Salesforce Marketing Cloud

The cost per license is currently supported by select central university partners or per the project agreement for specialty audiences or groups.  There is no cost for individual licenses for most colleges and units. Each requested use case will be evaluated and the email and automation team will determine if your request needs a licensed SFMC user. 

Many partners utilize shared working spaces within SFMC, mainly due to audience overlap (Advancement, University Community and Recruiting).  The separate working areas in SFMC are called business units (BU). There is a separate fee to create and maintain a separate working space for a college or unit. The use case determines the need for this type of work area. See more information on business units and their audiences below under "Additional Resources".

When partners are ready to move forward, notify OMC Email Marketing with a list of who will need access, and for what purpose(s). We will schedule a meeting to discuss complex use cases. The Moving to Salesforce Marketing Cloud page has more detail on moving to SFMC and setting up an email team.

Support for email execution within SFMC needs to be discussed within the college/unit before planning to move bulk email communications to the SFMC platform

Onboarding and training for SFMC is around 4 hours of BuckeyeLearn courses. There is an assignment to build an email within the tool with limited access. After this email build assignment is reviewed a determination will be made about full access to the tool.  It is a best practice for email to have a central team supporting email sends for a college/unit. The SFMC tool requires attention to detail and an understanding of content development and technical nuances. 

It is important to consider the other email needs of your college or unit. Not all requests will warrant a new SFMC license.

• Are members of your team already using SFMC?
• Will the SFMC users support your email build and sending?
• Do you need a process for approvals and content creation outside of the tool?
• Keep current contracts with other email platforms until a solution or transition plan is in place.

The Office of Marketing and Communications (OMC) offers support for Salesforce Marketing Cloud requests to evaluate your use case and determine the appropriate training and/or capability support. 

Student Recruiting audience should contact Salesforce CRM Marketing of Strategic Enrollment Management for audience and journey support. 

To gain access to the university's instance of SFMC, you must first reach out to the Office of Marketing and Communications Email and Automation Team. After a conversation about the use case, you will be assigned the new user onboarding training in BuckeyeLearn. 

There is SFMC specific training to support the onboarding to the tool and to emphasize Ohio State branded email templates. Most training is assigned by the OMC Email and Automation team within BuckeyeLearn. Training is video-based with the addition of quizzes and an assignment. The certificates from the training will need to be shared with the OMC Email and Automation team via email. At the end of the process a Docusign SFMC user agreement will be signed.

Please copy this information and answer the questions in the email to the OMC Email and Automation team to request access.