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Mc Journeys And Automations

Mc Journeys And Automations

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Marketing Cloud Journeys and
Automations
Salesforce Spring

salesforcedocs
Last updated January

Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other

names and marks Other marks appearing herein may be trademarks of their respective owners

CONTENTS

JOURNEYS AND AUTOMATIONS IN MARKETING CLOUD

ENGAGEMENT

Email Client Privacy and NonSubscriber Activity in Marketing Cloud Email and Journeys
Automation Studio
Journeys and Messages
Behavioral Triggers

INDEX

JOURNEYS AND AUTOMATIONS IN MARKETING CLOUD

ENGAGEMENT

Design and automate Marketing Cloud Engagement campaigns that guide customers through their journey with a brand Execute
simple or multistep marketing and data management activities on an immediate triggered or scheduled basis
Email Client Privacy and NonSubscriber Activity in Marketing Cloud Email and Journeys
Some email client providers are making privacy changes that can impact open metrics and calculations Trust is the Value at
Salesforce Privacy and security continue to gain importance in our digital lives Our top priority is to create the solutions that help
you respond act and succeed in these new environments Marketers traditionally create automations campaign engagement
strategies and more based on email opens because email opens can signal whether a customer or prospect is interested in your
content But the privacy options available to customers can make email opens less reliable as engagement signals
Automation Studio
Learn how Automation Studio makes Marketing Cloud email sends queries imports and more happen automatically
Journeys and Messages
Marketing Clouds Journey Builder is a campaign planning tool that enables you to design and automate campaigns that guide
customers through their journey with a brand Its foundation is the journey which is the communication plan you design Canvas
activities tell Journey Builder how to communicate to and direct contacts in the journey Contacts enter from an entry source The
journey then continually evaluates contacts to determine when to move them to the next activity
Behavioral Triggers
Let Salesforce Marketing Cloud equip you to reach customers who abandon unpurchased items or services Configure the flow of
this behavioral data into the data extensions for email sends and journeys Using behavioral data this way is called Behavioral Triggers

Email Client Privacy and NonSubscriber Activity in Marketing Cloud
Email and Journeys
Some email client providers are making privacy changes that can impact open metrics and calculations Trust is the Value at Salesforce
Privacy and security continue to gain importance in our digital lives Our top priority is to create the solutions that help you respond
act and succeed in these new environments Marketers traditionally create automations campaign engagement strategies and more
based on email opens because email opens can signal whether a customer or prospect is interested in your content But the privacy
options available to customers can make email opens less reliable as engagement signals
In the Marketing Cloud Email and Journey experiences these changes are to assist you in identifying the most valuable metrics for your
campaigns
Marketing Cloud App

Details

Journey Builder

Openrelated decisions such as Engagement Splits and Path
Optimizer winner selection can be less reliable Open metrics for
active journeys can be artificially inflated
Users are reminded on the Journey Analytics dashboard that
openrelated metrics dont always accurately reflect engagement

Journeys and Automations in Marketing Cloud Engagement

Automation Studio

Marketing Cloud App

Details

Intelligence Reports for Engagements

Email engagement metrics including Email Unique Opens Email
Open Rate and Email ClicktoOpen Rate can be artificially inflated
Users are reminded that on Email dashboards openrelated metrics
dont always accurately reflect engagement

SEE ALSO

Use Einstein to Improve your Marketing Efforts
Clicks and Opens Behavior

Automation Studio
Learn how Automation Studio makes Marketing Cloud email sends queries imports and more happen automatically
Automation Studio is a Marketing Cloud application used to execute multistep marketing and data management activities on an
immediate triggered or scheduled basis Use Automation Studios workflow canvas to build simple or multistep automations
Automation Studio includes an overview page to show each automations status Error information appears in line with the corresponding
automation to enable quick recovery You can also use this page to run automations on an individual basis if necessary

Build automations using automation activities such as Send Email Import File or SQL Query Configure and manage automation activities

on the Activities page You can also use this page to run automation activities on an individual basis
Tip To avoid unexpected behavior such as pages not rendering or unintentional object modification dont open multiple tabs
in Automation Studio

Journeys and Automations in Marketing Cloud Engagement

Automation Studio

The Automation Studio Overview Page
When you access Automation Studio in Marketing Cloud view up to automations in your account a snapshot of automation
activities run history and folders You can also run each automation once from the Overview page
Automate Processes in Automation Studio
Use an automation to start a process when specific criteria are met For example when a file is uploaded to Marketing Cloud Enhanced

FTP you can automatically run activities like an import a file transfer or an email send

Schedule an Automation
In a Marketing Cloud automation thats in draft mode or already running set the schedule on the Workflow tab
Use An Automations Tabs
Gain a more detailed understanding of how a Marketing Cloud automations tabs work in Automation Studio
Automation Studio Activities
Easily understand and use the Automation Studio Activities tab in the Marketing Cloud
Pause an Automation
Stop an automations schedule temporarily in Automation Studio This action only pauses the automations schedule for future
scheduled runs An automation that is running when you click Pause continues to run even if the schedule is paused
Skip an Automation
Indicate in Automation Studio that an automations next run will not occur without stopping the automations schedule
Stop a Running Automation
When an automation is stopped in Automation Studio activities in the step that is in progress complete but subsequent steps do
not start

Journeys and Automations in Marketing Cloud Engagement

The Automation Studio Overview Page

Copy an Automation
Create an exact copy of an automation to extend or modify it in Automation Studio
Delete an Automation
Remove unneeded automations from Overview or the automation page in Automation Studio
Automation Studio Errors
Find out what Automation Studio error messages mean and how to resolve them After applying the suggested action run the
activity or automation again to make sure that the error was addressed
Automation Studio Statuses
You can view an automations status from the Automation Studio interface or a related data view Use this guide to understand what
each status means
Get Automation Studio Notifications
Add your email address to get notified when a Marketing Cloud automation run is skipped encounters an error or completes You

can also receive alerts through Digital Command Center for Slack or the Event Notification Service ENS

Find Activity Configuration and Error Details
To access configuration details and run history for an Automation Studio activity view the activitys object detail page Use this page
to locate error information about the activity too
Data Extension Storage Usage

View and manage your marketing data usage by downloading your data extension storage details as a CSV file Optimize your storage

usage improve performance and ensure compliance by removing unneeded data and updating retention policies
Automation History and Health

Evaluate your automations over time by downloading your automation history as a CSV file Improve automation health by reviewing

each automations success rate and identifying automations with high skip or error counts

The Automation Studio Overview Page
When you access Automation Studio in Marketing Cloud view up to automations in your account a snapshot of automation activities
run history and folders You can also run each automation once from the Overview page

Folders
View folders that you created and create folders without leaving the page

Journeys and Automations in Marketing Cloud Engagement

The Automation Studio Overview Page

View Options
View your automations in List or Detail view

List view displays more automations on a page without activitylevel detail

Detail view includes an abbreviated view of the automations design and any errors

Journeys and Automations in Marketing Cloud Engagement

The Automation Studio Overview Page

Hover over an activity to view its type progress and name When a single automation step includes multiple activities you can view
the entire automations setup

Error Messages
When an activity has an error you can view activity details or click Learn More to get more information If the automation step includes
multiple activities the timeline shows where the error occurred

Journeys and Automations in Marketing Cloud Engagement

The Automation Studio Overview Page

Summary
The Summary displays your automations by day or by week and by status Filter results by status using the dropdown menu and then
click Update

Run an Automation from the Overview Page
Start an automation in Marketing Cloud directly from the Automation Studio Overview page with one click

Journeys and Automations in Marketing Cloud Engagement

The Automation Studio Overview Page

Delete an Automation from the Overview Page
Delete unneeded automations in Marketing Cloud without leaving the Automation Studio Overview page

SEE ALSO

Automation Studio Statuses

Run an Automation from the Overview Page
Start an automation in Marketing Cloud directly from the Automation Studio Overview page with one click
You can also start automations on each automations individual page
Hover over the name of the automation
Click Run Once

Click Run
Tip To run a subset of activities only use Advanced Run Once

Delete an Automation from the Overview Page
Delete unneeded automations in Marketing Cloud without leaving the Automation Studio Overview page
Hover over the name of the automation
Click Delete

A confirmation message appears

Journeys and Automations in Marketing Cloud Engagement

Automate Processes in Automation Studio

Click Delete to finalize this action

Automate Processes in Automation Studio
Use an automation to start a process when specific criteria are met For example when a file is uploaded to Marketing Cloud Enhanced

FTP you can automatically run activities like an import a file transfer or an email send

To build an automation you choose a starting source which determines how the automation starts Then you add the activities that
occur when the automation runs These activities can run sequentially or simultaneously
You can choose from these starting sources
The schedule starting source starts an automation at specific intervals

The file drop starting source starts an automation when a file is uploaded to the Enhanced FTP

The trigger starting source starts an automation when a file is uploaded to an external location such as AWS Azure or Google Cloud

and a Trigger API request fires

For more information review these topics
Automation Starting Sources

A starting source defines how an automation starts You can schedule an automation to run at specific intervals or start an automation

when a file is uploaded to Marketing Cloud Enhanced FTP Or use a trigger to start an automation when a file is uploaded to an

external location such as to Amazon S Google Cloud or Microsoft Azure

Advanced Run Once
Automation Studio includes options to schedule an automation run it automatically when a file is dropped or run an automation
once Use Advanced Run Once to run only a portion of an automation
Run a Subset of Activities
To run only the Marketing Cloud automation activities you select click Run Once in Automation Studio then select the activities to
run

Automation Starting Sources

A starting source defines how an automation starts You can schedule an automation to run at specific intervals or start an automation

when a file is uploaded to Marketing Cloud Enhanced FTP Or use a trigger to start an automation when a file is uploaded to an external

location such as to Amazon S Google Cloud or Microsoft Azure

This table compares starting sources

Journeys and Automations in Marketing Cloud Engagement

Automate Processes in Automation Studio

Scheduled Automations

File Drop Automations

Automation Starts

On the schedule you define

When a file is uploaded to a
When a file is uploaded to an

designated Enhanced FTP folder external location such as

Amazon S Google Cloud

Storage or Microsoft Azure Blob
Storage

Notes

You can click Run Once to start If you change a file name

Requires a trigger API with

a scheduled automation
without modifying the file
relevant file criteria to start the
immediately
content the automation doesnt automation
start

Typical Use Case

You import and refresh your
birthday list daily and then send
an email to all contacts whose
birthday is today

You use other processes that

update files in an FTP folder and

you want to create an
automation that starts when
activity occurs in that folder

Trigger Automations

You use other processes that
update files in an external
location and you want to create
an automation that starts when
activity occurs in that location

Scheduled Automations
When you create a scheduled automation configure the start date time and time zone Then choose the repeat frequency of the
automation and when it ends
Here are other considerations when using scheduled automations
You must activate a scheduled automation
The automations duration must be compatible with its schedule For example an automation is scheduled to run every hours
but it has a duration of hours In this case the running automation stops after hours when the next schedule automation starts
So the automation never reaches completion

File Drop Automations

When you create a file drop automation you provide a file name pattern or Enhanced FTP directory that Marketing Cloud monitors

When a file matching the pattern is placed on the FTP or in the directory that you specify the automation runs

File drop automations are queued by default When the running automation completes or encounters an error the next file in the queue
starts the next automation This process continues until the queue is empty If you turn off queuing additional files are ignored when
an automation is already running
Here are other considerations when using file drop automations

You must configure Enhanced FTP before creating a file drop automation

If you use a folder for the file drop any file placed in the folder triggers the associated automation

If you use a folder for file drop dont use it for other purposes Each Enhanced FTP folder supports only one file drop automation

This limitation doesnt apply if you use a file name pattern

If you use a file name pattern for the file drop the automation is associated with the pattern and isnt associated with a specific FTP

folder The automation isnt affected if you change the FTP folder for upload as long as you dont change the file name pattern

To make your files easy to audit use dynamic file names whenever possible For example use
exampleyearmonthdaycsv instead of examplecsv
File drop automations dont read file extensions Any characters following the final dot in a file name are ignored

Journeys and Automations in Marketing Cloud Engagement

Automate Processes in Automation Studio

You cant use these file types to start a file drop automation
bmp
eml
jpg
jpeg
pdf
png
xml

Trigger Automations

When you create a trigger automation enter a file name pattern and choose a file location Create a trigger API that monitors the external

file location Marketing Cloud listens for the trigger API and runs the automation when a file that matches the pattern is placed in that

location

Trigger automations are queued by default When the running automation completes or encounters an error the next file in the queue
starts the next automation This process continues until the queue is empty If you turn off queuing additional files are ignored when
an automation is already running
Here are other considerations when using trigger automations
You must set up a file location for the external location before creating a trigger automation

You must use a trigger API to check for files from external locations

To make your files easy to audit use specific file names whenever possible For example use exampleYYYYMMDDcsv
instead of examplecsv
To easily identify the related file name in downstream file transfer activities and import activities use the variable

FILENAMEFROMTRIGGER

Trigger automations can read file extensions but are required only if you use the Equals operator or the Ends With operator
For more information on each starting source review these topics
Configure a Scheduled Automation
Set up an automation that runs on a schedule
Configure a File Drop Automation

Set up an automation that starts when a file is uploaded to Marketing Cloud Enhanced FTP

Configure a Trigger Automation

Set up an automation that starts when a file is placed in an external location such as Amazon S Google Cloud Storage Microsoft

Azure or your own SFTP location

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