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Blackbaud CRM™ General Discussions
Tracking revenue with third party mailing tools
Rick Root
We are migrating to Sales Force Marketing Cloud and I am wondering how others deal with the issue of tracking revenue with third party email platforms.
Since we started using CRM in 2013, we've been using Direct Marketing Efforts and attaching source codes to our gift URLs.
With Sales Force Marketing Cloud, we won't be using Marketing Efforts in CRM anymore... so no more source codes. I mean, we could create marketing efforts for each send with dummy segments just to create the source codes...
Thoughts?
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Rob Downs
Hey Rick,
We currently use a 3rd party email service and make Marketing Efforts for our email solicitations (not for all email we send). We use links similar to you with the Source Code in the URL.
We are also planning a move to Marketing Cloud, but I anticipate that we will keep using Marketing Efforts to generate and link revenue with the solicitation since that seems to be working for us. However with Email Journeys, we anticipate needing a data integration that would dynamically add recipients to an active Marketing Effort when they fall into an automation in Marketing Cloud. For example, the DME might be called "4 days after abandoned shopping cart solicitation" and would not have any initial recipients, but they would get added as constituents met that criteria and were sent the email. We've done this before with other dynamic lists and it seems to work. But this is still just an idea, as of now - I'd also be interested if there are other options than a marketing effort.
Rob
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