Resources

Comparisons

You can use a variety of tools for sending messages to a group. We have outlined solutions, rated them for effort required, and have identified key considerations.

Experts & Communities

The MC User Group is a systemwide resource for anyone using Salesforce Marketing Cloud at the University of Minnesota.
Get answers about Salesforce, a constituent relationship management (CRM) system used at the University of Minnesota, from customers, partners experts, and official documentation.
Get answers about Salesforce, a constituent relationship management (CRM) system used at the University of Minnesota, from customers, partners experts, and official documentation.
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
Users of the University's customer relationship management tools meet monthly to share ideas. If interested in joining, email [email protected]
The WorkflowGen Consortium includes users of WorkflowGen at the University of Minnesota. It provides administrative oversight and user experience insight.

Resources

A/B testing is a method of market testing in which you send two versions (Condition A and Condition B) of your communication to two test audiences from your subscriber list.
A guide from the Federal Trade Commission (FTC) concerning the CAN-SPAM Act, which sets the rules for commercial email, establishes requirements for commercial messages, gives recipients the right to have you stop ema
This page describes how the Salesforce Marketing Cloud application processes unsubscribe requests to help you remain compliant with the CAN-SPAM Act.
Content Detective is a tool that helps you identify spam triggers in your email content.
Grouper has two branches for WorkflowGen, CDEV and PRD. It is important that the structure between the two branches is identical for process that need to moved into production.
This vendor-supplied help article details the steps required to create a new data extension for storing subscriber data within Salesforce Marketing Cloud.
This vendor-supplied help article describes how to create an email template using HTML Paste, with or without the Content Builder.
This vendor-supplied help article explains how to create templates using the either the Template Editor or the Content Builder in Salesforce Marketing Cloud.
This vendor-supplied help article is an overview and landing page for all topics related to data extensions within Salesforce Marketing Cloud.
This document is required for users of the Donor Management System (DMS) database courtesy of the University of Minnesota Foundation (UMF).
If you have general use questions concerning document imaging, please contact the Document Imaging team by sending an email to
This PDF contains the policies surrounding use of the University of Minnesota Foundation's (UMF) Donor Management System.
Login to the Donor Management System (DMS), available to people who have been granted access.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Oracle's PeopleSoft applications are the basis for a great number of the University's mission critical functions.
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials, 
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials, 
Business analysts and technology staff who use enterprise systems (such as PeopleSoft Financials, 
Improve the layout of your online forms by placing form labels near the associated text field and by grouping similar fields.
A standard data extension is a table within the application database that contains your data.
A template controls the banner, background color, borders, and layout of an email. You can use the same template as the basis of multiple emails. It contains your brand and the layout of information.
University of Minnesota branded templates are available for several Google apps.
Learn how to create or join a Google Group, read and create posts, create a forum, and organize events.
Google's official help center on how to use Blogger
Requirements for Perceptive Content 7.2 Perceptive Experience Supported Browsers: Microsoft Internet Explorer 11 Microsoft Edge
Instructions Find the correct form(s) below. Forms can be completed online.
This vendor-supplied help article gives a broad overview of the HTML Paste feature, an option you have when creating an email. This feature allows you to create emails with HTML code.
This vendor-supplied help article details the steps required to import new subscriber data into an existing data extension within Salesforce Marketing Cloud.
The Knowledge Base module within ServiceNow is available as a repository for units with access to the tool.
Video introduction to creating an action template, along with a rule to invoke that action template.
Add questions (also known as elements and fields) to your form.
Add instructions at the top of the page.
UMN Jadu users will be assigned a single category to use for all their forms. You will still need to select that category.
Create your form's metadata.  The Description field is required.
After you create Action Templates, you can create Rules to fire those Actions.
Video introduction to getting started creating a Jadu form.
The form instructions page is presented at the beginning of your form.
Add, edit, and remove prefills.
Download a PDF file that was generated upon form submission.
Dynamic display of a section of a page (also known as page branching) allows display of questions based on answers to previous questions.
Login to the Jadu Production Environment to view submitted forms.
Login to the Jadu Form Building Environment using your Jadu username and password.
Edit or delete an action template, and see which rules use an action template.
Remove a question from a page.
Jadu Forms can restrict access to your form only to those signed in with University of Minnesota InternetID and password.
Change the title of a page.
A progress bar indicates how many pages in the form have been completed and how many remain to be completed.
Show a custom response page after a form has been submitted.
Edit a question in a page.
Access data from submitted forms.
Video introduction to creating a page and adding it to a Jadu form.
A full account of all the legal requirements and policy guidelines for mass email sent from users of Salesforce Marketing Cloud at the University of Minnesota. The document is owned by University Relations.
The data extension details section is where you can view statistics about the data extension and change properties of the data extension. To access data extension properties, follow these steps:
To manage content or news for MyU Portal, click on one of the links below to request access.
This site, maintained by University Relations (URelations), provides requirements and guidelines surrounding the use of color and type/typography at the University of Minnesota.
This site, maintained by University Relations (URelations), provides downloadable files containing offical University of Minnesota logos, wordmarks ("Driven to Discover"), seals, and other official branding elements s
Maintained by University Relations (URelations), this site contains guidelines for using the official UMN Branded Template in Salesforce Marketing Cloud, as well as the raw HTML code for use in any HTML email authorin
University Relation's web page on University of Minnesota web standards, and usability and accessibility related to the Univesity of Minnesota web templates.
This site, maintained by University Relations (URelations), provides downloadable images for social networking services such as Facebook, Twitter, LinkedIn, and Google+; as well as common icons for RSS feeds and
Costs Paid by the University The following are Enterprise-funded costs covered by the University:
The Document Management team can provide reports to you, using the Business Insights tool, about Perceptive Content security, documents, users, and queues.
Canon and Fujitsu scanners are the two major brands used at the University.
Financial Document Imaging Help For questions concerning financial document imaging, please contact University Financial Help:
Note: Most of these guides are from an older version of the software. You may notice a few minor differences, but generally they still are accurate for the version we are using.
Web: Perceptive Experience, the web based instance of Perceptive Content, allows you to take advantage of most of the functionality of the desktop client via a web browser, so wherever you are, on cam
This page presents conceptual information and references about creating personalized content in an email. Personalization is content that is specific to an individual customer or client.
This section contains procedural information relating to 
This document contains conceptual and procedural information about the portfolio file management feature inside of Salesforce Marketing Cloud.
A Salesforce article outlining ways to manage and assign Draft Knowledge Articles.
A short video with instructions on how to attach an email to a Prospect record with Cirrus.
A 1min 33s  video covering the topic of what happens when a student clicks on the chat button and fills out the form (only name and email are required), how the agent is notified of inc
A Salesforce article on Creating and Editing Knowledge articles, including some tips and best practices.
A list of report types added into Recruitment CRM managed by the CRM support team.
A Salesforce article outlining how to update settings for the Stay-in-Touch functionality that allows you to request updated contact information from customers and users.
A 1min 34s video covering the topics of how a student can save the transcript of the chat to their computer and how either the student or Agent can end the chat.
A 1min 17s video covering the topics of how to select the Live Agent App, change your status to Online, and how the webpage looks when Agent is Online and when Agent is Offline. The video also notes that you
A Salesforce article with instructions on publishing Knowledge Articles.
A Salesforce article outlining Knowledge Documentation
A Salesforce article giving an overview of terms and definitions when using Salesforce Knowledge features and functionality.
A document maintained by the CRM Internal Support Team on the Silverpop Opt Out process.
A Salesforce article with instructions on how to send a Stay-in-Touch contact information update request to a Salesforce Contact from the Contact record.
A Salesforce article with instructions on how to send a mass Stay-in-Touch request to multiple Contacts at one time to request updated contact information.
A Salesforce article about Viewing and Editing articles within Salesforce Knowledge.
A Salesforce article about the cycle of publishing and maintaining Knowledge Articles.
This document provides conceptual and procedural information about the reporting functionality available in the Salesforce Marketing Cloud. Reports provide you aggregated information about your subscribers, sends, and
A Salesforce article outlining how to @mention individual people or a group to keep them informed when you're discussing something relevant to them.
A Salesforce article giving an overview of using Group functionality for Chatter.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
This 5min 48s video from Salesforce walks you through how group owners, managers and members all contribute to making a group's success.
A Salesforce article about different report formats.
A Salesforce article about different report formats.
A Salesforce article about choosing a Report type.
A Salesforce article about choosing a Report type.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A link to Conga Composer's Learn About Conga Apps page where you are able to choose from a variety of resources.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
A Salesforce article going over considerations and specifications for using merge fields within email templates.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article from Salesforce on how to create a report, with links to other relevant actions one may take in regards to Reports.
An article on how to Create a Dashboard in Salesforce Classic.
An article on how to Create a Dashboard in Salesforce Classic.
A Salesforce article on how to create a custom email template without letterhead.
A Salesforce article on how to create email templates using letterhead.
A Salesforce article on creating plain text email templates.
A Salesforce article on how to update your page display settings.
A Salesforce article about how to modify the display of your Tabs within Salesforce Apps.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce article on using the Report Builder to customize reports.
A Salesforce Help article covering the use of cross filters in reports.
A Salesforce Help article covering the use of cross filters in reports.
A reference document from Salesforce on available Filter Operators.
A reference document from Salesforce on available Filter Operators.
A Salesforce article on how to filter report data.
A Salesforce article on how to filter report data.
A Salesforce article on how to navigate to and update your personal settings in Salesforce Classic.
A Salesforce article that tells you how to follow records so you can see updates in your Chatter feed, including field changes, posts, tasks, and comments on records.
A 2min 31s video showing how to use Salesforce Chatter to create posts, polls, and bookmarks to collaborate effectively with your coworkers in Chatter.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on Getting the Most out of Filter Logic.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article on how to Group data in columns or rows in summary, matrix, and joined reports to display meaningful information.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article outlining actions you can perform while your Report Preview loads.
A Salesforce article with basic information on logging in for the first time.
A Salesforce article on creating, accessing, and reviewing email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article with basic information on merge fields for use with email templates.
A Salesforce article describing basic navigation in Salesforce with Tabs and the basic setup of Object Home Tabs outlined.
A Salesforce article including a table outlining where you can post and where your post will display.
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
How-to article from Salesforce describing how to reply to Chatter Email Notifications and outlines for what to put in certain types of responses you may want to use to complete actions within Salesforce with your emai
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit,
An article from Salesforce about Report Fields. The Fields pane displays fields from the selected report type, organized by folder. It also lists custom summary formulas, which you can create, edit,
A Salesforce article about Saving and different Save options for reports.
A Salesforce article about Saving and different Save options for reports.
A How-To article from Salesforce on updating information in your Chatter Profile.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
An external link to Silverpop's Training Portal. Silverpop Login information will be required.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article indicating how to set criteria to be notified of and get report notifications based on this criteria.
A Salesforce article on using fields to summarize your report data.
A Salesforce article on using fields to summarize your report data.
A Salesforce article with Tips for New Users.
A Salesforce article with basic information on troubleshooting issues with logging in.
A link to a group of external resources for using Cirrus Insight with Salesforce.
A link to a group of external resources for using Cirrus Insight with Salesforce.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
Both inline editing and enhanced lists are enabled for UMN Recruitment, which means you can edit records directly in a list.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A PDF guide from Salesforce on using the Drag-and-Drop Report Builder.
A Salesforce article that tells you how to view the Chatter feed associated with a record you follow to see updates about the record.
A Salesforce article on how to use formulas in reports to get customized summary data.
A Salesforce article on how to use formulas in reports to get customized summary data.
Salesforce Marketing Cloud Classic Content starts its end of support plan in the first half of 2019.
The University of Minnesota Marketing Cloud Users Google Group is a systemwide resource for anyone using Salesforce Marketing Cloud (SMC) at the University of Minnesota.
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when you need to import subscriber data from a spreadsheet document (E
Login to Salesforce Marketing Cloud (SMC), formerly known as ExactTarget.This is not Salesforce CRM.
Publication lists can provide more control over opt-out (unsubscribe) requests in Salesforce Marketing Cloud (SMC).
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud when utilizing Donor Management System (DMS) data extensions from the Univer
This screen-capture video walkthrough by Honey VanDerVenter will illustrate how to send a mass email message from Salesforce Marketing Cloud to a UMN internal LISTSERV mailing list.
Send Preview is a rendering of an email as it will be sent to a recipient. After the initial preview, you can proceed through the rest of the recipients on the list to see the preview for each.
This vendor-supplied help article details using the Guided Send feature to send emails using contact information stored in a Data Extension. 
This page presents conceptual and procedural information about sending within the Email application of Salesforce Marketing Cloud.
Save and Schedule a Report
This page presents conceptual information about the tracking feature within the Salesforce Marketing Cloud application.
This vendor-supplied help article details the various tabs and functionality of the Tracking Workspace. The tracking workspace contains the follow tabs:
Please note: courses that must be available in June, should be entered into the Training Hub in May.
This Word document contains a walkthrough of the steps required to access Donor Management System (DMS) data queries from the University of Minnesota Foundation (UMF).
The University of Minnesota's official privacy statement. This page is a required link in the footer of any mass email that is sent from the University to an external audience.
The UMN Mass Email informal Community of Practice (or iCoP) is a Google Group that promotes the needs of communicators around the University of Minnesota.
This vendor-supplied help article provides information and examples on how tracking happens within Salesforce Marketing Cloud.
A Google Doc maintained by the CRM support team with the current links for Testing Webpages in the current version of Salesforce sandbox Don.
Google Support document on the use of Google Groups to make sharing from Google Drive more easily monitored and controlled.
The validate functionality checks your email message for common issues that could prevent your email from being sent. Run validate on your email and make corrections before starting any sending process.
Follow these well-established — but frequently ignored — user experience (UX) design guidelines to ensure users can successfully complete your website forms.
All departments at the University of Minnesota are eligible to use WorkflowGen for their business processes. 
To make this work, add a couple more actions to the workflow: Manager approval CFO Approval

Self-Help Guides

Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
Obtain secure access to the University's enterprise systems, including PeopleSoft, Data Warehouse, and reporting systems. <
This Self-Help Guide may change as more users onboard to the Enterprise CRM platform.
This Self-Help Guide is intended for departments using the Service Console functionality within Enterprise CRM.
This self-help guide takes you through the process of setting up workflows for Jadu XFP forms.
This self-help guide takes you through the process of creating a form, setting up the page elements (such as text fields, drop downs check boxes) and the corresponding properties, and managing the submitted form
This Self-Help Guide is intended for Campuses using Prospect Management functionality.
This guide is for the Classic Content interface in Email Studio.
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This self-help guide takes you through the basic process of setting up and managing training courses in Training Hub.
This self-help guide covers how instructors can view rosters and waitlists and mark learners complete.
There are several steps involved in developing web-based forms with defined business process pathways using WorkflowGen.