Sfmc automation studio
Once you have set the schedule you can select the run once option or save. You can also add additional Automation Studio Activities as needed to string key processes together. The schedule will determine when and how often this automation will run. Final step is to set the schedule of the Automation Studio job. The first time you run the Automation it will create the Data Extension (be sure to add a description to the Data Extension so that you know it’s from Automation Studio)Ĥ.
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Pro Tip: If you need to make a change to the Filter, you can do so in Email Studio – Data Filters and the Automation Studio Activity Filter will automatically be updated with the new filter criteria.
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Every time these filters are run, it will automatically refresh or apply the listed Email Studio Data Filter – therefore refreshing your Data Extension. (When these Filters are applied within Automation Studio, they result in a New Data Extension). The second step on the filter will be to name the resulting Data Extension. Filter Activity Actions are composed of a Data Filter from Email Studio. Name your Automation Studio job and then drag over a Filter Activity Action.
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Once you are satisfied with the results of your saved Data Filter, you can now move over to Automation Studio within Marketing Cloud to create a new Automation Studio jobģ. Ensure that you save this filter so that you can reference it within Automation Studio later.Ģ. Navigate to Email Studio and create a Data Filter from a Standard Data Extension. To Achieve a refreshing Filtered Data Extension, you will start with the Data Filter.ġ. An Automation Studio job would be set to run monthly. You can achieve this by creating a Filter Activity that includes a Data Filter where the Contact’s birthday is in the current month. You have a Data Extension of Contacts with a birthday attribute and you want to send an email to those contacts with a birthday that month. With the power of Automation Studio, marketers are able to create a scheduled refresh of key Filtered Data Extensions. Refresh Your Data with Automation Studio – Filter Activity Be sure to analyze the segmentation requirement before you set up an Automation. Pro Tip: There are use cases when you do not need to refresh the filtered Data Extension automatically, such as a one-time email send or a moment in time you would like to preserve for a future marketing campaign. To automatically refresh a Filtered Data Extension, it is recommended to utilize Automation Studio.
SFMC AUTOMATION STUDIO MANUAL
One of the drawbacks of this is that it is a manual process. There is an option to manually refresh the Filtered Data Extension and this will re-apply the Filter to the Data Extension and show you new records results. Note: Once the Filtered Data Extension is created, it will not automatically refresh for you in the future, so be careful when using old filtered Data Extensions as they could need to be refreshed. The results of this filter on a Data Extension is called a Filtered Data Extension. Data Filters allow marketers to select specific attributes or combinations of attributes to filter criteria.
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Once you have a List or a Data Extension and you want to segment this data set down you can utilize a Data Filter within Marketing Cloud. How Do You Quickly Filter for Marketing Segmentation? Data Extensions are recommended for advanced segmentation and email personalization. When utilizing Salesforce Sales Cloud ™ Connect, the Salesforce® Objects synced are automatically created as Data Extensions, which provide more long-term capabilities than Lists. DEs support multiple data sets and relationships with complex subscriber attributes. ĭata Extensions (DEs) are utilized when you have more than 500,000 subscribers (but can be used when you have less). Lists also limit the number of attributes you can utilize for a subscriber and are not recommended for when you are connected to Salesforce Sales Cloud. Lists typically are utilized when you have less than 500,000 subscribers and also prefer simplicity over performance. What is the difference between Lists and Data Extensions? Marketing Cloud typically stores your data within Lists or Data Extensions. Understanding Data within Marketing Cloudīefore segmentation can occur within Marketing Cloud ™, it is very important to understand what Data Points you are going to start with.
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Maximize Your Marketing Cloud Data with Automation StudioĪre you looking to segment your data in Salesforce Marketing Cloud to reach that key audience? Do you find yourself needing to segment or apply filters on a regular basis to get the latest data before you send an email? Marketing Cloud provides a manual process to filter data Extensions or Lists, but there is also another option to automate your frequent segmentation by utilizing Automation Studio.