Email heatmaps are a powerful way to understand subscriber behavior beyond basic metrics. For Salesforce Marketing Cloud (SFMC) users, visualizing clicks, comparing A/B tests, and ranking CTAs can transform campaign optimization. However, SFMC doesn’t offer native heatmap functionality—making specialized tools essential. CRMx.uk provides exactly that: a dedicated Email Heatmaps Suite tailored exclusively for SFMC, delivering visual intelligence that turns data into decisions.
In this step-by-step guide, we'll walk you through how to set up email heatmaps in Salesforce Marketing Cloud using CRMx. Note that implementation is expertly handled by our team to ensure seamless, secure integration. Let's get your SFMC instance heatmap-ready.
Step 1: Understand Why CRMx is the Right Choice for SFMC Heatmaps
Before setup, recognize the value CRMx brings. Standard SFMC tracking gives click counts, but lacks visual overlays to show where engagement happens. CRMx's Email Heatmaps Suite Unlimited fills this gap with:
Emails Clicks Heatmaps Intelligence
Emails Heatmaps A/B Test Intelligence
CTA Ranking Intelligence
CSV/PDF Reports Export
These features work directly with your SFMC data, providing instant visuals without complex custom coding or third-party workarounds. Setup through CRMx ensures compatibility and performance tailored to your instance.
Step 2: Contact the CRMx Team to Begin Implementation
The setup process starts with reaching out—only the CRMx team can implement Email Heatmaps on client Salesforce Marketing Cloud instances. This expert-led approach guarantees secure deployment, proper data flow, and optimal configuration.
How to get started:
Visit crmx.uk and use the contact form, or email our support team directly.
Provide basic details about your SFMC account (e.g., instance type, typical campaign volume).
Schedule a quick consultation call to discuss your needs and goals.
Our specialists handle everything technical, so you don't need development resources on your end.
Step 3: Initial Consultation and Requirements Gathering
Once contacted, a CRMx expert will guide you through an initial assessment:
Review your current SFMC setup and email tracking configuration.
Discuss specific use cases (e.g., frequent A/B testing, multiple CTAs per email).
Confirm access permissions needed for secure integration.
This step ensures the heatmap intelligence aligns perfectly with your workflows. Most consultations take 15-30 minutes and help tailor the Unlimited Suite to your team.
Step 4: Secure Implementation by the CRMx Team
After consultation, our team takes over the technical deployment:
We securely connect to your SFMC instance (with your provided permissions).
Install and configure the Email Heatmaps Suite, enabling data flow from SFMC jobs and sends.
Test the integration with sample or recent campaigns to verify accuracy.
You remain in the loop with progress updates. Implementation typically completes within a few business days, depending on your instance complexity. No downtime or disruption to your ongoing campaigns.
Step 5: Access Your Dashboard and Start Visualizing
Post-implementation, you'll gain access to the intuitive CRMx dashboard:
Instantly view Emails Clicks Heatmaps Intelligence overlaid on your templates.
Compare A/B tests side-by-side with Heatmaps A/B Test Intelligence.
See automated CTA Ranking Intelligence for performance prioritization.
Export professional CSV/PDF reports with embedded visuals.
Training is included—our team provides a walkthrough session to ensure your marketers can hit the ground running.
Step 6: Ongoing Usage and Optimization
With heatmaps live:
Analyze new sends in real time.
Use insights to refine layouts, CTA placement, and content.
Scale unlimited across all campaigns and team members.
CRMx support remains available for questions, feature guidance, or advanced configurations.
Final Thoughts
Setting up email heatmaps in Salesforce Marketing Cloud is straightforward and powerful when done with CRMx. Our expert-only implementation ensures a secure, seamless experience, unlocking visual intelligence that elevates your email performance.
Ready to visualize your SFMC engagement? Contact the CRMx team today to start your setup. Have questions about the process? Drop them in the comments or reach out directly—we're here to help.
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