June, 2021 - gettectonic.com - Page 2
marketing cloud audience builder

Utilizing Marketing Cloud Audience Builder

What is Audience Builder in Marketing Cloud? Utilizing Marketing Cloud Audience Builder. Audience Builder in Marketing Cloud dynamically generates targeted audiences from stored contact data, utilizing both attribute and behavioral values. These audiences can then be leveraged to either target specific contacts or exclude them from various activities within Marketing Cloud Engagement. Key Features and Functionality: Audiences: A collection of contacts grouped based on specific attributes used when sending messages. These audiences draw information from sendable data extensions, with Audience Builder setting a flag in the header of the data extension to identify it as an audience. Outbound Mail Manager (OMM) utilizes this information to determine the appropriate channel, audience, and segment for engaging contacts with messages. Usage and Integration: Audience Builder can integrate with lists, groups, or data extensions linked through a common subscriber key or ID. It supports queries performed via the expression builder and recommends using a subscriber key for optimal functionality. Segments: Segments represent groups of individuals who meet predefined criteria. These can be used for analysis and targeting within audiences, with the option to append attributes to segments and use AMPscript and Server-Side JavaScript for content decisions based on segment assignment. Reporting: Audiences and segments can be utilized for reporting purposes, with Audience Builder providing a dedicated report in the standard email reports section that breaks down campaign metrics by segment name. Performance: Each implementation of Audience Builder may have unique performance characteristics. It’s essential to work with the implementation team to understand performance expectations and optimize system performance. Audience Builder Usage: Filter Tab: Allows for querying the total population to match subscriber data of interest, either for sending purposes or analytic purposes. Exclusions Tab: Enables the creation of suppression criteria from the attribute library to remove a subset of contacts from a filtered audience or segment. Segment Tab: Facilitates segmenting an audience to suppress certain subscribers based on specific criteria. Audience Publishing: After filtering and segmenting an audience, it can be published as a publish definition for use across various applications within the Marketing Cloud. Future of Audience Builder: Salesforce announced the retirement of Audience Builder in 2021, meaning it’s no longer sold to new customers, and existing customers will transition away from the tool. Instead, functionalities like creating audiences for various ad platforms are integrated directly into Marketing Cloud Advertising. Additional Features: Creation of Audiences for Advertising Platforms: Advertising Studio allows for the creation of audiences tailored for platforms such as Facebook, Instagram, Google Ads, LinkedIn, Twitter, Pinterest, and Snapchat. Notification Configuration: Configure notification settings in Marketing Cloud Advertising to receive emails upon completion of audience uploads, refreshes, or in case of errors or other events. Audience Builder and Contact Builder are two essential tools within Marketing Cloud, each serving distinct purposes in data segmentation and management. Contact Builder serves as the cornerstone of data modeling within Marketing Cloud. It allows users to define the data structure by establishing relationships between various data extensions. Additionally, Contact Builder enables the creation of populations, organizing data in a manner conducive to campaign execution. In contrast, Audience Builder focuses on data segmentation. It pulls data from predefined data extensions and applies specified filter criteria to create targeted audience segments for marketing activities. While Audience Builder is being retired, Contact Builder remains a vital component of Marketing Cloud. Attributes defined in the data model act as fields and are utilized within Contact Builder. Attribute groups, integral to data organization, will continue to function seamlessly despite the retirement of Audience Builder. In conclusion, Audience Builder serves as a powerful tool within Marketing Cloud, enabling marketers to dynamically create targeted audiences, segment contacts, and optimize engagement strategies based on customer attributes and behaviors. However, with its retirement announced by Salesforce, users are encouraged to explore alternative functionalities integrated into Marketing Cloud Advertising for audience management. Like1 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Consent Management Analytics and Data Quality Understanding Data Analytics Consent and Consent Management Why Consent Management is Crucial Consent Management Analytics and Data Quality. With laws Read more

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Salesforce Marketing Cloud Advertising Studio

Salesforce Marketing Cloud Advertising Studio Explained

Advertising Studio serves as a conduit to digital advertising platforms such as Google, Instagram, LinkedIn, Twitter, and YouTube, expanding your outreach beyond email and mobile messages. Integrated seamlessly through Journey Builder, this Salesforce product facilitates the incorporation of these platforms into your marketing campaigns. Unlike an isolated tool, Salesforce Advertising Studio is a product that integrates advertising campaigns directly into Salesforce’s CRM, enabling marketers to harness customer data derived from interactions on social channels. Salesforce Audience Studio (DMP), on the other hand, is a comprehensive platform that gathers, stores, organizes, and centralizes data from diverse sources, whether internal or external. Functioning in real-time, it unifies user data collected from multiple sources, creating a unified profile for each customer. Marketing Cloud Advertising empowers you to engage and advertise to your customers and prospects effectively. Coordinating campaigns across social, mobile, sales, and customer service efforts, Marketing Cloud Advertising enhances your email marketing goals by integrating advertising strategies. Utilize platforms like Facebook, Instagram, Google Ads, LinkedIn, Twitter, Pinterest, or Snapchat to connect with existing customers. Identify new prospects through lookalike audiences and re-engage inactive users within the customer journey through digital advertising channels. Salesforce Advertising Studio, an elevated offering within Salesforce Marketing Cloud (SFMC), empowers marketers to seamlessly digitize their endeavors at scale, effectively targeting precise audiences to achieve business objectives. This sophisticated platform facilitates the creation of distinctive customer experiences while delivering ads to the intended audience. This insight will guide you through the features, benefits, and setup of Salesforce Advertising Studio. Importance of Advertising Studio Understanding the significance of Advertising Studio in your marketing endeavors is crucial: Benefits of Salesforce Advertising Studio Features of Advertising Studio Steps to Set Up Salesforce Advertising Studio Step 1: Account Configuration Step 2: Navigation and Granting Access Step 3: Monitor the Flow of Data Implementing these steps ensures a seamless setup of Salesforce Advertising Studio, maximizing its potential for your marketing strategies. Contact Tectonic today to get starting using Marketing Cloud Advertising Studio. Content updated January 2024. Like2 Related Posts Salesforce Data Studio Data Studio Overview Salesforce Data Studio is Salesforce’s premier solution for audience discovery, data acquisition, and data provisioning, offering access Read more How Travel Companies Are Using Big Data and Analytics In today’s hyper-competitive business world, travel and hospitality consumers have more choices than ever before. With hundreds of hotel chains Read more Marketing Cloud Account Engagement and Salesforce Campaigns The interplay between Account Engagement and Salesforce Campaigns often sparks confusion and frustration among users. In this insight, we’ll demystify Read more Integration of Salesforce Sales Cloud to Google Analytics 360 Announced In November 2017, Google unveiled a groundbreaking partnership with Salesforce, outlining their commitment to develop innovative integrations between Google Analytics Read more

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Salesforce Action Plans

Salesforce Action Plans Explained

An action plan defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed, and a person who is responsible for its completion. Action plans are created from action plan templates, which allow you to capture repeatable tasks. Users see the tasks assigned to them through task lists and views in Salesforce. Users record task status information using the standard interfaces for tasks or the Action Plan details view. Target records, such as accounts or contacts, also show lists of related action plans. For example, in Financial Services Cloud, you can create an action plan template for financial plan review meetings with clients. For such engagements, wealth managers need to set up a meeting in advance, collect financial documentation, and review the documentation. You set up this Salesforce action plan template once, and update it as your understanding of the repeatable tasks improves over time. Then as wealth managers need review meetings with clients, you can create an action plan based on the template. You don’t have to worry about all the appropriate tasks getting created because those tasks are defined in the template. Salesforce action plans defines the tasks and other items needed to complete a business process. Each task has a priority, a number of days in which it must be completed. What is included in a Salesforce Action Plan? Salesforce action plans generally include “what,” “who,” and “when.” They outline the action steps (the “what”) your program will take to achieve your goals and objectives, the person(s) responsible (the “who”), and the projected completion dates (the “when”). You can create an action plan template and its generated action plans for various objects, depending on the products and licenses available in your org. You can also create them for custom objects that have Activities enabled. Here are some examples of use cases for action plans: Action Plan Data Model The types of items that can be included in an action plan template and its generated action plans include: Target objects are: In an action plan template, assign each task or other item to a person, a role, a queue, or the action plan creator. When creating templates with the UI, the plan creator becomes the plan owner. When creating templates using the API, you can designate a plan owner different from the plan creator. Action plan template is a reusable framework that you can use to schedule visits where the set of activities to be performed in each visit remains constant. How do you create an action plan in Salesforce? Create Action Plans Buttons Navigate to Setup > Object Manager > Account > Search Layouts for Salesforce Classic. Click on “Edit” from the menu near “List View.” Move the “Create Account Action Plans” button from “Available Buttons” to “Selected Buttons.” Click “Save.” Salesforce admins enable users to edit and delete action plan details by giving them permissions for the Action Plans, Action Plan Templates, and Recurrence Schedule objects. Your users interact with action plans using standard features. The following standard Salesforce features are supported. Like1 Related Posts Salesforce OEM AppExchange Expanding its reach beyond CRM, Salesforce.com has launched a new service called AppExchange OEM Edition, aimed at non-CRM service providers. Read more The Salesforce Story In Marc Benioff’s own words How did salesforce.com grow from a start up in a rented apartment into the world’s Read more Salesforce Jigsaw Salesforce.com, a prominent figure in cloud computing, has finalized a deal to acquire Jigsaw, a wiki-style business contact database, for Read more Health Cloud Brings Healthcare Transformation Following swiftly after last week’s successful launch of Financial Services Cloud, Salesforce has announced the second installment in its series Read more

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