Book Image

Automating Salesforce Marketing Cloud

By : Greg Gifford, Jason Hanshaw
Book Image

Automating Salesforce Marketing Cloud

By: Greg Gifford, Jason Hanshaw

Overview of this book

Salesforce Marketing Cloud (SFMC) allows you to use multiple channels and tools to create a 1:1 marketing experience for your customers and subscribers. Through automation and helper tasks, you can greatly increase your productivity while also reducing the level of effort required in terms of volume and frequency. Automating Salesforce Marketing Cloud starts by discussing what automation is generally and then progresses to what automation is in SFMC. After that, you’ll focus on how to perform automation inside of SFMC all the way to fully running processes and capabilities from an external service. Later chapters explore the benefits and capabilities of automation and having an automation mindset both within and outside of SFMC. Equipped with this knowledge and example code, you'll be prepared to maximize your SFMC efficiency. By the end of this Salesforce book, you’ll have the skills you need to build automation both inside and outside of SFMC, along with the knowledge for using the platform optimally.
Table of Contents (20 chapters)
1
Section 1: Automation Theory and Automations in SFMC
5
Section 2: Optimizing Automation inside of SFMC
11
Section 3: Optimizing the Automation of SFMC from External Sources
17
Section 4: Conclusion

Considerations regarding email automation

In this section, we wanted to share some considerations when using email automation that may help give some insights and context to help you in the future:

  • When creating an automation, you should make the email content as dynamic as possible (pulling in via AMPscript or lookups or referencing other blocks) to allow for easy changes, updates, and implementation of new content. Do note that with Journey Emails, Triggered Emails, and Transactional Emails, you will need to pause and republish the trigger in order for it to work.
  • Along with the email automation, you should utilize either an import process or SQL queries to update and prepare the sendable data as part of the same automation or prior to entry at the least. Relational data that is used should be updated prior to sending and made sure to be completed beforehand as well to keep it as up to date as possible.
  • Creating a journey for drip campaigns or other series of emails...