subscribers who’ve made no purchases or customers who’ve made orders, if the information is located in separate data extensions in Salesforce Marketing Cloud? For this you need to have a basic understanding of how your data works In this article, we explain how to combine data from two data extensions, along with the concept of JOINs in Salesforce Marketing Cloud (SFMC). We’ll do this by reviewing how you can combine data using SQL, as well as DESelect. Data extension 101: How to combine data extensions in Salesforce Marketing Cloud using SQL There are four main ways you can create a relationship between data extensions in SFMC using SQL. These are called JOINs. (Data relationship using JOINs)Before creating a JOIN between two data extensions, you need to understand how you want the data to be connected. You can choose to connect two data extensions (DEs) that have the same field. In our example, in the Customers DE it could be a Customer Id, which is a unique number that helps to identify them. (Customers data extension)You can also have a DE with Orders, where you can use a Customer Id field. This way you know what customer made what order. However, to send a communication to this customer, we need to combine the information about the order with his personal information, which is stored in another data extension. (Orders data extension)Now, let’s go back... --- ### Customer Success Story: A1 > This is a Customer Success Story of A1. Learn how DESelect became a perfect substitute for Salesforce Marketing Cloud Query Studio. - Published: 2021-03-23 - Modified: 2025-04-07 - URL: https://deselect.com/customer-success-story-a1/ - Categories: Success Stories - Tags: Telecommunication An A1 Review from Austria’s leading telco We’re delighted to announce another happy DESelect customer story. Our CTO Jonathan spoke with Michael Tichy and Roman Kump, from A1 Telekom, Austria’s market-leading fixed and mobile network operator. The limitations of Query Studio Michael kicked off by explaining how A1 began working with Salesforce: “Primarily we used Salesforce by itself, working with the data extensions and automations to prepare data. Very often we used Automation Studio and SQL Query Studio, before formatting and preparing the data for the organization’s marketers to use. ” “The main difference between not having and having DESelect is that now we are able to focus on the content detail — the ‘how to’. ” Michael Tichy Sharing feedback from his colleagues, Roman went on to explain: “Having spoken to other data experts in the business, we all agree that it’s very easy to select campaign data with DESelect compared with Query Studio, which is not so comfortable to use. Finding data extensions — making selections is not so easy. ” Deep diving into the detail of limitations and issues faced by using Query Studio, Michael explained: “The main difference between not having and having DESelect is that now we are able to focus on the content detail — the ‘how to’. How can I get the data? What’s the logic? In the past, we were always asking ‘why is the SQL in Query Studio not working? ’ The answer was never clear — either something went... --- ### SFMC secrets from Marketing Cloud professionals > Read this article and find out about SFMC secrets from Marketing Cloud professionals. Valuable advice from Salesforce Marketing Cloud experts in one place. - Published: 2021-03-22 - Modified: 2025-01-08 - URL: https://deselect.com/blog/sfmc-secrets-from-marketing-cloud-professionals/ - Categories: Thought Leadership, Marketing Cloud University, SFMC Community - Tags: Heroes of Marketing Cloud - Topic: Learning - Role: IT - Department: Cloud Admins, IT & Data Teams SFMC secrets from Marketing Cloud professionals - DESelect Blog “Secrets”, we say? ! Yes indeed... We asked a select number of top Marketing Cloud experts about their experience working with the platform. Actually, our simple question was: ‘What do you wish you had known before starting with Marketing Cloud? ’These insights don’t just revolve around technical advice, but also general suggestions for people starting out with Salesforce Marketing Cloud, and tips for those already use the platform and who are eager to level up. They say ‘learn from your mistakes’, but in this case, we hope it’s less painful to learn from the mistakes of others. "Never make assumptions"Having worked on Sales/Service Cloud as well, often I made assumptions and didn’t test functionality in Marketing Cloud as it should be — especially at scale. Let go of any developer backgroundI like innovation and problem-solving, and Java offers an ocean of problem-solving possibilities. The fact is that SFMC offers a lot as standard, so there is often no need to look further. I wish I’d worked more often with standard functionalities, instead of building custom and complex solutions. There are no guide railsMarketing Cloud will let you do whatever you want. Sometimes it’ll show you a warning (like when you want to disconnect a data extension in Data Designer), and more often, you'll be left without warnings, like deleting a data extension that's actually used in a Journey, deleting an activity used inside an Automation Studio automation... Because of this, you... --- ### DESelect March '21 Release: Scheduling selections > This is a DESelect March ’21 Release. Learn more about scheduling selections functionality in DESelect. - Published: 2021-03-09 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-march-21-release-scheduling-selections/ - Categories: Releases, Product Releases Scheduling selections Available in: DESelect Enable, DESelect Plus, DESelect Advanced DESelect is rolling out functionality to schedule the execution of selections from within DESelect. This allows marketers to easily run selections of recurring campaigns or selections that refresh data on a regular basis, without leaving DESelect. It has always been possible to take the Query Activity that a DESelect generates, and put it in an Automation in Marketing Cloud, so it can run at set intervals. However, not all marketers are (or should be) familiar with Automation Studio. Therefore, we have now made it possible to schedule the execution of a selection straight from within DESelect. Since this is such powerful functionality, it will be made available for customers on all editions at no extra cost. How to schedule a selection in DESElect Whenever we create a selection, on top of the screen we now see the calendar icon, next to the Save button. When we click the calendar icon, on top of the modal we see we can enable or disable the automatic running of this selection and choose the timezone in which the selection is scheduled to run. By default, this will be the user’s own timezone. Furthermore, we can choose between Once and Repeat. When we pick a time and date on the Once tab, the selection will run only once at the scheduled time. When we go to the Repeat tab, we see many different options for scheduling recurring execution of the selection. DESelect will always... --- ### How to use date filters in Salesforce Marketing Cloud: SQL and DESelect > Learn more about how to use date filters in Marketing Cloud with this new article. Discover how to use filters in SFMC using SQL and DESelect. - Published: 2021-03-04 - Modified: 2025-01-08 - URL: https://deselect.com/blog/how-to-use-date-filters-in-salesforce-marketing-cloud-sql-and-deselect/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SQL use case - Tags: IT, Segmentation - Topic: Segmentation - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation How to use date filters in Marketing Cloud - DESelect Blog Imagine you’re creating a campaign to target a set of people that performed a certain action X time ago. In our example, we’d like to find people who attended an event 6 months ago and inform them about a new event coming up. But how can you do this in Salesforce Marketing Cloud? Out-of-the-box filters are no use when you want to find people from a certain period of time, so what’s left? One option you can make use of is to write SQL queries. As you might already know, if you want to perform advanced segmentation in SFMC, you need to understand how SQL works. Some time ago we wrote a short guide on how to make use of SQL queries in Salesforce Marketing Cloud, which you can read Thought Leadership --- ### DESelect February '21 Release: Aggregations, copying target data extensions of selections, and deleting selections > This is a DESelect February ’21 Release. Learn more about aggregations enabling lead scoring and RFM in this blog post. - Published: 2021-02-11 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-release-february-21-release-aggregations/ - Categories: Releases, Product Releases January was a productive month for the DESelect team, and we’re proud to be releasing some powerful features. With aggregations, we open up a whole bunch of new opportunities for marketers, including but not limited to engagement scoring, and RFM analysis for subscribers. With the improvements in copying selections in DESelect, marketers save time when using selection templates. And admins will be happy to hear about the ways we keep the SFMC instance tidy when deleting selections. Aggregations: Enabling engagement scoring and RFM Available for: DESelect Plus, DESelect Advanced Aggregations allow you to do a count or another aggregation on another data extension or data view and store the results in your target data extension. For example: Count the number of orders for each customer Calculate the average order value for each customer Count the number of emails sent to each subscriber in the last 30 days Count the number of emails each subscriber has opened in the last 2 months. Get the value of the highest order for each customer in the last 6 months Example: Counting email opens Let’s look at the example showing the number of times each subscriber opened an email in the last 30 days. We’ll want to use the _Open data view for this, as it contains entries for each time an email sent through Marketing Cloud was opened. We have a data extension with customers, showing the name and email of each subscriber. We select this data extension as a Selected Data Extension.... --- ### Partner Success Story: Gianluigi Morselli (Merkle) [video] > Watch this Partner Success Story with Gianluigi Morselli from Isobar. In the video, Gianluigi talks about his experience of using DESelect. - Published: 2021-01-25 - Modified: 2025-04-07 - URL: https://deselect.com/partner-success-story-gianluigi-morselli-merkle/ - Categories: Success Stories - Tags: IT, Partner Story https://youtu. be/3lT9_qqf8tw Jonathan: Hey, good afternoon. Everyone. I'm here on the call with Gianluigi. Gianluigi, good afternoon. How are you doing today? Gianluigi: Good afternoon, Jonathan, I'm fine. I'm super fine. It is a great start of the year, to be honest, and now and we're looking forward to growing this year and making it better and better. Jonathan: Yeah, absolutely. 2020 wasn't so great for many people so 2021 must be a great year for everyone. So let's have a look. Can you give us a quick introduction to yourself, please? Gianluigi: Absolutely Jonathan. I'm Gianluigi Morselli, many of you know me as Gigi simply. I'm leading a team of strategic advisory and omnichannel strategies for Marketing Cloud. I have experience as a Technical and Solution Architect. I've been working for Marketing Cloud with Marketing Cloud and Pardot and other Salesforce solutions for now 7 years of my life. Jonathan: 7 years all right, so very experienced in the Marketing Cloud space. Gianluigi: I love it. Jonathan: Yeah, you love it, absolutely, who doesn't? So you told me that recently you got in touch with DESelect. Can you tell me a bit about how that went? Gianluigi: Yeah, absolutely. Having an advisory role, actually, I am continuously scouting for new applications that are not even yet connected to Marketing Cloud to be always on top of things to be always accelerating what our clients are searching for in the marketing automation environment. Therefore, searching in the AppExchange, DESelect was... --- ### DESelect January '21 Release: SQL functions > This is a DESelect January ’21 Release. Learn more about SQL functions in DESelect that we have prepared this month. - Published: 2021-01-07 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-release-january-21-sql-functions/ - Categories: Releases, Product Releases SQL functions Available in: DESelect Advanced Without DESelect, you need to write SQL queries for segmentation in Salesforce Marketing Cloud as soon as you want to use data from multiple sources. SQL has the benefit of being very powerful and flexible, but it’s technical and not easy to learn. SQL has a lot of built-in functions you can use, for example, LEFT to take the first characters of a string, or ROUND to round up a number. DESelect now provides a very easy way of using all of these supported functions as part of your drag-and-drop selections. You can use these functions in a similar way as functions in Excel. The UI provides full flexibility, you can combine as many functions you want, providing the same flexibility as if you were writing SQL code. To use SQL functions, on the Target Definition screen in DESelect, create a new custom value by clicking the Add New Value button in the section on the left under Custom Values. Next, choose Apply Formula to a Field followed by Apply Any Function. Let’s look at some examples. Example 1: Lowercase email addresses We have a data extension with contacts. Each contact has an email. The contact data comes from a form users fill out on a website. Sometimes users write their email in uppercase, sometimes in lowercase, sometimes as a combination. We want to convert all email addresses to lowercase, which can be done using the LOWER function. We create a new custom value... --- ### Customer Success Story: Merlin > This is a Customer Success Story of Merlin. Learn how DESelect became a missing puzzle in the Salesforce Marketing Cloud implementation process. - Published: 2020-12-22 - Modified: 2025-04-07 - URL: https://deselect.com/customer-success-story-merlin/ - Categories: Success Stories - Tags: Entertainment We are really happy to introduce our new and a very happy customer, Merlin Entertainment. Our CTO Jonathan spoke with Melanie Becker, Senior CRM Manager for Europe, about Merlin’s adoption of DESelect. Moving to SFMC - Merlin story Having been with Merlin for almost seven years, Melanie is responsible for overseeing all CRM activity for Merlin’s continental European attractions. She has counterparts carrying out the same role all around the globe. Merlin is Europe’s number one (and the world’s second-largest) visitor attraction operator, managing 130 attractions, 20 hotels, and six-holiday villages, across 25 countries and four continents. As you might imagine, src="https://deselect. com/wp-content/uploads/1516549363543. jpg" alt="" /> Melanie Becker Senior CRM Manager for Europe Bridging the SQL gap Melanie went on to discuss the complications surrounding SQL queries: “DESelect’s really bridged the gap between us CRM experts on one side, and Salesforce with its need for so many queries on the other. I’m sure that a lot of companies struggle with this as well. DESelect makes a real difference for us, as we are not SQL experts. ” Onboarding with DESelect As with all new clients, we were keen to hear about Merlin’s onboarding experience with us. Melanie had this to say about adopting DESelect: “It was quite stress-free for us! We actually worked with a third party agency to help us with the process. Once everything was done, it was ready to use from day one. We had some training from the DESelect team, followed by additional training from our... --- ### DESelect December ’20 Release: Sort & limit > This is a DESelect December ’20 Release. Learn more about sort and limit functions, and admin panel improvements. - Published: 2020-12-07 - Modified: 2024-01-06 - URL: https://deselect.com/releases/december-20-release/ - Categories: Releases, Product Releases In this month’s release, we’re proud to announce Sort & Limit functionality, and improvements in the Admin Panel in DESelect. Let’s dive straight in. Sort & Limit Available in: DESelect Plus, DESelect Advanced In some cases, you may want to limit the results of a selection. For example, when you want to send out a test campaign to a subset of people first. Another reason could be that there are budgetary restrictions so you cannot reach the entire segment. DESelect now fully supports this via the Sort & Limit functionality. Let’s look at some examples. Get your 1000 best customers We have a data extension with 1 million customers. We want to send a special physical Christmas card to our top 1000 best customers. We have a field Total Order Value in our target data extension, indicating how much each customer has ordered with us in the last year. To limit the results to the 1000 best customers, we click on Sort & Limit in the settings menu on the Target Definition screen. There we indicate we want to limit our result set to 1000 records. Under Sort By we choose Total Order Value, Descending. Our result set will now contain only 1000 customers, the ones with the highest Total Order Value. Select 10% random contacts for A/B test We have a data extension with 1 million customers. We want to send out a variation of an email to 10% of this customer base, selected at random. First, we click... --- ### My Journey with DESelect: Review by an SFMC Solution Architect > Learn how Ekaterina Obolenskaya, SFMC Solution & Technical Architect, experienced DESelect. - Published: 2020-11-20 - Modified: 2025-01-06 - URL: https://deselect.com/blog/my-journey-with-deselect/ - Categories: Thought Leadership - Topic: Learning - Role: Marketing When working with Marketing Cloud marketers require deeper technical skills to have success in this challenging digital marketing world. There is a variety of supportive tools that could help marketers when they have some struggles. One of these tools is DESelect. Do you remember writing SQLs to transform data into segmented audiences and forgetting some of the needed functions or operators? Or maybe, you urgently needed segmented data list with some SQL functions, but the process of SQL creation took you long? Here it comes. DESelect is a tool that can help marketers avoid writing massive SQL queries and use a drag-and-drop functionality to easily build the required targeted and segmented result. How DESelect works? It’s very easy to navigate yourself inside the platform, which you can find under AppExchange tab in the main Marketing Cloud Menu. On the right side there is a selection of preferred Data Extension and its fields which you want to filter. The following filter operators are available:Equals/not equal toIn/not inContains/doesn’t containBegins with/ends withIs empty/is not emptyIn results/not in resultsThe last operator, marked in bold, is used for another Data Extension selection and replaces an SQL function ‘in’ and ‘not in’. DESelect allows you to join different data extensions in an easy manner. When one Data Extension is selected, it’s possible to drag and drop another Data Extension to it and select the relationship, based on different types of Joins. These are supported:Left Inclusive/Exclusive JoinRight Inclusive/Exclusive JoinInner JoinFull Outer JoinI find it very cool, that... --- ### DESelect November ’20 Release: Auto-refresh picklist values, and relations on multiple fields > This is a DESelect November ’20 Release. Learn more about Auto Refresh Picklist values, and Relations on multiple fields. - Published: 2020-11-09 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-november-20-release/ - Categories: Releases, Product Releases While the days are getting colder, DESelect is getting smarter, making it even easier for marketers to build advanced segmentations. We’re adding support for automatically refreshing picklist values, and building relations between data extensions based on multiple fields. Auto refresh picklist values Available in: DESelect Advanced Since the start of this summer, DESelect supports working with picklists. Admins can indicate which fields they want to have shown as picklists, and DESelect users can then pick values from a dropdown instead of having to know the possible values that exist for a field. There are 2 ways the values for these dropdowns can be defined by admins. One is by manually adding values, the other one is by clicking a button and having DESelect retrieve all possible values for that field in the data extension. We have now added the possibility to auto-refresh the values for a dropdown. Once per day, DESelect will query the data extension and check for all known values for a field in that data extension. Admins can choose the time and which days of the week this refresh needs to happen. This way the picklists are always up to date, without a need for maintenance. Relations on multiple fields Available in: DESelect Enable, DESelect Plus, DESelect Advanced In DESelect users can easily define a relation between 2 data extensions / data views simply by drag-dropping one data extension on top of the other. This will create a LEFT JOIN / RIGHT JOIN / INNER JOIN sql... --- ### Customer Success Story: Emerald > This is a Customer Success Story of Emerald. Learn how they managed to increase their efficiency with DESelect and drastically reduced SQL pains. - Published: 2020-11-03 - Modified: 2025-04-07 - URL: https://deselect.com/customer-success-story-emerald/ - Categories: Success Stories - Tags: Events, Hospitality Emerald plus DESelect California-based Emerald is an operator of large-scale live and immersive B2B events and trade shows. Founded in 1985, this market-leading brand has connected over 1. 9 million customers across 142 events and 16 media properties. Emerald position themselves as ‘true partners’, combining creativity, innovation, and next-level client service. They serve a vast range of industries including design, equipment, retail, safety & security, and technology. As one might expect, data and insights are part of the bedrock of Emerald’s proposition. Drastically reduced SQL pains After Emerald moved to Salesforce Marketing Cloud from another marketing platform, they discovered that their typical SQL queries were a difficult fit with Query Studio. They found inefficiencies in building out data extensions beforehand, and struggled with the inflexibility of having to define all fields in advance. Greg Nappi, Director of Audience Database Marketing explains: “It quickly became clear it was an awful lot to expect from us to be able to manage such minutiae within Query Studio. ” Rhonda LeSchack, Database Analyst for the company added: “Sure, we know a little SQL, but we’re not programmers. We were spending way too much time considering how to write code. ” Increased efficiency with DESelect Before using DESelect, Emerald’s marketers did not have database access, as their central team had built segments previously. Using DESelect Segment really helped Emerald Expositions to enable their central team to create segments themselves, simply and efficiently. “DESelect increased efficiency by 50%. It became a lot easier to do something... --- ### How to boost your career with Salesforce Marketing Cloud with Kaelan Moss from Minute Admin > In this Heroes of Marketing Cloud series, we talk with exceptional SFMC professionals about their experience. - Published: 2020-10-26 - Modified: 2025-01-06 - URL: https://deselect.com/blog/boost-your-career-with-salesforce-marketing-cloud/ - Categories: Thought Leadership, Marketing Cloud University, SFMC Community - Topic: Learning - Role: IT https://youtu. be/We-Ktge6ilUFind the links to the mentioned resources at the bottom of this page! Transcript: How to boost your career with Salesforce Marketing Cloud with Kaelan Moss from Minute Admin Anthony: Hi Kaelan, welcome to this series. Kaelan: Hey there, Anthony. Thanks for having me. Anthony: Well, you know my pleasure really we’re glad to have you here. Could you please introduce yourself to our audience? Kaelan: So my name is Kaelan Moss also known as Minute Admin or people who are following my YouTube channel. I am a Marketing Cloud, basically Email Specialist, Consultant, Administrator anything you want to you know, anything besides the developer role. I'm also a Marketing Cloud instructor, so about a month ago I was actually certified as a Salesforce Marketing Cloud instructor. Anthony: Congratulations! Kaelan: Thanks, that was a very thorough process. I'm definitely glad to have that under my belt now, so that's probably my most proud achievement right now in the Marketing Cloud spaces. Being certified by Salesforce having that stamp of approval to be able to teach their courses. Anthony: That’s great. I’ve seen the courses, I'm a big fan. So we'll make sure to put the link in the comments of the video. I’m curious though, the name Minute Admin. Where did that come from? Kaelan: Yeah, that was actually, you know something that really just came to me out of the blue. I was in San Antonio at the time and I was thinking about how difficult it was... --- ### Ecosystem spotlight: SalesWings B2B studio for the Salesforce Marketing Cloud > Learn more about SalesWings B2B Studio for the Salesforce Marketing Cloud review provided by DESelect. - Published: 2020-10-25 - Modified: 2025-01-08 - URL: https://deselect.com/blog/saleswings-b2b-studio-for-the-salesforce-marketing-cloud/ - Categories: Thought Leadership SalesWings B2B Studio for the Salesforce Marketing Cloud In our tightly knit community of Marketing Cloud pros, it was a pleasant surprise to our team when we came across the registered ISV partner SalesWings. SalesWings promises no less than delivering the long-awaited B2B Studio for the Salesforce Marketing Cloud. Or in other words, all those missing pieces that people love in B2B Tools like Marketo, and which kept them from coming over to the beautiful world of the Marketing Cloud: plug-and-play lead website tracking, lead scoring, sales insights, and more. Is Saleswings the death sentence to Adobe Marketo, or only some minor add-on? Let’s have a closer look at what it does, and who it’s for. Relevant industry trends and considerations Marketing Cloud is no longer the B2C solution in Salesforce’s portfolio. It is the omni-channel marketing platform of choice for marketers who are serious about data, and who want to build on a platform for the next 5 to 8 years. “Creating lasting customer experiences” is one of the phrases associated with the Marketing Cloud and one desire of B2B digital marketers these days - and absolutely right so. The nature of B2B lead acquisition has changed, and it all starts with how leads buy these days. Digital connections, digital engagements, digital everything - is key, but only part of the equation. B2B clients expect businesses to create a buyer experience that’s as unique as they are. That means that your engagements have to be relevant to them and... --- ### DESelect October ’20 Release: Status page, searchable dropdowns, and NULL values in dynamic custom values > This is a DESelect October ’20 Release. Learn more about Status page, searchable dropdowns, and NULL values in dynamic custom values. - Published: 2020-10-06 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-october-20-release/ - Categories: Releases, Product Releases Happy autumn everyone! Besides some big projects that we’ve been working on that will be released in the near future, DESelect is proud to announce several features that were requested by our users. We put a big emphasis on listening to customer feedback to continue improving our product. Status page We are announcing https://trust. deselect. com, where we will be sharing the status of the DESelect systems. If service degradations would occur, or a scheduled upgrade is happening, that will be announced here. Searchable dropdowns When you use the (Not) In Results filter, (the equivalent of a subquery in SQL), users had to drag and drop the data extension / data view they wanted to compare against from the Available Data Extensions section on the left. So for example, if you wanted to filter for subscribers who received an email in the last 30 days, you would create a filter for the email field, choose the In Results filter, then drag and drop the _Sent data view to this filter line. However, this was sometimes hard to do, depending on the user’s screen size and amount of filters. This has been improved by making the (Not) In Results filter work with a searchable dropdown. Users can just search for the data view / data extension they want to use in a filtered dropdown. Additionally, on the screen to manage picklists in the admin panel, the dropdowns for the data extension and field have also been made searchable, making it easier... --- ### How to use picklists in Salesforce Marketing Cloud > Learn how to use picklists in Salesforce Marketing Cloud after reading this blog post provided by DESelect. - Published: 2020-10-01 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-use-picklists-in-salesforce-marketing-cloud/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: Marketing, Time Management - Topic: Time Management - Role: Marketing Picklists you say? Picklists are basically dropdowns used to let users choose from a series of values. Picklists can help you simplify data entry (time saver) and standardize values (prevent errors). They guide users to the values they need and make things easier. They’re not ideal for long entries, or loads of unique values. However, they can dramatically decrease the time it takes to find the correct value in a field manually. Picklist example. How to use picklists in Salesforce Marketing Cloud? In comparison to Sales or Service Cloud, Salesforce Marketing Cloud doesn’t have out of the box picklist solution. However, using a third-party tool like DESelect can help you benefit from this functionality. Picklists are really valuable for segmentation purposes in Salesforce Marketing Cloud and for data management in general. Why? Because they help to standardize the data and limit the threat of making mistakes while filling in the information manually. You create picklists for fields in data extensions. For example, you have a field Country in your data extension (DE) and you want to choose particular countries from this DE. The problem here is that you don’t remember if ‘United States of America’ or ‘USA’ is set as a value in this field. With picklists, you don’t need to search for it in your data extension manually. Moreover, picklists decrease the number of mistakes that a marketer can make when filtering on a data extension. For instance, a chance that a user will accidentally type “US” will not... --- ### 8 Strategies to provide a better customer journey in retail > 8 Strategies for Better Customer Journey in Retail - Published: 2020-09-23 - Modified: 2025-01-08 - URL: https://deselect.com/blog/8-strategies-to-provide-better-customer-journey-in-retail/ - Categories: Thought Leadership DESelect Guest Blog This is a guest post written by Buse Tarakcioglu from Vesium, a consulting and implementation partner of Salesforce in CPG & Retail, deploying necessary functionalities and focusing on growth and profit margins for businesses! Today’s retail landscape is changing rapidly and shopper preferences are a moving target! In this case, leaning data is always a better idea to craft proper plans to better customer experience! Here are 8 strategies you should follow to build more meaningful shopper relationships. 1) Engage Customers In Their Context Customers reward brands that are aware of the needs and interests of them. Retailers must engage customers in their context when omnichannel customers do not know what to do or where to go next. You can engage with customers and get some answers through;- Evolving stores based on their needs- Optimizing mobile throughout the customer journey- Analyzing the marketplace’s strengths & weaknesses 2) Provide Mobile Experience Mobile has changed buyers’ shopping behaviors tremendously by influencing digital sales and in-store behavior. Mobile is the top driver of both traffic and sales and 71% of customers use a mobile device in-store for purchasing or reading reviews. In this case, making sure of providing a mobile experience is a must-have these days! 3) Use Voice Assistants & Chatbots The use of voice assistants is growing and shoppers are using voice for at least one shopping activity. Even if it seems that voice-based search plays a minor role in buyers’ activities today, this developing... --- ### DESelect September '20 Release: Improved picklists, drag-dropping of filters, context relevant help, and more > DESelect Read DESelect September '20 Release and find out about Improved Picklists, Drag-dropping Filters, Context-relevant Help, and more. - Published: 2020-09-09 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-september-20-release/ - Categories: Releases, Product Releases Despite the summer being a quiet period in most industries, the DESelect product team kept on working to improve the product in many different aspects. Let’s dive in. Improvements picklists Available in: DESelect Advanced For fields for which a picklist is defined, users can just filter using a picklist with the available values, instead of typing filter values in a free input field. This is especially useful for fields that contain product codes, country codes etc, since users don’t have to know the codes but can just filter on readable labels. Available for more filter types The picklist functionality is now also available for Contains / Does Not Contain and In / Not In filters. For the Contains / Does not Contain filter, users can even choose to use a free input field or the picklist. Multiselect picklist The picklist for these filters is now a multiselect picklist, meaning it’s very easy for users to select multiple values at once. As this is also available for the Contains / Does Not Contain filter, users can search for multiple matches at once. For example, if you have a field Interests on a contact that can contain many interests, separated by a comma, eg. “bikes, computers, bitcoin”, one filter can search for records that contain ‘bikes’ or ‘bitcoin’. Searchable picklist The picklist is also searchable, so that users can easily find the values they’re looking for. This is especially useful for picklists with many values. The user can just start typing the... --- ### DESelect August ’20 Release: Modifying date fields > DESelect August ’20 Release: Modifying Date Fields Read about DESelect August '20 Release. This month we introduce modifying date fields. - Published: 2020-08-10 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-august-20-release-modifying-date-fields/ - Categories: Releases, Product Releases Date fields in Marketing Cloud can be challenging. They are stored in a specific format that includes a time component, and you may have to deal with different time zones. DESelect now supports modifying date fields, creating timestamps, and calculating date differences, so any date-related requirement you might have for the output of your selection will be resolved. Transform a date Available in: DESelect Plus, DESelect Advanced With the Transform a Date option, you can add or subtract minutes/hours/days/workdays/weeks/month/quarters/years to a given date. You can also convert the date between different timezones. Lastly, you can also convert the date/time field to a date only. Let’s say we have a data extension with Orders. All orders from stores worldwide are stored in the same format in this data extension, all in Central Standard Time. We’re sending out an email to customers in Germany, and want to refer to the date of the customer’s last order, expressed in the local timezone. We’ll create a new Custom Value on the Target Definition Screen, and call it: Date Last Order. As the type of Custom Value, we choose: Apply Formula to a Field. Next, we choose: Transform Date. The field we want to modify is the Date field in the Orders data extension. We can leave Add’ as is, though one could use this to add minutes/hours/days/workdays/weeks/month/quarters/years to a given date. For format, we choose Date. Under Convert Timezone, we enable the switch, and indicate we want to convert our Date field to Central... --- ### DESelect July ’20 Release: Today filter and notifications > Read about DESelect July '20 Release. This month we introduce filter and notifications. - Published: 2020-07-08 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-july-20-release-today-filter-and-notifications/ - Categories: Releases, Product Releases Besides many smaller subtle improvements to the UI and design of DESelect, the product team is proud to release 2 important functionalities for DESelect as part of the July release: the Today filter and in-app notifications. Today filter When filtering on date fields in DESelect, one can choose between a Relative date filter or a Calendar date filter. Calendar dates In case of a Calendar date, the user picks a date using a date picker. In the case of a Relative date filter, the exact date to filter on will be calculated the moment the query executes. This is especially useful for selections/queries that will be reused, for example as part of automation that runs every week to retrieve new data from the last week. Now filter For Relative date, the user could already use Before Now and After Now, and now we’re also introducing Before Today / Today / After Today. The Before Now / After Now filter takes the time of query execution and the time component of the date field in the data extension into consideration. For example, if the query executes the 20th of February 2020 at 2pm, and the filter is: Date is After 20 Hours Before Now, all records with Order Date after 19th of February 2020 at 6pm will match. Note: dates in Salesforce Marketing Cloud are always stored with a time component. If you didn't define a time component when uploading data into a date field, the time is set to 00:00... --- ### Salesforce Marketing Cloud Data Model Part 3: How to manage data in Contact Builder > How to manage your data in Contact Builder in Marketing Cloud seamlessly. An in-depth tutorial for the SFMC app - Published: 2020-07-07 - Modified: 2025-01-06 - URL: https://deselect.com/blog/salesforce-marketing-cloud-data-model-part-3-how-to-manage-data-in-contact-builder/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University, SFMC basics - Tags: Data Management, IT - Topic: Data Management - Role: IT - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management Introduction to Salesforce Marketing Cloud Contact Builder What is Contact Builder in Salesforce Marketing Cloud and what is it for? Contact Builder is a Marketing Cloud app that you use to manage contacts and related data. You use Contacts to store demographic and behavioral information about individuals. The main purpose of Contact Builder is to organize your contact data into a single view of your customer. Why would you use Contact Builder? Leverage information from any Marketing Cloud app for any contact as mentioned in this Trailhead;Design, map and link data about your customers;Add synchronized data sources from Salesforce CRM to Salesforce Marketing Cloud using Marketing Cloud Connect (if applicable). With this single view of your customer, you take an important step towards creating personalized and targeted campaigns. In other words, you can deliver a better customer experience. Who defines access to Contact Builder? There are several roles that can be assigned to users that grant them access to Contact Builder. Normally, Marketing Cloud admins assign these roles. These roles vary from having access to the app to permissions for more specific functions within Contact Builder. It is a best practice to create a custom role for marketers (or other groups of users) who need access to Contact Builder, so you assign them specific permissions that are relevant. Why should you give someone access to Contact Builder? It is important to provide access to contact data in Contact Builder for various Salesforce Marketing Cloud users. For instance, for... --- ### How to build an RFM (Recency, Frequency, Monetary Value) model in Salesforce Marketing Cloud > RFM Model building guide for effective customer segmentation in SFMC. Optimize your data to achieve personalization at scale. - Published: 2020-06-17 - Modified: 2025-01-06 - URL: https://deselect.com/blog/build-rfm-model-sfmc/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: Customer Engagement, Segmentation - Topic: Customer Engagement - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management What is RFM? The RFM model is based on a method that is used to analyze customer value. The RFM model is a customer segmentation technique that is enabled by data analysis. A primitive form of the RFM model was used about 50 years ago by catalogers of general merchandise. For example, as early as 1961, George Cullinan promoted the use and understanding of RFM customer data analysis. The term RFM stands for Recency, Frequency, and Monetary Value. RFM analysis that initially was applied for direct marketing is now commonly used in the e-commerce industry. The general approach to create an RFM model is to collect vast amounts of transactional data in order to segment customers according to their purchase history. This method implies creating smaller segments of customers in order to reach their individual needs. Why does RFM matter? So why does RFM matter? Firstly, it is a proven method of personalization. By creating effective segments of customers, you are able to develop a meaningful and trustworthy relationship with every customer. Secondly, it helps with the customer retention by improving their lifetime value (CLTV). Why is customer retention important? The research shows that companies with 24 months of activity online get 50% of their revenue from returning visitors. According to the Salesforce state of marketing report for 2020, one of the top 3 metrics for marketers in retail is customer satisfaction. Moreover, 84% of customers say the experience a company provides is as important as its products... --- ### DESelect June ’20 Release: Picklists, shared, and synchronized data extensions > Read DESelect June ’20 Release and find out about our new feature: picklists and new possibilities for shared, and synchronized data extensions. - Published: 2020-06-11 - Modified: 2025-04-28 - URL: https://deselect.com/releases/deselect-june-release-picklists-shared-and-synchronized-data-extensions/ - Categories: Releases, Product Releases This month DESelect is releasing a much-requested feature: Picklists. Picklists make it easy for users to work with filters by providing a dropdown instead of using a free text input. Picklists Available for: DESelect Advanced In many cases creating a filter for a segment will work fine by using free input fields, however, it does require some understanding of the data in the field you’re filtering on. For example, let’s say you want to filter on closed opportunities. Was the stage name ‘closed’ or ‘closed won’? Or imagine filtering on state code. Wouldn’t it be convenient if you could see the name of the state instead of only the state code? To make it easier for users to filter, DESelect admins can now define a picklist for a field, so the user can use a dropdown with the defined values instead of a free input field when working with the field in DESelect. Let’s look at an example for an opportunity stage picklist. Users marked as admins in DESelect can click the gear icon on the Selections overview page to go to the admin panel. Go to the Picklists tab and hit New Picklist. This will bring you to the screen where the details of the new picklist can be defined. For name, choose ‘Opportunity Stage’. Leave the Enabled switch on, this indicates the picklist will be shown to users. In the Data Extension dropdown, select the data extension that contains the field for which you want to create a... --- ### Salesforce Email Studio Data Management Guide > Learn how to manage your data in Salesforce email studio. The complete guide to organizing your subscribers in email marketing cloud - Published: 2020-05-28 - Modified: 2025-01-06 - URL: https://deselect.com/blog/salesforce-email-studio-guide/ - Categories: Thought Leadership, Marketing Cloud University, SFMC platforms - Tags: Data Management, Marketing - Topic: Data Management - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Data Management How to manage data in Salesforce Email Studio Salesforce Marketing Cloud’s Email Studio is one of the most popular email service providers, due to its email deliverability and variety of features. Let’s take a look at how to organize your data when using Email Studio for customer communications in the second of our series of blogs on this topic. If you missed the first one, you can our previous article, this will heavily depend on what data you decide to store in SFMC. Subscribers in SFMC also receive a subscriber ID, which is a unique system-generated identifier representing a subscriber. Essentially, for each unique subscriber key, SFMC will generate a unique subscriber ID. These are typically not visible to SFMC users and can be used as surrogate keys by internal Marketing Cloud systems. These fields are visible when tracking extracts and system data views in Query Activities. It’s best to avoid using these values for Marketing Cloud activities, as they can cause performance issues. How to organize your subscribers in Salesforce Marketing Cloud Email Studio There are three main methods of storing subscriber data in SFMC’s Email Studio, namely lists, data extensions, and groups. Each one has certain advantages depending on the size of your data and how you intend to use them. Here are some important factors to consider when using lists and groups. Lists in Email Studio You may be wondering how subscriber data can be organized in SFMC’s Email Studio. One method is by using lists,... --- ### How to exclude customers who have been targeted recently in Salesforce Marketing Cloud > How to use Exclusion lists to exclude customers in SFMC using SQL. A complete guide for Suppressions Vs. Exclusions lists in Marketing Cloud - Published: 2020-05-19 - Modified: 2025-01-06 - URL: https://deselect.com/blog/building-exclusion-lists-sfmc/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: Marketing, Segmentation - Topic: Segmentation - Role: Marketing - Department: Marketers - Use Case/Benefit: Data Management When it comes to email marketing through Salesforce Marketing Cloud, you sometimes need to exclude certain customers from your mailing lists. This could be because they have a history of spam complaints, or have not responded to previous campaigns, or they’re email addresses from your competitors. Whatever the reason, you can keep these contacts strategically separated from your wider audience by creating a suppression list. When to use Suppressions Vs. Exclusions While suppressions and exclusions are often used interchangeably, SFMC’s documentation on suppressions gives some perspective on the difference. Essentially, you should only create a suppression list for addresses you simply do not want to receive any of your emails. In contrast, subscribers on an exclusion list may have an active status and can still receive marketing emails, if you so choose. Subscriber records on suppression lists do not have a subscriber status and aren’t counted in the All Subscriber count. They are available if you use sendable data extensions. However, both suppression and exclusion lists have the same filtering logic at send time. There are good reasons for using the “do not contact” style of a suppression list. While it may seem a drastic step, there are times when you’ll have certain addresses who simply cannot receive your communications. Therefore, it’s important to know how to create and manage suppression lists in SFMC. Suppressions in send definitions in Email Studio Subscribers are put onto a suppression list when they unsubscribe from any of your mailing lists. The unsubscribed person... --- ### DESelect May ’20 Release: Folders on the selections overview, advanced prio deduplication, and admin panel > This is a DESelect May ’20 Release. Learn more about folders on the selections overview, advanced prio deduplication, and admin panel. - Published: 2020-05-11 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-may-20-release/ - Categories: Releases, Product Releases Covid-19 may be slowing down the world economy, but not the DESelect development team. This month we’re releasing not 1, not 2, but 3 new functionalities. Folders on the selections overview Available for: DESelect Plus, DESelect Advanced As DESelects customers grow, we start seeing customers that have 100’s of selections. At that point it becomes useful to organize the selections a bit better, so we introduced folders on the selection overview screen. The screen will feel very familiar to Marketing Cloud users as it has a similar structure to the data extensions overview. On the left panel, we can see all folders. Here folders can be created, deleted, renamed, or moved. There is no limit to how many levels of subfolders you can create. You’ll notice two special folders: All Selections, which shows all selections, no matter which folder they are in. Uncategorized Selections, which shows all selections that have not been assigned to a folder yet. Note that you can use the search functionality in the All Selections folder to easily search across all folders at once. On the right panel, we can see the selections in each folder. Selections can easily be moved to other folders using drag and drop. Of course, searching, pagination, and sorting are still possible within each folder or across all folders (using the All Selections folder). When you’re in a selection, click on the folder icon next to the selection name to change the location of your selection. If you don’t select a... --- ### Salesforce Marketing Cloud Data Model Part 1: What data to store and how to integrate it? > This is the first Salesforce Marketing Cloud Data Model article of the series. Learn what data to store in SFMC and how to integrate it? - Published: 2020-04-15 - Modified: 2025-01-06 - URL: https://deselect.com/blog/salesforce-marketing-cloud-data-model-part-1/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: Data Management - Topic: Data Management - Role: Marketing, CRM - Department: Cloud Admins, IT & Data Teams, CRM & Marketing Automation Teams - Use Case/Benefit: Data Management Have you ever wondered about the different ways you can manage your data in Salesforce Marketing Cloud (SFMC)? In this series of articles, we will shed some light on the out-of-the-box Salesforce Marketing Cloud data model, cover what tools are available in SFMC and point out best practices along the way. It all starts with asking yourself what data sources you want to use in SFMC. What source data do you want to use in Salesforce Marketing Cloud? As we will see, Salesforce Marketing Cloud (SFMC) provides us a great deal of flexibility with regards to our data model. As a consequence, SFMC can support nearly as many use cases and journeys as you can think of, provided you have the data to support them. For starters, it can make great sense to collect subscribers, leads, and other information customers may leave behind in forms and store them in SFMC. This way this information can be used for campaigns or even trigger the start of a journey in real-time, such as a welcome email or confirmation email. Many SFMC customers choose to connect their CRM (Customer Relationship Management) to the platform. This allows them to not only push relevant contact information to SFMC, but also commercial information, such as orders (usually B2C) or opportunities (usually B2B). Doing so allows for myriad automated journeys, and can provide marketers with the right information to execute cross-sell or upsell campaigns. Depending on your industry, you may be able to obtain interesting commercial data... --- ### DESelect April ’20 Release: Custom values > DESelect In this month's release, we would like to present new features like fixed and dynamic custom values. Check out our April 2020 release post. - Published: 2020-04-08 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-april-20-release-custom-values/ - Categories: Releases, Product Releases This month DESelect is proud to present a new and highly valuable feature: Custom Values. Custom Values allows you to put any value in a field in the target data extension. That means you’re no longer limited to values coming from one of your data sources. Read all about it below. Fixed custom values Available for: DESelect Plus, DESelect Advanced The simplest version of Custom Values is fixed custom values when you just want to write a value to all records of the target data extension. Example: In your selection, you’re using a data extension “Customer Addresses Belgium”, a list of customer addresses from Belgium. The target data extension contains a Billing Country column, but this column is missing in your data extension with customer addresses, as all addresses are from Belgium. A simple solution for this is to create a Custom Value with value ‘Belgium’ and map this Custom Value to the Billing Country field in the target data extension. Create the new Custom Value and give it a name. Here we’ll call it ‘Belgium’. 2. Custom Values can be of any type: text, date, number, decimal, boolean, locale, email. Choose the type and enter the value. 3. Once a Custom Value is defined for a selection, you can map it with the fields of your target data extension (as long as the field types are compatible). Dynamic custom values Dynamic Custom Values allows you to write different values to each record depending on criteria you define, like you... --- ### DESelect March ’20 Release: Editing data extension fields and deduplication > In this article learn about our new release: editing Data Extension fields and Deduplication - Published: 2020-03-05 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-march-20-release-editing-data-extension-fields-and-deduplication/ - Categories: Releases, Product Releases Last month for DESelect was again very productive. That's why we can't wait to share our new release post. We are glad to present our new functionalities which include editing Data Extension fields and Deduplication. Deduplication Available for: DESelect Advanced, DESelect Plus It’s possible that a selection you create contains duplicates. For example, when you want to email customers with orders in the last 3 months. In your email, you want to refer to the details of the order. However, it’s possible customers have multiple orders but you don’t want to email the same customer multiple times. So how do you solve this? With out-of-the-box Marketing Cloud, you could make the email address a Primary Key in your target data extension. This would ensure each email is unique, but you’d have no control over which related order is shown. It’d be just the first one in the database. DESelect now makes it possible to set up smart deduplication logic. For this example, we could indicate that if one customer has multiple orders, we want to prioritize the one with the highest order value. We could simply do this by indicating that Email needs to be unique, and the field that determines the priority is Order Value, and the record with the highest Order Value gets priority. Instead of sorting all values of a field to determine the priority, we can also determine and order values manually. This is great for text fields. For example, when you have a list of... --- ### Frequently Asked Questions (FAQ) > This is a list of frequently asked questions (FAQ) about DESelect functionality. - Published: 2020-02-25 - Modified: 2025-04-29 - URL: https://deselect.com/blog/faq/ - Categories: Thought Leadership Frequently Asked Questions General Questions When do I need DESelect Segment? We have customers saying that “anyone using Salesforce Marketing Cloud should have DESelect too”. With some exceptions, they are probably right. One of the powerful features of Marketing Cloud is its flexibility to let you define a data model and integrate various data sources. But as a result: You need to do lots of data management, which usually means writing SQL queries or even doing various operations in Excel. The same happens when you need to create extracts to report on your campaigns. All of that is incredibly time consuming and renders the Marketing team dependent on technical experts to support them. Due to its sometimes technical nature, user adoption may also be below expectations. If any of that sounds familiar, then DESelect is for you! What benefits can I expect from DESelect Segment? Some of the main benefits of DESelect include: You don’t need to use SQL anymore. Based on our customer success stories, we know that on average you can reduce the time you spend on data in Marketing Cloud (such as writing queries, creating data extensions, briefing an expert on your data requirements,... ) by a whopping 52%. You can deliver more targeted and personalized campaigns (asides segmentation, we also offer many ways to personalize your segments). You will be much less dependent on technical experts. You can accelerate your Marketing Cloud implementation, since a large part of an implementation is typically spent on creating the... --- ### DESelect February '20 Release: Improved lightning design UI and setting data actions > DESelect February '20 Release: Improved Lightning Design UI and setting Data Actions - Published: 2020-02-07 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-february-20-release/ - Categories: Releases, Product Releases Lightning design Available for: DESelect Enable, DESelect Plus, DESelect Advanced As you probably know, DESelect is fully integrated into Salesforce Marketing Cloud. To increase our users’ experience, it makes sense to have a UI that is fully Salesforce native. Therefore, we have migrated the DESelect UI to Lightning Design System, the modern UI Salesforce (Marketing Cloud) users are familiar with. Since a picture says more than a thousand words: here are a few screenshots of our renewed UI. Pagination and advanced selection search Available for: DESelect Enable, DESelect Plus, DESelect Advanced Our Selections overview page has been enhanced with pagination, so customers with many selections don’t have an overly long list of selections. But even better, we have made it possible to find your selections by allowing easy filtering on the user who created or last updated a selection. Just select ‘Created By’ or ‘Updated By’ in the search bar, and select a user from the dropdown to instantly see only the relevant selections. Data actions Available for: DESelect Enable, DESelect Plus, DESelect Advanced When creating a selection in DESelect, it is now possible to indicate if the results of the selection need to overwrite, update, or be appended to the results of the target data extension. To change the Data Action, click on the settings icon on the Target Definition screen and make your choice. The default setting remains ‘overwrite’, and a clear warning is given to the user that the existing records in the target... --- ### Top 10 Salesforce Marketing Cloud data views > Top 10 Marketing Cloud Data Views in SFMC used to segment your audience in email campaigns. Optimize your Salesforce Marketing Cloud with our guide. - Published: 2020-02-06 - Modified: 2025-01-06 - URL: https://deselect.com/blog/top-10-salesforce-marketing-cloud-data-views/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics - Tags: analytics, Data Management, data views - Topic: Data Management - Role: IT - Department: Marketers, Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation, Analytics A little more than a year ago, we compiled our list of the top 10 data views in Salesforce Marketing Cloud. Today we decided this list could definitely use an update. Salesforce’s Marketing Cloud platform changes rapidly, and part of our job is to keep up, adapting accordingly. That’s why we decided to share our findings in this revised article, top 10 data views in SFMC . What are Salesforce Marketing Cloud data views? Data views are system-generated tables (or data extensions (DEs) in Salesforce Marketing Cloud (SFMC). They contain different information about subscribers and events such as email/SMS sends, email opens, or links clicked. You can also view behavioral information such as emails forwarded to friends, or the status of your subscribers and contacts. In addition, it’s possible to view the bounce rate using data views in SFMC. In total, there are 24 different data views in SFMC that you can check out here. Unlike with data extensions, you can’t find data views in the normal overview, which is why some marketers might have never heard of them. You can use data views to create queries in the Marketing Cloud using SQL. If you’re not too technically savvy and still want to leverage important information found in data views, you can use third-party no-code solutions like DESelect. We actually have a nice guide on how you can leverage data views in Marketing Cloud to avoid marketing pressure that introduces you to querying data views in Marketing Cloud, using SQL... --- ### How to manage marketing pressure in Salesforce Marketing Cloud: A practical guide > Thought leadership How to manage marketing pressure in Salesforce Marketing Cloud - Published: 2020-01-16 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-manage-marketing-pressure-in-salesforce-marketing-cloud-a-practical-guide/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Topic: Marketing Automation - Role: Marketing, IT - Department: Marketers, Marketing Leadership - Use Case/Benefit: Saturation Control An email sent to the right person at the right time is key to a successful email campaign in Salesforce Marketing Cloud (SFMC). But how to determine the appropriate time to send out email campaigns? And how often should they be sent out? A poor email communication strategy leads to more unsubscribes and emails that appear in spam boxes. One of the reasons for poor email performance in SFMC is not considering marketing pressure. Marketing pressure refers to the manner a brand communicates with its audience. What does it mean and how to decrease the pressure? The secret to managing marketing pressure for an email campaign successfully is the combination of frequency and cadence to avoid marketing pressure. Firstly, a company should consider how often marketers send email campaigns, to keep track of frequency. This way, users may be less likely to unsubscribe and emails are less likely to end up in spam boxes. Secondly, analyze the behavior of your subscribers: In which time zones do they live? When is the open rate higher? Cadence needs to be analyzed to send the email at the best time to the right person. How to manage marketing pressure in Salesforce Marketing Cloud (SFMC) by moderating the frequency of email campaigns? In this article, we will focus on one part of marketing pressure, namely how to optimize the frequency of sent communications in SFMC. We will show you how to manage marketing pressure using SQL and DESelect respectively. To decrease the level of... --- ### DESelect January ’20 Release: Proactive warnings and much more > DESelect for Salesforce Marketing Cloud - January ’20 Release: Proactive warnings and much more - Published: 2020-01-09 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-january-20-release-warnings-of-errors-and-much-more/ - Categories: Releases, Product Releases Last month the DESelect Product team has mainly been focusing on further improving the security of the DESelect application. A few other important improvements to the application have been released as well, that will definitely make the life of DESelect users much easier once again. Proactive warnings of errors Available for: DESelect Enable, DESelect Plus, DESelect Advanced Sometimes when running an SQL query in Salesforce Marketing Cloud, an undefined error is returned, which of course is not very helpful to the user. Most of the time, this error is due to the SQL query writing unexpected values to a field in the Target Data Extension. For example: Writing a null value in a field that’s not nullable Writing a name of 100 characters in a field that’s only 80 characters DESelect now proactively warns the user when a mapping could result in this kind of error. Each warning icon is clickable and provides more information. If a Target Data Extension field is required: the user will not be able to run the query before this field is mapped with a field from a Source Data Extension The user will receive a warning if the field is mapped with a field that is nullable If the length of a field is different from the field it’s mapped with (like a 100 character text field mapped with an 80 character text field), the user will be warned as well. Synchronized data extensions and shared data extensions DESelect now fully supports both... --- ### How to use Data Views in SFMC? A guide to select contacts that are known subscribers > Thought Leadership How to use Data Views in SFMC? How to select contacts known as subscribers? - Published: 2019-12-10 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-use-data-views-in-sfmc-a-guide-to-select-contacts-that-are-known-subscribers/ - Categories: Thought Leadership - Topic: Segmentation - Role: IT Data views are system-generated tables (or “data extensions, DEs”) in Salesforce Marketing Cloud (SFMC). They contain different information about the subscribers and events such as email/SMS sends, email opens, or links clicked. You can also view behavioral information such as emails that are forwarded to friends. There are 24 different data views in SFMC that you can check out here. In this article, We would like to show how you can segment data views using SQL in SFMC and to compare this process with segmenting on data views using DESelect. In both cases, we would like to query on contacts that are known Subscribers, using the data view “_Subscribers”. For the purpose of this article, we are using the demo data available to partners and clients. Moreover, we have created several scenarios of use cases that you can try out using our demo data on our Support Portal. How to query the ‘_Subcribers’ data view with SQL in Salesforce Marketing Cloud (SFMC)? SFMC platforms The Ultimate Guide to Salesforce Marketing Cloud Advanced Edition At the Marketing Keynote at Dreamforce 2024, Salesforce announced an exciting expansion to its suite of marketing solutions — the Marketing Cloud Advanced Edition, which builds upon the existing Marketing Cloud Growth Edition and offers even more powerful tools to help small and medium-sized businesses (SMBs) engage their customers in a more personalized and efficient way. This article explores the features, benefits, and impact of Advanced Edition and what it means for SMBs striving to innovate. September... --- ### How to segment data extensions in Salesforce Marketing Cloud using DESelect (SFMC segmentation – part 3/3) > Thought leadership How to segment in Salesforce Marketing Cloud - Published: 2019-12-09 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-segment-in-salesforce-marketing-cloud/ - Categories: Thought Leadership, DESelect best practices, Marketing Cloud University - Tags: Segmentation, Time Management - Topic: Segmentation, Time Management - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation, Speed Segmentation processes can take up a lot of time when you want to create a targeted campaign. In the previous articles, we outlined different options on how to segment in Salesforce Marketing Cloud SFMC) Thought Leadership --- ### TrailMix: Get started with SFMC > Thought Leadership Learn Salesforce Marketing Cloud tips and tricks while earning badges. - Published: 2019-12-06 - Modified: 2025-01-08 - URL: https://deselect.com/blog/trailmix-get-started-with-sfmc/ - Categories: Thought Leadership - Topic: Learning - Role: CRM, Marketing DESelect Blog - TrailMix: Get started with SFMC Getting started with Salesforce Marketing Cloud (SFMC) can be exciting, though a somewhat daunting task. Therefore, at DESelect, we created a TrailMix on Salesforce’s learning platform Trailhead to help you take off on your learning adventure! What is waiting for you in this TrailMix? How to set up your account and manage usersIntroduction to Marketing Cloud How to create and send emails by using Marketing CloudHow to manage your dataGetting to know Journey Builder and managing your campaignsHow to segment your audience better for your emailsGetting started with Artificial Intelligence for marketersHow to create engaging content with Content BuilderWe recommend taking the quizzes for every module because it is really helpful to get a better understanding of the content. Just click here to begin your new learning adventure! Want to learn more about Salesforce Marketing Cloud best practices? Check out our thought leadership articles here. kyra. constam June 13, 2024 Thought Leadership Latest Articles Thought Leadership Top 10 Marketing Operations Predictions for 2025 We’re excited to unveil our Top 10 Marketing Operations Predictions for 2025. The exponential growth of marketing automation, the impact of AI on strategy and execution, and the drive to become more intentional and > SFMC platforms The Ultimate Guide to Salesforce Marketing Cloud Advanced Edition At the Marketing Keynote at Dreamforce 2024, Salesforce announced an exciting expansion to its suite of marketing solutions — the Marketing Cloud Advanced Edition, which builds upon the existing Marketing Cloud Growth Edition and... --- ### DESelect December '19 Release: Aggregations and more > December '19 Release: Use aggregations in filters and more. - Published: 2019-12-03 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-december-19-release-aggregations-and-more/ - Categories: Releases, Product Releases November was another busy month for the DESelect product team. Besides several smaller improvements, we enabled the use of aggregations in subqueries, opening up a whole new set of possibilities with campaign selections. Let us tell you all about it! Aggregations Available for: DESelect Plus, DESelect Advanced Let's say you want to send a voucher to contacts that have bought for more than 100 dollars in the last 2 months. To start, we select the data extension we want to get the details of - Contacts - and drag that to the Selected Data Extensions section. Next, we'll add a filter, as we only want to get the contacts that have bought in the last 2 months for at least 100 dollars. Drag Contact field Id to the Selected Filters section. We want to limit the Contacts based on the Orders they placed, so we add In Results as the criteria for the filter. We then drop the Orders data extension on our filter, and select Contact Id as the field to compare with, as that's how the Contacts and Orders table relate to each other. Currently, our filter selects all contacts that have an order, but we want to drill down further. Click on the funnel icon of the filter, so we can add filters for our Orders collection. Drag-drop the Order Date field to the Selected filters section, and set the date to: greater than: 2, months, Before Now. Note we're using a dynamic date filter here, so the date will be updated whenever this query is... --- ### How to segment data extensions in Salesforce Marketing Cloud using SQL queries (SFMC segmentation – part 2/3) > A 3 step guide to segmenting data extensions in Salesforce Marketing Cloud using SQL queries or DESelect Segment Solution for SFMC - Published: 2019-11-18 - Modified: 2025-01-06 - URL: https://deselect.com/blog/data-extensions-segmenting-sfmc-sql/ - Categories: Thought Leadership, Marketing Cloud University, SFMC basics, SQL use case - Tags: Segmentation, union sql - Topic: Segmentation - Role: IT - Department: Cloud Admins, IT & Data Teams - Use Case/Benefit: Segmentation This is the second part of a 3-part series on segmentation in Salesforce Marketing Cloud (SFMC):Read the first part here: (Inner) join: Returns records that have matching values in both tablesLeft (outer) join: Return all records from the left table, and the matched records from the right tableRight (outer) join: Return all records from the right table, and the matched records from the left tableFull (outer) join: Return all records when there is a match in either left or right tableNote: The ‘on’ clause is used to describe how the DEs are related to each other, usually based on an ID or sometimes an Email Address. Don’t want to bother with joins and writing SQL queries manually? You can also create advanced segments with simple drag-and-drop, using DESelect. Step 3. Target Data ExtensionAfter your query is finished and it is validated you can move on to the next step. Here, you need to find your target data extension, which you want to populate with the query. Then decide how you want to add the data: Appending data means adding new data to target data extension Updating the data means matching data when it is found or adding new data if there is noneOverwriting means replacing or overwriting the current data in the target data extension Should you use SQL queries in Salesforce Marketing Cloud? If you want to do more advanced segmentation on data extensions in SFMC then SQL queries can be an option for you. They allow a lot of freedom... --- ### How to plan a strong customer segmentation and targeting strategy? 4 types of marketing segmentation > 4 types of market segmentation in SFMC. Learn how to plan a strong customer segmentation and targeting strategy with DESelect Segment tool. - Published: 2019-11-13 - Modified: 2025-01-08 - URL: https://deselect.com/blog/4-types-of-market-segmentation/ - Categories: Thought Leadership - Topic: Segmentation - Role: Marketing Types of Market Segmentation in SFMC | DESelect “Marketing segmentation is a natural result of the vast differences among people. ”— Donald NormanAs the director of The Design Lab at the University of California, Donald Norman states that marketing segmentation is one of the key points if you want to create a difference with your business. Overall, customer segmentation and targeting allow you to create unique marketing strategies for your customers based on their preferences. This process leads to the best Return-on-Investment (ROI) outcomes. Thus, if we want to plan a good customer segmentation and targeting strategy, we must focus on four types of market segmentation. So, what are these 4 basic concepts? Overall, you can see below how we differentiated these segmentations from broad to narrow segmentation. Let's take a closer look. 1. Geographic Segmentation This helps you to segment your customers based on their location. At this moment, we need to think about one question: How does the location of a customer affect his/her purchase decision? For example, let’s say you aim to target large English speaking companies. Companies in the United States, Canada, Australia, United Kingdom. If you’re using Salesforce Marketing Cloud, you might leverage filters to segment this audience and target only those companies located in these countries. However, what if you don’t remember if in a single data extension with hundreds and thousands of records you can find all the desired countries? If you create a filtered data extension and select all the required countries,... --- ### DESelect November '19 Release: Comparing fields > November '19 Release: Filter by comparing fields from the same or related data extensions - Published: 2019-11-04 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-november-19-release-comparing-fields/ - Categories: Releases, Product Releases Learn all about our latest functionalities: build queries using filters that compare one field value with another. This month the DESelect product team is proud to release functionality to support selections that filter by comparing fields from the same or related data extensions. For example, getting the order lines where products were sold for less than the product list price. Available for: DESelect Enable, DESelect Plus, DESelect Advanced. Use case Imagine having 2 data extensions: Products and Order Lines. In Products we find product details like the name, product family and the list price (the price for which the product normally sells). In Order Lines, we can see the quantity, product and the actual sales price. We'll start by selecting the Products and Order Lines data extensions, and set the relation to Order Lines with matching Products. --- ### How to filter a data extension in Salesforce Marketing Cloud using filters (SFMC segmentation - part 1/3) > Thought leadership | How to filter a data extension in Salesforce Marketing Cloud using filters - Published: 2019-10-29 - Modified: 2025-01-06 - URL: https://deselect.com/blog/how-to-filter-a-data-extension-in-salesforce-marketing-cloud-using-filters-sfmc-segmentation-part-1/ - Categories: Thought Leadership - Tags: CRM, Personalization - Topic: Segmentation - Role: CRM, Marketing This is the first part of a 3-part series on segmentation in Salesforce Marketing Cloud (SFMC)Update 22/11/2019: A new part about data relations and ‘cross filters’ has been added. Special thanks to Lukas Lunow for pointing out this possibility. The goal of every successful marketer is to reach the desired audience with the right message at the right time. If you are using Salesforce Marketing Cloud (SFMC) as a marketer, you frequently come across the recurring problem of creating a targeted email campaign in a seamless and easy manner. The thing is that the process of filtering on your data usually takes a lot of time and we find ourselves stuck in the process of segmenting the audience instead of actually working on the campaign. Here you can find out how to easily filter on the data in your SFMC environment to create an attractive segmentation without using Excel or SQL queries. There is a solution to filter subscribers within SFMC called a ‘data filter’, which will segment your audience in data extensions (DEs) according to the criteria you set. How can you use filters in Salesforce Marketing Cloud? In order to create data filters for your Data Extensions (DEs) you have to go to the Email Studio in your SFMC environment. From the drop-down menu in the ‘subscribers’ field, you can find an option of ‘data filters’. There you can find data extensions that you would like to filter on. Since every data extension consists of certain fields... --- ### DESelect October '19 Release: Dynamic date filters, subqueries, data views > Introduction to exciting time-saving features released in the October '19 Release - Published: 2019-10-07 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-october-19-release-dynamic-date-filters-subqueries-data-views/ - Categories: Releases, Product Releases Another month, another exciting release full of features that make a marketers life easier. This month we're allowing faster and more advanced selections via date filters that update themselves depending on the moment the query executes, new ways of comparing with data in other data extensions, and leveraging the powerful data in data views. Dynamic date filters Available for: DESelect Enable, DESelect Plus, DESelect Advanced At DESelect we have always supported filtering results by dates. Until now we only supported filtering by exact date, through the kind of date picker most people are familiar with. But what do you do when you want to send an email to the people that bought from you for the first time in the last week, every week? You don’t want to update the query / selection every time. To solve for this, we introduce Dynamic Date Filters: use a time indication relative to the moment the query executes and you never have to update your selection. Examples of Dynamic Date Filters would be: OrderDate Greater Than 7 Days Before Now: to get the orders of the last 7 days CreatedDate Smaller Than 10 Business Days Before Now: to get contacts created more than 10 business days ago InvoiceDueDate 12 Hours After Now: to get the invoices that are more than 12 hours overdue ContractEndDate 1 Week After Now: to get the contracts that will end 1 week from now We support comparing years, quarters, months, weeks, days, weekdays, hours, minutes and seconds.... --- ### DESelect September '19 Release: Auto-create data extension > Introduction to time-saving features released in the September '19 Release - Published: 2019-09-12 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-september-19-release-auto-create-data-extension/ - Categories: Releases, Product Releases Available for: DESelect Enable, DESelect Plus, DESelect Advanced Since we started working on DESelect, our goal has always been to save marketers as much time as possible when they are targeting and segmenting inside Salesforce Marketing Cloud. With that in mind, we are very excited to be releasing a new - and much requested - feature called Auto-Create Data Extension (affectionately known as “AC/DE”). Up to recently, when users created a selection in DESelect, it was assumed they had already created a “target data extension” in which they could save the result of their selection. This meant that a user would have to first manually create a data extension (DE) before creating a selection in DESelect. In some cases, this manual work and switching between screens could still take some time. Now this is no longer the case and a user can simply AC/DE while creating a selection, straight from within DESelect! While creating a selection, you can find the AC/DE option within the “Target Definition screen”: After clicking the “Create Data Extension”- button, you will get a pop-up screen in which you can specify the following information for your DE: Name Description Folder location Is Sendable? Is Testable? Data Retention Policy (For more information regarding these options, please refer to the Salesforce documentation. ) Once this is done, you will be able to drag-and-drop fields from your source DEs to the right hand side: By default, whatever fields you choose will be automatically created with the same properties... --- ### Customer Success Story: Cambridge University Press > Learn how Cambridge University Press uses DESelect for segmentation in Salesforce Marketing Cloud - Published: 2019-09-01 - Modified: 2024-08-27 - URL: https://deselect.com/customer-success-story-cambridge-university-press/ - Categories: Success Stories - Tags: Publishing We warmly welcome Cambridge University Press (the Press), the oldest university press in existence and one of the largest in the world, amongst our customers. With over 50 offices and approximately 2800 employees worldwide, the Press publishes a wide range of products including professional books, textbooks, reference works, as well as software and electronic publishing. Combining data sources The Press began adopting Salesforce Marketing Cloud as of June 2018, but had not been able to fully unleash the power of the platform. As Cherry Otto, Data Marketing Manager at the Press explains: “Our segmentation strategy involves a process of regular uploads from four different systems to Salesforce Marketing Cloud. These systems include Salesforce Sales Cloud and a third-party CRM containing school contact data from the UK. However, we would have to manually combine these data sources to arrive at a data set that we could use for campaigns. ” Combining those data sources manually (and uploading them into what is known in Salesforce Marketing Cloud as “data extensions”) was indeed time consuming. For the Press, this usually meant combining lists in Excel and then uploading the files through an FTP server due to their size. Such a process demanded significant quality assurance due to the risk of manual errors. However, there was little alternative since the Press would have been left with incomplete data sets (e. g. missing basic info like “first name”) and as a result would not be able to personalize a campaign. From SQL to drag-and-drop It... --- ### DESelect August '19 Release: More filtering options for Salesforce Marketing Cloud > Thought leadership, features release info and more from DESelect for SFMC. - Published: 2019-08-26 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-august-19-release/ - Categories: Releases, Product Releases In an effort to continuously provide our users better tools to segment and target in Salesforce Marketing Cloud, we have recently released additional filtering options. Now, when you create a DESelect selection, you have the option to use the “IN” and “BETWEEN” filters! Available for: DESelect Enable, DESelect Plus, DESelect Advanced The “IN” operator Using “IN” essentially allows you to list a series of comma separated text values. Previously, when you wanted to filter on several potential values of a picklist field, you would have to create separate filters for every value and use the “OR” operator. For instance: Now instead, you can use the “IN” operator and separate values with a comma: This is especially useful and time-saving when you have a large number of values. The “BETWEEN” operator When you want to filter on a number based on a range, you can now simply use the “BETWEEN” operator: This filter option is available for fields that have the number and decimal type. Movable filters Previously when you incorrectly added a filter (for instance within the wrong "AND"-grouping) you would have to delete this filter and add it again. Not anymore! It is now possible to simply drag-and-drop filters after they have been added, using the arrows-icon on the right side of the filter. All of these filtering options are now available for all DESelect editions for Salesforce Marketing Cloud. --- ### DESelect June Release ’19: Data extension combining > Feature release from DESelect for SFMC - Data Extension Combining - Published: 2019-06-30 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-june-release-19-data-extension-combining/ - Categories: Releases, Product Releases Available for: DESelect Enable, DESelect Plus, DESelect Advanced At DESelect, our top priority is to ensure that targeting and segmenting right is an easy and fast process. As a result, we regularly upgrade our application (available for Salesforce Marketing Cloud) making targeting and segmentation for your campaigns as efficient as possible. Recently, we have released a new feature called “Data Extension Combining”. Users can now indicate across multiple Data Extensions (example: event subscriptions) what field they share (example: email address) and combine these into a single new Data Extension that adds up all the rows (example: a complete list of all email addresses that ever subscribed for our events). Technical readers may recognize this as a UNION statement in SQL. Precise functionality includes: Select as many source Data Extensions as you want, with similar data (like contact data) Maintain an overview of these source Data Extensions through tabs which can be renamed Filter each source Data Extension based on your needs Join or exclude data from each source Data Extension based on your needs Map the columns of your source Data Extensions into a single target Data Extension Decide if you want to remove duplicates (default) or not Run a preview to check results as usual Here you can see how selecting multiple source Data Extensions look like as tabs on the Selection Criteria page: For questions, feel free to contact us. --- ### DESelect May ’19 Release: Filter on datetime in Salesforce Marketing Cloud and more > DESelect May '19 Release is about filtering on DateTime in Salesforce Marketing Cloud. - Published: 2019-05-31 - Modified: 2024-01-06 - URL: https://deselect.com/releases/deselect-may-19-release-datetime-filter/ - Categories: Releases, Product Releases Here at DESelect we understand how critical targeting and segmentation are to be an effective marketer. Hence we constantly seek to improve our addon for Salesforce Marketing Cloud that does just that: Target and segment your customers in an easy, intuitive way. Just recently we added the following features: When making source(s) data extension fields to target data extension fields, auto-mapping will now be capital INsensitive for improved mapping. You can now filter on datetime (instead of just date). UI improvement one: AND/OR filters now allow more space for the actual filters. UI improvement two: You can now run a selection from any screen while editing a selection, which saves you time from navigating. Stay tuned for the next update and of course just say hello if you have a question. ---