Manage Subscriber Data

List, data extension and group

Create a List

Email Studio -> 'Subscribers' tab -> My list tab/folder -> click Create button -> fill in fields

Import subscriber list using Properties tab

Email Studio -> 'Subscribers' tab -> My list tab/folder -> click list you want to add subscribers to > in 'Subscriber' local tab are, click on 'Properties' tab ->click on 'Add Subscribers'. This version allow to view list's to change name, check size and add subscribers immediately after creation.

Import subscriber list using Subscriber local mini tab's Import button

Email Studio -> 'Subscribers' tab -> My list tab/folder -> click list you want to import > in 'Subscriber' local mini tab -> click 'Import' button ->map the attribute from your csv file with the attribute from your list. This version you see audting current audience and you decide if you need to bulk upload more records.

Import subscriber list to 'All Subscribers List'

Email Studio -> 'Subscribers' tab -> left panel, under 'My Subscriber' -> click 'All Subscribers List' -> click 'Create' button

Import List with FTP

Set up FTP: go to username -> Setup page -> Data Management ->FTP accounts. Then go to Automation Studio to set up Import File Activity to import data.

Import List with API

Work with developers to get data import using API to list

Create a Data Extension with Email Studio

Email Studio -> 'Subscribers' tab -> Data Extension drop down menu -> click 'Create' button

Create a Data Extension with Contact Builder

Contact Builder -> Data Extension tab -> click 'Create' button

Data Extension type 1 of 3

Standard

Data Extension type 2 of 3

Filtered

Data Extension type 3 of 3

Random

Creation Method of Data Extension type 1 of 3

Create from new

Creation Method of Data Extension type 2 of 3

Create from existing: adding new data extension fields to existings data extension fields already in system.

Creation Method of Data Extension type 3 of 3

Create from template

Properties type of Data Extension 1 of 2

Sendable: want to be able to send email messages to this data extension

Properties type of Data Extension 2 of 2

Testable used to test campaigns in the preview. Data extensio with the email address of all the person that needs to received the batch send

Data Retention Policy of Create New Data Extension

By default Salesforce dated unused data extension after 6 months. You set your period. It deletes Individual Records, All records & data extensions and all records.

Data Retention Policy of Create New Data Extension

System Data Views like _Sent, _Open, _Click gets 180 Days limit before deletion and you cannot edit

Data Retention Policy of Create New Data Extension

Triggered Send Data Extension gets 6 Months (Default) limit before deletion and you can edit settings during creation of data extension

Data Retention Policy of Create New Data Extension

User Interface Tracking/Reports refers to the visibility of clicks, opens and sends from Email Studio's Tracking tab or Analytics Builder reports get 730 Days before deletion and you cannot change this settings

Fields of creating new data extension

Name: use name from your csv file for this field

Fields of creating new data extension

Data Type: choose data type for this field example Text can contains letters and numbers

Fields of creating new data extension

Length: limit character amount in this fields

Fields of creating new data extension

Primary Key: this field need a check box marked off for unique value identifier required for each data extension

Fields of creating new data extension

Nullable: this field can be empty, if so marked the box.

Fields of creating new data extension

Default Value: this field have default text if required example 'Friend' for First Name field

Fields of creating new data extension

Send Relationship: choose your primary key for example the email address field. It will relates to subscribers on "subscriber key"

Manual Import subscribers to data extension using Email Studio

Email Studio -> 'Subscribers' tab -> Data Extension drop down menu -> click data extension to want data to import to -> click on 'Records' tab -> click 'Import' button

Manual Import subscribers to data extension using Contact Builder

Contact Builder -> Data Extension tab -> click data extension to want data to import to -> click on 'Records' tab -> click 'Import' button

Import Type for import into data extension 1 of 4 Upload File part

Add and Update

Import Type for import into data extension 2 of 4 Upload File part

Add only

Import Type for import into data extension 3 of 4 Upload File part

Update Only

Import Type for import into data extension 4 of 4 Upload File part

Overwrite

Import Options for import into data extension 1 of 2 Upload File part

Checkbox: Skip row in import if bad data

Import Options for import into data extension 2 of 2 Upload File part

Checkbox: Respect double quote as text qualifier: The system treats the data conained between "" as text if selected. If not it ignores it.

Map your data for import into data extension 1 of 3 Configure Mapping part

Header row

Map your data for import into data extension 2 of 3 Configure Mapping part

Ordinal

Map your data for import into data extension 3 of 3 Configure Mapping part

Manually

Import data into data extension with FTP

Set up FTP: go to username -> Setup page -> Data Management ->FTP accounts. Then go to Automation Studio to set up Import File Activity to automate data import.

Synchronized data extensions

Use Marketing Cloud Connect to synchronized data extensions

Import data into data extension with API

Work with developers to get data import using API to data extension

Group

a way to segment a list

Filtered group

Need to previously created 'Data Filter' or 'Measure' to segment list

Random group

Choose group size and the group will be created randomly for list

Create a Data Filter-Based Group

Email Studio -> 'Subscribers' tab -> My Group tab/folder ->click 'Create' button -> 'Create Subscriber Group' window, click Filter Group > click Ok -> 'Select a Source' window, click on your List to filter -> Use 'Data Filter' you should have this create before. Complete the required fields: Look for: The name of what to include in the group. Currently, this field must contain Subscribers. In: The list to segment with the data filter. To select a list, click 'Browse'. Using Data Filter: The data filter to use to segment the list. Group Name: The name of the group to create. Store the group in the folder: The folder to contain the group you’re creating. To create a folder, click New.-> Click Create.

Create a Random Group

Email Studio -> 'Subscribers' tab -> select Groups menu -> Click 'Create' button, then click 'Next' button -> 'Create Subscriber Group' window, click 'Pick a random group from a subscriber list'/'Random Group' -> click 'Next'/'Ok' button -> Click 'Browse' button and select the list to create the group from. -> Add the first group. Click 'Add' button . Enter a name in Group Name. The name appears in the 'Email Send Wizard'. Enter a percentage or a number of subscribers in a selected list in Group Size that is randomly added to the group. This format is used for the rest of the groups created in this random sampling. Click the group folder to set the group's location. If you want a new group folder, click 'New', select the parent folder, and enter the name. Click 'OK'. You see your first group and how much of the list you have left for creating more groups. For example, if you defined your first group as 25% of the list, the Define Random Group dialog box displays 75% remaining. -> Repeat to add up to 11 more groups for a total of 12. -> Click 'Create' button. Email Studio reads through your subscriber data to build the new groups. -> If you want to see the last random group that was created, select View your newly created group check box. -> Click 'Finish' to exit the wizard. You can access your groups from the groups area and use them to send emails.

Data Filter

segment a list, a group or a data extension.

Create Data Filter or Filter Definition 1 of 3

Email Studio -> Subscribers tab -> click 'My List' folder -> select list to be filter -> click 'Filter' -> drag attributes to canvas -> define with 'and/or' > click 'Save & Build'

Create Data Filter or Filter Definition 2 of 3

Email Studio -> Subscribers tab -> click 'Data Extension' -> select data extension to be filter -> click 'Filter' -> drag attributes to canvas -> define with 'and/or' > click 'Save & Build'

Create Data Filter or Filter Definition 3 of 3

Email Studio -> Email -> Subscribers tab -> select 'Data Filters' -> click 'Create' -> 'Create Filter' window, choose to filter: Profile Attributes or Data Extension -> select list, group or data extension to be filter -> click 'Filter' -> drag attributes to canvas -> define with 'and/or' > click 'Save & Build'

Measures

used to segment with subscriber behaviou example opens, email delivery…etc from list, data extension and resulting "groups" or filtered data extensions

Create Measures to filter

Email Studio -> Subscribers tab -> click 'Measures' folder -> click 'Create' button -> Fill in the 'Name', 'External Key' (optional unique ID), and Description for your record-keeping -> Set Expression Conditions: 'Event Source': Select the behavioral data file (e.g., Opens, Clicks, Bounces) that will serve as the basis for the measure. 'Attribute': Choose the specific column to evaluate (e.g., Event Date or Send ID). 'Operator': Select how to compare the values (e.g., "is greater than" or "is equal to"). 'Criteria Value': Enter the specific value against which the attribute is compared. -> Group Conditions (Optional): Use 'Add Condition' or 'Add Grouping' to combine multiple criteria with AND or OR logic. Combine with 'Outer Grouping' and 'Inner Grouping'. -> click 'Save'.

Publication List

Subscriber can unsubscribe from a publication without unsubscribing from all the other publications of the organization. Just create a publication list for each of your own publication example newsletter, coupons…etc.

Profile Management

See profile attributes the describe a subscriber profile, default 3 profiles attributes: 1. Full Name 2. Email 3. User defined

Preference Management

Subscriber's preference of receiving communications: HTML, Simple Text, Surprise, Once a month and After 3PM

All Subscriber List

Email addresses in All Subscriber list have: Email address, status and subscriber key.