How does Automation Studio work in Marketing Cloud?
Marketing Cloud provides a manual process to filter data extensions or lists, but there is also another option to automate your frequently used segmentation: Automation Studio. First, let’s understand where you can access your data in Marketing Cloud. How is Data Stored in Marketing Cloud?
How is email studio used in Salesforce Marketing?
Salesforce integrated users can take things a step further, incorporating custom reports and data from the Sales Cloud into Email Studio to use with marketing automation and real time triggered sends using Marketing Cloud Connect. Why Email Studio?
What can I do with Salesforce Marketing Cloud?
Users new to Salesforce Marketing Cloud can use drag-and-drop email creation and data filtering tools to create engaging emails and target audiences. Advanced and technical users can use Data Extensions and Tracking to combine engagement metrics and data with customized offers and promotions.
How to save saved data in Automation Studio?
Once you are satisfied with the results of your saved Data Filter, you can now move over to Automation Studio. In Automation Studio, create a new Automation Studio job. Give it a name, then drag over a Filter Activity Action. Filter Activity Actions are composed of a Data Filter from Email Studio.
How to Automat segmentation with a filter activity?
Automating segmentation with a filter activity is a two-step process. First, you define which filter is used—the filter activity. Next, you schedule the filter activity to run—the automation.
Where do I find data filters in Salesforce?
Data filters are available in Email Studio, under ‘data filters’ in the ‘subscribers’ drop down menu. Salesforce includes several fields like close date to get you thinking about how you can segment your market. Drag these filters into the ‘create filter’ window, Use the ‘AND’ and ‘OR’ operators to add multiple conditions.