First, Trendline recommended that the client continue using Salesforce Marketing Cloud rather than learning a new system. This was contrary to suggestions made to them by other agencies. We recommended they look at solving their problems from an operational procedure and process standpoint, along with making some key adjustments with their Salesforce set-up and program configurations to help them better own their program.
Second, Trendline created a customized master email template to standardize the email process and build brand equity within the client’s brand. We performed extensive testing on subject lines, headlines, pre-header, images, button copy, color and position, sender name and personalization. As a result, the client saw an increase in customer engagement thanks to “exam due” reminders, “missed appointment” notifications, and “payment failed” message emails.
With Trendline doing the heavy lifting, the client could spend more time testing and optimizing their emails and less time on day-to-day resourcing.