Summary

This article gives a brief description of navigating through the Salesforce Marketing Cloud (SFMC) application and the various icons that are commonly used in it.

Content

NOTE:  SFMC contains a lot of robust functionality that is not currently being utilized by UNH. We are unable to hide the unused functionality currently. 

Home Screen

Regardless of where the user resides in the application if they were to click on the Email or UNH Salesforce Marking Cloud menu in the upper left of their screen they can always navigate back to their home screen. 

Users can always choose to Save their content at any time to access it again later.

Calendar

When you log into the SFMC, you will land on the calendar page.

This page allows you to see any emails sent or pending for the current week.  You can navigate back or forward in time by moving your mouse over the calendar. You will receive arrows (1) at either end of the week to move forward or back.

You can access a full month view of the calendar by clicking on the Calendar link (2) at the top of the page.

Email Studio

You can access the email area of the application by clicking on the Email Studio icon in the upper left of the screen.  When you hover the mouse over it, you will receive a flyout menu where you can then click Email.

Overview 

Once you have accessed the Email area of the application you will land on the Overview Page.  On the left side of this page, you can see the Recent Items you have created or modified. 

The right side of the screen allows you to see recent emails you have sent using SFMC.

Click to View full-sized image

Email Content

When creating and sending emails, you will spend a majority of time within the Content area of the application.  Here you will be able to create and modify content.

You will see all emails you have created or modified.  The screen will allow you to see the Name of the content, Location, Type, Modified day and by as well as Status.

You can access any of the content listed on the page simply by clicking on the Name.

You will use this icon to start creating a new communication (email)

The list of content can be re-sorted using the sort by menu in the upper right. Once you select the row you choose to sort on, the icon to the right will allow you to re-sort from ascending to descending.

The content defaults to being viewed in Listing format or you can choose to see the content in Tile format.

To an extent, the system allows you to add or remove selected columns from the view if needed.

The content can also be filtered.

When you trigger the Create Email function, you will be taken into the Create and Email process

As you make selections on each screen, you can move to the next screen using the "Next" icon in the upper right.

At any time you can Save your content and re-access it again at another time once the email has a name.

Tracking

You can access the Tracking area of the application to see general information regarding statistics surrounding email sends. 

Content Builder (Approvals)

When in SFMC, if you have Approver Permissions, you will have the ability to access your Business Unit's content and approve from within the system if you choose not to click the link contained within the Approval Alert Email. 

From the Home Page click Content Builder -> Approvals

This will display all content for your Business Unit. Use the Status column to locate the content that is "Pending" approval

Once complete, click on the Home icon in the upper left to navigate back to the home page

Need additional help?

Please fill out the Salesforce Marketing Cloud Webform with as much information as possible, or contact the Technology Help Desk. 

For additional Training please visit the TLT Docs & Training site