Distributed Marketing PowerON
We will perform a basic implementation of Distributed Marketing for CRM users send personalised marketing emails and add customers to journeys from within CRM.
Scope
- Distributed Marketing package installation
- 3 Step Basic Email Journey
- 3x Email Build and Test
- Setup up to 1x Attribute Groups in Contact Builder
- 2 Hours Distributed Marketing End User Training
- 2 Hours Distributed Marketing Admin Training
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Prep Checklist Review Meeting (1 hr)
- Blueprint Document
- Solution Handover (4 hrs)
- Post Go Live Support (1 week)
- Warranty (1 month)
What’s not included?
- Distributed Marketing for Community Cloud is out of scope
- Limited to Journey entry data available in Sales Cloud or Marketing Cloud Data Extension only
- No SQL / no complex goal attainment
- No custom AMPscript
- Email templates and content provided by the client and built ready in system for testing
- No custom setup in Salesforce CRM to the Distributor Marketing application
- Sends are from the record owner or the person logged in only
General Exclusions
These exclusions apply to all PowerON packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Any impacts, project delays or slippages caused as a result Salesforce Defects, Support or Provisioning is not the responsibility of AFDigital
- Software License fees (including Salesforce or 3rd party licenses)
- Support / implementation costs for 3rd party software not listed in scope
- Business analysis and Customer activities required run the project
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Deployment to be done during business hours only, additional fees may be incurred if required
- Change management and internal communications
- Integration with internal or external systems outside those listed in scope
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
- All scope items with specific number of items to be delivered e.g. “3 x Email Templates” are considered limitations rather than exact scope. Depending on the agreed design, we may build UP TO the quantity listed. The intent for this limitation is to prevent scope creep and ensure a successful project. There are no refund or partial refund for scope purchased that is not relevant or required.
- Final scope to be delivered is defined during Playback meeting, before Build starts. Any unused scope items are not eligible to be deferred, discounted or refunded after this point.
Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
1. Introductory meeting
It’s important that we say hello before we start this new partnership.
In this first meeting we will confirm your order and ensure eligibility criteria are met. If for any reason we cannot continue with the project or any portion, you will receive a full refund within 7 business days.
You will be assigned a Project Manager who will be responsible for your project success.
2. Kick-Off Meeting
The Project Manager will arrange a brief meeting to review the project, scope, and discuss next steps.
3. Complete the Prep Checklist
Before we can proceed, you must complete the Prep Checklist provided.
4. Playback Meeting
The Project Manager will arrange a Playback meeting to go through the Prep Checklist with you and ensure everything is in place, they will also review the project, scope, and discuss next steps.
5. Build (1-4 weeks)
Leave it with us, our team of specialists will build and configure according to your Order. While you are waiting we recommend you explore:
6. Solution Handover
We will have a Handover Meeting with you to show how it’s been configured and get your feedback.
7. Recorded Training
We will arrange a recorded training where the use of the solution is demonstrated.
8. Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
9. Project Closure
Once we’ve finished the project we will:
- Send you a NPS survey
- Hold a Project Retrospective with you to get your feedback
- Ask you to sign a Project Closure Acceptance Certificate
- Complete a Customer Satisfaction Survey from Salesforce
10. Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
General Rules
- PowerON must be used for a brand new license
- Customer to complete prep checklist before we can start
- Customer to provide admin license access 5 working days prior to project kickoff
Minimum Criteria
- Enterprise Edition (or higher) of Sales Cloud and/or Service Cloud license
- Distributed Marketing license
- Marketing Cloud license
- Must provide admin license access at least 5 working days in advance of the project kick-off meeting
Scope
- Distributed Marketing package installation
- 3 Step Basic Email Journey
- 3x Email Build and Test
- Setup up to 1x Attribute Groups in Contact Builder
- 2 Hours Distributed Marketing End User Training
- 2 Hours Distributed Marketing Admin Training
Milestones
Here are the key activities and steps in your project:
- Kick-off Meeting (30 mins)
- Prep Checklist Review Meeting (1 hr)
- Blueprint Document
- Solution Handover (4 hrs)
- Post Go Live Support (1 week)
- Warranty (1 month)
What’s not included?
- Distributed Marketing for Community Cloud is out of scope
- Limited to Journey entry data available in Sales Cloud or Marketing Cloud Data Extension only
- No SQL / no complex goal attainment
- No custom AMPscript
- Email templates and content provided by the client and built ready in system for testing
- No custom setup in Salesforce CRM to the Distributor Marketing application
- Sends are from the record owner or the person logged in only
General Exclusions
These exclusions apply to all PowerON packages available on this website:
- Weekends and Australian National Public Holidays not supported
- Requests for on-site visitations or ANZ based resources may be subject to a 2 week lead time
- General Salesforce product training
- Any impacts, project delays or slippages caused as a result Salesforce Defects, Support or Provisioning is not the responsibility of AFDigital
- Software License fees (including Salesforce or 3rd party licenses)
- Support / implementation costs for 3rd party software not listed in scope
- Business analysis and Customer activities required run the project
- Project Management and coordination of internal client stakeholders and 3rd parties
- Business process documentation or training documentation outside of those explicitly listed in Inclusions
- Deployment to be done during business hours only, additional fees may be incurred if required
- Change management and internal communications
- Integration with internal or external systems outside those listed in scope
- Salesforce application support / case management
- Data cleansing, deduplication, enrichment or reformatting
- All scope items with specific number of items to be delivered e.g. “3 x Email Templates” are considered limitations rather than exact scope. Depending on the agreed design, we may build UP TO the quantity listed. The intent for this limitation is to prevent scope creep and ensure a successful project. There are no refund or partial refund for scope purchased that is not relevant or required.
- Final scope to be delivered is defined during Playback meeting, before Build starts. Any unused scope items are not eligible to be deferred, discounted or refunded after this point.
Post Go-Live Support (1 week)
Provide post-go live support via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
Warranty (1 month)
We will ensure if there is a problem with our implementation we will provide Level 1 Support to ensure you’re not left in the dark. Requests can be made via support@afdigital.com if there are any issues requiring our help (within scope of the work we have done).
