Configurations

Account Setup

• Spend 4–6 weeks creating the business unit and email authentication such as SAP, SPF, DKIM, and SSL for the best deliverability. Set up the sender authentication package (SAP) to include sender policy framework (SPF), DKIM, private domains, image URLs, SSL security, and so on. This time period includes limited sending (<=100 K) for IP address warming unless you’re using an existing SAP subdomain and warmed IP address.
• Spend 1 day setting up the administration user for cross-cloud integration in Marketing Cloud Connect. Set up design users for email creative tools.

Integration

Spend 1–2 days setting up Marketing Cloud Connect to integrate your Engagement app with the Sales and Service Cloud organization. This setup allows Journey Builder to listen to changes in CRM objects and send messages. Synchronize the sales and service Health Cloud raw object data to bulk campaigns in Engagement.

Data Model

Spend 1–2 days configuring data extensions and tables for Journey Builder entry sources.

Journeys

• Spend 1–2 days creating Journey Builder entry sources in Engagement. Listen to Sales Cloud and Service Cloud object changes and trigger the injection into a journey.
• Spend 2–3 days configuring journeys. Configure journeys to use the entry source and create associated email activity and creative aspects.

Quality Assurance

Spend 2–3 days testing. Activate the journey. Validate changes to Sales Cloud and Service Cloud objects that place contacts and patients on the appropriate journey in Engagement.

Go-Live and Validation

To track engagement, validate that you’re properly capturing tracking details like opens and clicks. Optionally, you can continually update key milestone data back to Sales Cloud and Service Cloud objects.

Related Content

Review earlier steps in this solution. Workflow Design Considerations