WeDid:Salesforce Email Preference Update

Challenges

Salesforce is used as the mass email tool for marketing material. Based on the topics customer chose, the Admin will send out marketing collateral related to the topics they are interested in.

The list of topics are captured when a customer signs up. However, there is no mechanism for the customer to subscribe/unsubscribe topic.

 

Solution:

Topic/s are tracked at Account/Contact level. By pairing with FromAssembly, we manage to generate a dynamic email that contains a link to a form we built in FormAssembly. This form will render the result differently based on the viewer. Customer will get this email from time to time and they can update their topic preference on the fly.

Related Objects Account
Contact
Components FormAssembly
Custom Formula
Complexity Low