Salesforce Email Marketing Automation with eWizard Integration Posted on January 3, 2019November 22, 2024 by Andrii Nikulin A while ago, we announced the strategic partnership with Salesforce.com, featuring a highly anticipated integration of eWizard platform and Salesforce eMarketing Cloud. The email marketing Salesforce integration covers all stages of an email campaign: from email creation to its distribution and analysis, offering a solid groundwork for mailing campaign optimization. And now we’d like to highlight key prerequisites and main outcomes this integration brings for digital pharma marketing. Benefits of Email Marketing Integration with Salesforce Let’s overview the key benefits of the integration and how it might be helpful for all pharma marketers across the industry: Salesforce Email Analytics. Integration enables tracking recipient behavior and using it to create better Salesforce email campaigns. You can see which emails were opened, which links were clicked, and which content was the most engaging. Salesforce email marketing automation. The email campaign integration with Salesforce Marketing Cloud reduces the risk of errors and time spent on many manual tasks, such as publishing and creating emails. Salesforce email automation streamlines various email-related processes, while also maintaining a high level of email personalization. Efficient email marketing Salesforce campaigns. With Salesforce email marketing integration, you don’t have to jump from one application to another to craft and send an email. You can just do it in a couple of clicks, making it easier to create high-quality engaging campaigns that don’t require a lot of time to kick off. Email marketing automation with Salesforce responsibilities streamlines various tasks that used to require manual input. Now, you can easily get them done in just a couple of clicks. What is Salesforce Marketing Cloud? Salesforce Marketing Cloud is a platform marketers can use for a myriad of tasks and goals. And thanks to email automation with Salesforce integration, it becomes easier to create emails with a personalized touch. Here is what you can do with SFMC: Create and manage content; Send and monitor messages; Find your target audience; Design customer journeys; Deliver personalized content based on user behavior; Bring multiple channels together; Centralize customer data; Create 360-view of your customers; Divide your customer base into segments. With these features powered by the best email marketing integration with Salesforce, you can amplify your marketing campaigns and create them faster and of higher quality. Moreover, email integration can solve a few other problems, examples of which we’re about to discuss. What are the Challenges the Integration and Content Experience Platform will help Overcome? When it comes to localizing email campaigns, all marketers are confronted with a challenge –balancing between ensuring diversity and compliance. How do you diversify while remaining within branding requirements? How do you resonate with local needs while maintaining an easily recognizable brand identity? And it might not be even worth all that hustle and expenses: today, 260 bln emails/day toll a bell in mailboxes around the world, they’ve got something to tell the recipients. But open rates tell us a whole different story, ranging from 15% to 28%. In other words, across industries, only every 5th to 3rd email is opened. A big part of those messages doesn’t even have a chance to appear in the inbox, as they go straight to the spam bin marked as “irrelevant info” by half of the email recipients. However, these stats do not change the fact that email remains the main channel used to reach physicians. Many HCPs still prefer receiving personalized messages from pharma companies. But the problem is that personalized emails require lots of coding. Making a few tweaks would often mean hiring a trusted digital agency and investing significant time and financial resources. And let’s not forget about time-consuming approval procedures in pharma. So, pharma marketers are facing a tough choice: either make an average email that has a high chance of being dumped as spam or make a great, localized one, but waste the monthly budget of a tiny country. Luckily, with our content experience platform, eWizard, they no longer have to choose between these two options. Oksana Matviienko from Viseven admits: “Capitalizing on a decade of working experience alongside global pharma actors, we developed a truly comprehensive solution that’s automating email campaign workflows at every stage of the email production process. Equipped with the eWizard platform, pharma marketers and sales reps have a powerful mix-and-match tool for creating and reusing approved email templates, which all have the same look and feel no matter the brand or market”. Contrary to your average email template that’s rigid and inflexible, eWizard Email Templating Service contains a number of pre-designed content modules to mix and match for all that creative jazz. This model allows users to make an engaging email in minutes and eliminates the need to address an agency for localization or editing. With the adaptive templating approach that lies at the heart of eWizard-created emails and marketing email automation flows, marketers have creative freedom while adhering to budget constraints and branding guidelines. Here are Some Benefits of eWizard Email Templates: The solution saves tons of time and budget resources by allowing users to endlessly reusing master templates that are created and pre-approved on a global level; A template serves as the branding framework; all that’s left to do is to fill it up with localized content! Create a new unique email in no time by placing ready-made content fragments modules (footer, text with image, graph, etc.); Forget manual or hired publishing! You can publish your email to Veeva Vault automatically as well as review, approve, export, and distribute to Salesforce Marketing Cloud. If you’re an ambitious marketer aiming for a seamless Salesforce email marketing campaign workflow that delivers personalized emails, do not hesitate to contact our team of certified experts for details on the Salesforce integration with email marketing. You can also subscribe to our newsletter for the latest updates in digital pharmaceutical content marketing.
How to create an interactive multichannel presentation (from that PDF file you have) Posted on July 17, 2018March 4, 2025 by Andrii Nikulin So you want a full-function interactive presentation – one that is clickable, tablet-tappable, swipeable, and ideal for reps to use – but what you’ve got at the moment is a static PDF file? Maybe the file came from the agency, or was sent from the global office as a guideline – and now your department is facing the perspective of hiring a whole digital content team to create a multichannel wonder based on this. Maybe it is also upsetting that the project is nearly a from-scratch one, what with the whole HTML+CSS things to think of – so how challenging will it be for the budget? Have you wondered whether there is a shortcut from PDF to interactive format? In that case, you’re not alone – and yes, that’s an excellent idea! HTML presentations, eDetailing, interactive visual aids (IVAs) – whatever they are called in your organization, they are THE content in many cases, especially when it comes to rep interactions. Besides, once you have the presentation, it can (after just a little tinkering perhaps) be used in a variety of channels, including remote conferencing. At the same time, just having everything delivered by IT team is, well, not as cost-efficient as using the file the designers have carefully styled through. That is why Viseven team has created a PDF-to-HTML converter as part of the eWizard platform – a response to the many requests that (mainly) life sciences brand managers and marketers had. In this brief guide, you’ll see how this works and what can be achieved with the possibility. [in case you are curious] When best to use the PDF converter There are these moments is pharma communications where the responsible executive just needs more content. Preferably with minimum investment, of course. Since the “digital transformation” gained its full speed several years ago, the marketing budgets have grown slowly but steadily – a sign that the global offices started taking digital content very seriously but are reluctant to “overfinance” it. Out of the marketing directions considered in statistics, it is precisely the HCP audience that gains the steadiest attention, with about 50% pharma endorsing the effort to that end. A lion share of that content is presentations, of course. Yet, it’s not secret budgeting is also careful – about 1.5-2 years ago, only 30% of enterprises could track digital spending fully, mostly the more digitally savvy ones, according to McKinsey. As more pharma has been digitalized, the question has become more pressing, and regional affiliates are often left with a product/campaign launch in a new (emerging) market – and with restraints to comply with. At the same time, no one wants to sacrifice time-to-market (in fact, the #1 area of opportunity, as attested by 67% of companies). This is where the possibility to convert comes in handy. In general, it’s up to the organization to decide when to use a PDF converter to get an interactive aid – and when to go old-school and develop from scratch. Here are the three situations in which conversion becomes indispensable: Launching a new multichannel campaign that needs to be filled out with content really fast – and there are preexisting static assets. Budget restraints and focus on content reuse – but that content needs to get a “new life”. More and more content is required for field force efficiency – and a general strategy to foster in-house talent. Now, the converter itself. In fact, the procedure of creating an IVA is very simple, and only spans 3 steps. Ready? Step #1. Open the PDF converter in eWizard In your eWizard account, go to your eDetailers gallery – the place where you can see all the presentations you are (or have been) working on. In the corner, there is the +ADD NEW button, which presents you with several options. The last of these is Convert. Once you select it, you will see the popup that asks to upload the original file. The default method is simply to drag&drop the PDF from a folder on your PC. If your company is using Veeva Vault PromoMats, the left sidebar of the popup presents an option to load a file from Vault. Step #2. Find the PDF file you want to convert Rather self-explanatory, in fact. You can either drag&drop the file or click anywhere inside the popup to open the file manager. Your PDF file will most likely contain text on top of the background (so that it’s selectable with the mouse). Such text will be recognized by the system during the conversion so that you will later be able to edit it in the resulting HTML (the background will be, of course, preserved). All pages in the PDF will become separate slides. As soon as you select the file, a conversion starts, taking a few seconds before the magic begins… Step #3. Edit and add interactive components (events, actions) As soon as the conversion finishes, you will see the new presentation right there in the gallery. If already have some experience working with eWizard, you know what to do next: click the Edit icon (“pen”) and voilà – you can tinker with your new presentation, changing whatever needs to be changed. You can even add new elements and whole new slides, expanding the presentation. Quite simple, isn’t it? If you have followed along, you can already consider yourself to be at quite an advanced level in content management. And, of course, if you are completely new to eWizard and have not yet got an account, don’t hesitate to request a demo to try out what you have read. Get creative with your digital initiatives – because multichannel excellence relies on your freedom of action. Now is a perfect time to start!
