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from the Marketing cloud and store it in a specified location. This activity is used to extract data of different types like Data Extensions, Tracking data, etc. Use case: This activity can be used to send mass emails like Birthday/Anniversary emails.

This activity is used to send emails to the subscribers by choosing the relevant email template and the user-initiated email definition. This section will focus on the crucial Automation Studio Activities and describe it along with its use case. There are more than 10+ Activities with the Automation studio. The automation studio performs the various tasks mentioned above with the feature within the Automation studio called Activities.

Export the system data called Data views for reporting and tracking purposes.

Send data from Marketing Cloud to the external system.

Import the data from the external system and save it within the Data extension in Marketing Cloud.

Send anniversary/birthday email at scale.

Use SQL join to create a new Data extension that contains the combination of data based on a unique value in the table.

Send mass emails to customers or prospects after enrolling in a marketing activity.

Some of the important ones are enumerated below: It helps in slicing & dicing the data, shifting the data from one location to another, transforming the data into another format, segmenting the data, or importing/ exporting data into/from Salesforce Marketing Cloud and Reporting & Tracking.Īutomation studio can be used for multiple scenarios or use cases. The automation studio is also used as an ETL tool. Īs per Salesforce, Automation Studio is a Marketing Cloud application used to execute multi-step marketing and data management activities on an immediate, triggered, or scheduled basis. These are performed by the system admin or IT team members with technical knowledge of SQL or other scripting languages like SSJS.

The above activities are mostly customer-facing and performed by marketers, but there are many back-end activities related to Data within the Marketing cloud that support customer-facing activities. Ensure that the naming convention of the file matches the required format for the Activity Batch Credit file.Salesforce Marketing Cloud is a B2C Marketing Automation platform for reaching out to customers on their preferred channels at their preferred time with personalized content. Step 5: Lastly, create the connection to move the file from SafeHouse SFTP to the CrowdTwist SFTP. Step 4: Create an additional rule to convert the exported file to UTF-8 encoding. This step must be done as the data cannot go directly from the DE table to an external SFTP. Step 3: Create a Data Extract Activity to take the data from the DE table and export to a file on the Salesforce SFTP (Safehouse). SFMC is required for the data to be flattened prior to export. With this, you can export the results with the query and send that list to a Data Extension table (for example: Query system view of opens from _opens table to get a list of members to open an email). Step 2: Create a query that will include all members that opened an email yesterday. More details on the CrowdTwist SFTP can be found here. Step 1: To push files to the CrowdTwist SFTP server, you must first configure a destination within your SFMC instance, including installing SSH keys at CrowdTwist from SFMC. Leveraging SFMC Automation Studio, clients can award members for engaging within SFMC campaigns in their loyalty program.

This outline focuses on the Open activity, but the same would be mimicked for Clicks or other actions. Two common uses for awarding are for Open/Click tracking. Point awarding is based on a frequency cap as defined on the Activity defined within the CrowdTwist Control Center Each tracked activity (action) should have its own Activity ID. For each completion of an action, a record is sent within the file. Loyalty members can earn points for specified actions that are completed/tracked in the SFMC platform. Note: This requires the client to have their own Salesforce Marketing Cloud / ExactTarget instance. Details to access CrowdTwist SFTP can be found here. This is achieved by the SMFC Automation Studio generating a flat file in the CrowdTwist Batch Activity Credit format and transferring that file to the CrowdTwist SFTP. Oracle CrowdTwist can integrate with Salesforce Marketing Cloud/ExactTarget to award members for their actions within the loyalty program. Salesforce Marketing Cloud Open/Click Awarding Overview