Send campaigns to Salesforce Marketing Cloud

You can send campaigns that send contact data to business units in Salesforce Marketing Cloud. The contact data is uploaded to Salesforce Marketing Cloud using SFTP, after which the Marketing Cloud SOAP API will manage your data extensions and will move the contact data into the correct data extension automatically.

Note

Ask your DataGrid Operator or your Amperity representative to configure Salesforce Marketing Cloud as a channel to which you can send campaigns.

Build campaign

Use the campaign editor to build campaigns that send data to Salesforce Marketing Cloud. Add a segment, define exclusions and sub-audiences, and then configure Amperity to send campaign data to Salesforce Marketing Cloud.

To build a campaign

1. From the Campaigns tab, click Create Campaign. This opens the New Campaign page.

2. Give your campaign a name.

3. Choose the segment that represents the audience to use for this campaign.

4. Optional. Choose a segment that contains a list of customers to exclude from this campaign.

5. Configure at least one control group/recipient group set for this campaign. Rename these groups as necessary.

   Tip

   A campaign may have many control group/recipient group sets and each set may have more than one recipient group. Click Add recipient group to add another recipient group. Click Add Sub-audience to add more sets to this campaign, and then use the Audience Builder to define the criteria for each sub-audience.

6. For each control group/recipient group set, configure the percentages for each group, and then select a destination that is configured to send campaigns from Amperity to Salesforce Marketing Cloud.

7. Click Edit attributes to review the attributes that Amperity will send to Salesforce Marketing Cloud.

   Salesforce Marketing Cloud allows a long list of (optional) attributes.

   Amperity pre-selects the list of attributes that may be sent to Salesforce Marketing Cloud. When you open the Edit attributes page for Salesforce Marketing Cloud, it will be similar to:

   

   Note

   The Merged_Customers table is the default table from which data is sent to Salesforce Marketing Cloud, even though your segments were built against the Customer_360 table. This is by design. The Merged_Customers table is the underlying table for customer profile data and is the source for customer profile data that exists in the Customer_360 table.

8. Specify if this campaign is a one-time or recurring campaign, define the delivery schedule, and then define the campaign launch date. (Amperity uses the campaign launch date internally to improve results tracking for campaigns.)

9. Click Schedule.

   Note

   Amperity will begin processing the segments that define audiences, exclusions, and sub-audiences, and will then send the results to configured destinations. Please allow for enough time for Amperity to complete this process before kicking off a campaign in your downstream systems.