In Salesforce Marketing Cloud, Business Units allow controlling the access to shared information across the platform. Large companies would typically define one Business Unit per country or per department (e.g. Business development, Customer retention) to better manage their organization.
With a single Marketing account (type Enterprise 2.0), we can create multiple Business Units but a hierarchical structure of the account is needed, so each child Business Unit should have a parent Business Unit.
Users can have access to multiple Business Units and access to Content, Data extensions and Subscribers created in this business unit. They also can share data by using shared Item folders.
In each Business Unit, these features can be configured:
Business Unit Parent
These settings can help you control access to a Brand, depending on Demography, Publication types, Workflow process, and Organisation structure.
When all your BUs are configured, do not forget to set up a “subscriber filter” because subscribers are stored in the parent BU. This filter “ subscriber filter” controls subscribers accesses across all child BUs created.
It is important to configure all languages you need to use for your communication and also the currency. If you have multiples Business units, you can also set the type of unsubscribing, at child Business Unit level or parent Business unit level.
I hope that this article was helpful, see you soon with another post!
Imagine that you are a digital marketer at Waitrose, and you need to inform your customers by SMS when their parcel is on its way.
Here is the sample SMS that we want to send to your customers.
Navigate Mobile Connect and click on create message, chose Outbound.
Define properties and choose your long code. Use your From Name, it is possible to create a custom one.
Don’t forget to agree with the Certification opt-out Availability
Select your Audience as a Contact List
Create your Contact List. Select your Data extension and add a filter to exclude the null Mobile Number.
Create your Content and Schedule your campaign. Save your campaign.
We know that an SMS has a high impact on customer’s behavior but watch out for Super Messages consumption (depending on the Country of each individual message, SMS length, and Non-GSM danger characters).
So before sending your SMS, make sure that you have the consents mobile for your subscriber. Also, make sure to confirm the user isn’t already added on mobile connect.
I hope you and your loved ones are well during this particular time. Today there are not many customers in the stores or online and as a retailer, you need to re-engage them.
Yes, don’t hesitate to do this, to help your customers to take care of themselves.
Maybe as a product owner, you don’t have the skills to write a SQL query to use for a campaign to re-engage customers or maybe the director of marketing has reduced the budget and you have to cancel the contract with your IT supplier .
For such problems, there is a solution with Deselect.io which is on AppExchange for Salesforce Marketing cloud. You don’t need to have skills in SQL to prepare your campaign and it is typically less expensive than a contract with an IT supplier. Thank you Deselect.io
Let’s say your objective is to send this kind of campaign below (It is in French because at the time I lived there 😉)
Let’s deep dive into this campaign with Deselect.io and Salesforce marketing cloud!
Before building your campaign, we need to know what segmentation we are applying for this communication. We choose customers who don’t do an order theses last 90 days, and identify the two data extensions you need for this requirement ( TestContacts and TestOrders )
As you can see, there are 3 important elements to plays with this: Contacts, orders, and periods. Let us see together how we use these with deselect.io with no need SQL code 😊
For that follow the step below:
Create two data extensions here:
Within your Salesforce Marketing account click on “AppExchange” and select “deselect”
2. Click “New Selection” and enter the name of your selection
3. Drag and drop the data extension “testcontact” at left on “available data extension to selected Data Extensions, after drag and drop the field “contactID” from “available fields to “filters”
4. Then in the filters select “not in results” after drag and drop the second data extension “TestOder” and select “contactID”
5. Then drag and drop the field “date” to filter and in the filter select “Greater than” and “relative” enter 90
6. Navigate to the step “Target Definition” and create a data extension that which will use for put out your campaign, select “Is sendable” and save
7. Then drag and drop the fields you want to use in our campaign that it will appear in your data extension in email studio and click save
8. Navigate to the step “preview” and click “Run Preview”
9. And the result appears you can see the customers who did not order the last 90 days. Click “save “and “RUN”
10. Navigate to email studio and subscribers select “data extension”. Then you can view the data extension that you have created with a tool deselect.io.
Now after creating a template for the campaign you can use this data extension for the sending of the campaign for customers who didn’t order the last 90days.
Now is your turn to create another segmented email without code SQL but just du drag and drop thank you Deselect.io! We know that it can take many years before becoming an expert in SQL and with a tool Deselect.io we easily tackle requests for personalized campaigns.
See you soon with another post, Live with pleasure!
As a Salesforce Marketing consultant, you have been mandated to implement Marketing Cloud and need to do a demo for a workshop. To prepare this demo, you need to add data to your already created data extension.
Let’s look at the screenshot below: I am trying to add data to my data extension “DE TEST”. When doing so, this error message appears, and the import fails:
“Error : Upload Error uploading, decompressing, or decrypting the file”
This error occurred because there was no FTP account created. You need to add a new FTP account and re-attempt the import.
Follow these steps to add a new FTP account:
Log into your account
Hover over your name in the top right corner and select Administration
Click on Accounts
Click on FTP User
Click on Create User
Enter a password
Hoping this article will help you, see you soon with a new post!
How to orient your customers to the nearest store, using Email Studio & Content Builder
Sézane,1RUE SAINT FIACRE 75002 PARIS
Have you ever been to your favorite store, just to realize once there that it had moved? Well, very often, it moves but only to remain in the same area…However, you could not guess that since no communication on the new address was shared via email, SMS or even social media.
We will see here how to take care of your customers by giving them the right information and guaranteeing an enjoyable shopping experience.
First, we can communicate the address of the store closest to their home by email. To do this we will need:
1- Data extension sendable with customer information (email, first name, address)
1 –Data extension not sendable with store codes and their addresses.
And also, the basics of the LOOKUP function of the AMPscript code.
A-Our sendable data extension for sending emails to the customer
B-Our non-sendable data extension with stores attributes
Here the corresponding code that will be displayed in your email sending with the store address closest to the customer.
Dear %% First Name %%
Your return request has been taken into account.
Thank you for returning your item in its original condition to the nearest store:
Var @StoreAddress, @ Address1
Set @ Address1 = [Address1]
Set @StoreAddress = Lookup( “Data_ExtensionB”, “ City ”, “Address2”, @ Address1)
I hope you had a wonderful weekend, welcome back on SalesforceJandJ.comfor a new chapter on Marketing Cloud capabilities 😊 By the way, did you see the new campaign of Estee Lauder? The colors and visuals are impressively harmonized, I really really love it. The best is you can do this type of layout with “Content builder“an app of marketing cloud.
So, in previous posts, we saw how to communicate with customers on differents channels. Today, you would like to export data for other business needs. In Marketing cloud, you can export your data by using your own FTP server. If you do not have an FTP server you should download one (Filezilla server or CyberDuck)
Maybe you have multiple Business Unit on your Org. Each BU should have its own FTP also its own FTP users.
If one FTP user is locked, you should enable the status, take the user identification to log into the FTP. To do that go to:
Administration – Account – FTP Accounts
Go on your FTP to configure access to the FTP user.
Click on “open the connexion” and fill in the below form to establish the connexion with Marketing Cloud.