Salesforce Trailhead

Online learning hub boosts email marketing impact with a comprehensive template system

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The Client:

The world’s #1 customer relationship management (CRM) platform

More than 3 million people have used Salesforce’s Trailhead platform to expand their careers by learning in-demand skills and earning resume-worthy credentials. Since 2014, the online learning hub has been providing personalized, bite-sized content to help make learning complex topics easy. Anyone with an internet connection who’s ready to take their skills to the next level can simply sign up for a free Trailhead account (no Salesforce CRM account needed).

The Challenge:

Optimization of email strategy and 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 pain points like the need to reduce excess email copy and devise a method to standardize email content structure, the Trailhead team asked Theorem to help them create an optimized email strategy.

The Solution:

Digital strategy and custom template system

We performed a full-scale 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 their campaigns more impactful.

Industry

Content

Region

US

Company size

20,000+

Solution

Digital strategy and custom template system

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              Meto

              Meto

              Meto is a tech-based nonprofit intent on making access to quality higher education a reality for all students. We have a special focus on creating scholarships for low-income students.


              In 2018, Meto was founded to connect African students with university opportunities. Along the way, we have learned that all students can benefit from our innovative model, wherein universities make the first move and invite good-fit students to apply. So, in 2023, we opened our platform to students across the globe.

              website: https://meto-intl.org/

                        Nikhil Badlani Foundation

                        The Mission of the Nikhil Badlani Foundation (the “Foundation”) is to enhance the lives of underserved children in West Orange, NJ and neighboring communities through music lessons, scholarships, and traffic safety education for all.

                        Since the Foundation was established in 2011, Theorem has consistently been an annual sponsor of and team participant in the STOP for Nikhil 5K Run/3K Walk. This event intends to raise traffic safety awareness and to serve as a way to remembervbgfc ≈ and honor those who have been killed or seriously injured in traffic accidents. We recognize the importance of raising awareness and road safety amongst teenagers and parents alike, especially in the local communities of our Chatham, New Jersey office. Learn more about the Nikhil Badlani Foundation at nikhilbadlanifoundation.org

                        Diversity and Inclusion

                        Theorem actively aids in the ongoing fight against systemic racism and discrimination, realizing the importance of ongoing discussions surrounding diversity and inclusion.

                        By contributing to organizations such as Black Girls Code and the Anti-Racism fund, we aim to be a fundamental supporter of diversity in the workplace and beyond. These organizations specifically speak to Theorem’s role as a leading voice in the technology innovation space and we avidly support their missions. The vision of Black Girls Code is to empower girls of color, ages 7-17 to become innovators in STEM fields and encourages them to be the builders of their own futures. The Anti-Racism Fund serves as a response to the inequities experienced by the African-American community. It provides monetary support to a dynamic portfolio of curated organizations as a way to inject and enable social change.

                        Feeding America

                        Feeding America is the largest charity working to end hunger in the United States. By partnering with local food banks, food pantries and other community food programs, Feeding America looks to advance change across the country and ensure equitable access to nutritious food.

                        As a long-standing contributor and sponsor of Feeding America, we deeply believe in their vision of an America without hunger. The need for and importance of organizations like Feeding America has has become more and more prevalent as communities face more hardships as a result of the pandemic and the current economy. Theorem is dedicated to its continued contributions to Feeding America to do our part to empower and strengthen our communities. Learn more about Feeding America at www.feedingamerica.org

                        Grameen America

                        Grameen America is dedicated to helping entrepreneurial women who live in poverty build businesses to enable financial stability mobility.

                        Since their founding in the United States in 2008, Theorem has supported Grameen America’s mission, which seeks to build upon the legacy of Presidential Medal of Freedom, Congressional Gold Medal and Nobel Peace Prize winner Muhammad Yunus. Through financial contributions and event participation, Theorem has contributed to Grameen America’s cause. As an immigrant entrepreneur himself, our CEO Jay Kulkarni is especially eager to support the organization’s mission of aiding underserved communities. Learn more about Grameen America at www.grameenamerica.org

                        Vision Spring

                        VisionSpring is making the wonder of clear vision possible for all by helping provide affordable and quality eyeglasses to those in need. For many, lack of access to affordable eyeglasses leads to loss of employment or less educational opportunities.

                        VisionSpring partners with organizations who join them in their mission of supporting livelihood initiatives, enhancing potential for all. Learn more about Vision Spring at https://visionspring.org Theorem has consistently partnered with VisionSpring to organize free events, such as eye check-ups, across multiple villages in the Mysuru, India region, impacting over 3,000 rural residents. We stand with VisionSpring in their mission to increase accessibility to quality eyewear and eye care.

                        Covenant House

                        Covenant House provides housing and supportive services to youth facing homelessness, helping young people transform their lives.

                        For more than 5+ years, Theorem has supported Covenant House with corporate sponsorships, leading career-building workshops at their Newark, NJ shelter facility and participation in the organization’s fund raising Sleep Outs. Covenant House utilizes these Sleep Outs to raise funds and help shine a light on the injustice of youth homelessness, inspiring communities to step up and protect the vulnerable. We are proud to support Covenant House’s programs, which are designed to empower young people to overcome and rise above adversity, today and in the future. Learn more about Covenant House at www.covenanthouse.org

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