Send audiences to Salesforce Marketing Cloud

You can build queries that return contact data, and then use orchestrations to send those results 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.

Send contact data from Amperity to Salesforce Marketing Cloud.

This topic describes the steps that are required to configure campaigns to send contact data to Salesforce Marketing Cloud.

Note

Ask your DataGrid Operator or your Amperity representative for help configuring Salesforce Marketing Cloud as a destination to which you can send campaigns for customer activation.

Build a segment

Use the Segment Editor to build any audience using a series of drop-downs and picklists.

As you define the attribute profile for an audience be sure to refresh segment insights to see how many customers match your audience and to see how much value they bring to your business.

When the segment is ready, activate it, and then use it use it in a campaign to send to your preferred destinations for customer activation.

Which attributes should you use?

You can use any attribute that is in your customer 360 database to define your audience.

When the list of customers who belong to this audience is sent to Salesforce Marketing Cloud as part of a campaign you will be required to choose specific attributes to send.

Salesforce Marketing Cloud supports the following attributes: contact data.

Add to a campaign

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

To add Salesforce Marketing Cloud to a campaign

Step 1.

Open the Campaign Editor. This is available from the Campaigns page. Click the Create campaign button in the top right corner of the page.

Step 2.

Assign Salesforce Marketing Cloud as a destination for at least one treatment group.

Add a destination for Salesforce Marketing Cloud.

Note

You may need to edit the attributes for the sub-audience to ensure Amperity is sending the right data to Salesforce Marketing Cloud.

Step 3.

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. The Edit attributes page for Salesforce Marketing Cloud is similar to:

Edit the attributes for Salesforce Marketing Cloud.

Note

The Merged Customers table is the default table from which data is sent to Salesforce Marketing Cloud, even though segments are often 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 all customer profile data that exists within the Customer 360 table.