Salesforce Trailhead

Transforming digital strategy with a customized email template system

SOLUTION

Digital Strategy & Custom Template System

SERVICE

Digital Consultancy, Creative Strategy & Development & Ongoing Support 

VERTICAL

Leading Marketing & Sales Platform

THE CLIENT:

Leading Marketing & Sales Platform

As one of the most wellknown and widelyused sales and marketing platforms, Salesforce is a leader in the marketing space. Paving the way for marketing learning hubs everywhere, the company’s Trailhead platform is known in the industry as the fun way to learn in-demand skills and earn resume worthy credentials. 
 
As a longterm Salesforce partner, it was only natural for Theorem to combine forces with the Trailhead team to assist in the creation of an optimized email template system.

THE CHALLENGE:

Optimization of Email Strategy & Structure

The Trailhead marketing team was beginning to see inconsistency and a lowered performance rate on their client emails. They recognized that their email templates needed more structure and could use an overall refresh to realign with current market best practices. Highlighting pinpoints like the need to reduce excess email copy and devise a method to standardize email content structure, the Trailhead team turned to Theorem for help.

THE SOLUTION:

Digital Strategy & Custom Template System

We performed a fullscale audit of the Trailhead marketing ecosystem and provided feedback that aligned with modern best practices. We also created a wireframe email template system for the standardization of content, design optimization, and accessibility implementation. Marketing emails no longer had to be created from scratch, and the team now had a library of fully optimized and easy-to-incorporate content elements they could leverage to make to their campaigns more impactful.

THE IMPACT:

Time Savings, Higher Impact & a New Way of Thinking About Email Marketing

By providing a comprehensive email template system with pre-set content blocks, we did more than save the Salesforce Trailhead team time and enable them to focus their full attention on strategy. Our efforts also gave the client the ability to easily incorporate web content into their campaigns, which has expanded their thinking in respect to email marketing strategy. With a better understanding of how the channel can be utilized for maximum impact, the Trailhead team can now use it much more effectively to generate leads, build community, and encourage users to continue their journey on the platform.
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