Choose the contact attributes you export – Plan UI Release v. 1.21.13

Think how useful it would be to export exactly the customer attributes you need, when you download a segment contact list… Well, with the new Plan version 1.21.13, you can!

Of course, the same functionality is available in the Plans section of the Marketing Cloud UI.

 

What does this release enable you to do?

If you have the appropriate permissions, simply locate the appropriate segment and open the Edit segment page, then click the Download list icon at the bottom of the Segment Summary panel, to display the Download CSV page. Then, you just select the fields you require. The only limitations are a maximum of 10 fields, and no more than one million contacts in the download.

Once you’ve chosen your fields, simply click Download CSV and you’re done.

Of course, if you require more fields or contacts, we have a solution for that too. See the Plan guide for more details.

 

What does this mean in everyday use?

Now, instead of just downloading the contacts’ email addresses, you have the option of choosing exactly which attributes you require.

 

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An interface that focuses on usability… out with modules, IN with sections

Just a few days ago, we introduced the latest version of the new Marketing Cloud UI. But rest assured, work has not stopped and will continue throughout the Christmas period!

To welcome in the new year, Contactlab will introduce several new features that will make the platform a truly enhanced and unique experience. And since we can’t wait, here’s a preview.

The usability interface

One reason we decided to rethink the design of the Marketing Cloud, is to make the navigation between various modules easier. The first version of the new interface – the one you are using now – has already moved in this direction, standing out through several important elements, which make it very intuitive and particularly easy to use:

  • A sidebar menu that is always available, making sure there is no need to open new windows.
  • A company that follows the user, enabling you to jump from one module to another, while continuing to use the same company.
  • Optimized for use on tablets, dynamically adapting its components to different formats – making it easier to manage campaigns, even while you are on the move.
  • An environment dedicated to you, with a single point of reference to manage your account.
  • Supporting messages in a fresh and modern graphic style, to guide you through your journey in the cloud.
  • The settings of all modules in one place.

A lot of ingredients that already make the interface something special. And the next releases will continue to have a huge impact on your browsing experience within the platform. An evolution that will promote the Marketing Cloud to even higher levels, with enormous benefits for those like you, who use it every day.

Out with modules, in with sections

How do we make something that is already intuitive even more so? By deciding to change the navigation menu and replace the names of the modules with something more immediate – something that recalls what they actually allow you to do.

UI - new releaseAnd that’s how we came up with the sections:

  • Customers: To learn more about your customer base and any changes, as well as new and removed profiles… right down to the details of each individual contact.
  • Algorithms: To discover the KPIs and behavioral forecasts that enrich your contact profiles.
  • Segments: To go deeper and create audiences for your campaigns that promote a one-to-one, individual and personalized relationship with your customers.
  • Plans: To optimally manage and send your communications, in exactly the same place that you create your target audience.
  • Automations: To build automated flows that follow your customers on their journey with your brand, in real-time.

You’ll always have everything you a looking for about your company’s activities, in one place  – easily accessible and even easier to use.

If you already use some modules of the Marketing Cloud, but still haven’t accessed the new interface, don’t wait any longer. Contact us, and together, we will make it possible for you.

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Do you want to realize the full value of what you already know from your contacts’ profiles? Create Aggregate nodes

What exactly does this mean? Let’s look at an example…

Aggregated nodeYou have a new children’s range, which you want to promote through both retail and e-commerce channels. However, you have different teams autonomously managing each one, with all the data collected in separate nodes. But you really need this information aggregated in one place, to have a comprehensive overview that facilitates successful, unified and coordinated promotional activities.

Of course, you could create separate campaigns for the contacts in each node. But it would be far better to use the strengths of an aggregate node, to bring together all the available data in one place and unite the separate customer profiles.

 

Then you could use the new node with all the Marketing Cloud features to create an individually tailored, precisely timed and effectively targeted campaign that:

  • Reacts to every individual contact’s preferences, actions and responses.
  • Minimizes message duplication.
    By combining otherwise separate campaigns, and concurrently managing and communicating with both channels.
  • Makes information contained in one node available to everyone, increasing targeting effectiveness across the channels.
    For example, imagine the details you have in the retail node show that someone doesn’t have children, but this small detail is missing from your e-commerce data.

 

The Aggregate node

!!! Does your company have information stored in silos,  due to its organizational structure?

!!! Do you have difficulty integrating different databases and uniquely identifying who is who?

!!! Can’t you determine one key for all channels, to identify each individual contact?

We’ve thought about all of this with aggregate nodes, … let’s explore them together.

If you have already adopted the platform, you know and appreciate the many benefits that you can realize with Hub and the other modules in the Contactlab Marketing Cloud family. Now imagine elevating the success of your communication activities to an even higher level.

You may already have all your contact data from diverse sources well organized in a Hub workspace, according to how you do business – with, for example, retail and e-commerce nodes. And each node in turn contains the individual customer profiles – the available demographic and event data for each contact that has bought from you, shown an interest in your products, or even just subscribed to your newsletter.

But perhaps you have different teams managing the individual channels and nodes independently, in effect, as if each one is the only customer base you have. Maybe technical limitations prevent you from creating totally unified contact records.

Or it could be that the information required to successfully combine contact profiles has not always been available. For example, while the e-commerce node may include an email address for each contact, the retail node only has a few – a situation that has made it almost impossible so far, to have a single node with integrated customer data for multiple channels.

That is where the power, capabilities and flexibility of Hub aggregate nodes comes in. They provide:

  • A complete and comprehensive view of each customer in one place.
    Still individual profiles, but ones that bring together the data from two or more entry nodes, into readily accessible and understandable summaries.
  • Combined profiles that are constantly updated in real-time, with the latest customer data, events, purchases, subscriptions and consents.
  • The ability to combine apparently separate profiles using multiple field values.

And if, for whatever reason, it is not possible to completely unify all the data for certain individual customers right away, it will still be available in one place, ready to use now, and to be merged as the opportunity arises in the future.

The new Hub aggregate nodes – putting all the power and possibilities right at your fingertips.

 

Aggregated Node

 

Mix and match…

A simple matching policy is all that is needed to combine two or more entry nodes into one aggregate node. Your contacts’ individual properties – such as their email address and first name, or perhaps the first and last names, date of birth and postal code – which together determine if people in the different nodes are actually the same person… And if so, enable the separate profiles to be merged into an aggregated one.

But that is just the beginning…

Now think about how you could apply all that combined information – promote your retail stores to those who have exclusively bought online? Entice your subscriber-only contacts with a discount coupon to use on their first in-store purchase? Reward the loyalty of your best cross-channel customers with an invitation to a private preview?

Whatever your idea, Hub aggregate nodes enable more accurate deliveries in Send, even better segmentation in Plan, and enhanced personalization of automatic campaigns in Flow.

Now comes the best news of all… You just tell us your requirements, and we’ll configure the new aggregate nodes for you! Need some changes? We’ll do that too, leaving you free to focus on your strategies, plans and above all, results.

All we need to know is which of your entry nodes you want to aggregate, and the matching properties you want to use. That’s it.

To summarize…

With an aggregate node, not only can you avoid potential problems, you can also tailor your communications more precisely by using the combined information from two or more nodes, rather than relying on just one. And even if the profiles of some contacts cannot be merged at the moment because of missing data, they will still be included in the campaign, as appropriate.

Why not talk to our customer care about aggregate nodes today, and start to reap the full benefits of all your data combined in one place?

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Compare segments for the complete picture and check which one performs better!

From July 31st, 2019, a new Plan version is available.

What does this release enable you to do?

With just a few clicks, you can open a new dashboard to compare both the demographic and events data from two segments, side by side. It’s as easy as this:

 

 

 

 

Sign in to Plan, then on the Segments tab, locate and click the first segment you want to compare.

In the Segment Summary panel of the Edit Segment page, click the Analytics icon to open the dashboard.

 

 

 

 

 

 

 

 

 

Under Compare with another segment, select the second segment.
After a short delay, the demographic charts for both segments display.

Click Events, if required, to see the relevant details for both segments.

 

 

 

 

 

 

 

 

That’s all you have to do!

What does this mean in everyday use?

You can better understand, for example:

  • Who the contacts in your segments are.
    You can then choose the one that more accurately reflects your ideal audience.
  • The segment that performs best, following deliveries.

As you can see, this new feature can be especially useful both before and after the segments are used, to:

  • Monitor results.
  • Identify the best performing one.
  • Fine tune your target selection criteria.

 

 

 

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Join us and take a spin with the new interface!

Password: Usability

Here it is… A quick preview of what the platform will be able to offer, thanks to the new interface:

  • A tailor-made workspace.
  • A fresh and modern design characterized by ease of use and intuitiveness.
  • Increased integration between the various features.
  • Better navigation between the platform modules.

Watch the video and discover a few of the many benefits that will be available to platform users, while they navigate around the Contactlab Marketing Cloud!

 

 

 

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Use Email Designer templates in your plans – Plan Release v. 1.21.0

From July 31st, 2019, a new Plan version is available.
The release is planned between 2.15 pm and 3.15 pm CEST.

 

What does this release enable you to do?

You can now use HTML created with Email Designer in Plan

Email Designer is the platform’s new drag & drop email editor, which enables you to create responsive design-based emails intuitively, quickly and easily, without any HTML knowledge. Thanks to this release, you can now use templates created with the new editor in your plans, in just a few easy steps.

 

ED in Plan #1

1. IN A NEW PLAN, SELECT CREATE MAIL DELIVERY IN SEND

ED in Plan #2

2. ENTER THE BASIC DELIVERY INFORMATION AND CLICK NEXT

ED in Plan #3

3. CLICK FROM EMAIL DESIGNER TO PERSONALIZE THE MESSAGE

ED IN Plan #5

4. THE EDITOR OPENS AND THEN SELECT THE TEMPLATE

ED in Plan #6

5. CLICK GET TEXT FROM HTML TO CREATE THE ALTERNATIVE TEXT

ED in Plan #7

6. PREVIEW THE EMAIL IN THREE SIZES, SMALL, MEDIUM, FULL

ED in Plan #8

7. TEST THE DELIVERY AND CLICK NEXT TO APPLY

ED in Plan #9

8. EVERYTHING IS DONE. YOU CAN NOW EDIT OR SAVE

 

 

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Use Email Designer templates in your automations – Flow Release v. 2.11.0

From July 11th, 2019, a new Flow version is available.
The release is planned between 10.30 am and 11.30 am CEST.

 

What does this release enable you to do?

There are two important new platform features that add value to the Contactlab marketing automation module.

 

You can now use Email Designer created HTML in Flow journeys

 

ED in FlowEmail Designer is the platform’s new drag & drop email editor, which enables you to create responsive design-based emails intuitively, quickly and easily, without any HTML knowledge. Thanks to this release, you can now use templates created with the new editor in your Flow journeys. When you configure a Send mail Action step, in addition to PageBuilder, you can select Email Designer as the template source. You can also see the preview in small, medium and large formats.

 

 

You can insert consecutive Check steps in your automations  Flow

Imagine you want to address customers who have not bought anything for a while, by sending them an email with a coupon. You also want to first check that the email has been opened, then whether the coupon has actually been used, before carrying out other actions according to each customer’s behavior.
This is a good example of an automation that needs consecutive Check steps. An open mail one, followed by the coupon use check.

 

 

 

 

 

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Let’s go… Flow towards the new interface – Release v. 2.10.0

From June 28th, 2019, a new Flow version is available.
The release is planned between 11.00 am and noon CEST.

 

What does this release enable you to do?

Barra laterale

 

To complete the process of migrating the platform to the new Marketing Cloud interface, we are implementing some small changes to the modules that are its constituent parts.

For example, you will find that the configuration options that normally display in the left Sidebar, now appear in a panel to the right of the screen – so a right Sidebar from now on.

However, there will be no change to the features that are available to create a journey.

Happy surfing and stay tuned … the new interface is coming!

 

 

 

 

 

 

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Share Email Designer templates with your brands

The latest release of Email Designer, which took place a few days ago, included a very useful new feature: You can now share your templates. This is particularly interesting if your companies or brands are hierarchically organized on the platform.

What does this release enable you to do?

Now, a parent organization’s individual templates can be directly shared with its daughter and/or granddaughter companies and brands.

Once shared, a template is made available to all subsidiaries, without exception – meaning that access is not limited to one or more companies or brands.

Where can shared templates be found?

 

All subsidiary companies and brands have access to a new repository, called Shared Templates, which has been added to the existing My Templates, Custom Templates and Default Templates tabs.

The individual daughters and/or granddaughters can modify a shared template, but once it has been changed, the copy can only be saved in the subsidiary’s My Templates repository. This is done to avoid propagating individual changes to all the other companies and brands in the hierarchy.

What does this mean?

This template sharing feature is particularly useful when you want to manage their creation centrally, in a uniform and standardized way. New templates can then be made available automatically, while enabling subsidiary companies and brands to tailor them to the demands of their own deliveries.

 

 

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What’s next: A re-energized interface, purpose-designed to enhance user experience

To ensure that we stay one step ahead of your future needs, the Contactlab Marketing Cloud will soon be available through a new user interface. A tailor-made workplace, which both complements the integration of a wealth of features and enables you to move from one module to another while using the same view.

 

 

The usability interface

Our UXD and front-end teams have been busy during the last few months, developing a common interface that lets you navigate the various platform elements with just a simple click in the sidebar menu. Now, we are ready to provide you with a new experience that truly makes a difference in day-to-day use.

With a fresh, modern design, the immediate benefits are clear – browsing and using the platform is easier, faster and more intuitive, while improved access to the various modules increases productivity and saves you time.

 

The company that follows the user

You can easily jump from one module to another while continuing to use the same company and even the same node! The current node does not change when you move within the platform, and the UI continues to provide contextual information that is based on the user’s role.

 

 

 

CMC collpaseOptimized for use on tablets

The new UI ensures its components can dynamically adapt to different formats – making it easier to manage campaigns, communicate with customers and further cultivate successful relationships, even on the move.

 

 

 

WidgetAn environment dedicated to you, the user

The interface represents a single point of reference for browsing within the platform, searching for specific tools and resources, using the Contactlab Marketing Cloud and for managing your account. Each user can access exactly what they need – modules, resources, services and self-service tools –  enabling everyone to easily and successfully carry out their activities.

 

 

 

A guided journey through the cloud

Your journey through the platform becomes simple, easy and fun, thanks to the supporting images, themed illustrations and targeted messages. All this, purpose-designed to let you know exactly what is happening, always, and better manage your Contactlab Marketing Cloud experience.

 

 

In just a few more days, you too can discover the new interface and test our new world for yourself – live.

 

 

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