Specifications include, but are not limited to: Critical Requirements: Email marketing platform must connect to multiple instances of Salesforce CRMs. The integration with our CRMs should allow for the bidirectional flow of data, including sending email lists from the CRM to the email marketing platform and key metrics and user data from email sends from the email marketing platform back to the CRM. Integration with Salesforce CRM should also allow for automatic updates of email lists within the email marketing platform as they are updated in real time within the CRM. Ability to send large scale, bulk emails, up to 500k at one time. Ability to create, edit and maintain custom branded email templates, emails and newsletters Create personalized emails based on CRM and/uploaded data such as user-specific information or relevant content ranging from personalized first names, addresses, phone numbers, account information, alumni specific data, interests, etc. Email build, edit, review, and approval workflows by individual business unit or department via permissions set up for each user. Digital Asset Management library within each business unit/department. Also, the ability to push shared assets down to multiple business level to ensure branding standards. Permissions structure for different kinds of users, such as users who can create emails but can't send them until approved, and locking down template designs so they cannot be modified by unathorized personnel. Enterprise level structure allowing for multiple business units to access their own templates, custom/private email lists, digital assets, and reports. Detailed analytics reporting, including opened and unopened rates, hard/soft bounces, click through reports, mobile vs desktop breakdown, engagement statistics, popular content reports, sends and delivered total and by domain, forward to a friend, complaints, aggregated performance data by campaign, comparison reporting by email and campaign, benchmarking analysis, etc. Automated/dynamic messaging allowing campaigns to generate additional email communications based on the recipient's actions, such as automatically generated follow up emails if a user clicks on a link that requests additional information, etc. Preference center for users to unsubscribe based on type of messages. While a user should always have the ability to unsubscribe from all, a preference center should allow users to opt out (and ideally opt in) to content specific emails as well rather than a blanket unsubscribe from all. Ability to scan and check email for grammatical, spelling errors Segmenting emails and email nurting capabilities. Mobile optimized email templates. Automatic unsubscribe and bounce-back handling Full accessible platform allowing users with disabilities to work productively within the email marketing platform. Schedule emails to be sent in advance. User friendly interface. Repository of multiple email lists, generated dynamically and statically. Handling of UTM and other tracking codes within links and body of emails. Live in-person or web-based training Ongoing support and service for issues, system upgrades, fixes and enhancements Unlimited access to support resources, such as webinars, white papers, documentation, and workshops. Preview should include options to view email in multiple web and mobile browsers. Email marketing system should automatically resize email and newsletter images Ability to provide No "opt out" links in newsletters, particularly human resources communications to employees Email recipient list can be uploaded via Salesforce CRM or through CSV or Excel files. Ability to create multiple opt out options for recipients so they may unsubscribe from one email and not necessarily a global opt out. Ability for admins to add or remove users manually from an unsubscribe/email opt out list/category
