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The Ultimate Guide to Marketing Calendars



11 B2B Content Ideas to Fuel your Marketing (with Examples)

Marketing is a creative field that involves things like crafting clever social media content, writing compelling copy, designing eye-catching infographics, and more. 

However, marketing also requires organizational skills. That’s where having a robust marketing calendar comes in handy. 

Calendars help you keep track of everything your marketing team is producing and publishing. In order to be useful, a marketing calendar needs to contain several key pieces of information.

We’ll teach you everything you need to know about these calendars to help you make the most of them, including:

  1. What Is a Marketing Calendar?
  2. Why Do You Need a Marketing Calendar?
  3. What Should Be Included In a Marketing Calendar?
  4. What to Look For When Comparing Marketing Calendars
  5. Marketing Calendar Templates

What Is a Marketing Calendar?

A marketing calendar is a calendar that helps you plan and execute your brand’s marketing strategy. A practical calendar displays both campaign overviews and more detailed information about projects, such as who is responsible for them, what progress has been made, and when tasks will be completed.

Your team should use an overarching calendar to display all of its initiatives, as well as granular calendars for specific campaigns or media, like a social media marketing calendar, advertising calendar, or editorial calendar for your content marketing activities.

Shared digital calendars are more useful than paper or whiteboard calendars because they allow for greater visibility and collaboration. Although you can build a calendar in a spreadsheet, it’s best to find a solution that integrates with the rest of your marketing tools to streamline processes.

Why Do You Need a Marketing Calendar?

A marketing calendar can help your team increase accountability, alignment, and visibility, meet goals, prevent overlapping efforts, and stay on budget.

Increased Accountability

A calendar is an essential project management tool that helps you execute your marketing plan and meet deadlines. When you know when a LinkedIn post will go up or who needs to provide approvals for a newsletter, your team can go ahead and just do the work.

Meeting Goals

When you follow through with your plans, you can meet your marketing goals more easily. A calendar helps you stay on target so that no task gets left behind.

Increased Alignment

A calendar can keep your team aligned on projects that are planned and in progress. When everyone knows who is working on what, you can manage expectations and bandwidth more easily.

Avoid Overlapping Efforts

Calendars help your team avoid an overlap in efforts. A social media calendar, for example, can help prevent accidental double posts from team members who work on different campaigns but manage the same accounts.

Increased Visibility

Calendars can also give external stakeholders insight into the inner workings of your team. Your calendar should serve as a single source of truth to ensure clients, bosses, and investors are in the know about upcoming and in-progress projects.

Staying on Budget

When you’re aware of everything that’s going on within your team, you can better control your marketing budget. That includes managing your freelance budget, understanding your entire team’s bandwidth, and knowing when you need and have the resources to add people to your team. 

What Should Be Included In a Marketing Calendar?

Using Different Types of Marketing Calendars

Your team doesn’t need to work off of just one marketing calendar. In fact, it’s best to have a comprehensive calendar that lets you quickly see which blog posts are in the works and what ad creative is going live at any time, and several content-specific calendars to help the team members assigned to these projects stay focused.

So, in addition to a main timeline, you may also want to consider creating calendars for each of your marketing channels, including a(n):

  • Content marketing calendar for organizing blog posts, reports, whitepapers, web pages, and more.
  • Social media calendar that keeps your social media campaigns organized by showing what is being published to which channels and when.
  • Email marketing calendar for planning your newsletter publication schedule.
  • Advertising campaign calendar that shows when you’re running digital, print, radio, and out-of-home ads.
  • Events and partnerships calendar for organizing webinars, conferences, influencer campaigns, and more.

Let’s take a deeper dive into three major types of marketing calendars you may want to use: 

1. Marketing Plan Calendar

1644331036 400 The Ultimate Guide to Marketing Calendars

This is the mother of all planning calendars, from a marketing perspective. This will include everything in your marketing plan.

Your marketing plan calendar moves beyond just content creation. It also includes project timelines, major milestones, and expected dates of completion for the campaign in general. 

This is the resource your team members will look at when they need to remember any dates involved in your marketing plan, be those content or task-related. 

2. Editorial Calendar

flexible content workflows

An editorial calendar is a calendar you’ll use to organize all of your content thematically throughout the duration of your campaign. This is where you’ll include themes, topics, and dates for various content types as well as other important dates to remember during the campaign. 

Here’s an example: let’s say you’re a flower shop planning your editorial calendar for the year. You may want to highlight dates such as Christmas or Mother’s Day (high volume periods) as particularly important time frames in your content planning approach. 

3. Social Media Calendar

1644331036 190 The Ultimate Guide to Marketing Calendars

An editorial calendar encompasses all your content, whereas a social media calendar only captures your social media platforms. This content may be a part of your editorial calendar, but only social content will be included in your social media calendar. 

This is particularly helpful if you have a robust, multi-channel social media presence. If you’re active on several channels, having a calendar strictly for your social media marketing efforts will prove invaluable.

Essential Elements of Marketing Calendars

In order for these different types of marketing calendars to work together (and work for you), each calendar should include:

  • A high-level overview of projects. Color coding helps you visualize what is happening when.
  • Deadlines, including not just final due dates, but also intermediary milestones that help keep the project moving along.
  • Who is involved in the project. When you use a sophisticated calendar tool like Welcome’s, you can easily tag all parties involved so that they automatically know when it’s their turn to take action. 
  • Project details, like a brief, resources, and assets that should be used. All of these details can be difficult to fit into a calendar built through Microsoft Excel or a Google Calendar. But with a calendar tool built for marketers, all of this information can fit seamlessly into your timeline.

These features and organizational tactics help your team stay on track of marketing campaigns and facilitate your workflow.

What to Look For When Comparing Marketing Calendars

There are lots of marketing calendar solutions out there. While creating something in Google Sheets or Docs can help get the job done, a more sophisticated tool can help empower your team’s best work and increase efficiency. 

When comparing tools, look for one that:

  • Lets you do more than just see projects and deadlines. The best calendars facilitate projects by letting you add briefs, share resources, and upload assets.
  • Streamlines collaboration. You should be able to easily add both internal and external stakeholders, like freelancers and clients, to projects in the calendar. 
  • Promotes visibility. Stakeholders should easily be able to access the calendar to understand what’s going on at any given time. 
  • Helps you stay on target. Look for progress tracking features that make it clear what’s been done and what’s left to do on a project. Your calendar should be part timeline, part checklist.
  • Lets you customize as much as possible. You should be able to customize views, filters, calendars, colors, and more so that your calendar works for you, instead of the other way around. Bonus points if you can save these customizations for easier use next time.
  • Lets you toggle views. Since what works for one member of your team may not work as well for another team member, it’s important to look for a calendar that offers various layouts, such as traditional calendar, timeline, and Gantt views.
  • Makes it easy to sort through projects. Look for advanced filtering tools that help you find in-progress and planned campaigns in a breeze. 
  • Plays well with your other marketing tools. Just like your team works with other departments at your company, your calendar should integrate with the other tools in your tech stack.
  • Helps you grow. Your calendar should be more than just a calendar. It should help your marketing team do its best work by offering other capabilities, such as a place to brainstorm and draft different types of content, tools for leaving feedback on a podcast, or the ability to track KPIs and metrics.

Don’t settle for a calendar that doesn’t come with these capabilities.

Marketing Calendar Templates

What Makes A Good Content Calendar Template

There’s a thin difference between a good calendar template and a great marketing calendar.

That said, marketers who document their strategies are 313% more likely to succeed

 An editorial calendar is the logical foundation of your content strategy. That’s why you need an effective content calendar.

Some of its qualities include:

  • Customer-Centricity in an Editorial Calendar
  • A Calendar Template That Is Goal Defined
  • A Calendar That Qualifies and Categorizes Leads
  • Research and Metrics in a Content Calendar
  • Capacity Planning Goes A Long Way

Customer-Centricity in an Editorial Calendar

What was the reason behind that decision to have social media posts each Friday, or similarly the sending of emails each morning?

It could be because your team members are burnt out, your customers show more social media engagement on weekends, or that you just like posting on Fridays?

An effective editorial calendar should always have the customer at the center. If you’re posting on Fridays, it should be because the customer is more active on Fridays.

Instances in the calendar should use metrics to discover:

  • When the customers are more active for a particular medium
  • Seasons and holidays when the prospect favors a specific medium
  • Feedback on the pieces of content the audience likes

A Calendar Template That Is Goal Defined

Goal definition is one of the most crucial aspects of an effective marketing strategy.

What are your marketing efforts set to achieve? It could be:

For lead generation, a marketing campaign calendar will mostly lean on blogs and email marketing. For thought leadership, on the other hand, long-form content such as white papers should have more prominence.

An occasional podcast on the content marketing strategy will be great for building a knowledge base, brand loyalty, and customer retention.

A Calendar That Qualifies and Categorizes Leads

One thing we can all agree on is that all leads and prospects are not the same. That said, the journey of conversion should reflect on your content calendar since the development of leads is not linear but an arc.

Your content marketing strategy should map out the top-funnel lead, middle funnel, and bottom-funnel lead. Always see to it that:

  • Content creation is at all levels of lead qualification
  • The start of your marketing campaign should leverage top-funnel marketing strategies
  • The types of content should become more intensive as the marketing strategy progresses
  • Content should not leave out loyal and existing customers

Research and Metrics in a Content Calendar

Content ideas and planning should happen in the context of a lot of research and metrics. There should be a statistic or metric behind each instance in your content calendar. 

While creating your integrated marketing calendar, ensure to:

  • Leverage feedback on already existing blogs
  • Get guiding statistics from Google Analytics
  • Perform a content audit

Capacity Planning Goes A Long Way

Your content calendar should also consider the amount of workload your team members can handle at a time.

To streamline workflows, it should also equally distribute tasks across teams, departments, and stakeholders to ensure that no single person is overburdened by the work. 

The following welcome tools come in handy:

  • Progress tracking
  • Time management
  • Productivity management

That’s A Lot Of Trouble: Why Go Through It All In The First Place?

Well, why spend time on a marketing calendar template?

Marketers have better things to do on Fridays, beer included. Excel spreadsheets are also cheap, and your marketing is probably doing fine.

Benefits of content calendars include:

  • To Effect Your Marketing Strategy
  • Creating Your Marketing Crystal Ball
  • Empowering Your Marketing Teams

1. To Effect Your Marketing Strategy

Though many marketers may not admit it initially, content marketing is hard.  Subsequently, many large and small businesses run on almost ineffective marketing strategies.

Social media posts go unnoticed, public relations are in dire straits, and email campaigns are a disaster where prospects unsubscribe unceremoniously.

This is often due to the lack of a plan in marketing activities, something a content marketing template is here to fix.

2. Creating Your Marketing Crystal Ball

A well-documented marketing plan will enable you to strategize on tomorrow’s marketing today. No shocks and surprises again.

You don’t want a situation where it’s the 4th of July, when prospects always respond best to your marketing efforts, but you already spent your budget on other marketing activities.

3. Empowering Your Marketing Teams

Show me your marketing team, and I’ll tell you how successful your marketing strategy is. Is your team running around with ancient and outdated marketing tools?

Do they use sticky notes and spreadsheets with no plan whatsoever while missing due dates and deadlines?

If so, then, Houston, we have more than a problem.

A marketing calendar template empowers your marketing team. It takes their productivity and marketing efforts and puts it to the best use. 

Eventually, you end up with:

  • Happier
  • Motivated 
  • More productive team members.

What a Social Media Calendar Template Looks Like

As noted above, your social media calendar will look slightly different from an editorial calendar or even your marketing plan calendar. It only covers your social assets. 

A typical social media calendar will contain the following information: 

  • Length of the social media campaign
  • Frequency of posts
  • Platforms you plan to use

Here’s how a hypothetical week of social content may look: 

  • Monday: 2 tweets, 1 Facebook post, 1 blog on LinkedIn
  • Tuesday: 2 tweets, 1 Facebook post, 1 Instagram post and story
  • Wednesday: 2 tweets, 1 Facebook Post, 1 blog on LinkedIn
  • Thursday: 2 tweets, 1 Facebook post, 1 Instagram post and story
  • Friday: 2 tweets, 1 Facebook Post, 1 blog on LinkedIn 

Note: these aren’t necessarily best practices for the number of posts or which platforms to use. This is just an example to show you how your calendar may look after you’ve selected the social networks you’d like to use.

A Marketing Calendar Template that Supports Winning Marketing Campaigns

Welcome marketing calendar

So what will a successful marketing calendar template look like? Some of the basics include clearly listing the campaign the calendar belongs to as well as the responsible team members for each task/content format.

Your calendar should match the length of the campaign. In other words, don’t include months/weeks falling outside the campaign’s range – that’s useless data your team doesn’t need. 

When it comes to the actual calendar part of the template, here are some of the features you’ll want to include:

  • An overview of all major campaign-related tasks and associated deadlines
  • The schedule for all content marketing posts 
  • The schedule for all of your social media posts
  • The schedule for all your email marketing efforts 

Different members of your team may be responsible for each aspect of your marketing plan. Still, it’s good to have all this information in one place.

View your marketing plan as an ecosystem, with all parts interrelated. Your calendar enables your team members to understand how these pieces will function together and when they will occur. That way, there’s less confusion and clutter.

Creating the Ultimate Editorial Calendar Template

There is no perfect way to create an editorial calendar. However, the following steps are a constant in almost all effective calendar templates:

  • Choose A Content Marketing Calendar Tool
  • Perform Some Role Definition In Your Content Calendar
  • Single Out Your Social Media Target Audience
  • Content Ideation For Your Content Marketing
  • Choose Your KPIs and Metrics
  • Come Up With A Publishing Schedule For Your Marketing Plan
  • Calendarize Your Publishing Schedule

1. Choose A Content Marketing Calendar Tool

Before you begin, you have to choose a content marketing calendar tool. Some marketing management software like Welcome offer free marketing calendar templates that you can customize to your functionality.

However, for a simple and non-complex marketing plan, you can use free tools like:

  • Google Sheets
  • Microsoft Excel templates
  • Free download marketing templates

2. Perform Some Role Definition In Your Content Calendar

Role definition goes a long way to streamline the workflows in your marketing campaign. This is something that should spill even into your content calendar.

In so doing, each instance of your marketing template should answer the question “by who?” Ensure to:

  • Assign roles such as head of email marketing and head of social media
  • Assign a team leader to each team
  • Assign each task to a team member
  • Assign different pieces of content to content creators
  • Cluster social media platforms and put someone in charge

3. Single Out Your Social Media Target Audience

Now that all stakeholders have defined roles, what’s left is to define your audiences. Remember, you can attract different audiences for different marketing channels. 

Your elderly prospects are not likely to be on Instagram. Similarly, your teenage leads are probably now discovering LinkedIn.

Customers like relevant and personalized content. That’s why vague and non-personalized content has 88% lower response rates than personalized content. For successful content mapping, ensure you have:

  • A target audience for each social media platform
  • Buyer personas for an effective marketing strategy
  • A separate tab for email marketing target audiences

4. Content Ideation For Your Content Marketing

After defining your target audience, what your content calendar template needs is content ideas. At this stage, your stakeholders not only brainstorm the content creation and ideation but also:

  • The marketing channels for the content, i.e., social media and email marketing
  • The types of content, i.e., blogs, podcasts, email
  • The social media platforms for each type of content

With this vision in mind, a marketing team can then go ahead and plan current and future content for their marketing strategy. Ensure to:

  • Brainstorm on keywords for search engine optimization
  • Come up with topics that are relevant to the target audience
  • Ensure to have a healthy balance between recent news and evergreen content

5. Choose Your KPIs and Metrics

What good is a marketing plan if you can’t tell whether it’s working? This is where the key performance indicators (KPIs) come in.

These are metrics that help you measure your marketing campaign’s progress and discover whether your marketing efforts are paying off. Key marketing metrics include ROI, SEO, engagement, and time on site, among others. Ensure to:

  • Leverage progress tracking tools on platforms like Welcome
  • Utilize free analytics tools such as Google Analytics
  • Perform content audits every once in a while

6. Come Up With A Publishing Schedule For Your Marketing Plan

With all that as a foundation, what’s left and probably the most crucial is scheduling. This is determining when to disseminate the content to your target audience. 

Remember, content creation is nothing without timely content distribution. To achieve your marketing goals, you have to ensure:

  • You appreciate seasonality (engagement spikes) in your marketing schedule
  • Your publishing schedule is at the prospect’s convenience
  • Your social media marketing can be automated
  • Your publishing schedule respects special marketing days for your small business

7. Calendarize Your Publishing Schedule

With the wealth of insight and information, the second last step before content creation is filing your content marketing template. If it was a social media calendar, fill it with the social media content relevant to your marketing plan.

Using Welcome’s Marketing Calendar Template

Looking for a calendar template? Look no further than Welcome

Our marketing orchestration platform comes with a calendar that has all of the must-have features listed above. The best part is, you can access our calendar template with a free Welcome account. 

Here’s how to use Welcome’s marketing calendar feature:

  1. Head to the “Plan” tab on the left side of your dashboard. 
  2. To add a new project to the calendar, click on the purple plus sign on the top right corner. You can create a new campaign, event, task, work request, or pitch request.
  3. Depending on what type of project you want to create, you’ll need to provide different information. For example, to create a blog post, you’ll need to enter a tentative title, a brief, a start date, a deadline, links to media assets, and attachments (if needed), and then assign the blog post to a team member.
  4. Once you fill your calendar with projects, you can toggle between various views: list, calendar, timeline, and board. You can even create and save custom views for custom calendars, such as a social media calendar or editorial calendar.
  5. You can even sort the calendar using various filters, such as by assignees, campaigns, important dates, status, and more.
  6. While you can tag external stakeholders on your calendar in Welcome, you can also easily export your calendar as a PDF or CSV to use off the platform.

Welcome’s calendar has all the features you need to keep campaigns moving along seamlessly.

A Marketing Calendar Should Empower Your Team’s Best Work

At the end of the day, a calendar shouldn’t be the focus of your work. It should be a helpful resource and project management tool that sits in the background and empowers you to do your best work.

Welcome’s all-in-one marketing orchestration platform has all the tools you need to plan, execute, and measure the success of your marketing efforts.

Sign up for a free trial today.

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YouTube Ad Specs, Sizes, and Examples [2024 Update]



YouTube Ad Specs, Sizes, and Examples


With billions of users each month, YouTube is the world’s second largest search engine and top website for video content. This makes it a great place for advertising. To succeed, advertisers need to follow the correct YouTube ad specifications. These rules help your ad reach more viewers, increasing the chance of gaining new customers and boosting brand awareness.

Types of YouTube Ads

Video Ads

  • Description: These play before, during, or after a YouTube video on computers or mobile devices.
  • Types:
    • In-stream ads: Can be skippable or non-skippable.
    • Bumper ads: Non-skippable, short ads that play before, during, or after a video.

Display Ads

  • Description: These appear in different spots on YouTube and usually use text or static images.
  • Note: YouTube does not support display image ads directly on its app, but these can be targeted to through Google Display Network (GDN).

Companion Banners

  • Description: Appears to the right of the YouTube player on desktop.
  • Requirement: Must be purchased alongside In-stream ads, Bumper ads, or In-feed ads.

In-feed Ads

  • Description: Resemble videos with images, headlines, and text. They link to a public or unlisted YouTube video.

Outstream Ads

  • Description: Mobile-only video ads that play outside of YouTube, on websites and apps within the Google video partner network.

Masthead Ads

  • Description: Premium, high-visibility banner ads displayed at the top of the YouTube homepage for both desktop and mobile users.

YouTube Ad Specs by Type

Skippable In-stream Video Ads

  • Placement: Before, during, or after a YouTube video.
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Vertical: 9:16
    • Square: 1:1
  • Length:
    • Awareness: 15-20 seconds
    • Consideration: 2-3 minutes
    • Action: 15-20 seconds

Non-skippable In-stream Video Ads

  • Description: Must be watched completely before the main video.
  • Length: 15 seconds (or 20 seconds in certain markets).
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Vertical: 9:16
    • Square: 1:1

Bumper Ads

  • Length: Maximum 6 seconds.
  • File Format: MP4, Quicktime, AVI, ASF, Windows Media, or MPEG.
  • Resolution:
    • Horizontal: 640 x 360px
    • Vertical: 480 x 360px

In-feed Ads

  • Description: Show alongside YouTube content, like search results or the Home feed.
  • Resolution:
    • Horizontal: 1920 x 1080px
    • Vertical: 1080 x 1920px
    • Square: 1080 x 1080px
  • Aspect Ratio:
    • Horizontal: 16:9
    • Square: 1:1
  • Length:
    • Awareness: 15-20 seconds
    • Consideration: 2-3 minutes
  • Headline/Description:
    • Headline: Up to 2 lines, 40 characters per line
    • Description: Up to 2 lines, 35 characters per line

Display Ads

  • Description: Static images or animated media that appear on YouTube next to video suggestions, in search results, or on the homepage.
  • Image Size: 300×60 pixels.
  • File Type: GIF, JPG, PNG.
  • File Size: Max 150KB.
  • Max Animation Length: 30 seconds.

Outstream Ads

  • Description: Mobile-only video ads that appear on websites and apps within the Google video partner network, not on YouTube itself.
  • Logo Specs:
    • Square: 1:1 (200 x 200px).
    • File Type: JPG, GIF, PNG.
    • Max Size: 200KB.

Masthead Ads

  • Description: High-visibility ads at the top of the YouTube homepage.
  • Resolution: 1920 x 1080 or higher.
  • File Type: JPG or PNG (without transparency).


YouTube offers a variety of ad formats to reach audiences effectively in 2024. Whether you want to build brand awareness, drive conversions, or target specific demographics, YouTube provides a dynamic platform for your advertising needs. Always follow Google’s advertising policies and the technical ad specs to ensure your ads perform their best. Ready to start using YouTube ads? Contact us today to get started!

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Why We Are Always ‘Clicking to Buy’, According to Psychologists



Why We Are Always 'Clicking to Buy', According to Psychologists

Amazon pillows.


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A deeper dive into data, personalization and Copilots



A deeper dive into data, personalization and Copilots

Salesforce launched a collection of new, generative AI-related products at Connections in Chicago this week. They included new Einstein Copilots for marketers and merchants and Einstein Personalization.

To better understand, not only the potential impact of the new products, but the evolving Salesforce architecture, we sat down with Bobby Jania, CMO, Marketing Cloud.

Dig deeper: Salesforce piles on the Einstein Copilots

Salesforce’s evolving architecture

It’s hard to deny that Salesforce likes coming up with new names for platforms and products (what happened to Customer 360?) and this can sometimes make the observer wonder if something is brand new, or old but with a brand new name. In particular, what exactly is Einstein 1 and how is it related to Salesforce Data Cloud?

“Data Cloud is built on the Einstein 1 platform,” Jania explained. “The Einstein 1 platform is our entire Salesforce platform and that includes products like Sales Cloud, Service Cloud — that it includes the original idea of Salesforce not just being in the cloud, but being multi-tenancy.”

Data Cloud — not an acquisition, of course — was built natively on that platform. It was the first product built on Hyperforce, Salesforce’s new cloud infrastructure architecture. “Since Data Cloud was on what we now call the Einstein 1 platform from Day One, it has always natively connected to, and been able to read anything in Sales Cloud, Service Cloud [and so on]. On top of that, we can now bring in, not only structured but unstructured data.”

That’s a significant progression from the position, several years ago, when Salesforce had stitched together a platform around various acquisitions (ExactTarget, for example) that didn’t necessarily talk to each other.

“At times, what we would do is have a kind of behind-the-scenes flow where data from one product could be moved into another product,” said Jania, “but in many of those cases the data would then be in both, whereas now the data is in Data Cloud. Tableau will run natively off Data Cloud; Commerce Cloud, Service Cloud, Marketing Cloud — they’re all going to the same operational customer profile.” They’re not copying the data from Data Cloud, Jania confirmed.

Another thing to know is tit’s possible for Salesforce customers to import their own datasets into Data Cloud. “We wanted to create a federated data model,” said Jania. “If you’re using Snowflake, for example, we more or less virtually sit on your data lake. The value we add is that we will look at all your data and help you form these operational customer profiles.”

Let’s learn more about Einstein Copilot

“Copilot means that I have an assistant with me in the tool where I need to be working that contextually knows what I am trying to do and helps me at every step of the process,” Jania said.

For marketers, this might begin with a campaign brief developed with Copilot’s assistance, the identification of an audience based on the brief, and then the development of email or other content. “What’s really cool is the idea of Einstein Studio where our customers will create actions [for Copilot] that we hadn’t even thought about.”

Here’s a key insight (back to nomenclature). We reported on Copilot for markets, Copilot for merchants, Copilot for shoppers. It turns out, however, that there is just one Copilot, Einstein Copilot, and these are use cases. “There’s just one Copilot, we just add these for a little clarity; we’re going to talk about marketing use cases, about shoppers’ use cases. These are actions for the marketing use cases we built out of the box; you can build your own.”

It’s surely going to take a little time for marketers to learn to work easily with Copilot. “There’s always time for adoption,” Jania agreed. “What is directly connected with this is, this is my ninth Connections and this one has the most hands-on training that I’ve seen since 2014 — and a lot of that is getting people using Data Cloud, using these tools rather than just being given a demo.”

What’s new about Einstein Personalization

Salesforce Einstein has been around since 2016 and many of the use cases seem to have involved personalization in various forms. What’s new?

“Einstein Personalization is a real-time decision engine and it’s going to choose next-best-action, next-best-offer. What is new is that it’s a service now that runs natively on top of Data Cloud.” A lot of real-time decision engines need their own set of data that might actually be a subset of data. “Einstein Personalization is going to look holistically at a customer and recommend a next-best-action that could be natively surfaced in Service Cloud, Sales Cloud or Marketing Cloud.”

Finally, trust

One feature of the presentations at Connections was the reassurance that, although public LLMs like ChatGPT could be selected for application to customer data, none of that data would be retained by the LLMs. Is this just a matter of written agreements? No, not just that, said Jania.

“In the Einstein Trust Layer, all of the data, when it connects to an LLM, runs through our gateway. If there was a prompt that had personally identifiable information — a credit card number, an email address — at a mimum, all that is stripped out. The LLMs do not store the output; we store the output for auditing back in Salesforce. Any output that comes back through our gateway is logged in our system; it runs through a toxicity model; and only at the end do we put PII data back into the answer. There are real pieces beyond a handshake that this data is safe.”

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